Earnings summaries and quarterly performance for Primo Brands.
Executive leadership at Primo Brands.
Board of directors at Primo Brands.
Billy D. Prim
Director
Britta Bomhard
Director
C. Dean Metropoulos
Director
Jerry Fowden
Lead Independent Director
Kimberly Reed
Director
Michael Cramer
Director
Steven P. Stanbrook
Director
Susan E. Cates
Director
Tony W. Lee
Director
Research analysts who have asked questions during Primo Brands earnings calls.
Derek Lessard
TD Cowen
7 questions for PRMB
Nik Modi
RBC Capital Markets
7 questions for PRMB
Daniel Moore
CJS Securities, Inc.
6 questions for PRMB
Andrew Strelzik
BMO Capital Markets
5 questions for PRMB
Drew Levine
JPMorgan Chase & Co.
5 questions for PRMB
Andrea Teixeira
JPMorgan Chase & Co.
3 questions for PRMB
Lauren Lieberman
Barclays
3 questions for PRMB
Peter Galbo
Bank of America
3 questions for PRMB
Steve Powers
Deutsche Bank
3 questions for PRMB
David Shakno
William Blair & Company
2 questions for PRMB
Jon Andersen
William Blair & Company
2 questions for PRMB
Stephen Powers
Deutsche Bank
2 questions for PRMB
Dan Moore
B. Riley Securities
1 question for PRMB
Eric Serotta
Morgan Stanley
1 question for PRMB
John Baumgartner
Mizuho Securities
1 question for PRMB
Stephen Robert Powers
Deutsche Bank
1 question for PRMB
Recent press releases and 8-K filings for PRMB.
- Primo Brands reported Q4 2025 comparable net sales of $1.554 billion, a 2.5% decrease year-over-year, and full-year 2025 comparable net sales of $6.660 billion, down 1%.
- Comparable adjusted EBITDA for Q4 2025 increased 11% to $334.1 million (21.5% margin) and full-year 2025 comparable adjusted EBITDA grew 7.4% to $1.447 billion (21.7% margin).
- For 2026, the company forecasts comparable net sales growth of flat to 1% (excluding the exited office coffee service business) and adjusted EBITDA between $1.485 billion and $1.515 billion, with an expected midpoint margin of 22.5%.
- The company generated $750.3 million in adjusted free cash flow for FY 2025 and projects $790 million to $810 million for 2026.
- Primo Brands' board authorized a 20% increase in its quarterly dividend to $0.12 per share and has approximately $107 million remaining under its $300 million share repurchase program.
- Primo Brands reported Q4 2025 comparable net sales of $1.554 billion, a 2.5% decrease year-over-year, and full-year 2025 comparable net sales of $6.660 billion, down 1%. Comparable adjusted EBITDA for Q4 increased 11% to $334.1 million, and for the full year, it rose 7.4% to $1.447 billion.
- For 2026, the company expects comparable net sales growth of flat to 1% and adjusted EBITDA in the range of $1.485 billion to $1.515 billion, projecting 60-80 basis points of margin expansion. The return to growth is anticipated to be weighted towards the second half of the year.
- In 2025, Primo Brands generated $750.3 million in adjusted free cash flow and repurchased $193 million of its stock under a $300 million authorization, with $107 million remaining available.
- Key strategic initiatives for 2026 include improving the Customer Direct business, driving retail execution, and prioritizing premium brands like Mountain Valley and Saratoga Springs, which saw combined net sales increase 44% in 2025.
- Primo Brands reported a 2.5% comparable net sales decline in Q4 2025 and a 1% decline for the full year, primarily due to volume decreases in direct delivery and the winding down of the office coffee service business, though premium brands like Saratoga and Mountain Valley showed strong growth. Comparable adjusted EBITDA increased by $33 million to $334.1 million in Q4 and by $100.3 million to $1.447 billion for the full year, with margins improving to 21.5% and 21.7% respectively.
- For fiscal year 2026, the company forecasts organic net sales growth in the range of 0%-1%, with growth expected to be second-half weighted, and anticipates adjusted EBITDA between $1.485 billion and $1.515 billion.
- The company generated $750.3 million in adjusted free cash flow for FY 2025 and announced a 20% increase in its quarterly dividend to $0.12 per share, while also continuing its share repurchase program with $107 million remaining under the current authorization.
- Strategic priorities include restoring the direct delivery service model, implementing a holistic revenue management approach, and investing in capacity and marketing for premium brands to drive sustainable, profitable growth and margin expansion.
- Primo Brands Corporation announced strong financial results for the fourth quarter and full year ended December 31, 2025, with net sales increasing 11.2% to $1,554.1 million and Adjusted EBITDA rising 31.1% to $334.1 million for Q4 2025.
