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Honest Company (HNST)
NASDAQ:HNST
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced: The call highlighted clear signs of underlying organic strength — notably robust wipes and personal care consumption, improved adjusted margins, stronger cash flow, and a $25 million buyback authorization — and provided a constructive 2026 framework (4–6% organic growth, low-40s adjusted gross margins). However, significant short-term headwinds remain, including double-digit declines in diapers, a discrete apparel inventory write-down that pressured GAAP margins and earnings, tariff-related cost pressure, and an intentionally smaller reported top line due to strategic exits. Management emphasised that transformation-driven savings and warehouse consolidation should improve margins and efficiency (with benefits back-half 2026), but the material one-time charges and category-specific weaknesses temper the outlook.Company Guidance
Organic Revenue Growth (FY2025)
Organic revenue of $294 million, up 5.3% year-over-year, in line with the company's long-term algorithm.
Strong Category Performance — Wipes & Personal Care
Total wipes consumption up ~30% (all-purpose baby wipes +25%) and baby personal care consumption +12% in 2025; adult flushable wipes consumption grew 175% following brick-and-mortar expansion.
Adjusted Gross Margin Improvement
Full-year adjusted gross margin improved to 38.7%, a 50 basis point increase versus prior year; Q4 adjusted gross margin ~38.3% and management expects adjusted gross margins in the low-40s in 2026.
Adjusted Profitability & Cash Generation
Adjusted EBITDA of ~$21.8–22.0 million in 2025 (in line with updated guidance); adjusted net income $8.3 million; free cash flow improved to $13.6 million vs $1 million prior year.
Strengthened Balance Sheet & Capital Return
Ended 2025 with ~$89.6–90.0 million in cash, no debt, and Board authorization of a $25 million share repurchase program.
Household Penetration and Consumption Momentum
All-time high household penetration of 7.6% at year-end (an increase of 1.7 million households) and total consumption growth of ~5% for 2025 driven by double-digit unit sales.
Powering Honest Growth — Expected Structural Savings
Transformation program expected to deliver $10–15 million in annualized savings and enable margin enhancement and reinvestment in core, higher-margin categories.
Focused Portfolio and Operational Simplification
Exited apparel, Honest.com fulfillment and Canada to concentrate on core wipes, personal care and diapers; plan to consolidate from two fulfillment centers to a single, automated Las Vegas facility with efficiency benefits anticipated in H2 2026.
HNST 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
HNST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $2.31 | $2.79 | +20.78% |
Nov 05, 2025 | $3.30 | $2.33 | -29.39% |
Aug 06, 2025 | $4.52 | $3.74 | -17.26% |
May 07, 2025 | $4.80 | $4.38 | -8.75% |
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 Honest Company (HNST) report earnings?
Honest Company (HNST) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Honest Company (HNST) earnings time?
Honest Company (HNST) earnings time is at May 13, 2026, After Close (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 HNST EPS forecast?
HNST EPS forecast for the fiscal quarter 2026 (Q1) is 0.01.
