NYSE$COOK

Traeger Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

COOK reported Q4 2025, revenue of $400M, net loss of $1.7M, diluted EPS of $0.13.

For Q4 2025, COOK reported revenue of $400M, a net loss of $1.7M, diluted EPS was $0.13. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $400M.
  • Net loss $1.7M.
  • Diluted EPS $0.13.

Headline financials

Total Revenue

$400M

Previous: $615M-35.0%
EPS (adj)

$0.13

Previous: $0.01+1200.0%
Gross Margin

37.4%

No prior period
Adjusted EBITDA

$19.4M

No prior period
Adjusted EBITDA Margin

13.3%

No prior period
Sales & Marketing

$23.2M

No prior period
G&A Expenses

$21.8M

No prior period
Restructuring Costs

$12.2M

No prior period
Net Loss Margin

-11.8%

No prior period
Net Income

-$1.7M

Previous: $1.8M-194.4%
Operating Income

-$11.7M

Previous: -$238K-4809.2%
Gross Profit

$54.3M

Previous: $68.9M-21.1%

Revenue & EPS history

Traeger · Revenue · Quarterly

$400M

Q4 2025-35%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Traeger · $118M total across 3 segments · Q3 2023

  • Grills
    $56.6M+45.1%
  • Accessories
    $35.8M+20.9%
  • Consumables
    $25.4M+0.8%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year 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 Q4 2025

Historical avgQ4 2025

-0.0%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-6.6%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+32.6%

Q2 2024

Best reaction

-20.6%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.3%-8.8%+36.6%
Q4 2025-20.3%-20.8%-20.3%
Q3 2025-12.5%-2.0%-21.1%
Q1 2025-2.7%-10.1%-6.8%
Q4 2024+0.9%-15.7%-31.0%
Q3 2024-0.6%-5.5%-4.3%
Q2 2024+32.6%+27.9%+61.4%
Q1 2024+4.3%+0.0%+8.7%
Q4 2023-8.5%-2.2%+4.0%
Q3 2023-20.6%-25.0%-24.0%
Q2 2023+32.1%+29.8%-1.8%
Q1 2023+28.8%+20.3%+46.3%
Q4 2022+13.0%+22.5%+13.9%
Q3 2022-17.0%+2.9%-22.9%
Q2 2022+11.3%+5.4%-6.5%
Q1 2021+30.2%+35.4%-1.6%
Q1 2022+4.1%+9.3%-14.6%
Q4 2019+4.4%+1.4%-12.6%
Q4 2021-15.8%-20.6%-29.8%
Q3 2020-16.0%-25.9%-34.9%
Q3 2021-16.0%-25.9%-34.9%
Q2 2020-9.7%-10.9%-21.7%
Q4 2020-9.7%-10.9%-21.7%
Q2 2021-4.0%-11.6%-20.0%
Q1 2020

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