ACCO Brands Corp (ACCO)
NYSE:ACCO
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.27Last Year’s EPS
0.28Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and strategic picture: reported revenue and adjusted EPS beat expectations, EPOS acquisition closed with a favorable bargain purchase gain and integration on track, cost savings and segment margin improvement were achieved, and management reaffirmed full-year guidance. However, there are notable cautions—underlying comparable sales remain negative, gaming and office products face demand pressures, inventory and leverage are elevated, and geopolitical-driven cost inflation could offset savings. Overall, the positives (transactional gains, FX benefit, margin progress, and strategic acquisition) outweigh the challenges, though management is appropriately conservative on full-year organic growth.Company Guidance
Reported Revenue Growth Above Outlook
First quarter consolidated reported sales grew 8% year-over-year, exceeding company outlook and driven by favorable currency translation and the EPOS acquisition.
Adjusted EPS and Operating Income Beat Expectations
Adjusted EPS and adjusted operating income were above guidance for the quarter; adjusted operating income rose to $12 million, up $5 million versus prior year.
Foreign Exchange Tailwind in Q1
Foreign exchange provided a significant positive impact to revenue in the quarter (approximately a 6% benefit in Q1), with management estimating roughly a 1% FX tailwind for the full year.
EPOS Acquisition Strengthens Technology Peripherals
EPOS acquisition completed in Q1 with a recorded $38 million bargain purchase gain; expected 2026 sales contribution of about $80 million (11 months), modest profit contribution in 2026, and targeted $15 million of cost synergies within 12 to 18 months.
Gross Profit and Margins Largely Stable
Gross profit increased 7% to $107 million with a gross margin of 31.1% (down 30 basis points attributable to lower-priced product mix), while segment margin improvements were reported in the Americas.
Segment Profit Improvement in Americas
Americas adjusted operating income was $13 million (up approximately $3 million year-over-year) and the Americas margin improved by 140 basis points to 7.2%, driven by cost savings.
International Segment Momentum and Product Improvements
International reported sales grew 15% (driven by FX and EPOS) with comparable sales decline moderating to roughly -3%; International adjusted operating income was $11 million with margins consistent year-over-year.
Cost Reduction Program On Track
Company remains on track to achieve $100 million of cost reductions by year-end and has a history of productivity savings supporting margin recovery.
Back-to-School and Computer Accessories Early Strength
Early back-to-school purchases were better than anticipated with management expecting the season to be flat to up low single digits; computer accessories in the Americas showed solid sales driven by new products and a growing end-user pipeline.
Capital Position and Return to Shareholders
Returned $7 million in dividends in the quarter, had approximately $252 million available on the revolver at quarter end, and reaffirmed full-year free cash flow guidance of $75 million to $85 million.
ACCO 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
ACCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $3.21 | $3.95 | +23.05% |
Mar 09, 2026 | $3.81 | $3.58 | -6.14% |
Oct 30, 2025 | $3.73 | $3.58 | -3.84% |
Jul 31, 2025 | $3.50 | $3.21 | -8.28% |
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 ACCO Brands Corp (ACCO) report earnings?
ACCO Brands Corp (ACCO) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is ACCO Brands Corp (ACCO) earnings time?
ACCO Brands Corp (ACCO) earnings time is at Aug 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 ACCO EPS forecast?
ACCO EPS forecast for the fiscal quarter 2026 (Q2) is 0.27.