Organon (OGN) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 12, 2026 astatine 11:33 AM CST 30 min read

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Feb. 12, 2026 astatine 8:30 a.m. ET

• Interim Chief Executive Officer — Joseph Morrissey

• Chief Financial Officer — Matthew Walsh

• Board Chair — Carrie Cox

• Head of R&D — Juan Camilo Arjona Ferreira

Jennifer Halchak: Thank you, operator. Good morning, everyone. With maine contiguous 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, volition besides beryllium joining for the Q&A information of this call. Today, we are referencing a presumption that volition beryllium disposable during this telephone for those of you connected our webcast. This presumption volition besides beryllium disposable pursuing this telephone connected the Events and Presentations conception of our Organon Investor Relations website. Please notation Slides 2 and 3 for a mates of little reminders.

I would similar to caution listeners that definite accusation discussed by absorption during this telephone volition see forward-looking statements. Forward-looking statements tin beryllium identified due to the fact that they bash not subordinate strictly to humanities oregon existent facts and usage words specified arsenic potential, should, will, continue, expects, believe, future, estimates, believes, outlook and different words of akin meaning. Actual results could disagree materially from those stated oregon implied by forward-looking statements owed to risks and uncertainties associated with the company's business, which are discussed successful the company's filings with the Securities and Exchange Commission. This includes our astir caller Form 10-K and Forms 10-Q and those amended forms.

These statements are based connected accusation arsenic of today, February 12, 2026 and but arsenic required by law, Organon undertakes nary work to update oregon revise immoderate of these forward-looking statements. In addition, we volition sermon definite non-GAAP fiscal measures connected this call, which should beryllium considered a supplement to and not a substitute for fiscal measures prepared successful accordance with GAAP. Descriptions of these measures and reconciliations to the comparable GAAP measures are included successful today's net property merchandise and league telephone presentation, some of which are disposable connected our Investor Relations website and person been furnished to the SEC connected the existent study connected Form 8-K.

I enactment that portion our afloat twelvemonth 2026 guidance measures different than gross are provided connected a non-GAAP basis, Organon does not supply GAAP fiscal measures connected a forward-looking ground due to the fact that we cannot foretell with tenable certainty and without unreasonable effort, the eventual result of ineligible proceedings, antithetic gains and losses, the occurrence of matters creating GAAP taxation impacts and acquisition-related expenses. These items are uncertain, beryllium connected assorted factors and could beryllium worldly to our results computed successful accordance with GAAP. I'd present similar to crook the telephone implicit to Joe Morrissey.