Hamilton Beach Brands Holding Company (HBB)
NYSE:HBB
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.13Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call communicated a balanced message: strong signs of operational recovery and margin improvement in Q4, successful product and channel initiatives (Lotus, commercial, Health), reduced tariff exposure, and an optimistic mid-single-digit growth outlook for 2026. However, material challenges remain — full-year revenue declined ~7.3%, operating cash flow dropped sharply, the company moved to net debt, one-time tariff and ERP costs weighed on reported profitability, and management expects near-term operating profit compression due to strategic investments and a ~$22M licensing headwind. Overall, positives around margin recovery, new growth drivers, and supply-chain resilience are offset by meaningful cash-flow and reported-earnings pressures and an important 2026 sales headwind, yielding a balanced outlook.Company Guidance
Commercial Business Growth
Commercial represented ~10% of total revenue and grew over 15% for the year, driven by the Summit Edge blender and a successful Sunkist-branded commercial product agreement launched in Q2 that exceeded expectations.
Hamilton Beach Health Reached Profitability and Rapid Subscription Growth
Health achieved positive operating profit in Q3 and again in Q4 (within 18 months of acquisition), grew its patient subscription base by ~50% in 2025, expanded specialty pharmacy partnerships (including Synerwell and Lumicera), and launched HealthBeacon Harmony with Novartis.
Reduced Tariff Exposure via Manufacturing Diversification
Company built supply-chain flexibility across APAC (China, Vietnam, Thailand, Indonesia) allowing production shifts by economics and reducing tariff risk exposure following the 2025 tariff disruptions.
Meaningful Shareholder Returns
Returned capital through repurchases (~507,000 shares for ~$9M) and dividends ($6.4M), representing the return of more than 58% of 2025 net income to shareholders.
Positive Outlook and Strategic Investment for 2026 Growth
Management expects mid-single-digit revenue growth in 2026 despite a ~$22M Bartesian license headwind, anticipates gross margins similar to or slightly better than 2025, plans increased advertising (more than the past 4 years combined), and forecasts operating cash flow less investing of $35M–$45M for 2026.
Quarterly Revenue Stabilization
Q4 revenue of $212.9M was nearly flat versus prior-year $213.5M (down ~0.3% / 30 bps), marking a sharp sequential recovery from earlier declines (sales down ~18% in Q2 and ~15% in Q3) and signaling stabilization heading into 2026.
Gross Margin and Q4 Profit Expansion
Q4 gross profit rose to $60.2M, up 8% YoY, with gross margin improving to 28.3% from 26.1% (+220 bps YoY and ~+700 bps vs Q3); fourth-quarter operating profit increased 8% to $25.4M and operating margin expanded to 11.9% (+90 bps).
Adjusted Full-Year Operating Profit Improved Excluding One-Times
Full-year reported operating profit was $36.6M (6.0% of sales), but excluding $5.3M of one-time incremental tariffs and $1.6M ERP accelerated depreciation/write-off, adjusted operating profit rose to $43.5M (7.2% of sales), indicating core operating resiliency.
Premium Lotus Brand Launch Outperformed
The newly launched Lotus premium line delivered sell-through 'strong double digits' ahead of expectations, prompting a key retailer to commit increased shelf space; Lotus is supported by a $6M marketing plan over 15 months (with $2M spent in 2025).
Hamilton Beach Brands Holding Company (HBB) Earnings, Revenues Date & History
HBB 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
HBB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $19.68 | $20.41 | +3.68% |
Nov 05, 2025 | $14.41 | $13.76 | -4.52% |
Jul 30, 2025 | $15.36 | $15.23 | -0.83% |
Apr 30, 2025 | $19.24 | $14.78 | -23.18% |
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 Hamilton Beach Brands Holding Company (HBB) report earnings?
Hamilton Beach Brands Holding Company (HBB) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Hamilton Beach Brands Holding Company (HBB) earnings time?
Hamilton Beach Brands Holding Company (HBB) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is HBB EPS forecast?
Currently, no data Available