Newell Brands Q4 revenue beats expectations

Newell Brands

06/02/2026 11:08

Overview

Consumer goods company's Q4 revenue beat analyst expectations

Normalized EPS for Q4 met analyst expectations

Company improved normalized operating margin and increased normalized EBITDA

Outlook

Company expects 2026 net sales to be flat, representing sequential improvement

Newell Brands projects 2026 normalized EPS of $0.54 to $0.60

Company forecasts 2026 operating cash flow of $350 mln to $400 mln

Result Drivers

RESTRUCTURING AND PRODUCTIVITY - Normalized operating income improved due to restructuring and productivity actions, despite higher advertising and promotion spend

TARIFF AND INFLATION HEADWINDS - Gross margin was impacted by tariff costs and inflation, but offset by productivity and pricing

INCREASED ADVERTISING AND PROMOTION - Co increased advertising and promotion investment by 50 basis points, contributing to improved profitability

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.90 bln
$1.88 bln (7 Analysts)
Q4 Normalized EPS
Meet
$0.18
$0.18 (9 Analysts)
Q4 EPS
-$0.75


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the appliances, tools & housewares peer group is "buy."

Wall Street's median 12-month price target for Newell Brands Inc is $4.50, about 0.4% below its February 5 closing price of $4.52

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 5 three months ago

Press Release: ID:nBw97qjkQa

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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.)