Energizer Holdings 2025 Q4 Earnings Earnings Miss Estimates as Net Income Falls 26.7%

Energizer Holdings reported fiscal 2025 Q4 earnings on Nov 18, 2025, with revenue rising 3.4% to $832.80 million but adjusted EPS declining to $1.05, missing estimates. The company provided cautious 2026 guidance amid tariff pressures and soft demand, triggering a 20% stock selloff.

Revenue

Energizer Holdings’ total revenue increased by 3.4% to $832.80 million in 2025 Q4, up from $805.70 million in 2024 Q4, driven by e-commerce growth, international expansion, and Auto Care innovation.

Earnings/Net Income

Energizer Holdings’s EPS declined 22.9% to $0.51 in 2025 Q4 from $0.66 in 2024 Q4, while net income fell 26.7% to $34.90 million. Despite the decline, the company maintained 11 years of quarterly profitability, underscoring its resilience.

Price Action

The stock price of Energizer Holdings declined 0.10% during the latest trading day, plummeted 20.23% week-to-date, and dropped 21.90% month-to-date, reflecting investor concerns over earnings shortfalls and guidance.

Post-Earnings Price Action Review

Energizer’s shares fell over 20% following the earnings report, marking its worst single-day decline. The selloff stemmed from a $0.17 EPS miss, weak 2026 guidance, and margin pressures from tariffs and integration costs. Analysts highlighted the stock’s valuation near multi-year lows, though leverage and free cash flow constraints raised doubts about dividend sustainability.

CEO Commentary

Mark LaVigne emphasized Energizer’s agility in navigating trade policy disruptions and consumer demand shifts, citing $200 million in Project Momentum savings and e-commerce growth. He noted challenges from tariffs and soft demand but expressed optimism about 2026’s double-digit adjusted EPS growth, driven by operational efficiencies and stabilized consumer trends.

Guidance

Energizer guided to low single-digit 2026 net sales growth, with Q1 reflecting transitional tariff costs and weak comparisons. The company expects $15–20 million in U.S. production credit savings and prioritizes debt reduction, targeting $150–200 million in fiscal 2026 repayments while maintaining shareholder returns.

Additional News

Energizer returned $177 million to shareholders in 2025 through dividends and buybacks, reducing shares outstanding by 5%. The company also announced $50 million in debt repayments post-earnings and extended its Project Momentum cost-cutting program into a fourth year. UBS and JPMorgan trimmed price targets to $26 and $28, reflecting reduced near-term confidence.