ENR

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the household products industry, including Energizer (NYSE:ENR) and its peers. Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends. The 10 household products stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was in line. While some household products stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.5% since the latest earnings results. Masterminds behind the viral Energizer Bunny mascot, Energizer (NYSE:ENR) is one of the world's largest manufacturers of batteries. Energizer reported revenues of $643.3 million, down 3% year on year. This print fell short of analysts’ expectations by 3.4%, but it was still a satisfactory quarter for the company with a beat of analysts’ EPS estimates but a miss of analysts’ revenue estimates. "Our strategic priorities in Fiscal 2026 remain clear: restoring growth, rebuilding margins impacted by tariffs, and returning the business to its long‑term historical cash flow profile," said Mark LaVigne, Chief Executive Officer. Energizer delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. Unsurprisingly, the stock is down 11.3% since reporting and currently trades at $17.16. Is now the time to buy Energizer? Access our full analysis of the earnings results here, it’s free. A leader in multiple consumer product categories, Spectrum Brands (NYSE:SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care. Spectrum Brands reported revenues of $708.9 million, up 4.9% year on year, outperforming analysts’ expectations by 4.4%. The business had a stunning quarter with a solid beat of analyst...

Energizer’s first quarter saw revenue decline as the company missed market expectations, with sales impacted by softer organic growth and a more cautious global consumer. Management cited disciplined execution on pricing and supply chain improvements as key factors behind significant margin gains, despite facing external volatility. CEO Mark LaVigne described the first half as a transition period, stating, “Our goals going into the year were to restore growth, rebuild margins and restore free cash flow. We’ve had nice success against all three.” The management team also noted that tariff-related developments provided incremental benefits, supporting profitability even as overall demand remained subdued. Is now the time to buy ENR? Find out in our full research report (it’s free). Revenue: $643.3 million vs analyst estimates of $666 million (3% year-on-year decline, 3.4% miss) Adjusted EPS: $0.94 vs analyst estimates of $0.47 (significant beat) Adjusted EBITDA: $158.6 million vs analyst estimates of $118.6 million (24.7% margin, 33.7% beat) Management reiterated its full-year Adjusted EPS guidance of $3.45 at the midpoint EBITDA guidance for the full year is $595 million at the midpoint, in line with analyst expectations Operating Margin: 13.5%, up from 12% in the same quarter last year Organic Revenue fell 5.5% year on year (miss) Market Capitalization: $1.20 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Peter Grom (UBS) asked about the path to delivering at the high end of guidance given new tariff-related benefits. CEO Mark LaVigne and CFO John Drabik explained that while tariff credits bolstered margins, a cautious consumer backdrop led to lowered top-line expectations. Dara Mohsenian (Morgan Stanley) questioned the weaker start in Auto Care and the impact of macro factors. LaVigne attributed the softness to colder weather and heightened consumer caution but highlighted distribution gains in premium segments. Robert Ottenstein (Evercore Partners) probed on battery share trends and promotional activity. LaVigne reported global share gains and confirmed an uptick in promotional frequency, though not depth...

