Edgewell (EPC) Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Mon, February 9, 2026 astatine 8:30 AM CST 43 min read

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Monday, Feb. 9, 2026 astatine 8 a.m. ET

• President & Chief Executive Officer — Rod Little

• Chief Financial Officer — Fran Weissman

• Executive Vice President, Strategy & Corporate Development — Chris Farrell

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Rod volition footwear disconnected the telephone and manus it implicit to Fran to sermon our archetypal 4th 2026 results and full-year fiscal 2026 outlook. We volition past modulation to Q&A. This telephone is being recorded and volition beryllium disposable via replay connected our website www.edgewell.com. Please notation to our website for supplemental accusation providing much details connected the company's divestiture of its feminine attraction business, which closed connected February 2, 2026. During this call, we whitethorn marque statements astir our expectations for aboriginal plans and performance.

This mightiness see aboriginal sales, earnings, advertizing and promotional spending, merchandise launches, marque investment, organizational and operational structures and models, outgo mitigation and productivity ratio efforts, savings and costs related to restructuring and repositioning actions, acquisitions, dispositions and integrations, impacts from tariffs and different caller developments, changes to our moving superior metrics, currency fluctuations, commodity costs, inflation, class value, aboriginal plans for instrumentality of superior to shareholders, the disposition of our feminine attraction business, and more. Any specified statements are forward-looking statements for the purposes of the Safe Harbor provisions nether the Private Securities Litigation Reform Act of 1995, which bespeak our existent views with respect to aboriginal events, plans, oregon prospects.

These statements are based connected assumptions and are taxable to assorted risks and uncertainties, including those described nether the caption Risk Factors successful our yearly study connected Form 10-Ks for the twelvemonth ended September 30, 2025, and arsenic whitethorn beryllium amended successful our quarterly reports connected Form 10-Q filed with the SEC. These risks whitethorn origin our existent results to beryllium materially antithetic from those expressed oregon implied by our forward-looking statements. We bash not presume immoderate work to update oregon revise immoderate of these forward-looking statements to bespeak caller events oregon circumstances but arsenic required by law. During this call, we volition notation to definite non-GAAP fiscal measures.

These non-GAAP measures are not prepared successful accordance with mostly accepted accounting principles. A reconciliation of the non-GAAP fiscal measures to the astir straight comparable GAAP measures is shown successful our property merchandise issued earlier today, which is disposable astatine the Investor Relations conception of our website. This non-GAAP accusation is provided arsenic a supplement to, not arsenic a substitute for, oregon arsenic superior to, measures of fiscal show prepared successful accordance with GAAP. However, absorption believes these non-GAAP measures supply investors with invaluable accusation connected the underlying trends of our concern and let much meaningful period-to-period comparisons of ongoing operating results.