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Jun 30
Edgewell Q3 2025 Earnings Report
Edgewell Personal Care Company reported its third fiscal quarter 2025 results, with net sales and profitability falling below expectations due to weak Sun Care seasons and challenging operating environments.
Key Takeaways
Edgewell Personal Care Company experienced a challenging third fiscal quarter in 2025, with net sales decreasing by 3.2% to $627.2 million and GAAP EPS at $0.62, while Adjusted EPS was $0.92. The decline was primarily attributed to very weak Sun Care seasons in North America and certain Latin American markets, along with negative impacts from tariffs and foreign exchange. Despite these headwinds, the company saw strong performance in its International business and improved market share in key North American brands due to targeted investments.
Net sales decreased by 3.2% to $627.2 million, with organic net sales declining by 4.2%.
GAAP diluted EPS was $0.62, and Adjusted diluted EPS was $0.92.
Gross profit was $268.5 million, with adjusted gross margin at 42.8% of net sales, a decrease of 150 basis points.
Operating income was $53.7 million, or 8.6% of net sales, while adjusted operating income was $75.1 million, or 12.0% of net sales.
Edgewell
Edgewell
Edgewell Revenue by Segment
Revenue by Segment
Wet Shave Revenue
CapyFin.comSun and Skin Care Revenue
CapyFin.comFeminine Care Revenue
CapyFin.com Forward Guidance
Edgewell Personal Care Company updated its full fiscal year 2025 outlook, reflecting known tariffs and increased restructuring charges.
Positive Outlook
- The company is taking specific actions to strengthen its operating model.
- Efforts are underway to simplify the organization.
- Improvements in manufacturing and supply chain efficiency are expected.
- Restructuring and repositioning actions are being implemented.
- The outlook reflects all known tariffs, providing clarity on cost impacts.
Challenges Ahead
- Full-year profit headwinds are expected due to tariffs and foreign exchange.
- Pre-tax restructuring and related charges are now expected to be approximately $44 million, up from $33 million.
- The outlook does not include tariffs that have been announced and delayed, or other additional tariffs which could result in additional costs.
- Investments made in brands like Hawaiian Tropic, Cremo, and Hydro Silk are weighing on profitability in the near term.
- The challenging operating environment continues to impact performance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income