Energizer Holdings (ENR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 10, 2026

Before Open (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

0.83

Last Year’s EPS

1.13

Same Quarter Last Year

Analyst Consensus

Hold

Based on 6 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:May 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a constructive operational and financial story: management pointed to clear progress on margins, supply-chain improvements, strong free cash flow over the prior three years, booked tariff receivables supporting near-term margins, global share gains in Batteries, and meaningful Auto Care distribution expansion. Offsetting these positives are a cautious consumer outlook that pressured near-term organic sales, lower-than-planned production credits (10%–15% reduction), ongoing tariff expense (~$15M/quarter) with timing risk for cash refunds, softer-than-expected Auto Care early-season performance, and localized shipment disruptions. On balance, the positives (margin recovery, booked receivable, share gains, cash generation, integration/innovation pipeline) appear to outweigh the headwinds, though management preserved caution on consumer demand and some near-term timing impacts.

Company Guidance

Energizer said its FY2026 outlook is intact and now targets the high end of its earnings range, with FY26 organic net sales called roughly flat after organic declines in H1 and an expected inflection to organic growth in Q3–Q4 (driven by APS integration, innovation and pricing); management booked a $65 million tariff receivable, recognizing about $48 million (≈75%) in Q2 with the remaining ≈$16–17 million expected to hit the P&L as inventory is flushed, noted ongoing tariff costs of roughly $15 million per quarter (≈$60 million/year), and warned U.S. production credits will be ~10–15% lower than originally planned for 2026; they see gross margin normalizing to the low-40% range by year-end (after a ~360 bps gross margin improvement over the last three years), have generated $740 million of cumulative free cash flow over the past three years, and called Auto Care roughly flat and Batteries healthy (U.S. category volume/value growth in the last 13 weeks), while flagging a ~50 bps Q2 top-line drag from Middle East shipping disruptions (that region is ~1% of revenue) and noting Podium distribution expanded from ~15,000 to ~25,000 stores.

Restoring Growth and Margins; On Track for FY26 High End

Management reaffirmed strategic priorities—restore growth, rebuild margins, return to long-term cash flow—and expects an inflection in organic net sales in Q3 with back-half growth. The company expects to deliver the high end of its fiscal 2026 earnings outlook, driven by pricing, supply-chain optimization and cost-structure improvements.

Tariff Receivable Provides Near-Term Margin Support

Energizer booked a $65 million tariff receivable related to IEEPA matters, recognizing roughly $48 million (~75%) in Q2. Management says this development provides an incremental benefit to margins while they continue to reinvest in the business.

Material Gross Margin and Network Improvement Over Multi-Year Period

Over the last three years the company improved gross margins by about 360 basis points and expects a normalized gross margin in the low-40% range by Q4 as supply-chain inefficiencies are addressed and tariff normalization occurs.

Strong Free Cash Flow Generation and Capital Deployment

Energizer generated approximately $740 million of cumulative free cash flow over the past three years, enabling debt reduction and returns to shareholders via dividends and share repurchases.

Battery Category Strength and Share Gains

In the U.S. the Battery category showed recent strength (last 13 weeks) with both volume and value growth. Management reported global share gains and specifically noted share growth in the U.S.

Auto Care Innovation and Meaningful Distribution Expansion

Auto Care momentum driven by product innovation (e.g., Armor All Podium Series) and distribution expansion from ~15,000 to ~25,000 retail locations (≈+66.7%), improving the business’ long-term earnings and growth potential.

APS Integration and Innovation Expected to Drive Back-Half Growth

Management identified the APS acquisition integration, continued innovation (e.g., Energizer Ultimate Child Shield) and higher-quality distribution as known drivers for organic growth in Q3 and Q4.

Energizer Holdings (ENR) 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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ENR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 10, 2026	2026 (Q3)	0.83 / -	1.13	―	―	―
May 05, 2026	2026 (Q2)	0.47 / 0.94	0.67	40.30% (+0.27)
Feb 05, 2026	2026 (Q1)	0.26 / 0.31	0.67	-53.73% (-0.36)
Nov 18, 2025	2025 (Q4)	1.12 / 1.05	1.22	-13.93% (-0.17)
Aug 04, 2025	2025 (Q3)	0.63 / 1.13	0.79	43.04% (+0.34)
May 06, 2025	2025 (Q2)	0.67 / 0.67	0.72	-6.94% (-0.05)
Feb 04, 2025	2025 (Q1)	0.65 / 0.67	0.59	13.56% (+0.08)
Nov 19, 2024	2024 (Q4)	1.17 / 1.22	1.2	1.67% (+0.02)
Aug 06, 2024	2024 (Q3)	0.68 / 0.79	0.54	46.30% (+0.25)
May 07, 2024	2024 (Q2)	0.67 / 0.72	0.64	12.50% (+0.08)

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

ENR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 05, 2026	$18.98	$17.52	-7.70%
Feb 05, 2026	$22.65	$22.63	-0.08%
Nov 18, 2025	$22.72	$18.52	-18.49%
Aug 04, 2025	$20.87	$26.44	+26.69%

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.