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Newell Brands (NWL)
NASDAQ:NWL
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear operational and structural progress (margin expansion, stronger innovation pipeline, supply‑chain de‑risking, productivity targets and improved cash guidance) against continued top‑line pressure driven by tariffs, category weakness and near‑term shipment timing that depresses Q1. Management provided concrete mitigation actions and constructive 2026 targets, but material tariff headwinds and full‑year core sales guidance that is flat to modestly down leave the story mixed.Company Guidance
Improved Q4 Profitability and EBITDA Growth
Q4 normalized gross margin 33.9% (up 70 bps YoY) and normalized operating margin 8.7% (up 160 bps YoY). Q4 normalized EBITDA increased nearly 12% to $241 million and Q4 cash generation was roughly $160 million.
Full-Year Margin Resilience Despite Tariffs
Full-year 2025 normalized gross margin was 34.2% (up 10 bps YoY) and normalized operating margin expanded to 8.4% (up 20 bps YoY) inclusive of a 50 bps increase in A&P support.
Strong Innovation Pipeline and Measurable Wins
More than 25 Tier 1/2 launches planned for 2026 (the largest since the Jarden acquisition). Notable successful launches in 2025 included Graco car seat (Graco market share +160 bps full year; +350 bps in Q4) and Yankee Candle relaunch (U.S. core sales +6% in Q4).
Supply‑Chain and Sourcing De‑risking
China sourcing reduced to below 10% from ~35% several years ago; secured roughly $40 million of incremental tariff‑advantaged domestic manufacturing wins in H2 2025.
Productivity Program and Overhead Savings Target
Announced global productivity plan expected to generate more than $75 million of year‑over‑year savings in 2026 and lower overheads as a percent of sales by nearly 100 basis points.
Higher Marketing Investment to Support Growth
Advertising & Promotion (A&P) increased to 6.5% of sales in Q4 (highest in nearly 10 years) and A&P has been increased ~50 bps over the last 3 years to support innovation and distribution efforts.
Improved Cash Flow and 2026 Cash Guidance
Full-year 2025 operating cash flow of $264 million; 2026 operating cash flow guidance of $350–$400 million (midpoint ≈ +40% vs 2025) driven by mid-single-digit EBITDA growth, lower cash tariffs and lower cash taxes.
Prudent 2026 Financial Targets
2026 guidance: net sales down 1% to up 1% with core sales down 2% to flat; normalized operating margin guided to 8.6%–9.2% (midpoint +50 bps vs 2025); normalized EPS guided $0.54–$0.60; CapEx planned at $200 million (vs historical ~ $250 million), and expected reduction in net leverage by ~0.5 turn.
NWL 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
NWL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2026 | $4.45 | $4.56 | +2.43% |
Oct 31, 2025 | $4.56 | $3.28 | -27.98% |
Aug 01, 2025 | $5.35 | $4.54 | -15.15% |
Apr 30, 2025 | $4.87 | $4.50 | -7.54% |
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 Newell Brands (NWL) report earnings?
Newell Brands (NWL) is schdueled to report earning on Apr 24, 2026, Before Open (Confirmed).
What is Newell Brands (NWL) earnings time?
Newell Brands (NWL) earnings time is at Apr 24, 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 NWL EPS forecast?
NWL EPS forecast for the fiscal quarter 2026 (Q1) is -0.09.
