Turning Point Brands Q1 net sales up 17%, Modern Oral sales surge 133% to $52M; raises FY guidance

Turning Point Brands, Inc.

Total net sales $124.3M (+17% YoY); Modern Oral segment sales $52.0M (+133%), now 42% of total sales.
Net income down 19% to $11.7M; adjusted EBITDA $25.9M (-6.5%); diluted EPS $0.60 vs $0.79 prior.
Stoker's segment sales +48% to $87.6M; Zig-Zag segment sales -22% to $36.7M on lower U.S. papers.
FY 2026 Modern Oral gross sales guidance raised to $280-300M (from $220-240M); introducing FY EBITDA guidance $70-90M.
SG&A up 53% to $55.8M due to Modern Oral sales & marketing investments; cash $192.4M, net debt $101.4M.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Turning Point Brands, Inc. reported first quarter ended March 31, 2026 results: revenue Total Consolidated Net Sales increased 16.8% to $124.3 million, net income Net Income decreased 19.0% to $11.7 million, EPS Diluted EPS of $0.60. Guidance raised.

Period: first quarter ended March 31, 2026
Revenue: Total Consolidated Net Sales increased 16.8% to $124.3 million
Net income: Net Income decreased 19.0% to $11.7 million
EPS: Diluted EPS of $0.60
Guidance: raised
Result: reported results

Exact text from the filing

Turning Point Brands, Inc . (“TPB” or “the Company”) (NYSE: TPB), a manufacturer, marketer and distributor of branded consumer products, including alternative smoking accessories and consumables with active ingredients, today announced financial results for the first quarter ended March 31, 2026 . Q1 2026 Financial Highlights (All results reflect comparisons to prior-year period) ● Total Consolidated Net Sales increased 16.8% to $124.3 million o Stoker's segment Net Sales increased 48.1% o Zig-Zag segment Net Sales decreased 22.4% ● Gross Profit increased 14.6% to $68.3 million ● Net Income decreased 19.0% to $11.7 million ● Adjusted EBITDA decreased 6.5% to $25.9 million (see Schedule A for a reconciliation to net income) ● Diluted EPS of $0.60 and Adjusted Diluted EPS of $0.76 compared to $0.79 and $0.91 respectively, in the same period one year ago

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Source: SEC EDGAR

accession 0001437749-26-015354

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