The earnings call reflected a generally positive outlook with strong financial performance in Q3 and effective strategies to mitigate tariff impacts. Significant achievements in production credits and strategic acquisitions are expected to drive future growth. However, minor challenges were noted in the Auto Care segment and consumer behavior, which are being addressed. Overall, the sentiment is optimistic with a focus on continued growth and shareholder value.

Company Guidance -

Q4 2025

During Energizer Holdings' Third Quarter FY 2025 earnings call, the company provided updated guidance reflecting a strong performance and strategic advancements. Despite a cautious consumer environment, Energizer reported organic growth and gross margin improvement, with the battery segment performing well and Auto Care launching the Podium Series successfully. The company's tariff impact has improved, and strategic pricing, cost initiatives, and production credits are expected to offset tariff-related earnings impacts in fiscal 2025 and 2026. Production credits, driven by U.S. manufacturing investments, are expected to contribute $35 million to $40 million annually to gross margin, net earnings, and free cash flow until 2032. Additionally, the acquisition of Advanced Power Solutions is projected to add $40 million to $50 million in net sales for the current fiscal year. Energizer returned $84 million to shareholders through dividends and share repurchases, repurchasing an additional $27 million of shares in July. The company has increased its fiscal 2025 outlook, expecting adjusted EPS of $3.55 to $3.65 and adjusted EBITDA between $630 million and $640 million, with continued earnings growth anticipated for fiscal 2026.

Strong Q3 Performance

Results came in ahead of expectations due to strategic investments in business growth and margin restoration. Organic growth, gross margin improvement, and earnings growth were achieved.

Tariff Impact Mitigation

Projected impact of tariffs has materially improved. A comprehensive plan including pricing, cost initiatives, and production credits is expected to fully offset the earnings impact from tariffs in both fiscal 2025 and 2026.

Production Credits Contribution

Production credits are expected to contribute $35 million to $40 million of gross margin, net earnings, and free cash flow annually until 2032.

Acquisition of Advanced Power Solutions

The acquisition further expands manufacturing capabilities and is expected to contribute $40 million to $50 million of net sales in the current fiscal year.

Shareholder Returns

Returned $84 million to shareholders through dividends and share repurchases. An additional $27 million of shares were repurchased in July.

Increased Outlook for Fiscal 2025

Adjusted EPS is now expected to be between $3.55 and $3.65, with adjusted EBITDA between $630 million and $640 million.

Energizer Holdings (ENR) Earnings, Revenues Date & History

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ENR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q4)	1.18 / -	1.22	―	―	―
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)
Feb 06, 2024	2024 (Q1)	0.57 / 0.59	0.72	-18.06% (-0.13)
Nov 14, 2023	2023 (Q4)	1.13 / 1.20	0.82	46.34% (+0.38)
Aug 08, 2023	2023 (Q3)	0.69 / 0.54	0.77	-29.87% (-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

ENR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$22.14	$28.05	+26.69%
May 06, 2025	$25.55	$23.57	-7.75%
Feb 04, 2025	$33.18	$32.10	-3.25%
Nov 19, 2024	$33.14	$36.14	+9.05%

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.