Even though Energizer Holdings, Inc.'s (NYSE:ENR) recent earnings release was robust, the market didn't seem to notice. Investors are probably missing some underlying factors which are encouraging for the future of the company. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. To properly understand Energizer Holdings' profit results, we need to consider the US$139m expense attributed to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And, after all, that's exactly what the accounting terminology implies. Assuming those unusual expenses don't come up again, we'd therefore expect Energizer Holdings to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Unusual items (expenses) detracted from Energizer Holdings' earnings over the last year, but we might see an improvement next year. Because of this, we think Energizer Holdings' earnings potential is at least as good as it seems, and maybe even better! And on top of that, its earnings per share have grown at an extremely impressive rate over the last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. So while earnings quality is important, it's equally important to consider the risks facing Energizer Holdings at this point in time. When we did our research, we found 2 warning signs for Energizer Holdings (1 is potentially serious!) that we believe deserve your full attention. Today we've zoomed in on a single data point to better understand the nature of Energizer Holdings' profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. Wh...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Energizer Holdings (ENR) is back in focus after a stronger than expected second quarter, where tighter pricing, supply chain efficiencies, tariff related margin benefits and production tax credits lifted adjusted earnings despite softer sales. See our latest analysis for Energizer Holdings. The stronger than expected quarter and launch of the Ultimate Child Shield batteries arrive after a mixed share price pattern, with a 30 day share price return of 11.14% but a 1 year total shareholder return of 11.55% and 5 year total shareholder return of 52.24% pointing to momentum that has been under pressure over a longer stretch. If Energizer’s recent move has you reassessing your watchlist, it could be a good moment to broaden your search and check out 18 top founder-led companies With the stock down over 39% on a 3 year basis and more than 52% over 5 years, yet trading at a discount to analyst and intrinsic estimates, is this reset creating a buying opportunity, or is the market already pricing in future growth? On a P/E of 6.5x at a last close of $18.56, Energizer Holdings screens as materially cheaper than both its peer group and the wider Global Household Products industry. The P/E multiple compares the current share price to earnings per share. It is effectively the price you are paying today for each dollar of recent profits. For a mature consumer products business like Energizer Holdings, investors often watch this closely because it reflects how much confidence the market has in those earnings continuing. Here, the company is flagged as good value, with that 6.5x P/E sitting well below the estimated fair P/E of 13.8x that the SWS model suggests the market could move toward. It is also described as attractive when stacked against the Household Products industry average of 18x and a peer average of 21.4x, which is a sizeable gap. Explore the SWS fair ratio for Energizer Holdings Result: Price-to-Earnings of 6.5x (UNDERVALUED) However, short term share price weakness, with negative 1 year and 3 year total returns, and a 6.9% YTD decline, suggests that sentiment could remain fragile. Find out about the key risks to this Energizer Holdings narrative. The low 6.5x P/E and 79% discount to the fair ratio already suggest a cheap stock, but the SWS D...

Management attributed the quarter's progress to disciplined execution in pricing and supply chain optimization, which helped restore margins despite external volatility. Performance was driven by a 'resilient' financial algorithm focused on growth, margin expansion, and free cash flow, resulting in 360 basis points of gross margin improvement over three years. The company is observing a 'cautious consumer' who is increasingly seeking value through channel switching, brand migration, and opting for different pack sizes. Operational success was bolstered by Project Momentum, which management credited with reshaping the cost base and improving working capital efficiency. Market dynamics in the Battery category showed volume and value growth in the U.S., though this was partially offset by tighter retailer inventory management. Strategic positioning in Auto Care is being enhanced by the Armor All Podium Series, which expanded its distribution footprint from 15,000 to 25,000 retail locations. Management expects the third quarter to mark an inflection point in organic net sales, supported by the APS integration and new product innovation. Full-year earnings are projected at the high end of the guidance range, even as management tempered the second-half top-line outlook to 'roughly flat' due to macro headwinds. The company anticipates a normalized gross margin run rate in the 'low 40s' by the end of the fiscal year as one-time tariff impacts and inventory flushes subside. Guidance assumes a continued cautious consumer posture, with management noting that higher gas prices may offset any benefits from increased tax refunds. Future growth is expected to be supported by reinvestments in e-commerce, consumer engagement, and the launch of the Energizer Ultimate Child Shield innovation. Energizer booked a $65 million receivable related to IEEPA tariff refunds following a Supreme Court ruling, though the timing of cash recovery remains uncertain. Production credits for fiscal 2026 are expected to be 10% to 15% lower than originally planned due to a faster-than-expected flush of foreign-sourced inventory. Geopolitical instability in the Middle East created a 50 basis point drag on top-line growth during the quarter as finished goods shipments were delayed. Management flagged a 'colder start' to the Auto Care peak season as a potential headwind, though they expect weather-d...

