NASDAQ$EMBC

Embecta Corp · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Embecta reported Q1 2026 revenue of $261.2M with net income of $44.1M and diluted EPS of $0.74.

First quarter revenue was essentially flat at $261.2 million while net income rose to $44.1 million from breakeven a year ago, yielding diluted EPS of $0.74. Operating income increased sharply to $83.3 million as cost actions and mix improved profitability in diabetes care products.

  • Q1 revenue $261.2M; net income $44.1M ($0.74/sh).
  • Operating income $83.3M vs $28.7M prior year.
  • Quarterly dividend $0.15 per share.
  • Management tracks OBBBA and OECD Pillar 2 tax impacts.

Headline financials

Total Revenue

$261M

Previous: $262M-0.3%
EPS (adj)

$0.74

Previous: $0.65+13.8%
Gross Profit Margin

61.9%

Previous: 60.0%+3.2%
Adjusted Gross Profit Margin

62.6%

Previous: 62.7%-0.2%
Operating Income Margin

31.9%

Previous: 11.0%+190.0%
Adjusted Operating Income Margin

30.4%

Previous: 30.7%-1.0%
Adjusted EBITDA Margin

37.2%

Previous: 37.2%+0.0%
Capital Expenditures

-$600K

Previous: -$1.5M+60.0%
Net Income

$44.1M

Previous: $0.00
Operating Income

$83.3M

Previous: $28.7M+190.2%
Gross Profit

$162M

Previous: $157M+2.9%

Revenue & EPS history

Embecta · Revenue · Quarterly

$261M

Q1 2026-0.3%vs Q1 2025
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

The release discusses EMBC's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • EMBC cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.6%

Avg return

Earnings day

-0.9%

Avg return

5 days after

-8.3%

Avg return

30 days after

42%

8 / 19 earnings

Positive

+42.9%

Q4 2024

Best reaction

-15.7%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+1.1%-60.6%-63.0%
Q1 2026-7.8%-9.3%-20.1%
Q4 2025-7.3%-12.9%-17.5%
Q2 2025-9.7%-12.9%-26.4%
Q1 2025-2.6%-3.8%-29.9%
Q4 2024+42.9%+44.6%+44.6%
Q3 2024+2.9%+2.9%+6.8%
Q2 2024+38.7%+42.2%+21.1%
Q1 2024-15.7%-18.1%-22.5%
Q4 2023+7.9%+7.1%+14.3%
Q3 2023-0.5%-3.6%-27.3%
Q2 2023-0.7%-3.4%-11.8%
Q1 2023+15.3%+12.0%+3.9%
Q4 2020-1.9%-4.3%-15.4%
Q4 2022-13.6%-15.3%-28.1%
Q3 2021+12.7%+16.6%+13.3%
Q3 2022+12.7%+16.6%+13.3%
Q2 2022-12.6%-7.7%-6.2%
Q2 2021-12.6%-7.7%-6.2%
Q4 2021
Q1 2022

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