NYSE$TPB

Turning Point Brands Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Turning Point Brands Inc reported 25% net sales growth in Q2 2025 driven by strong performance in the Stoker’s products segment.

Turning Point Brands achieved consolidated net sales of $116.6 million for the three months ended June 30, 2025, representing a 25.1% increase from the prior year. Operating income rose 15.1% to $26.3 million, supported by robust growth in modern oral products within the Stoker’s segment. Net income attributable to the company increased to $14.5 million with diluted EPS of $0.79.

  • Net sales grew 25.1% year-over-year to $116.6 million, led by a 62.9% increase in the Stoker’s products segment.
  • Gross profit margin expanded to 57.1% from 54.1% in the prior year quarter due to favorable product mix.
  • Stoker’s products operating income surged 68.4% to $30.1 million, fueled by modern oral product growth.
  • The company maintained a strong balance sheet with $109.9 million in cash and total assets of $595.8 million at quarter end.

Headline financials

Total Revenue

$117M

Previous: $109M+7.5%
EPS (adj)

$0.79

Previous: $0.68+16.2%
Capital Expenditures

-$6.18M

Previous: -$2.86M-116.1%
Net Income

$14.5M

Previous: $13M+11.4%
Operating Income

$26.3M

Previous: $22.8M+15.7%
Gross Profit

$66.6M

Previous: $53.8M+23.7%
Cash & Equivalents

$110M

Previous: $142M-22.7%
Total Assets

$596M

Previous: $592M+0.7%

Revenue & EPS history

Turning Point Brands · Revenue · Quarterly

$117M

Q2 2025+7.5%vs Q2 2024
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Turning Point Brands · $117M total across 2 segments · Q2 2025

  • Stoker’s Products
    $69.6M
  • Zig-Zag Products
    $47M

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

+3.8%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+7.3%

Avg return

30 days after

68%

30 / 44 earnings

Positive

+26.2%

Q1 2025

Best reaction

-22.2%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+3.7%-0.4%-4.6%
Q4 2025+5.0%-33.1%-45.8%
Q3 2025-1.1%-0.7%-0.3%
Q1 2025+26.2%+7.8%+17.4%
Q4 2024-8.1%-11.9%-18.6%
Q3 2024+1.3%+7.8%+25.8%
Q2 2024-1.3%-5.4%+5.1%
Q1 2024+12.1%+13.1%+12.4%
Q4 2023+10.2%+15.0%+27.7%
Q3 2023+2.8%+0.5%+13.6%
Q2 2023+8.0%+9.2%+5.0%
Q1 2023-3.5%-6.0%-4.5%
Q4 2022+10.2%+8.3%-4.6%
Q3 2022+7.9%+8.3%-2.3%
Q2 2022-15.3%-19.3%-19.5%
Q1 2022+1.0%+1.6%-6.6%
Q4 2021-1.1%-1.3%-4.7%
Q3 2021-22.2%-21.5%-23.3%
Q2 2021+9.9%+13.3%+5.8%
Q1 2021+1.0%+0.5%-10.3%
Q4 2020+1.2%+15.2%+4.0%
Q3 2020+14.6%+13.8%+16.6%
Q2 2020+11.1%+8.2%-5.0%
Q1 2020+2.4%+8.2%+16.2%
Q4 2019+12.2%+14.3%-9.1%
Q3 2019+21.9%+26.1%+32.3%
Q2 2019-8.2%-5.6%-11.6%
Q1 2019+21.3%+24.5%+15.1%
Q4 2018+6.2%+11.0%+9.3%
Q3 2018-9.2%-15.2%-31.6%
Q2 2018-2.9%-0.5%+16.7%
Q1 2018+5.4%+6.4%+33.5%
Q4 2017+2.2%+1.3%-5.3%
Q3 2017-2.5%+1.8%+8.9%
Q2 2017+12.8%+4.1%+11.2%
Q1 2017-4.2%-3.5%+3.4%
Q4 2016+4.8%+12.0%+20.7%
Q4 2014+4.8%+12.0%+20.7%
Q3 2015+0.5%+12.7%+2.6%
Q3 2016+0.5%-0.7%-10.6%
Q2 2015+22.5%+19.0%+69.3%
Q2 2016+22.5%+19.0%+69.3%
Q1 2015-8.8%+18.3%+37.9%
Q1 2016-8.8%+18.3%+37.9%
Q3 2014
Q2 2014
Q1 2014

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