- For the full fiscal year 2025, net sales grew 29.3% to $6,664.0 million, and Adjusted EBITDA increased 45.5% to $1,446.8 million.
- The company achieved net income from continuing operations of $80.4 million for fiscal year 2025, a significant improvement from a net loss in the prior year.
- In fiscal year 2025, Primo Brands paid $151.3 million in cash dividends and repurchased approximately $192.9 million of its common stock.
- For the fourth quarter ended December 31, 2025, Primo Brands reported net sales of $1,554.1 million, an 11.2% increase from the prior year, and Adjusted EBITDA of $334.1 million, up 31.1%. The company recorded a net loss from continuing operations of $25.3 million for the quarter.
- For the full fiscal year 2025, net sales reached $6,664.0 million, a 29.3% increase, and Adjusted EBITDA grew 45.5% to $1,446.8 million. The company achieved net income from continuing operations of $80.4 million for the year.
- The increase in net sales and Adjusted EBITDA for both periods was primarily driven by the inclusion of net sales attributable to Primo Water for the entire 2025 period due to the merger transaction, partially offset by the sale of a production facility.
- Primo Brands generated $245.9 million in free cash flow and $750.3 million in Adjusted Free Cash Flow for fiscal year 2025.
- The company paid $151.3 million in cash dividends and repurchased approximately $192.9 million in shares during the year ended December 31, 2025.
- The Portnoy Law Firm announced a class action lawsuit against Primo Brands Corporation (PRMB) investors, covering securities bought between June 17, 2024, and November 8, 2024, and common stock between November 11, 2024, and November 6, 2025.
- The lawsuit stems from issues following the November 8, 2024 merger of Primo Water Corporation and BlueTriton Brands, Inc. to form Primo Brands.
- On August 7, 2025, Primo Brands' stock fell 9.13% after the CEO acknowledged disruptions in product supply, delivery, and service due to integration efforts.
- On November 6, 2025, the company announced CEO Robbert Rietbroek's departure and drastically reduced full-year 2025 net sales and adjusted EBITDA guidance, causing the stock to fall an additional 36.19%.
- The deadline for investors to file a lead plaintiff motion was January 12, 2026.
- A class action lawsuit has been filed against Primo Brands Corporation (NYSE: PRMB) with a Class Period from June 17, 2024, to November 6, 2025.
- The complaint alleges that the merger integration between Primo Water and BlueTriton Brands was tracking poorly due to technology and service issues, and that the company experienced major supply disruptions negatively impacting customers and financial results.
- The lead plaintiff deadline for this class action is January 12, 2026.
- A securities class action lawsuit has been filed against Primo Brands (PRMB), alleging a concealed severe operational crisis and merger failures following the integration of Primo Water and BlueTriton Brands.
- The lawsuit claims management repeatedly assured investors of a "flawless" merger, while the alleged reality was a catastrophic failure of technology, logistics, and customer service.
- These alleged issues led to a dramatic reduction in full-year adjusted EBITDA guidance and the immediate replacement of the CEO on November 6, 2025, causing the stock to crash 21%.
- The deadline for investors to move the Court for appointment as lead plaintiff in the pending securities class action lawsuit is January 12, 2026.
- Hagens Berman is alerting investors about a January 12, 2026, lead plaintiff deadline for a securities class action lawsuit against Primo Brands Corporation (NYSE: PRMB).
- The lawsuit alleges Primo Brands concealed a severe operational crisis following its merger with BlueTriton Brands, despite management repeatedly assuring investors the integration was "flawless".
- The alleged issues, including severe technology breakdowns, supply disruptions, and customer service problems, led to a dramatic reduction in full-year adjusted EBITDA guidance and the replacement of the CEO on November 6, 2025, causing the stock to drop 21%.
- Hagens Berman is alerting investors of Primo Brands (PRMB) about a pending securities class action lawsuit concerning an allegedly concealed severe, operational crisis following the merger of Primo Water and BlueTriton Brands.
- The lawsuit alleges management misrepresented the merger integration as "flawless" while it was a "catastrophic failure of technology, logistics, and customer service".
- Disclosures on August 7, 2025, revealed weak Q2 results and reduced guidance, causing a 9% stock drop.
- On November 6, 2025, the company announced a dramatic reduction in full-year adjusted EBITDA guidance and the immediate replacement of its CEO, leading to a 21% stock crash.
- The deadline for investors to move the Court for appointment as lead plaintiff in the lawsuit is January 12, 2026.
Quarterly earnings call transcripts for Primo Brands.
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