Edgewell Personal Care Co

Edgewell Personal Care reported a return to organic net sales growth in its fiscal third quarter, driven by a 3% increase in North America. Net sales rose 1.7% to $570.1 million, while organic sales grew 1.1%, as strength in Sun Care, Grooming, and branded Wet Shave offset international declines and private label weakness. Adjusted EPS was $0.72, flat versus a year ago but ahead of internal expectations, and adjusted EBITDA was $78.9 million compared to $81.2 million last year. The company narrowed its full-year organic sales guidance to flat to 0.5% growth and adjusted EPS to $1.80 to $2.00, while maintaining its adjusted EBITDA midpoint. Management attributed international softness to temporary supply disruptions and the Middle East conflict, and expects growth to accelerate in the fourth quarter as those issues resolve.

Edgewell Personal Care reported quarterly earnings of $0.72 per share, surpassing the Zacks Consensus Estimate of $0.64 per share and marking an earnings surprise of 12.5%. Revenue for the quarter ended June 2026 came in at $570.1 million, missing the consensus estimate by 1.87% and down from $627.2 million a year ago. The company has beaten EPS estimates in three of the last four quarters. Shares have gained about 67.3% year-to-date, significantly outperforming the S&P 500's 13% rise. Ahead of the release, estimate revisions had been unfavorable, giving the stock a Zacks Rank #4, or Sell.

The nine personal care stocks tracked by the report delivered a strong first quarter, with aggregate revenues beating analysts' consensus estimates by 2.5% while next quarter's revenue guidance came in 3.5% below expectations. Edgewell Personal Care reported flat revenues of $519.5 million, in line with estimates, and posted a very strong quarter with beats on EBITDA and organic revenue. USANA Health Sciences was the best performer, with revenues of $250.2 million exceeding expectations by 3.8% and solid beats on EBITDA and EPS. Herbalife was the weakest, with revenues of $1.32 billion up 7.8% year on year but next quarter EBITDA guidance missing estimates. Medifast reported revenues of $76.04 million, down 34.3% year on year, yet beat expectations by 9.9% and raised full-year guidance. Estée Lauder posted revenues of $3.71 billion, up 4.6% year on year, in line with estimates, and exceeded EPS expectations while raising full-year EPS guidance. Share prices of the group have risen 11.7% on average since the latest earnings results.

Edgewell Personal Care has released its fiscal 2025 Sustainability Report, detailing progress across its Sustainable Care strategy. The company reduced virgin petroleum-based plastic in disposable razor handles by 30.8% and in packaging by 31.0% versus a fiscal 2019 baseline, while 83.2% of packaging was designed for recycling or reuse. Greenhouse gas emissions fell 40% from the fiscal 2019 baseline, 88% of manufacturing waste was diverted from landfill, and the company continued sourcing 100% certified sustainable palm oil. Edgewell also reported a record-low injury rate of 0.51, donated approximately US$715,000 in charitable giving, and was certified as a Great Place To Work across 13 regions.

Edgewell Personal Care shares surged 13.7% in afternoon trading after the company rejected an unsolicited takeover offer from private equity firm Yellow Wood Partners. The bid was priced at $30 per share, but the board of the Schick razors maker deemed the offer too low. The rejection signals management's more optimistic view of the company's value and future prospects, which resonated positively with investors. Edgewell Personal Care is up 55.6% year-to-date and trading near its 52-week high of $27.10.

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