Turning Point Brands Inc (TPB)
:TPB
US Market
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Turning Point Brands (TPB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 04, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.88
Last Year’s EPS
0.13
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong revenue and EBITDA growth, particularly in the Modern Oral and Stoker's segments. Despite challenges in the Zig-Zag segment and a highly competitive promotional environment, the company's strategic investments and expansion efforts have been successful. The positive aspects of significant growth and strategic advancements outweigh the negative aspects.
Company Guidance
During the Turning Point Brands Third Quarter 2025 Earnings Conference Call, the company provided updated guidance and discussed several key performance metrics. The consolidated revenue for the third quarter increased by 31% to $119 million, with Modern Oral revenue contributing $36.7 million net, including $1.5 million of slotting fees accounted for as contra revenue. Adjusted EBITDA rose 17% to $31.3 million. The company raised its adjusted EBITDA guidance for the full year to a range of $115 million to $120 million, up from the previous range of $110 million to $114 million. They also increased the full-year consolidated nicotine pouch sales guidance to $125 million to $130 million, up from $100 million to $110 million. Notably, white nicotine pouch sales saw significant growth, increasing 628% year-over-year and 22% sequentially. In addition, the company raised $100 million of gross proceeds under its at-the-market offering program and plans to use this capital to accelerate the growth of its Modern Oral business.
Significant Revenue and EBITDA Growth
Revenue increased 31% to $119 million for the quarter. Adjusted EBITDA increased 17% to $31.3 million. The company raised its adjusted EBITDA guidance to a range of $115 million to $120 million, up from $110 million to $114 million.
Modern Oral Segment Expansion
Modern Oral revenue, including FRE and ALP, increased 628% year-over-year to $36.7 million. The company is increasing full-year nicotine pouch sales guidance to a range of $125 million to $130 million, up from $100 million to $110 million.
Stoker's Segment Growth
Stoker's revenue increased 81% to about $74.8 million, with a 4% increase in looseleaf and a 6% increase in MST.
Successful Capital Raise
Raised $100 million of gross proceeds under the at-the-market offering program at an average share price of $98.59.
Expansion and Investment in Sales Force
Ahead of schedule in doubling the size of the sales force by the end of 2026. New sales and merchandising tools developed to secure ideal assortment and execute at retail.

Turning Point Brands (TPB) 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

TPB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 04, 2026
2025 (Q4)
0.88 / -
0.13
Nov 05, 2025
2025 (Q3)
0.75 / 1.13
0.6866.18% (+0.45)
Aug 06, 2025
2025 (Q2)
0.73 / 0.79
0.6816.18% (+0.11)
May 07, 2025
2025 (Q1)
0.70 / 0.79
0.6325.40% (+0.16)
Mar 06, 2025
2024 (Q4)
0.68 / 0.13
0.53-75.47% (-0.40)
Nov 07, 2024
2024 (Q3)
0.69 / 0.68
0.5817.24% (+0.10)
Aug 01, 2024
2024 (Q2)
0.64 / 0.68
0.5328.30% (+0.15)
May 02, 2024
2024 (Q1)
0.56 / 0.63
0.4153.66% (+0.22)
Feb 28, 2024
2023 (Q4)
0.59 / 0.53
-0.93156.99% (+1.46)
Nov 08, 2023
2023 (Q3)
0.53 / 0.58
0.6-3.33% (-0.02)
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

TPB Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$95.18$101.16+6.28%
Aug 06, 2025
$81.08$92.61+14.22%
May 07, 2025
$64.78$80.86+24.82%
Mar 06, 2025
$66.82$61.37-8.16%
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 Turning Point Brands Inc (TPB) report earnings?
Turning Point Brands Inc (TPB) is schdueled to report earning on Mar 04, 2026, Before Open (Confirmed).
    What is Turning Point Brands Inc (TPB) earnings time?
    Turning Point Brands Inc (TPB) earnings time is at Mar 04, 2026, 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 TPB EPS forecast?
          TPB EPS forecast for the fiscal quarter 2025 (Q4) is 0.88.
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