Edgewell Personal Care Q4 sales slightly beat estimates, to sell Feminine Care business for $340 mln

Edgewell Personal Care

13/11/2025 11:09

Overview

Edgewell Q4 net sales rose 3.8%, slightly beating analyst expectations

Adjusted EPS for Q4 missed analyst expectations

On Nov 13, company announced $100 mln share repurchase authorization

Edgewell to sell Feminine Care business to Essity for $340 mln

Outlook

Edgewell expects 2026 reported net sales to increase 0.5% to 3.5%

Company projects 2026 GAAP EPS between $1.10 and $1.50

Adjusted EPS for 2026 expected to be $2.15 to $2.55

Result Drivers

INTERNATIONAL GROWTH - Co reports 6.9% organic sales growth in international markets, driven by volume and price gains

PROMOTIONAL IMPACT - Increased promotional levels in North America offset volume gains, leading to a 0.6% organic sales decline

DIVESTITURE STRATEGY - Sale of Feminine Care business to Essity for $340 mln marks strategic shift to focus on core personal care segments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$537.20 mln
$534.30 mln (6 Analysts)
Q4 Adjusted EPS
Miss
$0.68
$0.80 (8 Analysts)
Q4 Adjusted Operating Income
Miss
$40.30 mln
$50.20 mln (6 Analysts)
Q4 Gross Profit
$208.60 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 "buy" and the breakdown of recommendations is 4 "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 Co is $25.50, about 25.8% above its November 12 closing price of $18.91

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPn7HHbzka

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