NASDAQ$NWL

Newell Brands Inc. · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Newell Brands reported Q2 2025 net sales of $1.9 billion with continued gross margin expansion.

Newell Brands Inc. announced its second quarter 2025 financial results on August 1, 2025. The company achieved net sales of $1.9 billion, reflecting a 4.8% decline year-over-year, while gross margin expanded to 35.4% and normalized operating margin reached 10.7%. Normalized EPS came in at $0.24, and the company updated its full-year 2025 outlook amid ongoing macroeconomic challenges.

  • Net sales of $1.9 billion declined 4.8% YoY with core sales down 4.4%.
  • Gross margin rose to 35.4% (normalized 35.6%), marking the eighth consecutive quarter of 100+ bps expansion.
  • Operating income was $171 million (margin 8.8%); normalized net income $101 million.
  • Diluted EPS $0.11; normalized diluted EPS $0.24, within prior guidance ranges.

Headline financials

Total Revenue

$1.94B

Previous: $2.03B-4.8%
EPS (adj)

$0.24

Previous: $0.11+118.2%
Gross Margin

35.4%

Previous: 34.4%+2.9%
Normalized Gross Margin

35.6%

Previous: 34.8%+2.3%
Normalized EBITDA

$280M

Previous: $282M-0.7%
Core Sales Decline

4.4%

No prior period
Operating Margin

8.8%

Previous: 8.0%+10.0%
Normalized Operating Margin

10.7%

Previous: 10.6%+0.9%
Normalized Net Income

$101M

Previous: $148M-31.8%
Net Income

$46M

Previous: $45M+2.2%
Operating Income

$171M

Previous: $163M+4.9%
Cash & Equivalents

$219M

Previous: $382M-42.7%

Revenue & EPS history

Newell Brands · Revenue · Quarterly

$1.94B

Q2 2025-4.8%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Newell Brands · $1.94B total across 3 segments · Q2 2025

  • Home & Commercial Solutions
    $892M
  • Learning & Development
    $809M
  • Outdoor & Recreation
    $234M

Forward guidance

Updated full year 2025 outlook includes net sales decline of 3% to 2%, normalized operating margin 9.0% to 9.5%, and normalized EPS $0.66 to $0.70; operating cash flow $400M to $450M.

Tailwinds

  • Continued gross margin expansion trajectory
  • Refinanced debt successfully

Headwinds

  • Incremental tariff costs estimated at $155 million cash impact
  • Core sales declines persist across segments

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.1%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-3.0%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+38.8%

Q2 2024

Best reaction

-31.3%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.5%+13.2%-16.9%
Q4 2025+2.4%-0.2%-6.2%
Q3 2025-31.3%-31.8%-22.7%
Q1 2025-7.5%-1.4%+2.5%
Q4 2024-26.4%-26.8%-30.3%
Q3 2024+32.7%+24.9%+27.0%
Q2 2024+38.8%+35.5%+16.7%
Q1 2024+16.0%+11.7%+13.3%
Q4 2023-13.7%-9.9%-7.0%
Q3 2023-5.1%-10.4%+1.4%
Q2 2023+8.9%+6.9%+0.0%
Q1 2023-9.0%-15.7%-26.5%
Q4 2022+1.1%+2.8%-16.2%
Q3 2022-11.9%-17.9%-14.8%
Q2 2022-2.0%-4.3%-5.5%
Q1 2022-2.6%+1.1%-5.0%
Q4 2021+13.5%+18.4%-1.7%
Q3 2021+8.2%+10.7%+3.2%
Q2 2021-8.7%-8.8%-6.2%
Q1 2021+3.0%+5.1%+6.3%
Q4 2020-8.7%-7.6%-2.5%
Q3 2020+12.4%+12.2%+25.3%
Q2 2020-7.5%-5.4%-8.5%
Q1 2020-10.7%-15.8%-5.3%
Q4 2019+2.6%+0.2%-32.1%
Q3 2019+10.0%+6.1%+1.3%
Q2 2019+12.4%+20.1%+23.6%
Q1 2019+9.1%+6.0%-8.4%
Q4 2018-21.6%-20.9%-28.3%
Q3 2018+20.7%+21.9%+41.4%
Q2 2018-18.4%-21.6%-17.7%
Q1 2018+3.3%+1.0%-13.4%
Q4 2017-0.9%-2.9%+3.7%
Q3 2017-25.0%-25.2%-23.1%
Q2 2017-2.4%-3.5%-6.9%
Q1 2017+14.0%+13.6%+14.1%
Q4 2016-2.9%+0.2%+4.0%
Q3 2016-4.3%-5.1%-3.5%
Q2 2016+9.3%+8.3%+9.1%
Q1 2016+8.7%
Q4 2015+4.0%
Q3 2015+1.0%
Q2 2015+1.6%
Q1 2015+2.8%
Q4 2014-1.1%
Q3 2014-2.6%
Q2 2014+2.7%
Q1 2014-4.2%
Q4 2013-0.5%
Q3 2013+2.7%
Q2 2013-0.7%
Q1 2013+0.4%
Q4 2012-0.7%
Q3 2012+2.7%
Q2 2012+0.5%
Q1 2012+1.3%
Q4 2011+1.2%
Q3 2011+1.1%
Q2 2011-8.1%
Q1 2010-0.8%
Q1 2011-0.6%
Q4 2008-1.7%
Q4 2010-1.7%
Q3 2009-1.4%
Q3 2010-1.4%
Q2 2010+0.8%
Q4 2009+0.8%
Q2 2009+0.8%

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