Battery maker Energizer beats Q4 revenue estimates on acquisition-related sales

Energizer Holdings

18/11/2025 12:01

Overview

Energizer Q4 net sales rose 3.4%, slightly beating analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company extends Project Momentum to focus on tariff mitigation and efficiency

Outlook

Energizer expects fiscal 2026 organic net sales to be flat to slightly up

Gross margin expected to modestly decline due to tariffs

Adjusted EPS for fiscal 2026 projected between $3.30 and $3.60

Result Drivers

ACQUISITION IMPACT - Q4 net sales increase driven by acquisition-related sales, partially offset by organic decline

PROJECT MOMENTUM - Initiative delivered over $200 mln in savings, extended to mitigate tariffs and improve efficiency

GROSS MARGIN DECLINE - Decline due to increased input costs and lower margin profile of APS business, offset by tax credits

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$832.80 mln
$827.96 mln (5 Analysts)
Q4 Adjusted EPS
Miss
$1.05
$1.12 (7 Analysts)
Q4 EPS
$0.50
Q4 Gross Margin
36.60%
Q4 Adjusted Gross Margin
38.50%


*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 2 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy."

Wall Street's median 12-month price target for Energizer Holdings Inc is $28.50, about 16.3% above its November 17 closing price of $23.85

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nPn7Nsjzta

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(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.)