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Sep 28, 2025
Utz Q3 2025 Earnings Report
Utz Brands reported strong third quarter 2025 results with increased net sales and adjusted earnings, driven by growth in branded salty snacks and strategic expansion into California.
Key Takeaways
Utz Brands delivered a strong third quarter, achieving a 3.4% increase in Net Sales to $377.8 million and a 9.5% rise in Adjusted Earnings Per Share to $0.23. The company's Branded Salty Snacks segment was a key driver, with organic net sales growth of 5.8%. Utz also announced a strategic expansion into California, acquiring distribution assets to accelerate market penetration in the nation's largest salty snack market.
Net Sales increased by 3.4% to $377.8 million, demonstrating continued top-line growth.
Adjusted Earnings Per Share rose by 9.5% to $0.23, reflecting improved profitability.
Branded Salty Snacks Organic Net Sales grew by 5.8%, outperforming the overall salty snack category.
Utz initiated a strategic expansion into California, acquiring DSD distribution assets to enhance market presence.
Revenue by Segment
Forward Guidance
Utz Brands is updating its fiscal year 2025 outlook, raising its Organic Net Sales growth expectation to approximately 3% while reaffirming Adjusted EBITDA growth of 7% to 10% and Adjusted Earnings Per Share growth of 7% to 10%. The company anticipates continued Adjusted EBITDA Margin expansion and a Net Leverage Ratio approaching 3x by year-end.
Positive Outlook
- Organic Net Sales growth guidance raised to approximately 3%, up from 2.5% or better.
- Adjusted EBITDA growth reaffirmed at 7% to 10%.
- Adjusted EBITDA Margin expansion of approximately 100bps expected, driven by productivity savings and improved product mix.
- Adjusted Earnings Per Share growth reaffirmed at 7% to 10%.
- Net Leverage Ratio is expected to approach 3x by fiscal year-end 2025.
Challenges Ahead
- Capital expenditures are expected to be approximately $100 million, primarily focused on supply chain network capabilities and productivity, indicating significant investment.
- Interest Expense is projected to be approximately $46 million, a notable financial outlay.
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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