The earnings call highlighted strategic adjustments and a strong financial position as key positives. However, significant challenges were presented by increased tariffs and deteriorating consumer sentiment, impacting sales and profitability. The company is taking proactive steps to mitigate these challenges but faces uncertainties in the short term.

Company Guidance -

Q4 2025

During the Q2 2025 earnings call for Spectrum Brands Holdings, significant guidance was provided amidst a challenging global economic landscape. The company is navigating volatile tariff situations, particularly with tariffs on Chinese goods reaching up to 70%, affecting approximately 40% of its Home and Personal Care (HPC) purchases for the U.S. market. Spectrum Brands is expediting the movement of its supply chain out of China, aiming to source 35% of HPC's current U.S. volume from non-Chinese sources by the end of fiscal 2025, with plans to increase to the mid-forties by year-end. Despite a 6% decrease in net sales, the company remains financially robust, with a net leverage of 1.7 turns and an expectation to generate $160 million in free cash flow for the year, equivalent to $6-$7 per share. The company is pausing share repurchases to maintain a strong balance sheet and is focused on strategic investments and potential acquisitions, particularly within the Global Pet Care segment, which saw a 7.1% sales decrease. The Home and Garden segment experienced a 5.2% sales decline due to timing shifts and seasonal factors, though it remains relatively insulated from tariff impacts. Overall, Spectrum Brands is prioritizing agility and operational efficiency to weather current economic uncertainties, with a focus on long-term strategic growth.

Strong Financial Position

Spectrum Brands Holdings reported a net leverage of just 1.7 turns, with expectations for leverage to decrease by year-end due to significant free cash flow generation in the second half of the fiscal year.

Strategic Supply Chain Adjustments

The company is expediting the relocation of its supply chain out of China, with significant progress anticipated by the end of the fiscal year for Global Pet Care and Home and Garden segments.

Free Cash Flow Target

Spectrum Brands aims to generate approximately $160 million in free cash flow for the year, equating to $6 to $7 per share.

Share Repurchases

The company repurchased approximately 2 million shares during the second quarter and has returned over $1.28 billion of capital to shareholders since the close of the HHI transaction.

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)	0.82 / -	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
May 08, 2025	$61.38	$63.58	+3.58%
Feb 06, 2025	$81.69	$75.38	-7.72%
Nov 15, 2024	$92.06	$86.53	-6.01%
Aug 08, 2024	$79.85	$88.33	+10.62%

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 (SPB) report earnings?

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

What is Spectrum Brands (SPB) earnings time?

Spectrum Brands (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 0.82.

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