Edgewell Personal Care Q3 sales miss estimates; narrows FY outlook

Edgewell Personal Care

05/08/2026 11:11

Overview
U.S. personal care firm's fiscal Q3 sales rose 1.7% but missed analyst expectations
Adjusted EPS for fiscal Q3 was flat yr/yr and beat analyst expectations
Adjusted EBITDA for fiscal Q3 declined and missed analyst expectations

Outlook
Edgewell narrows FY26 reported net sales growth to 1.3%-1.8% from 0.8%-3.8%
Company expects FY26 organic net sales to be flat to up 0.5%, vs prior -1% to +2%
Edgewell maintains FY26 adjusted EPS outlook at $1.80-$2.00, mid-point unchanged

Result Drivers
NORTH AMERICA RECOVERY - Organic sales in North America rose 3%, driven by volume growth in Sun, Skin Care and Grooming, reflecting improved execution, increased distribution and strength in priority brands
INTERNATIONAL WEAKNESS - International organic sales fell 1.4%, mainly due to temporary disruption from the Middle East conflict and supply chain impacts from Wet Shave manufacturing consolidation
HIGHER COSTS AND PROMOTIONS - Gross margin declined as productivity savings and favorable currency were outweighed by inflation, tariffs, and unfavorable mix and promotional levels

Company press release: ID:nPn4L5Gp1a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$570.10 mln
$576.47 mln (5 Analysts)
Q3 Adjusted EPS
Beat
$0.72
$0.62 (7 Analysts)
Q3 Adjusted EBITDA
Miss
$78.90 mln
$79.79 mln (4 Analysts)
Q3 Adjusted Operating Income
Slight Beat*
$53 mln
$52.65 mln (5 Analysts)
Q3 Gross Profit
 
$242.50 mln
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the personal products peer group is "hold"
Wall Street's median 12-month price target for Edgewell Personal Care Company is $28.50, about 0.1% above its August 4 closing price of $28.53
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 11 three months ago

Reuters Recommended Reads
Aug 3 - Beiersdorf says Middle East conflict disrupts Gulf sales, deliveries
Aug 4 - Kimberly-Clark cuts annual forecasts as China quality claims hurt diaper sales
Aug 4 - P&G buys supplements maker Thorne for $3.8 billion as wellness push intensifies

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)