Battery and lighting company Energizer (NYSE: ENR) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 6.5% year on year to $778.9 million. Its non-GAAP profit of $0.31 per share was 19.1% above analysts’ consensus estimates.
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Energizer (ENR) Q4 CY2025 Highlights:
- Revenue: $778.9 million vs analyst estimates of $707.9 million (6.5% year-on-year growth, 10% beat)
- Adjusted EPS: $0.31 vs analyst estimates of $0.26 (19.1% beat)
- Adjusted EBITDA: $106.9 million vs analyst estimates of $100.2 million (13.7% margin, 6.7% beat)
- Management reiterated its full-year Adjusted EPS guidance of $3.45 at the midpoint
- EBITDA guidance for the full year is $595 million at the midpoint, in line with analyst expectations
- Operating Margin: -0.6%, down from 8.5% in the same quarter last year
- Free Cash Flow Margin: 15.9%, up from 5.8% in the same quarter last year
- Organic Revenue fell 4.3% year on year (beat)
- Market Capitalization: $1.6 billion
"Energizer's strategic priorities in Fiscal 2026 are grounded in simple principles – restore growth, rebuild margins impacted by tariffs, and return to our long‑term historical cash flow profile. We are exiting the first fiscal quarter having taken the necessary steps to drive these priorities forward," said Mark LaVigne, President and Chief Executive Officer.
Company Overview
Masterminds behind the viral Energizer Bunny mascot, Energizer (NYSE: ENR) is one of the world's largest manufacturers of batteries.
Revenue Growth
Examining a company’s long-term performance can provide clues about its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years.
With $3 billion in revenue over the past 12 months, Energizer carries some recognizable products but is a mid-sized consumer staples company. Its size could bring disadvantages compared to larger competitors benefiting from better brand awareness and economies of scale.
As you can see below, Energizer struggled to increase demand as its $3 billion of sales for the trailing 12 months was close to its revenue three years ago. This shows demand was soft, a poor baseline for our analysis.
This quarter, Energizer reported year-on-year revenue growth of 6.5%, and its $778.9 million of revenue exceeded Wall Street’s estimates by 10%.
Looking ahead, sell-side analysts expect revenue to remain flat over the next 12 months. This projection is underwhelming and suggests its newer products will not accelerate its top-line performance yet.
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Organic Revenue Growth
When analyzing revenue growth, we care most about organic revenue growth. This metric captures a business’s performance excluding one-time events such as mergers, acquisitions, and divestitures as well as foreign currency fluctuations.
The demand for Energizer’s products has barely risen over the last eight quarters. On average, the company’s organic sales have been flat. 
In the latest quarter, Energizer’s organic sales fell by 4.3% year on year. This decrease represents a further deceleration from its historical levels. We hope the business can get back on track.
Key Takeaways from Energizer’s Q4 Results
We were impressed by how significantly Energizer blew past analysts’ revenue expectations this quarter. We were also glad its EBITDA outperformed Wall Street’s estimates. On the other hand, its gross margin missed and its EPS guidance for next quarter fell short of Wall Street’s estimates. Overall, this print was mixed but still had some key positives. The stock traded up 1.3% to $23.69 immediately after reporting.
Indeed, Energizer had a rock-solid quarterly earnings result, but is this stock a good investment here? If you’re making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here (it’s free).
