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Did Hamilton Beach beat or miss consensus estimates last quarter?

- **Revenue decline stabilized**: Q3 revenue down 15.2% YoY but improved sequentially from Q2.
- **Tariff impact resolved**: $5 million one-time cost fully expensed in Q3.
- **Health division breakthrough**: First positive operating profit with 50% subscription growth.
- **Digital sales momentum**: Q3 digital growth exceeds expectations.
- **Gross margin recovery**: Normalized going forward with diversified sourcing.


**【CEO Summary Section】**
- Q3 revenue decreased 15.2% YoY to $132.8 million, driven by higher tariffs and delayed retailer orders.
- Gross margin impacted by $5 million one-time 125% China tariff costs, but normalized going forward.
- Health division achieved first-time positive operating profit, with 50% subscription growth.
- Commercial business outperformed with new product launches and partnerships.
- Digital initiatives drove Q3 sales growth, with focus on Q4 holiday promotions.

**【CFO Financial Commentary】**
- GAAP net income $1.7 million ($0.12 EPS) vs. $1.9 million ($0.14 EPS) last year.
- Gross profit $28 million (21.1% margin) vs. $43.9 million (28% margin) last year.
- Operating expenses reduced 24% to $25.1 million due to cost control and restructuring.
- Free cash flow negative $14.6 million due to higher accounts payable and inventory turnover.
- Share repurchases and dividends totaled $2.2 million.

**【Q&A Highlights】**
- Tariff costs fully flowed through Q3 P&L, with no ongoing impact.
- Key retailer resumed normal ordering patterns post-inventory review.
- Health division partnerships expanding with top 15 pharmacies.
- Q4 expects sequential improvement in gross margins.
- Tariff diversification strategy reducing China dependency.
- Digital sales growth outpacing expectations.


Hamilton Beach Brands Holding Company (HBB) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

HBB

HBB fundamentals

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