Earnings summaries and quarterly performance for Prestige Consumer Healthcare.
Executive leadership at Prestige Consumer Healthcare.
Ronald M. Lombardi
Detailed
Chief Executive Officer
CEO
AM
Adel Mekhail
Detailed
Executive Vice President, Marketing & Sales
CS
Christine Sacco
Detailed
Chief Financial Officer and Chief Operating Officer
JZ
Jeffrey Zerillo
Detailed
Executive Vice President, Operations
WC
William C. P’Pool
Detailed
Senior Vice President, General Counsel and Corporate Secretary
Board of directors at Prestige Consumer Healthcare.
Research analysts who have asked questions during Prestige Consumer Healthcare earnings calls.
Anthony Lebiedzinski
Sidoti & Company, LLC
4 questions for PBH
Also covers: BSET, CNXN, FLWS +13 more
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
4 questions for PBH
Also covers: ACI, BJ, CHD +16 more
Susan Anderson
Canaccord Genuity Group
4 questions for PBH
Also covers: BODI, CDXC, COTY +13 more
Douglas Lane
Water Tower Research
2 questions for PBH
Also covers: AOUT, BBW, BSET +8 more
GW
Glenn West
William Blair & Company
2 questions for PBH
Also covers: BRCC, COCO
KD
Keith Devas
Jefferies Financial Group Inc.
2 questions for PBH
Also covers: KVUE, PRGO
DS
David Shakno
William Blair & Company
1 question for PBH
Also covers: JJSF, PRMB
LB
Linda Bolton-Weiser
D.A. Davidson & Co.
1 question for PBH
Also covers: CLX, ELF, FLWS +14 more
Recent press releases and 8-K filings for PBH.
Prestige Consumer Healthcare Discusses 2025 Performance, Strategic Growth, and Capital Allocation
PBH
M&A
New Projects/Investments
Share Buyback
- Prestige Consumer Healthcare (PBH) successfully navigated a "crazy year" in 2025, managing external events like tariffs and inflation, with its diverse portfolio of essential health products providing resilience.
- The company is focused on brand building and innovation, exemplified by Dramamine's expansion into nausea with ginger chews, and aims to grow categories rather than just steal market share.
- The Clear Eyes recovery is progressing through three stages (supply, retailers, consumer reconnection), supported by the acquisition of Pillar Five in December and new suppliers, with sequential shipment improvements expected in fiscal Q3 and Q4, targeting full consumer reconnection by late fiscal 2027.
- PBH maintains a strong financial profile with 33%-34% EBITDA margin and the lowest leverage in its history, prioritizing capital allocation towards M&A, opportunistic share repurchases, and debt reduction, expecting to generate $1 billion in free cash flow over the next four years.
- The international business accounts for over 10% of total revenue and has been growing well above the long-term outlook of 5%+, with key brands like Hydralite, FESS, and Murine.
7 days ago
Prestige Consumer Healthcare Discusses 2025 Performance, Clear Eyes Recovery, and Capital Allocation Strategy
PBH
M&A
New Projects/Investments
Guidance Update
- Prestige Consumer Healthcare (PBH) navigated 2025 with a diverse portfolio of essential health products, which helped offset various external disruptions, and focuses on building categories through new products and innovation.
- The company is actively recovering its Clear Eyes brand through a three-stage process, including the recent acquisition of Pillar Five in December 2025 and securing two additional suppliers, with expected sequential improvement in shipments in fiscal Q3 and Q4.
- PBH maintains a strong financial profile with a 33%-34% EBITDA margin and anticipates generating $1 billion in free cash flow over the next four years, prioritizing M&A, share repurchases, and debt management.
- The company's M&A strategy focuses on acquiring ROIC-accretive, traditional OTC brands with long-term growth potential from public companies, private equity, and family-owned businesses.
- International business, comprising 12% or more of total revenue, has consistently grown well above the long-term outlook of 5%+.
7 days ago
Prestige Consumer Healthcare Discusses 2025 Performance, Clear Eyes Recovery, and Capital Allocation
PBH
M&A
Share Buyback
New Projects/Investments
- Prestige Consumer Healthcare (PBH) demonstrated resilience in 2025 amidst external challenges, leveraging its diverse portfolio of essential health products.
- The company is implementing a three-stage recovery plan for its Clear Eyes brand, with supply secured through new suppliers and the Pillar5 acquisition, anticipating sequential shipment improvements in fiscal Q3 and Q4.
- PBH's capital allocation strategy prioritizes M&A and share repurchases, with a projection to generate $1 billion in free cash flow over the next four years.
- The international business accounts for over 12% of total revenue and has consistently grown above the long-term outlook of 5%.
7 days ago
Prestige Consumer Healthcare Discusses 2025 Performance, Strategic Growth, and Capital Allocation
PBH
M&A
Share Buyback
New Projects/Investments
- Prestige Consumer Healthcare (PBH) expects to generate $1 billion in free cash flow over the next four years and maintains a 33%-34% EBITDA margin. Its capital allocation strategy prioritizes M&A, opportunistic share repurchases (executed in Q3 this fiscal year), and debt reduction, leveraging historically low debt levels.
