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Energizer Holdings (ENR)
NYSE:ENR
Earnings Data
Report Date
May 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.46Last Year’s EPS
0.67Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrays a constructive, recovery-focused outlook: management acknowledged meaningful Q1 margin and cost headwinds (tariffs, transition inventory, temporary operational inefficiencies and some input-cost pressure) but presented a clear, actionable plan—APS transition benefits (~$30M), distribution expansion, product innovation, supply-chain realignment, tax credit upside (~+50% vs prior year) and strong cash generation (>$100M debt paydown, ~$28M returned)—that management expects will drive sequential gross margin improvement (≈300 bps Q1→Q2 and another ~300–400 bps by year-end) and a return to earnings growth in H2. Given the emphasis that many of the Q1 issues are transitional and management’s quantified pathway to recovery, the positives materially outweigh the transitory negatives.Company Guidance
APS-to-Energizer Transition Driving Organic Growth
Secured final customer decisions on the APS to Energizer brand transition expected to contribute over $30 million of organic growth (roughly +200 basis points) principally in Q3–Q4 of FY2026.
Clear Gross Margin Recovery Roadmap
Company expects sequential gross margin expansion of ~300 basis points from Q1 to Q2 and an additional ~300–400 basis points anticipated by year-end as supply-chain realignment, pricing actions and production credits take hold.
Distribution and Shelf Gains
Strengthened distribution across value and premium brands with major U.S. retailers; management expects distribution, NPD sell-in and e-commerce efforts to drive ~400–500 basis points of top-line growth contribution in the back half of the year.
Innovation and Product Launches
Advanced innovation across Batteries, Lights and Auto Care (including Terpodium series); new product sell-ins expected to support sell-through and distribution increases in Q2 and Q3.
Robust Cash Generation and Capital Return
Delivered strong cash generation in Q1 enabling >$100 million of debt paydown and nearly $28 million returned to shareholders via dividends and share repurchases; company targets $150–$200 million total debt reduction for the year.
Leverage and Capital Allocation Priorities
Prioritizing debt reduction and shareholder returns while keeping M&A opportunistic and leverage-neutral; management expects leverage to be around ~5% (or a little below) by year-end.
Stabilizing Consumer Demand and Share Gains
Consumer demand stabilized with a December volume inflection and very strong January POS driven by winter storms; Energizer reported share gains over the holiday period and improved volume trends versus the category.
Tax Credits and Sourcing Improvements
Expect tax credits to be roughly 50% higher than last year and have substantially completed supply-chain realignment (relocating production, diversifying sourcing), positioning the company to mitigate prior tariff impacts.
ENR 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
ENR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $23.07 | $23.05 | -0.08% |
Nov 18, 2025 | $23.15 | $18.87 | -18.49% |
Aug 04, 2025 | $21.26 | $26.93 | +26.69% |
May 06, 2025 | $24.54 | $22.63 | -7.77% |
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 Energizer Holdings (ENR) report earnings?
Energizer Holdings (ENR) is schdueled to report earning on May 11, 2026, Before Open (Confirmed).
What is Energizer Holdings (ENR) earnings time?
Energizer Holdings (ENR) earnings time is at May 11, 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 ENR EPS forecast?
ENR EPS forecast for the fiscal quarter 2026 (Q2) is 0.46.
