Earnings summaries and quarterly performance for Spectrum Brands Holdings.
Executive leadership at Spectrum Brands Holdings.
Board of directors at Spectrum Brands Holdings.
Research analysts who have asked questions during Spectrum Brands Holdings earnings calls.
Ian Zaffino
Oppenheimer & Co. Inc.
3 questions for SPB
Olivia Tong Cheang
Raymond James Financial, Inc.
3 questions for SPB
Peter Grom
UBS Group
3 questions for SPB
Bob LeBig
CJS Securities
2 questions for SPB
Chris Carey
Wells Fargo Securities
2 questions for SPB
Peter Lukas
CJS Securities
2 questions for SPB
Steve Powers
Deutsche Bank
2 questions for SPB
Bob Labick
CJS Securities
1 question for SPB
Brian McNamara
Canaccord Genuity - Global Capital Markets
1 question for SPB
Carla Casella
JPMorgan Chase & Co.
1 question for SPB
Christopher Carey
Wells Fargo & Company
1 question for SPB
Madison Callinan
Canaccord Genuity
1 question for SPB
Will Gildea
CJS Securities
1 question for SPB
Recent press releases and 8-K filings for SPB.
- Spectrum Brands Holdings reported a 5.2% decline in net sales for both Q4 and fiscal year 2025, with organic net sales decreasing 6.6% in Q4 and 5.3% for the full year, primarily due to macroeconomic conditions and supply shortages.
- The company generated $171 million in adjusted free cash flow (approximately $7 per share) in fiscal 2025, exceeding expectations, and returned approximately $375 million to shareholders through buybacks and dividends.
- For fiscal year 2026, net sales are expected to be flat to up low single digits, and adjusted EBITDA is projected to grow low single digits, with Global Pet Care and Home & Garden businesses anticipated to return to growth.
- Management believes the worst of tariff and economic disruptions are over, having reduced annualized tariff exposure from $450 million to $70-$80 million and achieved over $50 million in cost savings in fiscal 2025.
- The company remains committed to finding a strategic solution for its Home & Personal Care business and is optimistic about M&A opportunities in its Global Pet Care and Home & Garden divisions.
- SPB reported a 5.2% decrease in Q4 2025 net sales (excluding FX) and adjusted EBITDA of $63.4 million, while adjusted diluted EPS increased to $2.61. The company generated $171 million in adjusted free cash flow for fiscal 2025.
- For fiscal year 2026, SPB expects net sales to be flat to up low single digits and adjusted EBITDA to show low single-digit growth. Adjusted free cash flow conversion is projected to be around 50% of adjusted EBITDA.
- The company has significantly reduced its annualized tariff exposure from approximately $450 million to $70-$80 million, largely offsetting it through vendor concessions, cost reductions, supply-based reconfiguration, and pricing actions.
- SPB anticipates its Global Pet Care and Home & Garden businesses to return to growth in fiscal 2026, offsetting an expected decline in the Home & Personal Care business due to category softness and supply chain simplification. The company remains committed to finding a strategic solution for its Home & Personal Care business.
- Spectrum Brands reported net sales of $734 million for Q4 2025 and $2,809 million for the full year 2025, reflecting organic sales decreases of 6.6% and 5.3% respectively.
- Adjusted EBITDA was $63 million for Q4 2025 and $289 million for the full year 2025, a decrease from $372 million in FY24.
- The company generated over $170 million in Adjusted Free Cash Flow for FY25 and concluded the year with a net leverage of 1.58x.
- For fiscal year 2026, Spectrum Brands projects flat to low single-digit net sales growth and low single-digit Adjusted EBITDA growth.
- Spectrum Brands Holdings reported Q4 2025 net sales decreased 5.2% to $733.5 million and full-year net sales decreased 5.2% to $2,809.0 million. Net income from continuing operations was $53.3 million for Q4 and $100.2 million for the full year, with Adjusted EBITDA of $63.4 million for Q4 and $289.1 million for the full year.
- The company generated $170.7 million in Adjusted Free Cash Flow for fiscal 2025, exceeding its previously communicated goal of $160 million, and returned $374.6 million to shareholders through share repurchases and dividends.
- For fiscal 2026, Spectrum Brands anticipates flat to low single-digit net sales growth and low single-digit Adjusted EBITDA growth, targeting approximately 50% conversion of Adjusted EBITDA to Adjusted Free Cash Flow.
- The company ended fiscal 2025 with net debt leverage of 1.58x Adjusted EBITDA and is seeking strategic M&A opportunities.
- Spectrum Brands Holdings reported a fourth-quarter EPS of $2.61, significantly surpassing analyst estimates of around $0.9, largely due to a one-time tax benefit and lower operating expenses.
- Net sales for the quarter declined 5.2% to $733.5 million, primarily attributed to supply chain disruptions and a pause on U.S. imports from China, though the Home & Garden segment grew 3.2%.
- Net income from continuing operations surged 316.4% to $53.3 million, and adjusted free cash flow exceeded $170 million, with the adjusted free cash flow margin increasing substantially to 21.5%.
- The company expects flat to low single-digit growth in net sales and EBITDA for fiscal 2026, with analysts generally positive and projecting a potential 30% upside.
- Spectrum Brands Holdings reported fiscal 2025 fourth quarter net sales decreased 5.2% and organic net sales decreased 6.6%, with net income from continuing operations of $53.3 million and adjusted EBITDA of $63.4 million.
- For the full fiscal year 2025, net sales decreased 5.2%, with net income from continuing operations of $100.2 million and adjusted EBITDA of $289.1 million.
- The company generated $204.1 million in operating cash flow and $170.7 million in adjusted free cash flow for fiscal 2025, while returning $374.6 million to shareholders through share repurchases and dividends.
- Spectrum Brands ended fiscal 2025 with net debt leverage of 1.58x Adjusted EBITDA.
- For fiscal 2026, the company anticipates flat to low single-digit net sales growth and low single-digit adjusted EBITDA growth, targeting approximately 50% conversion of Adjusted EBITDA to Adjusted Free Cash Flow.
Quarterly earnings call transcripts for Spectrum Brands Holdings.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more
Let Fintool AI Agent track Spectrum Brands Holdings's earnings for you
Get instant analysis when filings drop