The earnings call reflects a mixed performance with significant operational improvements and strategic wins, especially in gross margin and innovation, countered by challenges in core sales decline, tariff impacts, and subdued category growth. The narrative showcases a company in transition, with promising areas of growth and efficiency gains, yet facing external pressures and economic uncertainties.

Company Guidance -

Q3 2025

During the Newell Brands Q2 2025 earnings call, the company reported a normalized operating margin increase of 10 basis points to 10.7%, with normalized gross margin rising by 80 basis points to 35.6%, marking the highest rate in four years and the eighth consecutive quarter of year-over-year expansion. Normalized earnings per share reached $0.24, at the top end of their guidance range, despite a higher-than-expected tax rate. Core sales for the second quarter were down 4.4%, within the guidance range but slightly below the operating plan, attributed to category softness and consumer pullback. The company expects a sequential improvement in core sales during the back half of 2025, driven by distribution gains, innovation launches, and increased marketing investments. They have updated their full-year guidance to reflect lower category growth, offset by favorable foreign exchange impacts, maintaining their normalized operating margin outlook at 9% to 9.5%. Newell Brands also highlighted its strategic advantage due to its North American manufacturing base, which is expected to benefit from global tariff-driven trade realignment.

Improvement in Operating Margin

Normalized operating margin increased by 10 basis points to 10.7%, with all three business segments being positive for the first time since Q3 of 2022.

Record Gross Margin

Normalized gross margin expanded by 80 basis points to 35.6%, the highest rate in four years, marking the eighth consecutive quarter of year-over-year improvement.

Strong Innovation Pipeline

Significant innovation launches, such as the Yankee Candle brand refresh and new Sharpie and EXPO products, are expected to drive growth, with a notable impact in Q4.

Tariff-Related Business Wins

Newell secured incremental business in 13 out of 19 categories with domestic manufacturing capabilities, leveraging tariff-related advantages.

Positive Core Sales Growth in Key Segments

The international business delivered a sixth consecutive quarter of positive core sales growth, and both the Writing and Home Fragrance businesses grew core sales.

Newell Brands (NWL) 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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NWL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q3)	0.18 / -	0.16	―	―	―
Aug 01, 2025	2025 (Q2)	0.24 / 0.24	0.36	-33.33% (-0.12)	―
Apr 30, 2025	2025 (Q1)	-0.06 / -0.01	0	―
Feb 07, 2025	2024 (Q4)	0.14 / 0.16	0.22	-27.27% (-0.06)	―
Oct 25, 2024	2024 (Q3)	0.16 / 0.16	0.39	-58.97% (-0.23)	―
Jul 26, 2024	2024 (Q2)	0.21 / 0.36	0.24	50.00% (+0.12)	―
Apr 26, 2024	2024 (Q1)	-0.07 / 0.00	-0.06	―	―
Feb 09, 2024	2023 (Q4)	0.17 / 0.22	0.16	37.50% (+0.06)	―
Oct 27, 2023	2023 (Q3)	0.23 / 0.39	0.53	-26.42% (-0.14)	―
Jul 28, 2023	2023 (Q2)	0.13 / 0.24	0.57	-57.89% (-0.33)	―

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

NWL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$5.61	$4.76	-15.15%
Apr 30, 2025	$5.10	$4.72	-7.45%
Feb 07, 2025	$9.46	$6.96	-26.43%
Oct 25, 2024	$6.96	$8.46	+21.55%

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.