- The company's business demonstrated resilience in 2025, supported by a diverse portfolio where no single category exceeds 20% of revenue. PBH focuses on category growth through innovation and new product development, exemplified by Dramamine's expansion.
- The Clear Eyes brand recovery is progressing, with new suppliers and the Pillar Five acquisition completed in December, expecting sequential shipment improvements in fiscal Q3 and Q4. Gross margin is anticipated to improve in fiscal 2027 through cost savings and innovation, offsetting a $5 million tariff impact in fiscal 2026.
- PBH actively pursues M&A opportunities from public companies, private equity, and family-owned businesses, applying disciplined criteria to acquire ROIC-accretive traditional OTC products with long-term growth potential.
7 days ago
PBH Announces Q2 FY 26 Results and Reaffirms FY 26 Outlook
PBH
Earnings
Guidance Update
Share Buyback
- PBH reported Q2 FY 26 revenue of $274.1 million, a 3.4% decrease from the prior year, and Adjusted Diluted EPS of $1.07, down 1.8% compared to Q2 FY 25.
- The company generated $133.6 million in Free Cash Flow for the first half of FY 26, an increase of 10% year-over-year, and repurchased $75 million in shares during Q2.
- PBH reaffirmed its FY 26 outlook, projecting revenues between $1,100 and $1,115 million and Adjusted Diluted EPS of $4.54 to $4.58, with Free Cash Flow of $245 million or more.
Nov 6, 2025, 1:30 PM
Prestige Consumer Healthcare Reports Q2 2026 Results and Updates Full-Year Guidance
PBH
Earnings
Guidance Update
M&A
- Prestige Consumer Healthcare (PBH) reported Q2 2026 sales of $274.1 million, a 3.4% decline from the prior year, and Adjusted EPS of $1.07, slightly down from $1.09.
- The company reiterated its full-year fiscal 2026 revenue guidance of $1.1 billion-$1.115 billion and raised its Adjusted EPS outlook to $4.54-$4.58, attributing the increase to share repurchase efforts.
- First-half fiscal 2026 free cash flow reached $133.6 million, an increase of approximately 10% year-over-year, with the full-year forecast maintained at $245 million or more.
- PBH repurchased 1.6 million shares for approximately $110 million in the first half of fiscal 2026 and anticipates closing the acquisition of eye care manufacturer Pillar Five for approximately $100 million in Q3, funded primarily by cash on hand.
- Q2 revenue was impacted by Clear Eyes supply constraints, which are expected to improve in the second half of the fiscal year, and the company continues to see double-digit e-commerce consumption growth.
Nov 6, 2025, 1:30 PM
Prestige Consumer Healthcare Inc. Reports Q2 FY26 Results and Updates EPS Outlook
PBH
Earnings
Guidance Update
Share Buyback
- Prestige Consumer Healthcare Inc. (PBH) reported Q2 FY26 revenue of $274.1 million and Adjusted Diluted EPS of $1.07, both surpassing expectations.
- The company raised its Fiscal 2026 Adjusted Diluted EPS outlook to $4.54 to $4.58, representing the high end of its previous range, while reaffirming its full-year revenue outlook of $1,100 to $1,115 million and Free Cash Flow of $245 million or more.
- PBH opportunistically repurchased approximately 1.1 million shares for $75 million during Q2 FY26, contributing to a total of approximately $110 million in repurchases for the first half of FY26.
Nov 6, 2025, 11:03 AM
Prestige Consumer Healthcare Inc. Reports Second Quarter and First Half Fiscal 2026 Results
PBH
Earnings
Share Buyback
Guidance Update
- Prestige Consumer Healthcare Inc. reported Q2 Fiscal 2026 revenue of $274.1 million and diluted EPS of $0.86, with adjusted diluted EPS of $1.07.
- For the first six months ended September 30, 2025, total revenues were $523.6 million.
- The company repurchased approximately 1.1 million shares during the second quarter.
- The Fiscal 2026 revenue outlook remains unchanged at $1,100 to $1,115 million, and the Adjusted Diluted EPS outlook was updated to $4.54 to $4.58, which is the high end of the previous range.
Nov 6, 2025, 11:00 AM
Prestige Consumer Healthcare Outlines Growth Strategy and Financial Outlook
PBH
Revenue Acceleration/Inflection
Guidance Update
M&A
- Prestige Consumer Healthcare (PBH) is a consumer healthcare company with a diversified portfolio of leading over-the-counter brands, targeting 2% to 3% long-term organic growth.
- The company's strategy focuses on investing for growth, maintaining a strong financial profile with best-in-class EBITDA margins in the low 30s and robust free cash flow, and strategic capital allocation.
- PBH's brand-building playbook, including consumer insights, agile marketing, and innovation, has significantly grown e-commerce sales to over 16% of total sales from less than 1% in 2016.
- Capital allocation priorities include investing in existing brands, M&A for $20 to $50 million revenue brands, and strategic share repurchases, with a long-term leverage target of less than three times.
- PBH is addressing supply chain issues for its Clear Eyes brand, including the intent to acquire a critical supplier, Pillar Five, expected to close in calendar Q4, and anticipates $245 million or more in free cash flow for fiscal 2026.
Sep 18, 2025, 7:15 PM
Quarterly earnings call transcripts for Prestige Consumer Healthcare.
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