Energizer (NYSE:ENR) Posts Quarterly Earnings Results, Beats Expectations By $0.05 EPS

Posted by Chris Copeland on Feb 5th, 2026

Energizer (NYSE:ENR – Get Free Report) released its quarterly earnings data on Thursday. The company reported $0.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.26 by $0.05, FiscalAI reports. The business had revenue of $778.90 million during the quarter, compared to analyst estimates of $712.82 million. Energizer had a return on equity of 161.50% and a net margin of 8.09%.The business’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.67 EPS. Energizer updated its FY 2026 guidance to 3.300-3.600 EPS and its Q2 2026 guidance to 0.400-0.500 EPS.

Here are the key takeaways from Energizer’s conference call:

Management expects sequential gross margin recovery of roughly 300 basis points Q1→Q2 and another 300–400 basis points by year-end, targeting a return to the low‑40% gross margin range.
The finalized APS→Energizer brand transition is expected to contribute more than $30 million of organic growth (mostly in Q3–Q4), and planned distribution and innovation efforts should drive 400–500 basis points of back‑half top‑line growth.
Q1 was materially pressured by elevated tariffs (~300 bps drag), the Panasonic/APS sell‑through (~200 bps), and transitional product cost impacts (~100 bps), which pulled down near‑term margins.
Cash flow was strong—Energizer paid down over $100 million of debt in Q1, is targeting an additional $150–200 million paydown to reach ~5x leverage or slightly below, and continues dividends and opportunistic buybacks.
Recent winter storms produced a significant one‑week POS spike for batteries, but management excluded storm effects from guidance and said the net impact on replenishment, shipments, and retailer inventories is still being evaluated.

Energizer Price Performance

NYSE:ENR traded down $0.14 during midday trading on Thursday, hitting $23.24. 1,573,803 shares of the stock were exchanged, compared to its average volume of 1,337,188. The company has a market capitalization of $1.59 billion, a price-to-earnings ratio of 7.01 and a beta of 0.64. The company has a current ratio of 2.11, a quick ratio of 1.13 and a debt-to-equity ratio of 20.06. Energizer has a one year low of $16.77 and a one year high of $32.86. The business has a 50-day moving average price of $20.18 and a two-hundred day moving average price of $23.58.

Energizer Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 18th will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Wednesday, February 18th. This represents a $1.20 annualized dividend and a yield of 5.2%. Energizer’s payout ratio is presently 36.14%.

Key Stories Impacting Energizer

Here are the key news stories impacting Energizer this week:

Positive Sentiment: Q1 adjusted EPS beat and revenue topped estimates — Energizer posted adjusted EPS of $0.31 vs. a $0.26 consensus and revenue of $778.9M vs. $712.8M expected; revenue grew 6.5% year‑over‑year, helped by acquisitions. Energizer Holdings, Inc. Announces Fiscal 2026 First Quarter Results
Positive Sentiment: Strong cash generation and balance‑sheet actions — operating cash flow was $149.5M, free cash flow $124.2M (15.9% of sales), and the company reduced debt by over $100M while reaffirming FY outlook for net sales, adj. EPS and adj. EBITDA. Energizer Holdings, Inc. Announces Fiscal 2026 First Quarter Results
Neutral Sentiment: Analyst breakdowns and metric comparisons are available to help parse the beat — Zacks and other outlets review key metrics versus estimates to show what drove the quarter. Energizer (ENR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Neutral Sentiment: The full earnings call transcript and slide deck are posted for investors who want management’s commentary and segment detail. Energizer Holdings, Inc. (ENR) Q1 2026 Earnings Call Transcript
Negative Sentiment: Q2 guidance disappointed — Energizer set Q2 FY2026 EPS guidance of $0.40–$0.50 vs. a roughly $0.79 consensus, a significant miss that likely triggered the intraday pullback. Energizer Holdings, Inc. Announces Fiscal 2026 First Quarter Results
Negative Sentiment: GAAP EPS declined year‑over‑year and FY guidance is slightly lower than some estimates — Q1 GAAP loss per share was $0.05 (adjusted $0.31) and FY EPS guidance of $3.30–$3.60 sits around/below consensus midpoints, raising near‑term growth concerns. Energizer Q1 Results and Materials

Insider Buying and Selling at Energizer

In other news, CEO Mark Stephen Lavigne bought 10,000 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were purchased at an average cost of $17.11 per share, with a total value of $171,100.00. Following the completion of the acquisition, the chief executive officer directly owned 464,889 shares in the company, valued at approximately $7,954,250.79. The trade was a 2.20% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Donal L. Mulligan purchased 15,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was acquired at an average price of $17.40 per share, for a total transaction of $261,000.00. Following the completion of the transaction, the director owned 25,000 shares of the company’s stock, valued at $435,000. This represents a 150.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have bought 26,000 shares of company stock worth $449,240. 1.63% of the stock is owned by insiders.

Hedge Funds Weigh In On Energizer

Several hedge funds have recently made changes to their positions in ENR. Northwestern Mutual Wealth Management Co. acquired a new stake in Energizer during the third quarter valued at approximately $47,000. Tower Research Capital LLC TRC grew its position in Energizer by 268.5% in the second quarter. Tower Research Capital LLC TRC now owns 8,947 shares of the company’s stock worth $180,000 after buying an additional 6,519 shares during the last quarter. Brooklyn Investment Group increased its holdings in shares of Energizer by 287.1% in the third quarter. Brooklyn Investment Group now owns 8,106 shares of the company’s stock valued at $202,000 after buying an additional 6,012 shares in the last quarter. Jump Financial LLC lifted its position in shares of Energizer by 10.5% during the 2nd quarter. Jump Financial LLC now owns 10,196 shares of the company’s stock valued at $206,000 after acquiring an additional 970 shares during the last quarter. Finally, Moors & Cabot Inc. bought a new stake in shares of Energizer during the 3rd quarter worth $209,000. Institutional investors and hedge funds own 93.74% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. reduced their price target on shares of Energizer from $30.00 to $28.00 and set a “neutral” rating for the company in a report on Thursday, October 23rd. Weiss Ratings reissued a “hold (c-)” rating on shares of Energizer in a research note on Monday, December 29th. UBS Group dropped their price target on shares of Energizer from $26.00 to $19.00 and set a “neutral” rating on the stock in a research note on Monday, December 8th. Canaccord Genuity Group reduced their price objective on Energizer from $29.00 to $20.00 and set a “hold” rating for the company in a research report on Wednesday, November 19th. Finally, Zacks Research lowered Energizer from a “hold” rating to a “strong sell” rating in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Energizer currently has a consensus rating of “Hold” and an average price target of $24.33.

Get Our Latest Report on ENR

Energizer Company Profile

(Get Free Report)

Energizer Holdings, Inc is a global consumer products company best known for its portfolio of portable power and lighting solutions. The company’s primary business activities include the design, manufacture and marketing of batteries under the Energizer and Rayovac brands, as well as portable lighting products such as flashlights, headlamps and lanterns. Energizer also produces a range of automotive appearance and protection products, including tire inflators and repair kits, along with personal care offerings like aerosol insect repellents and sunscreen under licensed brands.

Founded in 2000 through the spin-off of the battery business from Ralston Purina Company, Energizer has grown through both organic development and strategic acquisitions.