Inferra AI / Company / ENR
Energizer Holdings, Inc..
ENR · Consumer Staples
Last earnings Aug 4, 2026
Key results
Reported gross marginquarter
55.1%
Reported Gross Margin of 55.1%
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Adjusted gross marginquarter
44.8%
Adjusted Gross Margin increased 330 basis points to 44.8% (1) Inclusive of $112.4 million of Advanced Manufacturing Production Credits (production credits), $33.9 million on an adjusted basis Reported EPS of $2.13 Adjusted EPS of $1.13
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Reported EPSquarter
$33.9 million
Adjusted Gross Margin increased 330 basis points to 44.8% (1) Inclusive of $112.4 million of Advanced Manufacturing Production Credits (production credits), $33.9 million on an adjusted basis Reported EPS of $2.13 Adjusted EPS of $1.13
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
EPSquarter
$1.13
Adjusted Gross Margin increased 330 basis points to 44.8% (1) Inclusive of $112.4 million of Advanced Manufacturing Production Credits (production credits), $33.9 million on an adjusted basis Reported EPS of $2.13 Adjusted EPS of $1.13
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Gross marginquarter
55.1%
Gross Margin Gross margin percentage on a reported basis was 55.1% versus 39.5% in the prior year.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Adjusted Gross margin was 44.8% compared to 41.5% in the prior year, an increase of 330 basis points.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Free cash flowquarter
$16.5 million
Free cash flow and Capital allocation Operating cash flow for the nine months ended June 30, 2025 was $85.6 million, and Free cash flow was $16.5 million, or approximately 1% of Net sales.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Reported Gross Margin: 55.1% 2.
SEC original ↗Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit)EX-99Aug 4, 2025
Reported Diluted EPS: $2.13 3.
SEC original ↗Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit)EX-99Aug 4, 2025
Growthquarter
up 43%
Adjusted gross margin was 44.8%(1), up +330 basis points Adjusted EPS of $1.13(2), up 43% from the prior year Adjusted EBITDA of $171.4M(3), up 14.5% from prior year
SEC original ↗Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit)EX-99Aug 4, 2025
AI analysis
Q2 2025 · reported Aug 4, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Reported gross margin | 55.1% | — | — |
| Adjusted gross margin | 44.8% | — | — |
| Reported EPS | $33.9 million | — | — |
| EPS | $1.13 | — | — |
| Gross margin | 55.1% | — | — |
| Free cash flow | $16.5 million | — | — |
| Growth | up 43% | — | — |
Guidance · company-stated
Direction: Raised
“We increased our fiscal 2025 guidance for Adjusted Earnings Per Share to $3.55 to $3.65.”
“We are increasing our outlook to reflect the higher level of earnings generated by pricing, tariff mitigation efforts and the inclusion of production credits.”
Classified from the release's primary full-year outlook statement.
Margin
Cash flow & capex
Capital allocation
The Company repurchased 2.8 million shares of common stock for $62.6 million, or $22.40 per share during the third quarter.
Event summary
Our performance this quarter illustrates the benefits of those efforts as we delivered organic top-line growth, strong gross margins and robust earnings
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
EPS: “We increased our fiscal 2025 guidance for Adjusted Earnings Per Share to $3.55 to $3.65.”
Company outlook — Raised (“increasing”)
“We are increasing our outlook to reflect the higher level of earnings generated by pricing, tariff mitigation efforts and the inclusion of production credits.”
