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Jun 30, 2025
Energizer Q3 2025 Earnings Report
Energizer beat expectations in Q3 2025 with higher EPS and margin expansion, aided by U.S. production credits.
Key Takeaways
Energizer delivered strong Q3 results with $725.3M in revenue and a sharp rise in EPS, benefiting from production credits and Project Momentum savings.
Reported EPS surged to $2.13 and Adjusted EPS to $1.13, helped by production credits.
Net income rebounded strongly to $153.5M from a $43.8M loss last year.
Gross margin increased to 55.1%, up from 39.5% YoY.
Free cash flow was modest at $16.5M, primarily due to capital expenditures.
Revenue by Segment
Forward Guidance
Energizer raised full-year guidance for adjusted EPS and EBITDA, expecting continued benefit from production credits and operational efficiency.
Positive Outlook
- Raised FY25 Adjusted EPS guidance to $3.55–$3.65.
- Increased FY25 Adjusted EBITDA range to $630M–$640M.
- Expect 7%–10% Adjusted EPS growth in FY25.
- Continued margin improvement expected due to Project Momentum.
- Fourth-quarter sales expected to grow 2%–4%.
Challenges Ahead
- Fourth-quarter gross margin to be impacted by $20M in transitory costs.
- Organic net sales for Q4 could be flat or down 2%.
- Short-term inefficiencies due to network realignment.
- Tariff-related headwinds expected to persist in Q4.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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