Organon (NYSE:OGN) Earnings Watch: Revenue Up 1.3% YoY, Revenue Guidance Slightly Missed

Organon (NYSE: OGN) will report earnings Thursday, Feb 13, 2026. The company posted Q4 revenue of $1.60 billion, up 1.3% year-on-year and 2% above Street estimates, but full-year guidance is slightly below consensus. For Q1 2026, analysts expect revenue to decline 5.2% YoY to $1.51 billion and adjusted EPS of $0.73 per share. Over the past two years, Organon has exceeded top-line estimates by 1.7% on average and missed revenue guidance only once. Peer performance is mixed: Eli Lilly (+42.6% YoY, +7.4% over estimates) and Bristol-Myers Squibb (+1.4% YoY, +4.8% over estimates) outperformed, with Lilly up 1.7% and BMS up 7.6% on respective results. Pharmaceuticals peers have underperformed broadly (-3.7% in the last month), while Organon’s shares are flat and trade at $7.97 versus an average target of $9.36.