The earnings call highlighted strong sales and organic growth, particularly in the U.S. market initiatives, along with improved debt leverage and free cash flow. However, there were challenges with margin pressure from commodity inflation and a contraction in the U.S. sandwich initiatives. Despite these challenges, the positive aspects, including record sales and strategic investments, indicate a generally positive outlook.

Company Guidance -

Q3 2025

During the 2025 second quarter conference call, the company reported record sales of $1.9 billion, a 12.5% increase from the same quarter in 2024, driven by organic volume growth, acquisitions, selling price increases, and currency translation benefits. Organic volume growth contributed $82 million, with U.S. initiatives in premium proteins and artisan bakery products achieving growth rates of 15% and 98%, respectively. Adjusted EBITDA rose by 7.6% to $177.1 million, despite raw material cost pressures, with a normalized EBITDA margin of 10.1%. The company spent $52.4 million on capital expenditures and improved its debt leverage, reducing the total debt-to-EBITDA ratio to 4.2:1. Free cash flow grew 6.6% year-over-year to $80.2 million, and a dividend of $0.85 per share was declared for the third quarter of 2025, as the company remains on track to meet its long-term financial goals.

Record Sales Achieved

The company reported record sales for the quarter at $1.9 billion, an increase of $212 million or 12.5% compared to the second quarter of 2024.

Strong Organic Growth

Organic volume growth accounted for $82 million of the sales increase, with a combined organic volume growth rate of 21% in premium protein and artisan bakery products.

Successful U.S. Market Initiatives

U.S. market-focused initiatives in premium protein and artisan bakery products generated $58 million in organic volume growth. On an individual basis, these initiatives had organic growth rates of 15% and 98%, respectively.

Adjusted EBITDA Growth

Adjusted EBITDA for the quarter was $177.1 million, an increase of $12.5 million or 7.6% compared to the second quarter of 2024.

Capital Investment and Capacity Expansion

Significant investments were made in new production capacities, with a new state-of-the-art sandwich assembly plant operational in Cleveland, Tennessee, and a recently acquired cooked protein production facility in Owasso, Oklahoma.

Debt Leverage Improvement

Total debt-to-EBITDA ratio decreased to 4.2:1, showing 0.4 turns of improvement compared to the first quarter of 2025.

Free Cash Flow Increase

The company generated $80.2 million in free cash flow, up 6.6% compared to the second quarter of 2024.

Premium Brands (TSE:PBH) 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 >

TSE:PBH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.47 / -	1.11	―	―	―
Aug 06, 2025	2025 (Q2)	1.30 / 1.33	1.28	3.91% (+0.05)	―	―
May 07, 2025	2025 (Q1)	0.67 / 0.68	0.54	25.93% (+0.14)	―	―
Mar 21, 2025	2024 (Q4)	0.95 / 1.05	0.85	23.53% (+0.20)	―	―
Nov 06, 2024	2024 (Q3)	1.38 / 1.11	1.27	-12.60% (-0.16)	―	―
Aug 08, 2024	2024 (Q2)	1.30 / 1.28	1.27	0.79% (+0.01)	―	―
May 13, 2024	2024 (Q1)	0.54 / 0.54	0.64	-15.62% (-0.10)	―	―
Mar 15, 2024	2023 (Q4)	1.18 / 0.85	1.19	-28.57% (-0.34)	―	―
Nov 14, 2023	2023 (Q3)	1.41 / 1.27	1.37	-7.30% (-0.10)	―	―
Aug 14, 2023	2023 (Q2)	1.26 / 1.27	1.38	-7.97% (-0.11)	―	―

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

TSE:PBH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	C$86.10	C$91.86	+6.69%
May 07, 2025	C$74.14	C$81.14	+9.44%
Mar 21, 2025	C$73.65	C$77.04	+4.60%
Nov 06, 2024	C$82.03	C$75.72	-7.69%

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 Premium Brands (TSE:PBH) report earnings?

Premium Brands (TSE:PBH) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Premium Brands (TSE:PBH) earnings time?

Premium Brands (TSE:PBH) earnings time is at Nov 06, 2025, TBA (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 TSE:PBH EPS forecast?

TSE:PBH EPS forecast for the fiscal quarter 2025 (Q3) is 1.47.

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