Stepan Company (NYSE:SCL), a global manufacturer of specialty chemicals including surfactants, polymers and specialty products for consumer and industrial markets, reported fourth-quarter and full-year 2025 results on February 23, 2026, highlighting resilience in a challenging chemical industry environment marked by raw material volatility and demand fluctuations.
For the fourth quarter ended December 31, 2025, Stepan posted net income of $5 million, up 49% from the prior-year period.
Adjusted EBITDA came in at $33.8 million, down 3% year-over-year, reflecting continued margin pressures from lower average selling prices and softer volumes in certain end markets, partially offset by cost discipline and productivity gains.
Full-year 2025 results showed net income of $46.9 million, down 7% from 2024, on net sales of $2.332 billion, an increase of 7% driven by higher volumes and favorable product mix in key segments.
EBITDA rose 11% to $208 million, while adjusted EBITDA increased 6% to $198.9 million.
Elsewhere, management highlighted progress in cost reduction and efficiency initiatives, announcing the launch of Project Catalyst, a company-wide program targeting approximately $100 million in pre-tax savings over the next two years through supply chain optimization, manufacturing productivity enhancements, organizational streamlining, and procurement improvements.