Organon (OGN) ended the recent trading session at $20.47, demonstrating a +0.89% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 0.54%. On the other hand, the Dow registered a gain of 0.72%, and the technology-centric Nasdaq increased by 0.65%.Shares of the pharmaceutical company witnessed a gain of 0.35% over the previous month, trailing the performance of the Medical sector with its gain of 4.37% and the S&P 500's gain of 4.86%.The upcoming earnin ...

Organon (OGN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this pharmaceutical company have returned +1%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Medical Services industry, which Organon falls in, has gained 1.2%. The key question now is: What could be the stock's future direction?Althoug ...

Organon (OGN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this pharmaceutical company have returned +0.6% over the past month versus the Zacks S&P 500 composite's +3.2% change. The Zacks Medical Services industry, to which Organon belongs, has gained 2.5% over this period. Now the key question is: Where could the stock be headed in the near term?Altho ...

Organon (OGN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this pharmaceutical company have returned -2.5% over the past month versus the Zacks S&P 500 composite's -3.2% change. The Zacks Medical Services industry, to which Organon belongs, has gained 0.7% over this period. Now the key question is: Where could the stock be headed in the near term?Although media repo ...

销售情况 - 2024年上半年公司全球销售额为32.29亿美元，同比增长3%[140] - 美国市场销售额为7.58亿美元，同比增长9%[136] - 国际市场销售额为24.71亿美元，同比增长1%[136] - Nexplanon单支植入式避孕套在美国和国际市场销售均有增长，分别为13%和22%[148][141] - NuvaRing阴道避孕环在美国市场销售下降36%，主要受到仿制药竞争和政府折扣率上升的影响[149] - 生物类似药Hadlima在2023年7月在美国上市后销售大幅增长273%[153] - 生物类似药Ontruzant在巴西政府招标采购中需求增加，但在美国受到不利折扣率影响和欧洲需求下降[141] - 部分成熟品牌如Zetia/Vytorin和Cozaar/Hyzaar在日本和中国市场受到竞争和政策影响销售下降[139][142] 生物类似药销售情况 - 雷米卡德生物类似药Renflexis销售下降2%,主要由于美国折扣率上升,但加拿大需求增长抵消了部分影响[155] - 赫赛汀生物类似药Ontruzant销售增长46%和62%,主要由于巴西政府招标带来的需求增加,但美国不利折扣率和欧洲需求下降抵消了部分增长[156] - 恩布瑞生物类似药Brenzys销售保持相对稳定,六个月销售增长13%主要由于巴西政府订单时间性影响[157] - 修美乐生物类似药Hadlima在美国2023年7月上市后,三个月和六个月销售分别为2800万美元和5800万美元,同时国际市场也有适度增长[158] 成熟品牌销售情况 - 主要成熟品牌中,降胆固醇药物Zetia/Vytorin和Atozet销售下降,主要受日本需求下降、竞争影响和ERP系统实施影响[162,163] - 降压药Cozaar/Hyzaar销售下降,主要受中国VBP政策影响[164] - 哮喘药物Singulair销售增长16%,主要由于中国需求增加,但六个月销售下降5%受日本需求和价格下降影响[167] - 鼻炎药Nasonex和哮喘药Dulera销售保持相对稳定[168,169] - 关节炎药Arcoxia和皮质激素Diprospan销售分别保持稳定和大幅增长[171,172] 税务和财务情况 - 有效所得税率分别为16.0%和14.4%[188] - 2024年1月1日起,大多数欧盟成员国实施了OECD的15%全球最低企业税率[189] - 截至2024年6月30日,公司现金及现金等价物为7.04亿美元[190] - 公司通过经营活动产生的现金流增加,主要是由于应收账款回款时间的影响[193] - 公司将继续分离供应链,从默克公司分离,以优化制造和供应网络[196] - 公司将在2024年支付更高的现金税款[197] - 公司已批准进一步优化制造和供应网络的计划,预计将产生相关成本[196] 风险管理 - 公司面临外汇风险,主要涉及欧元、瑞士法郎和日元[201] - 公司长期债务组合包括固定利率和浮动利率工具,浮动利率债务将受到利率变动的影响[202] - 公司已建立资产负债表风险管理计划和净投资套期,以减轻外汇波动的影响[201]

