Overview
Energizer Q4 net sales rose 3.4%, slightly beating analyst expectations
Adjusted EPS for Q4 missed analyst expectations
Company extends Project Momentum to focus on tariff mitigation and efficiency
Outlook
Energizer expects fiscal 2026 organic net sales to be flat to slightly up
Gross margin expected to modestly decline due to tariffs
Adjusted EPS for fiscal 2026 projected between $3.30 and $3.60
Result Drivers
ACQUISITION IMPACT - Q4 net sales increase driven by acquisition-related sales, partially offset by organic decline
PROJECT MOMENTUM - Initiative delivered over $200 mln in savings, extended to mitigate tariffs and improve efficiency
GROSS MARGIN DECLINE - Decline due to increased input costs and lower margin profile of APS business, offset by tax credits
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Slight Beat* | $832.80 mln | $827.96 mln (5 Analysts) |
Q4 Adjusted EPS | Miss | $1.05 | $1.12 (7 Analysts) |
Q4 EPS | $0.50 | ||
Q4 Gross Margin | 36.60% | ||
Q4 Adjusted Gross Margin | 38.50% |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electrical components & equipment peer group is "buy."
Wall Street's median 12-month price target for Energizer Holdings Inc is $28.50, about 16.3% above its November 17 closing price of $23.85
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago
Press Release: ID:nPn7Nsjzta
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)