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Turning Point Brands (TPB)
NYSE:TPB
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.65Last Year’s EPS
0.79Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum driven by rapid Modern Oral (white pouch) growth, meaningful revenue and adjusted EBITDA gains, healthy cash on hand, and clear FY2026 guidance for Modern Oral. Management signaled successful execution on distribution, sales force expansion, and near-term U.S. manufacturing qualification. Offsetting items include elevated SG&A from front-loaded promotional and marketing investments, a decline in Zig-Zag revenue (as expected), tariff-related margin pressure in the quarter, and some short-term uncertainty from lumpy investments and ongoing PMTA and tax-related costs. On balance, the positive operational and financial progress — particularly the outsized growth in Modern Oral and conservative financial position — outweighs the near-term margin pressures and investment-driven uncertainties.Company Guidance
Quarterly Revenue Growth
Consolidated revenue increased 29% year-over-year to $121.0 million in Q4 2025, driven primarily by Modern Oral growth ($41.3 million net revenue).
Adjusted EBITDA Improvement
Adjusted EBITDA rose 14% year-over-year to $30.0 million in the quarter, representing a 24.8% adjusted EBITDA margin.
Rapid Modern Oral (White Pouch) Expansion
Net white pouch sales increased 266% year-over-year (gross sales +337%); Modern Oral now represents 34% of consolidated net sales, up from 12% a year ago.
Stoker's Segment Strength
Stoker's segment net sales increased 70% year-over-year to $81.0 million; legacy Stoker's brands grew 9% to $39.7 million, and the segment now accounts for 67% of consolidated net sales.
Strong Balance Sheet and Cash Generation
Ended the quarter with $222.8 million of cash and generated $19.2 million of free cash flow in Q4; quarterly CapEx was $3.3 million.
2016 (FY2026) Modern Oral Guidance Introduced
Company initiated FY2026 Modern Oral guidance: gross sales $220 million to $240 million and net sales $180 million to $190 million; Q1 2026 adjusted EBITDA guide $24 million to $27 million.
Execution on Go-to-Market and Distribution
ALP (initially D2C) is entering bricks-and-mortar ahead of schedule with planned Q2 expansion; FRE distribution is expanding in large chains and independents; sales force expansion is ahead of schedule (goal to double sales force).
Manufacturing Progress
U.S. manufacturing build-out is progressing with initial production lines expected to be qualified at the new factory in coming months, expected to reduce future supply constraints and improve margins over time.
TPB 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
TPB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 02, 2026 | $136.99 | $108.51 | -20.79% |
Nov 05, 2025 | $95.11 | $101.09 | +6.28% |
Aug 06, 2025 | $81.02 | $92.55 | +14.22% |
May 07, 2025 | $64.73 | $80.80 | +24.83% |
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 (TPB) report earnings?
Turning Point Brands (TPB) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Turning Point Brands (TPB) earnings time?
Turning Point Brands (TPB) earnings time is at Apr 29, 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 2026 (Q1) is 0.65.