The earnings call reflected a challenging quarter due to significant tariff impacts and resulting revenue declines. However, proactive cost management and strategic decisions position the company for recovery. The strong start to Q4 and successful product innovations provide optimism for the future.

Company Guidance

During the third quarter of fiscal year 2025, Spectrum Brands Holdings faced significant challenges due to extraordinary tariff increases on Chinese-sourced products, which reached up to 170% at their peak. This necessitated strategic decisions, including halting purchases from China until tariff rates dropped to 30% and pausing shipments to certain retailers during pricing negotiations. Consequently, the company's net sales decreased by 10.2%, with an organic sales decline of 11.1%. Spectrum Brands reported a gross margin contraction of 110 basis points and an adjusted EBITDA of $76.6 million, down $17 million from the previous year, excluding last year's investment income. Despite these challenges, the company executed cost reduction initiatives, achieving over $50 million in savings, and focused on diversifying its supplier base to mitigate tariff impacts. Looking ahead, Spectrum Brands remains committed to generating approximately $160 million in free cash flow for fiscal 2025, while strategically positioning itself for recovery in fiscal 2026.

Cost Reduction Success

Spectrum Brands reduced costs by over $50 million in the fiscal year, achieved in a 90-day period through supply chain optimization and discretionary spending cuts.

Strong Start to Q4

July showed a strong rebound in sales, with both Global Pet Care and Home & Garden divisions delivering growth over the prior year.

Share Repurchase Program

The company repurchased nearly 1 million shares during the third quarter, and approximately 4 million shares year-to-date, reflecting a strong commitment to returning capital to shareholders.

Innovation in Product Lines

New products such as the Spectracide Wasp, Hornet & Yellowjacket Trap and Hotshot Flying Insect Trap have gained significant consumer traction and are driving category growth.

Strong Supply Chain Management

Despite tariff challenges, the company maintained high fill rates with average global fill rates over 95%, showcasing strong supply chain capabilities.

Spectrum Brands Holdings (SPB) 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

Daily Earnings Calendar >

SPB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 14, 2025	2025 (Q4)	0.91 / -	0.97	―	―	―
Aug 07, 2025	2025 (Q3)	1.27 / 1.24	1.1	12.73% (+0.14)
May 08, 2025	2025 (Q2)	1.36 / 0.68	1.62	-58.02% (-0.94)
Feb 06, 2025	2025 (Q1)	0.92 / 1.02	0.78	30.77% (+0.24)
Nov 15, 2024	2024 (Q4)	1.04 / 0.97	1.36	-28.68% (-0.39)
Aug 08, 2024	2024 (Q3)	1.12 / 1.10	0.75	46.67% (+0.35)
May 09, 2024	2024 (Q2)	0.68 / 1.62	-0.14	1257.14% (+1.76)
Feb 08, 2024	2024 (Q1)	0.53 / 0.78	-0.32	343.75% (+1.10)
Nov 17, 2023	2023 (Q4)	1.03 / 1.36	0.48	183.33% (+0.88)
Aug 11, 2023	2023 (Q3)	0.48 / 0.75	0.54	38.89% (+0.21)

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

SPB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$52.48	$56.39	+7.45%
May 08, 2025	$60.87	$63.06	+3.60%
Feb 06, 2025	$81.02	$74.76	-7.73%
Nov 15, 2024	$91.31	$85.82	-6.01%

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 Spectrum Brands Holdings (SPB) report earnings?

Spectrum Brands Holdings (SPB) is schdueled to report earning on Nov 14, 2025, Before Open (Confirmed).

What is Spectrum Brands Holdings (SPB) earnings time?

Spectrum Brands Holdings (SPB) earnings time is at Nov 14, 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.

What companies are reporting earnings today?

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

What is SPB EPS forecast?

SPB EPS forecast for the fiscal quarter 2025 (Q4) is 0.91.

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