Organon & Co. — Form 8-K
Filed October 30, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 28/100
What the filing says
Organon reported Q3 2026 GAAP net income of $164M ($0.60 diluted EPS) versus $160M ($0.61) in Q3 2025. Non-GAAP adjusted net income declined to $256M ($0.94 EPS) from $263M ($1.01), reflecting $23M in Merck manufacturing network exit costs and $19M related to a pending Sun Pharmaceutical Industries transaction. Nine-month 2026 adjusted net income fell to $674M ($2.51 EPS) from $789M ($3.03) in 2025, down 14.5%, with cumulative manufacturing exit costs of $76M and Sun Pharma transaction costs of $30M.
Why this rating
Adjusted earnings down 14.5% YoY (9M); material transaction costs ($49M combined) are ~2% of market cap but non-recurring. Core operational pressure evident. Routine supplemental disclosure but underlying trends concerning.
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