Company Reaffirms FY26 Adjusted EBITDA Guidance of $580M to $610M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy ENR?
Backs FY26 adjusted EBITDA view $580M-$610M. The company said, "For fiscal 2026, we are reaffirming our previous guidance with organic Net sales expected to be flat to slightly up in both Batteries and Lights and Auto Care. Adjusted Gross margin is expected to modestly decline from prior year, as the impact of tariffs will be largely offset through already executed pricing, production credits and productivity initiatives, with slight margin dilution from the inclusion of the APS business for the full year. As a result, we expect to deliver Adjusted Earnings per share for the full year in the range of $3.30 to $3.60 and Adjusted EBITDA in the range of $580 to $610 million."
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Analyst Views on ENR
Wall Street analysts forecast ENR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ENR is 22.20 USD with a low forecast of 19.00 USD and a high forecast of 27.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
0 Buy
5 Hold
0 Sell
Hold
Current: 23.360
Low
19.00
Averages
22.20
High
27.00
Current: 23.360
Low
19.00
Averages
22.20
High
27.00
About ENR
Energizer Holdings, Inc. is a manufacturer and distributor of primary batteries, portable lights, and auto care appearance, performance, refrigerant, and fragrance products. The Company's segments include Batteries & Lights, and Auto Care. The Company offers household batteries including primary, rechargeable, specialty and hearing aid using many technologies including lithium, alkaline, carbon zinc, nickel metal hydride, zinc air, and silver oxide. It offers auto care products in the appearance, fragrance, performance, and air conditioning recharge product categories. Its portfolio of brands includes Energizer, Armor All, Eveready, Rayovac, STP, Varta, A/C Pro, Refresh Your Car!, California Scents, Driven, Bahama & Co., LEXOL, Eagle One, Nu Finish, Scratch Doctor, and Tuff Stuff. It distributes its products to consumers through numerous retail locations worldwide, including mass merchandisers and warehouse clubs, food, drug and convenience stores, e-commerce and military stores.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Organic Growth Contribution: The transition from APS to the Energizer brand is expected to contribute over $30 million in organic growth, primarily in the third and fourth quarters, further enhancing the company's competitive position in the market.
- Strong Cash Flow: The company generated robust cash flow in Q1, allowing for over $100 million in debt repayment and nearly $28 million returned to shareholders through dividends and share repurchases, reinforcing its cash flow model.
- Margin Outlook: Management anticipates gross margin expansion of over 300 basis points from Q1 to Q2, with an additional 300 to 400 basis points by year-end, demonstrating proactive strategies in addressing tariff and cost pressures.
See More
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- Margin Decline: The adjusted gross margin fell to 34.9% from 40.0% a year ago, with tariffs impacting margins by 2.9 percentage points, indicating pressure on the company's cost management efforts.
- Cash Flow Performance: Operating cash flow for the quarter was $149.5 million, with free cash flow at $124.2 million, representing 15.9% of net sales, as the company actively repaid $92.5 million of its term loan during the period.
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See More
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- Full-Year Guidance: The company expects adjusted EPS for the full year to range between $3.30 and $3.60, with adjusted EBITDA projected between $580 million and $610 million, showcasing management's confidence in future profitability.
- Q2 Outlook: Despite anticipating a 4% to 5% decline in organic net sales for the second fiscal quarter, Energizer plans to deliver adjusted EPS in the range of $0.40 to $0.50, demonstrating its ability to maintain profitability amid challenges.
- External Factors Consideration: The company noted that its outlook does not account for the impact of recent winter storm activity, emphasizing its focus on business resilience to ensure ongoing financial health.
See More
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- Sales Performance Boost: Energizer's Q1 net sales reached $778.9 million, a 6.5% increase from $731.7 million in the prior year, indicating a positive recovery in the market despite a 4.3% decline in organic sales.
- Strong Cash Flow: The company generated $124.2 million in free cash flow during the quarter, enabling it to pay down over $100 million in debt while returning nearly $28 million to shareholders, enhancing its financial stability.
- Gross Margin Decline: The reported gross margin was 32.9%, down from 36.8% in the prior year, primarily due to production inefficiencies and rising tariff costs, reflecting challenges in cost management.
- Future Outlook: Energizer reaffirmed its guidance for fiscal 2026, expecting organic sales to be flat or slightly up, with adjusted earnings per share projected between $3.30 and $3.60, demonstrating confidence in future growth.
See More
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- Revenue Expectations Decline: The anticipated revenue for Q1 is $717.89 million, down 1.9% year-over-year, indicating challenges in market competition that could impact the company's future market share.
- Historical Performance Review: Over the past two years, Energizer has exceeded EPS estimates 75% of the time and revenue estimates 63% of the time, demonstrating a degree of profitability and market adaptability.
- Expectation Revision Status: In the last three months, there have been no upward revisions to EPS estimates and three downward revisions, while revenue estimates saw one downward revision, reflecting a cautious market outlook on Energizer's future performance.
See More