Energizer said fiscal Q2 showed progress on its priorities—returning to growth, rebuilding margins and restoring cash flow—and expects an inflection in organic net sales in Q3, targeting the high end of its fiscal 2026 earnings outlook while slightly tempering Q3/Q4 guidance due to a more cautious consumer. Management booked a $65 million tariff receivable (about $48M in Q2), said tariffs are running roughly $15 million per quarter, and expects production credits to be ~10–15% lower than planned, which will pressure back‑half gross profit though longer‑term run rates are unchanged. Consumers are value‑seeking and switching channels, driving higher promotional frequency; Energizer now expects auto care to be roughly flat for the year while batteries remain strong in the U.S., supported by product innovation and distribution gains (e.g., Podium Series expanded from 15,000 to 25,000 stores). Interested in Energizer Holdings, Inc.? Here are five stocks we like better. Charging Forward: 2 US Battery Stocks to Electrify Your Portfolio Energizer (NYSE:ENR) executives said the company’s fiscal 2026 second quarter showed progress on its key priorities—returning to growth, rebuilding margins affected by tariffs, and restoring the business to its historical cash flow profile—while also acknowledging a more cautious consumer environment that has tempered top-line expectations for the second half. On the company’s earnings call, President and CEO Mark LaVigne said “disciplined execution across pricing, supply chain optimization, and an improved cost structure produced tangible results” in the quarter. He added that recent tariff-related developments provided “an incremental benefit,” supporting margin restoration while the company continues to reinvest in the business. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Revolutionary Battery Stock Gains Momentum with 3D Silicon-Anodes LaVigne said Energizer expects the third quarter to “mark an inflection in organic net sales,” citing stable category dynamics, “higher quality distribution” across the portfolio, continued progress on the APS integration, and innovation. He pointed to the launch of Energizer Ultimate Child Shield as an example of new product activity, and said expanding distribution for Armor All Podium Series is improving the long-term outlook for the auto care business. For the ful...

Energizer Holdings, Inc. ENR has posted second-quarter fiscal 2026 adjusted earnings of 94 cents per share, jumping 40.3% year over year and beating the Zacks Consensus Estimate of 47 cents by 100%. The company’s profitability benefited from tariff-related developments and internal margin initiatives. Net sales of $643.3 million declined 3% from the year-ago quarter and missed the consensus mark of $665 million by 3.3%. Organic net sales declined 5.5%, with the key drag coming from volumes rather than pricing. The metric lagged our prediction of a 4.3% decrease in organic net sales. Energizer Holdings, Inc. price-consensus-eps-surprise-chart | Energizer Holdings, Inc. Quote Management said that volume fell 6.1%, reflecting a shift in the timing of battery orders tied to the plastic-free packaging conversion, a slower start to the auto care selling season and modest impacts of the conflict in the Middle East. Price realization offered a partial offset. Carryover price increases contributed 0.6%, led primarily by the Batteries & Lights segment, helping cushion the demand-driven shortfall. These dynamics framed the quarter as more timing and mix-driven than purely demand-led, even as reported sales still moved lower year over year. In the fiscal second quarter, adjusted gross profit increased 5.7% year over year to $285.9 million, while the adjusted gross margin expanded 360 basis points to 44.4%, which beat our estimate of 37.9%. The improvement was driven primarily by a $47.6-million tariff refund benefit recorded in cost of goods sold, $11.7 million in production tax credits and benefits from pricing. These gains were partially offset by an unfavorable product mix, higher input costs tied to production inefficiencies from network rebalancing and incremental tariffs incurred during the quarter. Cost discipline remained a focal point, though the expense mix reflected investment and acquisition effects. Adjusted SG&A expenses rose 2.1% to $127.1 million and, as a percentage of net sales, climbed 100 basis points to 19.8%. We expected adjusted SG&A expenses, as a percentage of net sales, to be 20.1% in the fiscal second quarter. The increase was due to higher costs from the APS business of $3 million, investments in digital transformation and growth initiatives, and unfavorable currency, partially offset by approximately $4 million in Project Momentum savings. A...

