The earnings call reflects a company that is successfully executing strategic initiatives, particularly in the hospitality segment, leading to improved cash flow and business trends. However, challenges remain with overall revenue decline and restructuring costs impacting operating income.

Company Guidance -

Q3 2025

During the ODP Corporation's second quarter 2025 earnings call, the company reported improved performance across several metrics, underscoring progress in executing its strategy and expansion into higher-growth sectors. The quarter's adjusted EBITDA was $47 million, and adjusted free cash flow reached $13 million, both exceeding expectations. The B2B distribution segment showed a 200 basis point improvement in revenue trends both sequentially and year-over-year, while the retail segment's comparable store sales trends improved by 200 basis points. The company also reported a 90% year-over-year revenue growth from third-party customers in its supply chain business, Veyer, with a 32% increase in third-party EBITDA. Looking ahead, ODP expects continued positive trends in the second half of the year, with adjusted free cash flow projected to exceed $150 million for the full year, further strengthening its balance sheet and liquidity position.

Strong Cash Flow Generation

ODP Corporation generated $13 million in adjusted free cash flow for the second quarter, more than doubling the amount from the same period last year, and expects to exceed $150 million for the year.

Progress in Hospitality Segment

The company made significant progress in the hospitality industry, onboarding about 1,000 new hotel properties, leading to a low double-digit increase in traditional product sales among hospitality customers.

Veyer Revenue Growth

Veyer achieved 90% year-over-year revenue growth from third-party customers and a 32% increase in EBITDA, reflecting strong supply chain capabilities.

Improved B2B Business Trends

B2B distribution segment showed stronger revenue traction with 200 basis points improvement in comparable revenue trends, driven by new business wins and CoreTrust progress.

Retail Channel Performance

Office Depot improved top line trends both year-over-year and sequentially, with comparable store sales trends improving by 200 basis points versus last year.

ODP (ODP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ODP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.80 / -	0.71	―	―	―
Aug 06, 2025	2025 (Q2)	0.36 / 0.51	0.56	-8.93% (-0.05)
May 07, 2025	2025 (Q1)	0.65 / 1.06	1.05	0.95% (+0.01)
Feb 26, 2025	2024 (Q4)	0.80 / 0.66	0.92	-28.26% (-0.26)
Nov 06, 2024	2024 (Q3)	1.60 / 0.71	1.88	-62.23% (-1.17)
Aug 07, 2024	2024 (Q2)	1.20 / 0.56	0.99	-43.43% (-0.43)
May 08, 2024	2024 (Q1)	1.67 / 1.05	1.78	-41.01% (-0.73)
Feb 28, 2024	2023 (Q4)	0.74 / 0.92	0.85	8.24% (+0.07)
Nov 08, 2023	2023 (Q3)	1.56 / 1.88	1.48	27.03% (+0.40)
Aug 09, 2023	2023 (Q2)	0.78 / 0.99	0.79	25.32% (+0.20)

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

ODP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$17.55	$19.21	+9.46%
May 07, 2025	$13.63	$13.79	+1.17%
Feb 26, 2025	$19.19	$15.02	-21.73%
Nov 06, 2024	$31.11	$27.57	-11.38%

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 ODP (ODP) report earnings?

ODP (ODP) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is ODP (ODP) earnings time?

ODP (ODP) earnings time is at Oct 29, 2025, 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 ODP EPS forecast?

ODP EPS forecast for the fiscal quarter 2025 (Q3) is 0.8.

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