EPC earnings analysis
What we found in EPC's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Edgewell Personal Care Company reported its Q2 fiscal 2026 results showing net sales of $519.5 million, surpassing estimates slightly. However, the company experienced a notable decline in net earnings and dilutive EPS, with restructuring charges affecting overall performance.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Slightly Exceeded Estimates
- Actual revenue was $519.5 million, surpassing estimates of $516.9 million by 0.6%.
- EPS Surprise
- Reported EPS of $0.09 was significantly below the estimated $0.44, a miss by 79.5%.
- Decline in Organic Sales
- Organic net sales decreased $12.6 million or 2.4% year-over-year.
- Improved Free Cash Flow
- Free cash flow increased to $28 million in 2025Q2 from $48M in 2024Q4.
- Segment Performance Variability
- Wet Shave segment saw 3.0% growth, while Sun and Skin Care decreased by 2.5%.
- Debt Reduction Post-Divestiture
- Utilized proceeds from Feminine Care divestiture to repay $140 million Revolver borrowings.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Declining Net Income from Continuing Operations
- Net earnings decreased sharply to $4.0 million, down from $20.8 million in prior year.
- Increased Operational Costs
- SG&A expenses rose to 21.4% of net sales from 19.9% in the prior year, highlighting rising operational costs.
- Rising Restructuring Charges
- Total pre-tax charges from ongoing restructuring actions are estimated to be approximately $90 million.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.09
- Gross margin
- 41.8%
- Operating margin
- 3.5%
- Segment
- Wet Shave
- Segment
- Sun and Skin Care
What they said about what is next.
Management reaffirmed annual guidance for adjusted EPS, now expects GAAP EPS of $0.0 to $0.4.
The filing reads about the same as the one before it.
What came before.
- 10-Q · February 9, 2026
- In its Q1 2026 results, Edgewell Personal Care Company (EPC) reported a slight revenue increase of 1.9% to $422.8 million but faced significant challenges with a GAAP net loss of $29.2 million, and an adjusted diluted…
- 10-K · November 18, 2025
- Edgewell Personal Care Company (EPC) reported a decrease in net sales of 1.3% for fiscal 2025, totaling $2.223 billion, primarily due to a decline in North American demand for Wet Shave and Feminine Care products. The…
- 10-Q · August 5, 2025
- Edgewell Personal Care Company's Q3 2025 report shows declining performance across key metrics, with revenue falling to $627.2 million, down 3.2% year-over-year and missing estimates by 4.2%. Diluted EPS also decreased…
- 10-Q · May 7, 2025
- Edgewell Personal Care Company reported a decrease in net sales and earnings for the second quarter of fiscal 2025 compared to the prior year. Revenue fell 3.1% to $580.7 million, while EPS dropped to $0.60 from $0.72…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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