Organon (NYSE:OGN) is preparing to release its quarterly earnings on Thursday, 2026-02-12. Here's a brief overview of what investors should keep in mind before the announcement.

Analysts expect Organon to report an earnings per share (EPS) of $0.72.

Organon bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).

Past Earnings Performance

During the last quarter, the company reported an EPS beat by $0.09, leading to a 2.46% drop in the share price on the subsequent day.

Here's a look at Organon's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	0.92	0.92	0.89	0.87
EPS Actual	1.01	1.00	1.02	0.90
Price Change %	-2.00	4.00	1.00	-6.00

Stock Performance

Shares of Organon were trading at $7.81 as of February 10. Over the last 52-week period, shares are down 52.82%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.

Insights Shared by Analysts on Organon

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Organon.

Analysts have provided Organon with 1 ratings, resulting in a consensus rating of Underperform. The average one-year price target stands at $7.5, suggesting a potential 3.97% downside.

Comparing Ratings Among Industry Peers

This comparison focuses on the analyst ratings and average 1-year price targets of Perrigo, Ocular Therapeutix and Nuvation Bio, three major players in the industry, shedding light on their relative performance expectations and market positioning.

• Analysts currently favor an Neutral trajectory for Perrigo, with an average 1-year price target of $18.0, suggesting a potential 130.47% upside.
• Analysts currently favor an Buy trajectory for Ocular Therapeutix, with an average 1-year price target of $20.25, suggesting a potential 159.28% upside.
• Analysts currently favor an Buy trajectory for Nuvation Bio, with an average 1-year price target of $12.33, suggesting a potential 57.87% upside.

Peers Comparative Analysis Summary

In the peer analysis summary, key metrics for Perrigo, Ocular Therapeutix and Nuvation Bio are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Organon	Underperform	1.26%	$857M	19.52%
Perrigo	Neutral	-4.06%	$377.10M	0.17%
Ocular Therapeutix	Buy	-22.43%	$11.66M	-14.17%
Nuvation Bio	Buy	1704.68%	$9.77M	-15.97%

Key Takeaway:

Organon ranks highest in Gross Profit and Return on Equity among its peers. It ranks second in Revenue Growth.

About Organon

Organon & Co is a science-based pharmaceutical company that develops and delivers health solutions through a portfolio of prescription therapies within women's health, biosimilars, and established brands. The Company's operations include the following product portfolio: Women's health, Biosimilars and Established medicines. Geographically, it derives a majority of its revenue from Europe and Canada followed by the United States and then Asia Pacific and Japan. The company generates the majority of its revenue from the Established Brands product portfolio.

Breaking Down Organon's Financial Performance

Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.

Positive Revenue Trend: Examining Organon's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 1.26% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Health Care sector.

Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 9.99%, the company showcases strong profitability and effective cost control.

Return on Equity (ROE): Organon's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 19.52% ROE, the company effectively utilizes shareholder equity capital.

Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.18%, the company showcases effective utilization of assets.

Debt Management: Organon's debt-to-equity ratio surpasses industry norms, standing at 9.74. This suggests the company carries a substantial amount of debt, posing potential financial challenges.

To track all earnings releases for Organon visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.