ACCO Brands (ACCO)
NYSE:ACCO
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear evidence of execution (in-line full-year results, meaningful cost savings, liquidity and a strategic acquisition adding $90M of revenue in 2025 and expected $15M of synergies) with ongoing demand and margin pressures (Q4 sales/comps declines, international/EMEA weakness, tariff-related cash costs and a Q1 2026 expected adjusted loss). Management presented a credible multi-year plan (technology peripherals pivot, cost savings target of $100M, modest margin expansion and improved free cash flow guidance for 2026) but near-term metrics remain pressured. Overall the positives and negatives are roughly balanced: the company has actionable levers for recovery, but current performance and near-term outlook still reflect notable headwinds.Company Guidance
Full Year Results In Line with Outlook and Positive 2026 Guidance
Management reported full year 2025 sales and adjusted EPS in line with outlook and provided 2026 guidance of reported sales flat to up 3% and adjusted EPS of $0.84 to $0.89, signaling expected recovery in demand and profitability.
Strategic EPOS Acquisition Expands Technology Peripherals
EPOS generated approximately $90M of revenue in 2025 (majority in Europe); ACCO expects EPOS to contribute roughly $80M in 2026, deliver $15M of annual cost synergies over 12–18 months, be slightly EBITDA accretive in year one, and broaden the company's tech peripherals portfolio to ~25% of projected revenues.
Material Cost Savings and Productivity Progress
Delivered $35M of savings in 2025, bringing cumulative savings to over $60M since early 2024, and remains on track to achieve $100M of savings by the end of 2026.
Improving Free Cash Flow Outlook and Shareholder Returns
Adjusted free cash flow was $70M in 2025 (including $19M proceeds from asset sales). Returned $42M to shareholders in 2025 ($27M dividends, $15M buybacks). 2026 FCF guidance of $75M to $85M (excluding asset sales) and company expects >50% increase in cash flow at the midpoint versus 2025 excluding asset sales.
Supply Chain Resilience and Tariff Response
Management highlighted effective execution of a China-plus-1 strategy and rapid response to U.S. tariff disruptions, preserving market positions and enabling competitive cost and service levels.
Strength in Technology Accessories, Gaming and Product Pipeline
Sequential improvement in Americas revenue trends driven by technology accessories and planning products; PowerA performed well (benefiting from Nintendo Switch 2.0 placements) and Kensington had a strong quarter with new product introductions and an enterprise-focused pipeline.
Solid Liquidity Position and Longer-Term Debt Profile
Approximately $292M available under revolver, no debt maturities until 2029, and management expects consolidated leverage to improve from 4.1x at year-end 2025 to a range of 3.7x–3.9x in 2026.
ACCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 09, 2026 | $3.81 | $3.58 | -6.14% |
Oct 30, 2025 | $3.73 | $3.58 | -3.84% |
Jul 31, 2025 | $3.50 | $3.21 | -8.28% |
May 01, 2025 | $3.53 | $3.36 | -4.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ACCO Brands (ACCO) report earnings?
ACCO Brands (ACCO) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is ACCO Brands (ACCO) earnings time?
ACCO Brands (ACCO) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACCO EPS forecast?
ACCO EPS forecast for the fiscal quarter 2026 (Q1) is -0.05.