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Dec 31, 2025
Newell Brands Q4 2025 Earnings Report
Fourth quarter execution drove improved profitability despite a challenging macro environment.
Key Takeaways
Newell Brands reported lower fourth quarter sales but delivered improved normalized profitability, driven by productivity actions and restructuring benefits, partially offset by tariff and inflation pressures.
Net sales declined year over year due to core sales weakness across segments.
Normalized operating income and margin improved versus the prior year.
The company reported a significant GAAP net loss driven by impairment charges.
Normalized EBITDA increased double digits year over year in the quarter.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management expects stabilization in sales and continued margin improvement in 2026 despite ongoing tariff headwinds.
Positive Outlook
- Stronger innovation pipeline expected to support core sales.
- Improved distribution points compared with prior years.
- Continued focus on productivity and cost savings.
- Higher advertising and promotion investment planned.
- Operating cash flow expected to increase significantly year over year.
Challenges Ahead
- Underlying category demand expected to remain soft.
- Tariff impacts continue to pressure margins.
- Higher effective tax rate anticipated in 2026.
- Macroeconomic uncertainty remains elevated.
- First quarter seasonality and shipment timing challenges.
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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