earnings
confidence high
sentiment positive
materiality 0.85
Turning Point Brands Q3: Modern Oral sales surge 628%, net sales up 31% to $119M; FY guidance raised
Turning Point Brands, Inc.
2025-Q3 EPS reported
$2.70
revenue$342,049,000
- Consolidated net sales $119.0M (+31.2% YoY); Modern Oral sales $36.7M (+627.6%) now 30.8% of total.
- Adjusted EBITDA $31.3M (+17.2%); net income $21.1M (+70.3%); diluted EPS $1.13, adjusted EPS $1.05.
- 2025 guidance raised: adjusted EBITDA to $115-120M (from $110-114M); Modern Oral sales to $125-130M.
- Raised $97.5M net from ATM at $98.59/share; plans to amend ATM and buyback to $200M each.
- Stoker's segment net sales up 80.8% to $74.8M; Zig-Zag down 10.5% to $44.2M; gross margins expand.