Q4 2025 Organon & Co Earnings Call Transcript
Key Points
- Organon & Co (OGN) delivered $6.2 billion in revenue and $1.9 billion of adjusted EBITDA in 2025, with biosimilars performing better than expected.
- The FDA approved an sNDA to extend the duration of Nexplanon from three to five years, potentially broadening its market.
- Organon & Co (OGN) achieved over $200 million in cost savings in 2025, offsetting investments in growth drivers like Vtama.
- The company divested the Jada system, resulting in approximately $390 million in net proceeds to reduce net debt.
- Organon & Co (OGN) expects revenue and adjusted EBITDA in 2026 to be in line with 2025, maintaining a stable financial outlook.
- Revenue was down 3% on both a reported and ex exchange basis in 2025.
- Women's health sales, including Nexplanon, decreased significantly, with a 16% decline ex FX in the fourth quarter.
- The company faced pricing pressure and unfavorable product mix, leading to a decline in non-GAAP adjusted gross margin.
- Organon & Co (OGN) reported a net loss of $205 million in Q4 2025, including a noncash goodwill impairment of $301 million.
- The divestiture of the Jada system will represent a headwind of about 120 basis points to consolidated revenue in 2026.
Hello, and welcome to the Organon fourth quarter and full year 2025 earnings call and webcast. (Operator Instructions).
I would now like to turn the conference over to Jennifer Halchak, Vice President, Investor Relations. You may begin.
Thank you, operator. Good morning, everyone. With me today are Joe Morrissey, Organon's Interim Chief Executive Officer; and Matt Walsh, our Chief Financial Officer; Carrie Cox, Organon's Board Chair; and Juan Camilo Arjona Ferreira, Organon's Head of R&D, will also be joining for the Q&A portion of this call.
Today, we are referencing a presentation that will be visible during this call for those of you on our webcast. This presentation will also be available following this call on the Events and Presentations section of our Organon Investor Relations website. Please reference slides 2 and 3 for a couple of brief reminders.
I would like to caution listeners that certain information discussed by management during this call will include
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