EPC
Edgewell Personal Care Company17.76
+0.24+1.37%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
825.20MP/E (TTM)
33.51Basic EPS (TTM)
0.53Dividend Yield
0.03%Recent Filings
10-K
8-K
COO Sullivan resigns; new structure
Edgewell Personal Care Company announced on September 5, 2025, that Chief Operating Officer Daniel J. Sullivan will resign effective October 1, 2025, to pursue another opportunity. The company is eliminating the COO role and adopting a regional hub structure for North America, Europe, Asia, and Latin America, reporting directly to CEO Rod Little to streamline operations and boost efficiency. This shift elevates regional leaders and removes organizational layers. It positions Edgewell for agile decision-making in a dynamic market.
10-Q
Q3 FY2025 results
Edgewell Personal Care's Q3 FY2025 net sales dipped 3.2% y/y to $627.2M, with organic sales down 4.2% from volume softness in North America across Wet Shave, Sun Care, and Feminine Care, yet international markets grew 2.2% on pricing. Gross margin slipped to 42.8% from 44.3%, pressured by inflation and promotions, while operating income fell 35.1% y/y to $53.7M amid $16.0M restructuring charges for Mexico facility consolidation. Diluted EPS dropped to $0.62 from $0.98, aligning with 47.0M shares; YTD EPS of $1.17 tracks 48.0M shares. Cash stood at $199.6M with $289.9M revolver availability, supporting $90.2M share repurchases, while total debt rose to $1,403.2M including 5.5% notes due 2028. Feminine Care's fair value edged carrying value by under 10%, signaling impairment watch. Sun Care reformulation costs linger as a drag.
8-K
Q3 sales dip, outlook cut
Edgewell Personal Care reported third-quarter fiscal 2025 net sales of $627.2 million, down 3.2% from last year, with organic sales dropping 4.2% amid weak Sun Care demand in North America and Latin America. Adjusted EPS fell to $0.92 from $1.22, hit by currency headwinds and higher promotions, yet international growth and productivity gains offered some offset. The company lowered its full-year outlook, now expecting adjusted EPS of $2.65 and organic sales decline of 1.3%. Tariffs and FX remain key risks.
10-Q
Q2 FY2025 results
Edgewell Personal Care's Q2 FY2025 net sales dipped 3.1% y/y to $580.7M, with organic sales down 1.5% (derived) amid North American volume softness in wet shave and feminine care, yet international growth of 2.9% provided a lift. Gross margin edged up to 44.1% from productivity gains, while operating income fell 16.0% y/y to $58.9M due to $12.2M in restructuring charges for Mexico facility consolidation and operating model tweaks. Diluted EPS slid to $0.60 from $0.72, consistent with 48.2M shares; YTD EPS of $0.55 aligns with $26.9M net earnings on 48.4M shares. Cash stood at $170.1M with $228.7M revolver availability, but operating cash flow swung to $(70.5)M use from working capital strains, while free cash flow isn't disclosed in the 10-Q. Restructuring reserves hit $18.2M, targeting supply chain efficiencies. Share repurchases totaled $65.7M YTD. Trade policy shifts pose risks to global sourcing.
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