Recent 8-K filings for SPB

• May 7, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Spectrum Brands Q2 net sales +4.9%, adjusted EBITDA +17.8%; partners with Oaktree in HPC

  Net income from continuing operations $22.5M vs $1.8M; adjusted EPS $1.25 vs $0.68.

• May 4, 2026, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  Spectrum Brands secures $127M Oaktree investment in HPC business; Oaktree to hold ~27% equity stake

  $127M Oaktree investment: $67M convertible preferred equity at 8% dividend, $60M first lien term loan at SOFR+5.50%.

• February 5, 2026, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Spectrum Brands Q1 net sales down 3.3% to $677M; adj. EBITDA $62.6M, down 19.5%

  Net income from continuing ops $29.4M ($1.25 diluted EPS); adjusted EPS $1.40, up 37.3%.

• November 13, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Spectrum Brands Q4 net sales down 5.2%; adj. EBITDA down 8%; guides flat-to-low-single-digit FY26

  Q4 net sales $733.5M (-5.2% YoY), organic -6.6%; adj. EBITDA $63.4M (-8.0%); adj. EPS $2.61 vs $0.97.

• September 3, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02

  Spectrum Brands CFO Jeremy Smeltser to depart Dec 31, 2025; Faisal Qadir appointed

  CFO Jeremy Smeltser's employment terminated without cause; separation date Dec 31, 2025.

• August 7, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Spectrum Brands Q3 revenue $699.6M (-10.2%); adjusted EBITDA $76.6M (-27.9%)

  Net sales $699.6M, down 10.2% YoY; organic net sales down 11.1% driven by tariff-related supply constraints and stop shipments.

• May 8, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Spectrum Brands Q2 sales down 6%, net income plummets 96%; suspends FY25 guidance

  Net sales $675.7M (-6.0%), organic -4.6%; net income $1.8M vs $49.9M; adjusted EBITDA $71.3M (-36.5%).

• February 6, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Spectrum Brands Q1 net sales up 1.2%; adjusted EPS $1.02 vs $0.63; maintains FY outlook

  Net sales $700.2M (+1.2%, organic +1.9%); net income from cont. ops $24.6M (+40.6%); adj. EBITDA $77.8M (-7.7% but +$16.5M ex-investment income).

• November 15, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Spectrum Brands Q4 sales up 4.5%; FY adj EBITDA ex-investment income grew >20%, dividend up 12%

  Q4 net sales $773.7M (+4.5% YoY; organic +4.8%); net income $12.8M; adj EBITDA $68.9M (incl $25.9M brand investments).

• August 8, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Spectrum Brands Q3 net sales +6%, net income swings to $19.1M; guides FY24 Adj. EBITDA growth ~20%

  Net sales $779.4M (+6% YoY); net income from continuing ops $19.1M vs. $(172.2)M loss a year ago.

• June 20, 2024, 7:59 PM ET debt materiality 0.60 positive item 8.01item 9.01

  Spectrum Brands completes $1.16B tender offer for senior notes; redeems remaining 2026 Notes

  Tender offer expired June 18; accepted €407.34M of 2026 Notes, $284.23M of 2029, $142.48M of 2030, $285.68M of 2031.

• June 4, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 5.07item 8.01item 9.01

  Spectrum Brands upsizes tender offer to $1.16B, accepts 95.8% of 2026 notes, prorates 2031 notes at 76%

  Upsized maximum purchase price from $925M to $1,160.5M for tender offer across four note series.

• May 23, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 3.02item 9.01

  Spectrum Brands issues $350M of 3.375% Exchangeable Senior Notes due 2029

  Principal amount $350M, including full exercise of option for additional $50M.

• May 21, 2024, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  Spectrum Brands prices $300M exchangeable notes due 2029; $50M share repurchase concurrent

  Raises $300M in 3.375% exchangeable senior notes due 2029; net proceeds ~$291.6M after underwriter discount.

• May 20, 2024, 7:59 PM ET debt materiality 0.75 neutral item 8.01item 9.01

  Spectrum Brands launches $300M exchangeable notes, $500M buyback, $925M debt tender

  Subsidiary offers $300M exchangeable senior notes due 2029; initial purchasers have option for additional $50M.

• May 9, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Spectrum Brands Q2 net income $49.9M vs loss prior year; adjusted EBITDA up 120%

  Net sales $718.5M (-1.5% YoY); net income from continuing ops $49.9M vs ($75.0M) last year.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.72 · Most common event earnings

7 positive 3 negative 10 neutral

source · SPB on sec.gov