Embecta's earnings call highlighted strong revenue performance and successful strategic initiatives such as ERP implementation and debt reduction. However, challenges remain with declining China revenue and expected reductions in margins and revenue in the fourth quarter. While the call contained significant positive developments, these were tempered by notable challenges.

Company Guidance -

Q4 2025

During Embecta Corp.'s Fiscal Third Quarter 2025 Earnings Conference Call, the company provided an updated financial guidance for the fiscal year 2025. Embecta reported an all-time high quarterly revenue of $295.5 million, reflecting an 8.4% growth on an as-reported basis or 8% on an adjusted constant currency basis. Within the U.S., revenue reached $160.2 million, marking an 11.6% year-over-year growth on an adjusted constant currency basis. International revenue totaled $135.3 million, with a 5% increase on a reported basis and a 4.2% rise on an adjusted constant currency basis. The company announced adjusted gross margin expectations of between 63.25% and 63.5%, an improved adjusted operating margin range of 30.75% to 31%, and an adjusted EBITDA margin of 37.25% to 37.5%. Additionally, Embecta raised its adjusted earnings per share guidance to a new range of $2.90 to $2.95. The company highlighted significant progress in debt reduction, achieving a $112 million paydown year-to-date and exceeding their fiscal 2025 debt reduction target. Looking ahead, Embecta anticipates reducing outstanding debt by approximately $150 million during 2025 and targets net leverage levels of approximately 3x by fiscal year-end.

All-Time High Revenue

Third quarter revenue reached an all-time high of $295.5 million, reflecting growth of 8.4% on an as-reported basis and 8% on an adjusted constant currency basis.

Successful ERP and Brand Transition

Completed ERP implementation in India and transitioned over 90% of North American revenue to Embecta branded products, marking the end of a multi-year separation program.

Debt Reduction Achievement

Paid down approximately $112 million in total debt year-to-date, exceeding the fiscal 2025 goal ahead of schedule, with a total expected debt reduction of $150 million for the year.

Strong U.S. Market Performance

U.S. revenue for the quarter was $160.2 million, representing a year-over-year growth of 11.6% on an adjusted constant currency basis.

Restructuring Plan Completion

Substantially completed restructuring plan with estimated pretax cost savings of $7-8 million in the second half of fiscal 2025, or about $15 million annually.

Embecta Corporation (EMBC) 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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EMBC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 23, 2025	2025 (Q4)	0.46 / -	0.45	―	―	―
Aug 08, 2025	2025 (Q3)	0.78 / 1.12	0.74	51.35% (+0.38)
May 09, 2025	2025 (Q2)	0.53 / 0.70	0.67	4.48% (+0.03)
Feb 06, 2025	2025 (Q1)	0.49 / 0.65	0.61	6.56% (+0.04)
Nov 26, 2024	2024 (Q4)	0.36 / 0.45	0.59	-23.73% (-0.14)
Aug 09, 2024	2024 (Q3)	0.46 / 0.74	0.69	7.25% (+0.05)
May 09, 2024	2024 (Q2)	0.40 / 0.67	0.75	-10.67% (-0.08)
Feb 09, 2024	2024 (Q1)	0.46 / 0.61	0.96	-36.46% (-0.35)
Nov 21, 2023	2023 (Q4)	0.40 / 0.59	-0.3	296.67% (+0.89)	―
Aug 08, 2023	2023 (Q3)	0.46 / 0.69	1.07	-35.51% (-0.38)

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

EMBC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 08, 2025	$10.36	$12.28	+18.53%
May 09, 2025	$13.12	$11.81	-9.98%
Feb 06, 2025	$17.76	$17.30	-2.59%
Nov 26, 2024	$13.95	$18.11	+29.82%

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 Embecta Corporation (EMBC) report earnings?

Embecta Corporation (EMBC) is schdueled to report earning on Dec 23, 2025, Before Open (Confirmed).

What is Embecta Corporation (EMBC) earnings time?

Embecta Corporation (EMBC) earnings time is at Dec 23, 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.

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You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EMBC EPS forecast?

EMBC EPS forecast for the fiscal quarter 2025 (Q4) is 0.46.

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