Newell Brands Inc. ( NWL ) Q3 2025 Earnings Call October 31, 2025 7:30 AM EDT Company Participants Joanne Freiberger Christopher Peterson - President, CEO & Director Mark Erceg - Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Filippo Falorni - Citigroup Inc. Exchange Research Peter Grom - UBS Investment Bank, Research Division Andrea Teixeira - JPMorgan Chase & Co, Research Division Brian McNamara - Canaccord Genuity Corp., Research Division Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Presentation Operator Good morning, and welcome to Newell Brands' Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Today's conference call is being recorded.
Newell Brands (NWL) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.16 per share a year ago.
Newell Brands reported lower third-quarter sales and cut its full-year earnings outlook, citing higher costs and reduced demand as a result of tariffs.
NWL's Q3 results will test whether cost cuts, pricing and innovation can offset weak demand and currency headwinds.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
NWL posts its eighth straight quarter of margin gains as cost cuts, automation and pricing actions fuel operating leverage.
Newell Brands Inc. (NASDAQ:NWL ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 11:15 AM EDT Company Participants Christopher Peterson - President, CEO & Director Conference Call Participants Christopher Carey - Wells Fargo Securities, LLC, Research Division Presentation Unknown Analyst Okay. All right.
Newell Brands is a global leader with a diverse portfolio of over 50 consumer and commercial product brands. Newell Brands trades at 8.4x forward P/E and 8.4x EV/EBITDA, a deep discount to peers (15.9x P/E, 11.6x EV/EBITDA), reflecting debt and revenue decline, but offering upside potential. Segment consolidation and cost restructuring are nearing completion, driving margin expansion (Q2 2025 gross margin +1.0pp YoY) and reduced restructuring charges (-43% YoY in H1).
In trading on Wednesday, shares of Newell Brands were yielding above the 5% mark based on its quarterly dividend (annualized to $0.28), with the stock changing hands as low as $5.55 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
NWL meets Q2 earnings estimates despite a 4.4% drop in core sales, as margin gains are overshadowed by tariff and sales headwinds.
Newell Brands (NWL) shares sank roughly 15% Friday when the consumer products maker gave weaker-than-anticipated guidance on higher costs from tariffs.
While the top- and bottom-line numbers for Newell Brands (NWL) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.