Organon (OGN) reported $1.61 billion in revenue for the quarter ended June 2024, representing a year-over-year decline of 0.1%. EPS of $1.12 for the same period compares to $1.31 a year ago.The reported revenue represents a surprise of -1.13% over the Zacks Consensus Estimate of $1.63 billion. With the consensus EPS estimate being $1.06, the EPS surprise was +5.66%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

Organon (OGN) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.66%. A quarter ago, it was expected that this pharmaceutical company would post earnings of $0.97 per share when it actually produced earnings of $1.22, delivering a surprise of 25.77%.Over the last four quarters, the com ...

Organon Second Quarter 2024 Earnings Disclaimer statement Cautionary Note Regarding Forward-Looking Statements Except for historical information, this presentation includes "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about management's expectations about Organon's future financial performance and prospects, including full-year 2024 guidance estimates and predictions regar ...

财务业绩 - 公司第二季度2024年收入16.07亿美元，同比持平，剔除汇率影响后增长2%[2][3][8] - 第二季度2024年稀释每股收益0.75美元，非GAAP调整后每股收益1.12美元，其中包括1500万美元的研发费用[3] - 第二季度2024年净利润1.95亿美元，调整后EBITDA5.13亿美元[3] - 全年2024年收入指引6.25亿美元至6.45亿美元，调整后EBITDA利润率指引31%-33%[4] - 2024年第二季度和上半年收入分别为16.07亿美元和32.29亿美元[36] - 2024年第二季度和上半年毛利分别为9.39亿美元和18.96亿美元[36] - 2024年第二季度和上半年净利润分别为1.95亿美元和3.96亿美元[37] - 2024年第二季度和上半年每股收益(稀释)分别为0.75美元和1.53美元[38] - 公司第二季度收入为16.07亿美元，与去年同期持平[45] - 公司第二季度毛利率为62.0%，较去年同期下降0.9个百分点[49] - 公司第二季度销售、一般及管理费用为3.90亿美元，与去年同期持平[50] - 公司第二季度研发费用为1.10亿美元，较去年同期下降9.1%[52] - 公司第二季度非GAAP调整后净利润为2.89亿美元，较去年同期下降14.0%[53] - 公司第二季度非GAAP调整后每股收益为1.12美元，较去年同期下降14.5%[55] - 公司第二季度非GAAP调整后EBITDA为5.13亿美元，较去年同期下降3.2%[56] - 公司第二季度非GAAP调整后EBITDA利润率为31.9%，较去年同期下降1.1个百分点[56] - 公司第二季度税率为17.8%，较去年同期上升8.4个百分点[54] - 公司第二季度拆分相关成本为3900万美元，较去年同期下降36.1%[57] 业务表现 - 妇女健康业务收入增长3%，主要由于Nexplanon销售强劲[9] - 生物类似药业务收入增长22%，主要由于Hadlima上市后销售增长[11] - 成熟品牌业务收入下降1%，主要受中国带量采购和日本价格调整的影响[12] - Nexplanon/Implanon NXT在2024年第二季度和上半年的销售额分别为2.42亿美元和4.62亿美元[42] - Renflexis在2024年第二季度和上半年的销售额分别为0.69亿美元和1.38亿美元[42] - Zetia在2024年第二季度和上半年的销售额分别为0.75亿美元和1.59亿美元[42] - Atozet在2024年第二季度和上半年的销售额分别为1.40亿美元和2.71亿美元[42] - Singulair在2024年第二季度和上半年的销售额分别为0.93亿美元和1.90亿美元[42] 其他 - 董事会宣布每股0.28美元的季度股息[20] - 第二季度毛利率58.4%，调整后毛利率62%，主要受产品组合不利影响[17]

Organon & Co. (OGN) is scheduled to report second-quarter 2024 results on Aug 6, before market open.In the last reported quarter, the company’s adjusted earnings per share (EPS) of $1.22 surpassed the Zacks Consensus Estimate by 25.8%. Over the trailing four quarters, its earnings outperformed the Zacks Consensus Estimate on three occasions and missed once, delivering an earnings surprise of 13.6%, on average.Let’s check out the factors that have shaped OGN’s performance prior to this announcement.Factors t ...