Printed products supplier Ennis' Q4 revenue rises 4%, driven by acquisitions

Ennis

20/04/2026 11:11

Overview

US printed business products supplier's fiscal Q4 revenue rose 4% yr/yr

EPS for fiscal Q4 was flat yr/yr at $0.35

Company repurchased 793,000 shares during the year

Outlook

Company expects cash balances to steadily increase over coming quarters

Company does not anticipate supply disruptions as it transitions to alternative suppliers

Future share repurchases will be evaluated based on market conditions and capital allocation priorities

Result Drivers

ACQUISITIONS - Current year acquisitions contributed $8.8 mln to Q4 sales, offsetting lower organic volumes

INVENTORY REDUCTION - Inventory was reduced from $60.8 mln to $54.9 mln in Q4 through conversion to sales after earlier stockpiling for supply risk

MARGIN PRESSURE - Gross profit margin declined sequentially from 31.9% in Q3 to 29.2% in Q4, reflecting lower organic volumes

Company press release: ID:nBw17ktTja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$96.4 mln
$95.1 mln (1 Analyst)
Q4 EPS
$0.35
$0.38 (1 Analyst)
Q4 Net Earnings
$8.8 mln
Q4 Gross Margin
29.2%
Q4 EBITDA
$16.3 mln


Analyst Coverage

The one available analyst rating on the shares is "strong buy"

The average consensus recommendation for the commercial printing services peer group is "buy."

Wall Street's median 12-month price target for Ennis Inc is $24.00, about 10.8% above its April 17 closing price of $21.67

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 11 three months ago

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.)