---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-26-015354"
form_type: "8-K"
ticker: "TPB"
cik: "0001290677"
company_name: "Turning Point Brands, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:25:57.378447+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001437749-26-015354
- form_type: 8-K
- ticker: TPB
- cik: 0001290677
- company_name: Turning Point Brands, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1290677/000143774926015354/0001437749-26-015354-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1290677/000143774926015354/tpb20260309_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-015354
- JSON: https://secwatch.observer/filing/0001437749-26-015354.json
- Plain text: https://secwatch.observer/filing/0001437749-26-015354.txt

## Source-grounded claims
- claim_id: 273cd52f509e7f4c21733d0e70af8c68dc25785c
  claim: 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.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1290677/000143774926015354/0001437749-26-015354-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.