Energizer Holdings (ENR) reported fiscal Q2 adjusted earnings Tuesday of $0.94 per diluted share, up

Energizer Holdings (ENR) reported $643.3 million in revenue for the quarter ended March 2026, representing a year-over-year decline of 3%. EPS of $0.94 for the same period compares to $0.67 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $665.21 million, representing a surprise of -3.29%. The company delivered an EPS surprise of +98.61%, with the consensus EPS estimate being $0.47. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Energizer performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales by products- Batteries & Lights: $473.2 million versus the three-analyst average estimate of $489.92 million. The reported number represents a year-over-year change of -3%. Net Sales by products- Auto Care: $170.1 million versus $175.29 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.7% change. Segment Profit- Auto Care: $28.6 million versus the two-analyst average estimate of $22.42 million. Segment Profit- Batteries & Lights: $133.7 million versus $98.97 million estimated by two analysts on average. View all Key Company Metrics for Energizer here>>> Shares of Energizer have returned +14.7% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Energizer Holdings, Inc. (ENR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

ST. LOUIS (AP) — ST. LOUIS (AP) — Energizer Holdings Inc. (ENR) on Tuesday reported fiscal second-quarter profit of $10.1 million. The St. Louis-based company said it had net income of 15 cents per share. Earnings, adjusted for restructuring costs and non-recurring costs, came to 94 cents per share. The results exceeded Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 47 cents per share. The battery and personal care products company posted revenue of $643.3 million in the period, missing Street forecasts. Three analysts surveyed by Zacks expected $665.2 million. For the current quarter ending in June, Energizer expects its per-share earnings to range from 75 cents to 85 cents. The company expects full-year earnings in the range of $3.30 to $3.60 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ENR at https://www.zacks.com/ap/ENR

Second Quarter Highlights Net sales of $643.3 million, -3.0% to prior year Gross Margin of 40.2% and 44.4% on an adjusted basis, inclusive of a $47.6 million tariff refund benefit(1) Earnings per share of $0.15 & Adjusted Earnings per share of $0.94(1) Updating fiscal year outlook to low single digit Net sales growth, roughly flat organic Net sales and Adjusted Earnings per share and Adjusted EBITDA to the high end of our previously provided ranges ST. LOUIS, May 5, 2026 /PRNewswire/ -- Energizer Holdings, Inc. (NYSE: ENR) today announced results for the second fiscal quarter ended March 31, 2026. "Our strategic priorities in Fiscal 2026 remain clear: restoring growth, rebuilding margins impacted by tariffs, and returning the business to its long‑term historical cash flow profile," said Mark LaVigne, Chief Executive Officer. "During the second quarter, we continued to make meaningful progress against these priorities, highlighted by significant gross margin recovery and growing confidence in a return to organic growth in the back half of the year. Our disciplined execution is translating into tangible improvements across the income statement, strengthening our confidence in delivering the high end of our full year earnings outlook." Top-Line Performance For the quarter, we had Net sales of $643.3 million compared to $662.9 million in the prior year period. Organic Net sales decreased 5.5% primarily due to the following items: A shift in the timing of battery orders related to the plastic free conversion, a slower start to the selling season in auto care and a modest impact from the conflict in the Middle East resulted in volume declines of 6.1%. Carry over price increases of 0.6%, primarily in the Batteries & Lights segment, partially offset the volume declines. The Advanced Power Solutions (APS) acquisition completed on May 2, 2025 contributed $2.1 million to Net sales during the quarter ended March 31, 2026. Gross Margin Gross margin percentage on a reported basis was 40.2% versus 39.1% in the prior year. Excluding restructuring and related costs in the current and prior year of $27.1 million and $8.7 million, respectively, and the prior year network transition costs of $2.7 million, Adjusted Gross margin was 44.4% compared to 40.8% in the prior year, an increase of 360 basis points.(1) Gross margin and Adjusted Gross margin improvement was driven by a ben...

Energizer Holdings (ENR) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.67 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +98.61%. A quarter ago, it was expected that this battery and personal care products company would post earnings of $0.26 per share when it actually produced earnings of $0.31, delivering a surprise of +19.23%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Energizer, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $643.3 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 3.29%. This compares to year-ago revenues of $662.9 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Energizer shares have lost about 2.8% since the beginning of the year versus the S&P 500's gain of 5.2%. While Energizer has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Energizer was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list...