10-K · February 13, 2026
Newell Brands continues executing a multi-year turnaround: Realignment Plan actions were implemented by the end of fiscal 2025 and a December 2025 Productivity Plan (to reduce the global workforce by over 900 employees)…
Earnings analysis · 10-Q
NWL earnings analysis
Filed May 1, 2026 · Our reading of the company's report
The latest report
Newell Brands reported Q1 2026 results with revenues of $1.55 billion, slightly exceeding consensus estimates of $1.51 billion. The company achieved a diluted EPS loss of $0.05, an improvement from an estimated loss of…
Read full summary
Newell Brands reported Q1 2026 results with revenues of $1.55 billion, slightly exceeding consensus estimates of $1.51 billion. The company achieved a diluted EPS loss of $0.05, an improvement from an estimated loss of $0.09. The outlook for full-year 2026 was raised due to positive performance in this quarter.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.05
What stood out
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Revenue Exceeds Expectations
Actual revenue of $1.55 billion beat the consensus estimate of $1.51 billion by 2.4%.
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Improvement in EPS
Reported diluted EPS loss of $0.05 improved from a consensus estimate of a loss of $0.09.
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Gross Margin Growth
Gross margin increased to 33.1%, up from 32.1% in the prior year, reflecting positive net pricing actions.
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Operating Income Growth
Operating income rose to $34 million from $21 million year-over-year, a 61.9% improvement.
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Decrease in Inventory
Cash used in operating activities improved by $20 million to $233 million in Q1 2026.
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Strengthened Balance Sheet
Cash and cash equivalents increased by $23 million, totaling approximately $201 million as of March 31, 2026.
What to watch
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High Interest Expense
Interest expense increased to $84 million in Q1 2026 from $72 million, a 16.7% rise due to higher interest rates.
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Weak Demand in H&CS Segment
Net sales in the Home and Commercial Solutions segment decreased by 3.9%, reflecting soft demand and unfavorable order timing.
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Increased Advertising Costs
Advertising and promotion spending increased by $5 million, impacting overall profitability.
Management's outlook
Full-year 2026 outlook raised for net sales and normalized EPS due to positive Q1 performance.
Earlier filings 4
10-Q · August 1, 2025
Newell Brands reported Q2 net sales of $1,935 million, down $98 million versus Q2 2024 ($2,033 million), while gross margin expanded to 35.4% and operating income rose to $171 million from $163 million. Diluted EPS was…
10-Q · April 30, 2025
Newell reported Q1 net sales of $1,566 million (down $87 million vs. Q1 2024's $1,653 million) and a GAAP net loss of $37 million (diluted loss per share $(0.09)). Operating income improved modestly to $21 million from…
10-K · February 21, 2024
Newell Brands is mid-transformation: management began implementing a new “where to play / how to win” strategy starting in the second quarter of 2023 and is executing multiple supply‑chain and organizational programs…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.