Personal care company Edgewell Personal Care (NYSE:EPC) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 11.6% year on year to $422.8 million. Its non-GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.
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Edgewell Personal Care (EPC) Q4 CY2025 Highlights:
- Revenue: $422.8 million vs analyst estimates of $478 million (11.6% year-on-year decline, 11.6% miss)
- Adjusted EPS: $0.03 vs analyst estimates of -$0.16 (significant beat)
- Adjusted EBITDA: $25 million vs analyst estimates of $29.59 million (5.9% margin, 15.5% miss)
- Management lowered its full-year Adjusted EPS guidance to $1.90 at the midpoint, a 19.1% decrease
- EBITDA guidance for the full year is $255 million at the midpoint, below analyst estimates of $301.8 million
- Operating Margin: -4.5%, down from 4.2% in the same quarter last year
- Free Cash Flow was -$137.5 million compared to -$132.4 million in the same quarter last year
- Organic Revenue was flat year on year (beat)
- Market Capitalization: $969.3 million
"We delivered a solid start to fiscal 2026. Our first quarter performance modestly exceeded our expectations for organic net sales, adjusted EPS and adjusted EBITDA(1). Alongside strong execution in our core businesses, we successfully completed the divestiture of Feminine Care, a pivotal milestone in our transformation journey that further sharpens our portfolio focus and strengthens our balance sheet. Importantly, the estimated annualized impact of the divestiture is expected to be favorable to our previous outlook," said Rod Little, Edgewell's President and Chief Executive Officer.
Company Overview
Boasting brands such as Banana Boat, Schick, and Skintimate, Edgewell Personal Care (NYSE:EPC) sells personal care products in the skin and sun care, shave, and feminine care categories.
Revenue Growth
A company’s long-term performance is an indicator of its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years.
With $2.17 billion in revenue over the past 12 months, Edgewell Personal Care is a small consumer staples company, which sometimes brings disadvantages compared to larger competitors benefiting from economies of scale and negotiating leverage with retailers.
As you can see below, Edgewell Personal Care struggled to increase demand as its $2.17 billion of sales for the trailing 12 months was close to its revenue three years ago. This shows demand was soft, a poor baseline for our analysis.
This quarter, Edgewell Personal Care missed Wall Street’s estimates and reported a rather uninspiring 11.6% year-on-year revenue decline, generating $422.8 million of revenue.
Looking ahead, sell-side analysts expect revenue to grow 4.5% over the next 12 months. Although this projection indicates its newer products will catalyze better top-line performance, it is still below the sector average.
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Organic Revenue Growth
When analyzing revenue growth, we care most about organic revenue growth. This metric captures a business’s performance excluding one-time events such as mergers, acquisitions, and divestitures as well as foreign currency fluctuations.
The demand for Edgewell Personal Care’s products has barely risen over the last eight quarters. On average, the company’s organic sales have been flat. 
In the latest quarter, Edgewell Personal Care’s year on year organic sales were flat. This performance was more or less in line with its historical levels.
Key Takeaways from Edgewell Personal Care’s Q4 Results
It was good to see Edgewell Personal Care beat analysts’ EPS expectations this quarter. We were also excited its organic revenue outperformed Wall Street’s estimates by a wide margin. On the other hand, its full-year EBITDA guidance missed and its revenue fell short of Wall Street’s estimates. Overall, this was a mixed quarter. The stock traded up 2.8% to $21.34 immediately following the results.
So should you invest in Edgewell Personal Care right now? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here (it’s free).
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