earnings
confidence high
sentiment positive
materiality 0.85
TPB Q3 net sales $119M (+31.2% YoY); raises FY2025 Adjusted EBITDA guidance to $115-120M
Turning Point Brands, Inc.
2025-Q3 EPS reported
$2.70
revenue$342,049,000
- Net sales $119.0M (+31.2% YoY); net income $21.1M (+70.3%); adjusted diluted EPS $1.27.
- Modern Oral sales $36.7M (+627.6% YoY), 30.8% of sales; full-year guidance raised to $125-130M.
- FY2025 Adjusted EBITDA guidance raised to $115-120M from $110-114M.
- Raised $97.5M in ATM at avg $98.59/share; plans to deploy capital for Modern Oral growth.
- Stoker's segment +80.8% YoY; Zig-Zag segment -10.5% (ex-Clipper wind-down slightly beat expectations).