NYSE·Consumer Staples·Household & Personal Products·Snapshot 2026-10-23
$28.06-2.87%
Close 2026-10-23 · 1-day change
Investment OutlookAs of Oct 24, 2026
What could strengthen or challenge Edgewell Personal Care’s outlook?
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Higher potential upsideImproving expectations
Next-FY EPS estimate change · 30 days
Comparable estimates unavailable
+10% or more+5%0%−5%−10% or less
A matching fiscal period and sufficient coverage are required.
Higher risk of downsideWeakening expectations
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
How this is measured
The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.
Measure / period
Management expectations
Analyst expectations
Quarter ending 2026-12-30
Revenue
—
422.62M
EPS
—
-0.012
Annual ending 2027-09-30
Revenue
—
2.02B
EPS
—
1.99
Annual ending 2028-09-30
Revenue
—
2.04B
EPS
—
2.106
Management figures unavailable.
What the Thesis Depends On
4 published thesis conditions, with dated milestones shown separately.
Key Factor
Why It Matters
Current Status
Break Condition
Latest Evidence
Maintain dividend payments
The company maintains dividend payments at $0.15 per share.
Intact
dividend per share falls below $0.15 in any quarter
Dividend per share: $0.15 per share
FY2026-Q3; GAAP. Published target: Dividend per share >= $0.15 per quarter. Target period is not explicitly aligned with this observation.
Source published Aug 5, 20260.15 USD/share · source valueSource reportLast status assessment Oct 24, 2026Measurement source
Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Management context
Management stated this priority in 3 of last 3 quarters. The company consistently declared and paid a quarterly dividend of $0.15 per share, totaling $7.0 million in 2026-Q3. The trajectory is delivering on maintaining dividend payments.
Delivery assessment Oct 24, 2026
Gross profit improvement
Edgewell Personal Care is improving profit margins with gross profit rising from $161M to $216.9M in one quarter.
Intact
gross profit falls below $161M in any quarter after Q2 2026
Gross profit: $242.5M
FY2026-Q3; GAAP. Published target: >= $216.9M gross profit in Q2 2026. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review.
Source published Aug 5, 2026242,500,000 USD · source valueSource reportLast status assessment Oct 24, 2026Measurement source
Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Positive cash from operations
Cash from operations turned positive to $54.3M in Q2 2026 from a negative $125.9M in Q1.
Intact
cash from operations falls below $0 in any quarter after Q2 2026
Cash from operations: $118.7M
FY2026-Q3; GAAP. Published target: >= $54.3M cash from operations in Q2 2026. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review.
Source published Aug 5, 2026118,700,000 USD · source valueSource reportLast status assessment Oct 24, 2026Measurement source
Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Management context
Management stated this priority in 3 of last 3 quarters. Cash from operating activities improved significantly from a negative $125.9 million in 2026-Q1 to positive $54.3 million in 2026-Q2, reflecting better working capital management. The trajectory shows delivering improvement in cash flow.
Delivery assessment Oct 24, 2026
Sustain positive revenue growth
A primary condition in Edgewell Personal Care's published investment case. The stated target is > 0% revenue growth year-over-year.
Intact
revenue growth falls below 0% year-over-year
Revenue growth: -9.1%
FY2026-Q3; GAAP. Published target: > 0% revenue growth year-over-year. Target period is not explicitly aligned with this observation.
Source published Aug 5, 2026-9.103954 percent · calculatedSource reportLast status assessment Oct 24, 2026Measurement source
Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
Incoming Evidence
Compare these dated observations with the operating requirements above
Expectations trend
Same fiscal period
FY2028 · fiscal year ending 2028-09-30 · fmp
FY2028 EPS: comparable history unavailable.
FY2028 revenue: comparable history unavailable.
Exact estimates & source dates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
FY2028 estimate observations · fmp
Snapshot
EPS
Revenue
EPS / revenue analysts
2026-10-01
Unavailable
Unavailable
1 / 3
2026-10-02
Unavailable
Unavailable
1 / 3
2026-10-03
Unavailable
Unavailable
1 / 3
2026-10-04
Unavailable
Unavailable
1 / 3
2026-10-05
Unavailable
Unavailable
1 / 3
2026-10-06
Unavailable
Unavailable
1 / 3
2026-10-07
Unavailable
Unavailable
1 / 2
2026-10-08
Unavailable
Unavailable
1 / 2
2026-10-09
Unavailable
Unavailable
1 / 3
2026-10-10
Unavailable
Unavailable
1 / 3
2026-10-11
Unavailable
Unavailable
1 / 3
2026-10-12
Unavailable
Unavailable
1 / 3
2026-10-13
Unavailable
Unavailable
1 / 3
2026-10-14
Unavailable
Unavailable
1 / 3
2026-10-15
Unavailable
Unavailable
1 / 3
2026-10-16
Unavailable
Unavailable
1 / 3
2026-10-17
Unavailable
Unavailable
1 / 3
2026-10-18
Unavailable
Unavailable
1 / 3
2026-10-19
Unavailable
Unavailable
1 / 3
2026-10-20
Unavailable
Unavailable
1 / 3
2026-10-21
Unavailable
Unavailable
1 / 3
2026-10-22
Unavailable
Unavailable
1 / 3
2026-10-23
Unavailable
Unavailable
1 / 3
2026-10-24
Unavailable
Unavailable
1 / 3
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
How this is measured
Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Outlook in Brief
The evidence, the remaining questions, and what comes next
What's improving
No recovery evidence is reported in the available driver assessments.
Still unresolved / key risks
Maintain dividend paymentsDividend per share: $0.15 per share
Gross profit improvementGross profit: $242.5M
Positive cash from operationsCash from operations: $118.7M
Risk observations as of Oct 23, 2026 · 277 daily observations. Historical moves are not forecasts.
Read detailed Outlook Company context, assumptions & risks
Edgewell Personal Care outlook in detail
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
What kind of bet this is
EPC is a higher-risk consumer staples business with a recovery-style long-term thesis, rather than a proven durable compounder. The thesis is on watch: organic sales growth has returned, but recent financial performance remains below its industry cohort.
What's priced into Edgewell Personal Care
The valuation evidence describes EPC as cheap versus peers, while the priced-in tag is justified and fragility is low. The expectations gap is modestly negative, so the evidence does not point to a large gap between market expectations and the valuation model.
What the fundamentals likely do
Near term, organic sales have improved from a 0.5% decline in the first quarter of 2026 to 1.1% growth in the second quarter, and management’s sales-growth priority is on track. Margin progress is limited: adjusted gross margin declines narrowed from 210 basis points to 30 basis points, with inflation and tariffs partly offset by productivity savings. A recent earnings beat is supportive, but elevated risk and weaker peer results leave execution uncertain.
What Edgewell Personal Care hinges on
Over the next year, the thesis depends on sustained organic sales growth and stronger gross margins without a reversal in guidance. A guidance cut after the recent raise would damage confidence, while a weakening jobs trend could weigh on cyclical businesses. Continued earnings strength and higher guidance from sector peers would be a supportive signal for the sector backdrop.
Bottom line
For a 1-to-3-year view, EPC shows progress on sales growth, but loss-making fundamentals, mixed margin execution, and elevated risk make the thesis dependent on continued improvement. Not investment advice.
Source: QuarterlyIQ weekly Outlook · Week ending Oct 24, 2026 · Updated
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
