The earnings call for Turning Point Brands highlighted strong revenue growth, particularly in the Modern Oral segment, alongside increased EBITDA guidance. However, challenges remain with decreased Zig-Zag sales and tariff impacts.

Company Guidance -

Q3 2025

During the Turning Point Brands Second Quarter 2025 earnings call, CEO Graham Purdy highlighted the company's robust performance, with revenue rising 25% to $116.6 million, including $30.1 million from Modern Oral products, which now constitute 26% of total revenue. Adjusted EBITDA grew by 15% to $30.5 million, prompting an increased guidance range of $110 million to $114 million for the year. The company also adjusted its full-year nicotine pouch sales guidance to between $100 million and $110 million, up from the previous $80 million to $95 million. Notably, white nicotine pouch sales surged nearly 8x year-over-year and 35% sequentially. The company continues to invest in sales force expansion, aiming to double its size by 2026, and is also ramping up marketing efforts, including a new partnership with Professional Bull Riders. Gross margin improved to 57.1%, up 310 basis points year-over-year, with SG&A expenses rising to $40.3 million due to sales and marketing investments. The company ended the quarter with $109.1 million in cash and anticipates capital expenditures of $4 million to $5 million for 2025.

Significant Revenue Growth

Revenue increased 25% year-over-year to $116.6 million for the quarter, with Modern Oral revenue contributing $30.1 million and representing 26% of total revenue.

Modern Oral Segment Expansion

Sales of white nicotine pouch brands increased nearly 8x year-over-year and 35% sequentially, with expectations to expand into retail sooner than planned.

Stoker's Segment Performance

Stoker's revenue increased 63% year-over-year to approximately $70 million, with MST sales growing 4% year-over-year.

Increased EBITDA Guidance

Adjusted EBITDA guidance for the full year was raised to a range of $110 million to $114 million, up from the previous $108 million to $113 million.

Strong Consumer Feedback

Continued favorable consumer and trade feedback for Modern Oral products, with increasing order and repeat purchase rates.

Turning Point Brands (TPB) 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

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TPB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.78 / -	0.68	―	―	―
Aug 06, 2025	2025 (Q2)	0.73 / 0.79	0.68	16.18% (+0.11)	―
May 07, 2025	2025 (Q1)	0.70 / 0.79	0.63	25.40% (+0.16)	―
Mar 06, 2025	2024 (Q4)	0.68 / 0.13	0.53	-75.47% (-0.40)
Nov 07, 2024	2024 (Q3)	0.69 / 0.68	0.58	17.24% (+0.10)
Aug 01, 2024	2024 (Q2)	0.64 / 0.68	0.53	28.30% (+0.15)
May 02, 2024	2024 (Q1)	0.56 / 0.63	0.41	53.66% (+0.22)
Feb 28, 2024	2023 (Q4)	0.59 / 0.53	-0.93	156.99% (+1.46)
Nov 08, 2023	2023 (Q3)	0.53 / 0.58	0.6	-3.33% (-0.02)
Aug 02, 2023	2023 (Q2)	0.50 / 0.53	0.3	76.67% (+0.23)

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

TPB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$81.14	$92.68	+14.22%
May 07, 2025	$64.82	$80.92	+24.84%
Mar 06, 2025	$66.86	$61.42	-8.14%
Nov 07, 2024	$50.86	$49.43	-2.81%

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 Turning Point Brands Inc (TPB) report earnings?

Turning Point Brands Inc (TPB) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Turning Point Brands Inc (TPB) earnings time?

Turning Point Brands Inc (TPB) earnings time is at Oct 22, 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 TPB EPS forecast?

TPB EPS forecast for the fiscal quarter 2025 (Q3) is 0.78.

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