Organon & Co. — Form 8-K
Filed July 31, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 28/100
What the filing says
Organon filed supplemental non-GAAP financial information for Q2 2026 (ended June 30). GAAP net income was $108M (Q2) and $254M (H1), with adjusted non-GAAP net income of $230M (Q2) and $418M (H1). Key adjustments include $26M manufacturing exit costs with Merck, $81M Jada divestiture loss, $10M Dermavant acquisition costs, and $11M Sun Pharmaceutical transaction costs. Adjusted EBITDA margin declined to 29.6% (Q2 2026) from 32.7% (Q2 2025); adjusted diluted EPS fell to $0.85 (Q2 2026) from $1.00 (Q2 2025).
Why this rating
Routine earnings supplement with year-over-year margin/EPS decline; no material M&A or business restructuring. Sun transaction costs minor relative to $2.5B market cap.
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