Spectrum Brands reports Q4 EPS $2.61 , consensus 91c

Reports Q4 revenue $733.5M, consensus $738.57M. “Earlier in the year, we made the difficult but necessary decision to address the uncertain trade policy by halting all imports from China for the US market and focus on running the business for cash. Our Q4 and full year results reflect the impacts of those decisions and a challenging macroeconomic environment. Despite these headwinds, the actions we proactively and decisively took reduced our risk significantly and protected our long-term financial health. We delivered adjusted free cash flow of over $170M, exceeding by $10M our previously communicated goal of $160M…Our results were also impacted by the decision to stop shipments earlier in the year resulting in continued supply shortages in Q4. Looking forward to FY26, we expect our two highest value businesses, GPC and H&G, to return to growth as we see signs of stabilization in these categories. Our HPC business is expected to be challenged by continued category softness and impacted by our supply chain simplification initiatives. Our focus for HPC is on increasing profitability and finding a strategic solution for the business” said CEO David Maura.