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Stepan Company Posts Resilient Cash Flow Outlook
3.1
Relevance Score
On Feb. 28, 2026, Danny Green’s Substack published a bullish thesis on Stepan Company, noting the stock traded at $66.46 as of Feb. 17 and summarizing Q3 2025 results. Consolidated sales were about $590.3 million, adjusted EBITDA $56.2 million and free cash flow roughly $40.2 million, while GAAP net income fell to $10.8 million; risks center on the Pasadena ramp and feedstock volatility.
