earnings
confidence high
sentiment negative
materiality 0.75
Primo Brands Q2 adj. EBITDA $367M (+42%); lowers 2025 guidance on integration issues
Primo Brands Corp
2025-Q2 EPS reported
$0.15
revenue$3,343,800,000
- Net sales $1.73B (+31.6% YoY); net income $30.5M vs $54.5M; adjusted EPS $0.36 vs $0.35.
- Full-year 2025 net sales growth, Adjusted EBITDA, and Adjusted FCF guidance revised downward due to Hawkins tornado and service disruptions.
- Cost synergy targets reaffirmed: $200M in 2025 and $300M in 2026.
- Board authorizes new $250M share repurchase program; quarterly dividend of $0.10 declared.
- Service issues expected resolved by end of September; long-term organic growth algorithm of 3-5% reiterated.
item 2.02item 9.01