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Sep 30, 2025
Matthews International Q4 2025 Earnings Report
Matthews International reported Q4 2025 results with a net loss, lower sales year-over-year, and continued cost reduction efforts.
Key Takeaways
Matthews International faced a net loss in Q4 2025 due to various strategic initiatives and write-downs. Despite revenue declines, the Memorialization segment posted growth, and the company continued its deleveraging efforts with SGK divestiture proceeds.
Q4 2025 revenue was $318.8 million, down from $446.7 million in Q4 2024
Net loss for the quarter totaled $27.5 million, an improvement from prior year’s $68.2 million loss
Memorialization segment revenue grew to $209.7 million, driven by acquisition and bronze memorial sales
Adjusted EPS for the quarter was $0.50 despite reported EPS of -$0.88
Revenue by Segment
Forward Guidance
Matthews expects growth in Memorialization and stabilization in Industrial Tech, targeting adjusted EBITDA of at least $180 million in FY 2026.
Positive Outlook
- Full-year benefit from The Dodge Company acquisition
- Reduced complexity in business portfolio post-SGK divestiture
- Warehouse automation sale expected to lower net leverage below 3.0x
- Strong Propelis performance with $32.2M in Q4 adjusted EBITDA
- Ongoing cost reductions at corporate and segment levels
Challenges Ahead
- Continued challenges in Industrial Tech due to Tesla litigation
- Decline in Brand Solutions contribution post-divestiture
- Q4 net loss driven by strategic costs and write-downs
- Adjusted EBITDA down from prior year’s $205.2M to $187.5M
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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