Overview

* Edgewell Q4 net sales rose 3.8%, slightly beating analyst expectations

* Adjusted EPS for Q4 missed analyst expectations

* On Nov 13, company announced $100 mln share repurchase authorization

* Edgewell to sell Feminine Care business to Essity for $340 mln

Outlook

* Edgewell expects 2026 reported net sales to increase 0.5% to 3.5%

* Company projects 2026 GAAP EPS between $1.10 and $1.50

* Adjusted EPS for 2026 expected to be $2.15 to $2.55

Result Drivers

* INTERNATIONAL GROWTH - Co reports 6.9% organic sales growth in international markets, driven by volume and price gains

* PROMOTIONAL IMPACT - Increased promotional levels in North America offset volume gains, leading to a 0.6% organic sales decline

* DIVESTITURE STRATEGY - Sale of Feminine Care business to Essity for $340 mln marks strategic shift to focus on core personal care segments

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Slight $537.20 $534.30

Beat* mln mln (6

Analysts

)

Q4 Miss $0.68 $0.80 (8

Adjusted Analysts

EPS )

Q4 Miss $40.30 $50.20

Adjusted mln mln (6

Operatin Analysts

g Income )

Q4 Gross $208.60

Profit mln

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the personal products peer group is "hold."

* Wall Street's median 12-month price target for Edgewell Personal Care Co ( EPC ) is $25.50, about 25.8% above its November 12 closing price of $18.91

* The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)