EPS — Raised (“increased”)
“We increased our fiscal 2025 guidance for Adjusted Earnings Per Share to $3.55 to $3.65.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The Company repurchased 2.8 million shares of common stock for $62.6 million, or $22.40 per share during the third quarter.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Subsequent to the quarter, the Company repurchased an additional 1.2 million shares of common stock at $22.49 per share.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Dividend payments in the quarter were approximately $21 million, or $0.30 per common share.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
We have significant debt obligations that could adversely affect our business.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
(4) The Loss on extinguishment modification of debt for the nine months ended June 30, 2025 related to the refinancing and extension of the Company's $760 million term loan and $500 million credit facility completed during the year.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
The Loss on extinguishment modification of debt for the quarter and nine months ended June 30, 2024 related to the early repayment of term loan as well as the term loan repricing during the prior year.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Strategy & priorities
In addition, our business has been further strengthened by our qualification for production credits as a result of our investments and focus on US manufacturing capabilities.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Third Quarter % Chg Net sales - FY'24 $ 701.4 Organic 0.8 0.1 % Acquisition impact 20.8 3.0 % Change in hyperinflationary markets 1.4 0.2 % Impact of currency 0.9 0.1 % Net sales - FY'25 $ 725.3 3.4 % Organic Net sales increased 0.1% primarily due to the following items Volumes grew 1.7% in the quarter, driven primarily by new and expanded distribution in Battery Lights and Planned strategic pricing and promotional investments of 1.6% partially offset the growth in volume.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
These benefits were partially offset by product cost impacts from increased freight and warehousing, production inefficiencies associated with rebalancing our network, planned strategic pricing and promotional investments noted above, and a slightly lower margin on the APS NV business.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
The year-over-year dollar increase was primarily driven by 2 increased SG A from the APS NV business of $4.5 million, investment in digital transformation and growth initiatives, as well as increased legal fees.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
These costs include tariffs that were levied earlier or at higher than current rates, and short term operational inefficiencies as we strategically realign and invest in our network.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Risks & headwinds
We are increasing our outlook to reflect the higher level of earnings generated by pricing, tariff mitigation efforts and the inclusion of production credits.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
(1) Selling, General and Administrative Expense (SG A) SG A, excluding restructuring, acquisition costs and litigation matters, was 17.0% of Net sales for the third quarter, or $123.6 million, compared to 16.9%, or $118.4 million in the prior year.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
These costs include tariffs that were levied earlier or at higher than current rates, and short term operational inefficiencies as we strategically realign and invest in our network.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
These statements are not guarantees of performance and are inherently subject to known and unknown risks, uncertainties and assumptions that are difficult to predict and could cause our actual results to differ materially from those indicated by those statements.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
All forward-looking statements should be evaluated with the understanding of their inherent uncertainty.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Changes in the retail environment and consumer preferences could adversely affect our business, financial condition and results of operations.
SEC original ↗Energizer Holdings, Inc.. — Earnings release (8-K exhibit)EX-99Aug 4, 2025
Earnings deck slides
0 decks with slide viewEnergizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Energizer Holdings, Inc.. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KENR
- 10-QENR
- Q1 2026
- 8-KENR
- 10-QENR
- Q4 2025
- 8-KENR
- 10-QENR
- 8-KENR
- Q3 2025
- 8-KENR
- 8-KENR
Nov 18, 2025
- 10-KENR
Nov 18, 2025
- Q2 2025
- 8-KENR
Sep 22, 2025
- 8-KENR
Sep 10, 2025
- 8-KENR
- 10-QENR
- Q1 2025
- 8-KENR
- 10-QENR
- Q4 2024
- 8-KENR
Mar 20, 2025
- 8-KENR
- 10-QENR
- 8-KENR
Jan 27, 2025
- Q3 2024
- 8-KENR
- 8-KENR
Nov 19, 2024
- 10-KENR
Nov 19, 2024
- 8-KENR
- Q2 2024
- 8-KENR
- 10-QENR
- Q1 2024
- 8-KENR
May 29, 2024
- 8-KENR
- 10-QENR
- Q4 2023
- 8-KENR
Feb 29, 2024
Earnings releases
13 documentsPresentations
8 documents
Transcripts
0 documentsNo transcripts for Energizer Holdings, Inc.. are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Energizer Holdings, Inc.. by name or ticker. A mention is counted once per document, from the document text the library holds.
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