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Stepan SCL Specialty Products — Operating Income

Other segment segments

Surfactants
$34.36M+157%
Polymers
$22.47M+30.9%

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Other financials

Income statement

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Revenue$684.1M+15.0%
Gross profit$100.0M+39.1%
Operating income$37.2M+107%
Net income$22.9M+102%
EPS (diluted)$1.00+100%

Balance sheet

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Cash & equivalents$113.7M+27.9%
Total debt$707.3M-2.7%
Total equity$1.2B-2.4%
Total assets$2.4B-1.0%

Cash flow

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Operating cash flow$8.4M-25.3%
CapEx$23.4M-8.6%
Free cash flow-$15.0M-4.4%

Valuation

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Market cap$1.45B+30.7%
Enterprise value$2.05B+17.0%
P/S0.6×+0.1×

Profitability

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Gross margin11.8%-0.6pp
Operating margin0.8%-2.6pp
Net margin-0.1%-2.7pp
FCF margin1.5%

Returns & leverage

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Return on equity-0.2%-5.0pp
Debt / equity0.6×0.0×
Current ratio1.2×-0.2×

Where this comes from

Reported directly by Stepan in its filing.

Tagged under the XBRL concept us-gaap:OperatingIncomeLoss.

The source filing: Stepan’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 12:37 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-334428
(In thousands)SurfactantsPolymersSpecialty ProductsTotal
Net Sales$483,902$178,007$22,200$684,109
Cost of Sales (1)420,295147,22816,193583,716
Operating Expenses (2)29,2458,3101,00038,555
Operating Income$34,362$22,469$5,007$61,838
Unallocated Corporate Expenses (3)(24,628)
Consolidated Operating Income$37,210
Segment Capital Expenditures$16,057$6,517$992$23,566
Unallocated Capital Expenditures (4)(160)

Item 1 - Financial Statements

FAQ

What is Stepan's specialty products — operating income?
Stepan (SCL) reported specialty products — operating income of $5.01M in Q2 2026.
How has Stepan's specialty products — operating income changed year-over-year?
Stepan's specialty products — operating income decreased by 4.8% year-over-year, from $5.26M to $5.01M.
What is the long-term trend for Stepan's specialty products — operating income?
Over 4 years (2021 to 2025), Stepan's specialty products — operating income has grown at a 16.0% compound annual growth rate (CAGR), from $14.18M to $25.64M.
What does specialty products — operating income mean?
This is the profit or loss generated by the Specialty Products segment after deducting both cost of goods sold and operating expenses from revenue. It is a key measure of the segment's core operational profitability and its contribution to the overall company's financial performance.

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