earnings
confidence high
sentiment neutral
materiality 0.65
Ennis Q2 revenue up 3.3% to $102.0M; EPS $0.37 (litigation-adjusted up $0.02); dividend raised 5%
ENNIS, INC.
- Revenue $102.0M, +3.3% YoY; gross margin 29.9% vs 30.5%; diluted EPS $0.37 vs $0.51.
- EPS decline driven by $5.3M favorable litigation in prior-year quarter vs $700K current charge related to $2.3M B&D Litho ruling; ex-litigation EPS up $0.02.
- Quarterly dividend raised 5.0% to $0.2625/share, payable Nov 6, 2026 to holders of record Oct 9, 2026.
- EBITDA $17.2M vs $22.5M; six-month revenue $200.6M (+2.4%); operating cash flow $34.1M; cash $54.0M; no debt.
- Carbonless paper supply: alternative sources secured, shipments received; no expected disruption to service or quality.