ACCO Brands Corporation (ACCO) Q4 2025 Earnings Call Transcript
Acco Brands (ACCO) came out with quarterly earnings of $0.38 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.39 per share a year ago.
ACCO Brands remains rated 'hold' due to persistent revenue and profit declines despite aggressive cost-cutting and operational restructuring. Management targets $100M in annual cost savings, but deleveraging from falling sales continues to pressure margins and cash flows. Valuation is compelling, with ACCO trading at mid- to low-single-digit multiples, yet fundamentals have not stabilized to warrant an upgrade.
The office products industry faces relentless headwinds as remote work, digitization, and shifting workplace habits erode demand for traditional supplies.
Somnigroup International (SGI) is rated a BUY due to strong momentum, successful acquisition, and resilience even in weak consumer sentiment. SGI's recent Mattress Firm acquisition boosted revenue and margins, while ACCO Brands (ACCO) faces declining demand and cost-cutting measures. SGI trades at high valuations but justifies this with robust performance and a positive outlook, while ACCO, despite looking cheap, shows signs of being a value trap.
ACCO Brands Corporation ( ACCO ) Q3 2025 Earnings Call October 31, 2025 8:30 AM EDT Company Participants Christopher McGinnis - Senior Director of Investor Relations Thomas Tedford - President, CEO & Director Deborah OConnor - Executive VP & CFO Conference Call Participants Joseph Gomes - NOBLE Capital Markets, Inc., Research Division Gregory Burns - Sidoti & Company, LLC Kevin Steinke - Barrington Research Associates, Inc., Research Division William Reuter - BofA Securities, Research Division Presentation Operator Hello, everyone, and welcome to the ACCO Brands Third Quarter 2025 Earnings Conference Call. My name is Ezra, and I will be your coordinator today.
Acco Brands (ACCO) came out with quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.23 per share a year ago.
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ACCO Brands Corporation (NYSE:ACCO ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Christopher Paul McGinnis - Senior Director of Investor Relations Deborah A. O'Connor - Executive VP & CFO Thomas W.
Acco Brands (ACCO) came out with quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.37 per share a year ago.
Despite a 50% stock decline, I see contrarian value in ACCO Brands due to robust cash flows, high dividend yield, and aggressive cost-cutting. Management's focus on debt reduction and a $100 million cost-saving program strengthens the balance sheet and supports future dividend and buyback potential. A weaker US dollar, improving consumer sentiment, and tariff clarity could provide near-term tailwinds for ACCO's international revenues and margins.
CDZI, AVBP and ACCO have been added to the Zacks Rank #5 (Strong Sell) List on July 21, 2025.