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Sep 30, 2025
Energizer Q4 2025 Earnings Report
Energizer reported solid earnings growth in Q4 2025 with higher revenue and strong adjusted EPS, despite pressures from tariffs and input costs.
Key Takeaways
Energizer Holdings saw a 3.4% revenue increase in Q4 2025, driven by acquisitions. While GAAP EPS was lower due to impairment and debt costs, adjusted EPS remained strong thanks to savings from Project Momentum and production credits.
Revenue by Segment
Forward Guidance
Energizer expects flat to slightly up organic sales for FY26 with modest margin decline. Adjusted EPS is guided between $3.30 and $3.60, with H2 expected to deliver stronger growth.
Positive Outlook
- Full-year adjusted EPS guided between $3.30 and $3.60
- Adjusted EBITDA expected between $580M and $610M
- Tariff impact largely mitigated through pricing and credits
- APS integration continuing to improve operational efficiency
- Double-digit adjusted EPS growth expected after Q1
Challenges Ahead
- Q1 2026 to face high-single-digit organic sales decline
- Temporary tariff costs to impact Q1 profitability
- Gross margin expected to decline slightly in FY26
- Full-year margin dilution expected from APS business
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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