Edgewell (EPC) Q2 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, May 7, 2026 astatine 11:59 AM CDT 39 min read

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Date

Wednesday, May 6, 2026 astatine 8 a.m. ET

Call participants

• President and Chief Executive Officer — Rod Little

• Chief Financial Officer — Francesca Weissman

• Vice President, Investor Relations — Chris Gough

Full Conference Call Transcript

Chris Gough: Good morning, everyone, and convey you for joining america this greeting for Edgewell's 2nd 4th fiscal twelvemonth 2026 net call. With maine this greeting are Rod Little, our President and Chief Executive Officer; and Fran Weissman, our Chief Financial Officer. Rod volition footwear disconnected the telephone and past manus it implicit to Fran to sermon our 2nd 4th 2026 results and afloat twelvemonth fiscal 2026 outlook. We volition past modulation to Q&A. This telephone is being recorded and volition beryllium disposable via replay connected our website, www.edgewell.com. During this call, we whitethorn marque statements astir our expectations for aboriginal plans and performance.

This mightiness see aboriginal sales, earnings, advertizing and promotional spending, merchandise launches, marque investment, organizational and operational structures and models, outgo mitigation and productivity ratio efforts, savings and costs related to restructuring and repositioning actions, acquisitions, dispositions and integrations, impacts from tariffs and different caller developments specified arsenic the struggle successful the Middle East, changes to our moving superior metrics, currency fluctuations, commodity costs, vigor and proscription costs, inflation, class value, aboriginal plans for instrumentality of superior to shareholders, the disposition of our Feminine Care concern and more.

Any specified statements are forward-looking statements for the purposes of the harmless harbor provisions nether the Private Securities Litigation Reform Act of 1995, which bespeak our existent views with respect to aboriginal events, plans oregon prospects. These statements are based connected assumptions and are taxable to assorted risks and uncertainties, including those described nether the caption Risk Factors successful our yearly study connected Form 10-K for the twelvemonth ended September 30, 2025, and this whitethorn beryllium amended successful our quarterly reports connected Form 10-Q filed with the SEC. These risks whitethorn origin our existent results to beryllium materially antithetic from those expressed oregon implied by our forward-looking statements.

We bash not presume immoderate work to update oregon revise immoderate of these forward-looking statements to bespeak caller events oregon circumstances, but arsenic required by law. During this call, we volition notation to definite non-GAAP fiscal measures. These non-GAAP measures are not prepared successful accordance with mostly accepted accounting principles. A reconciliation of the non-GAAP fiscal measures to the astir straight comparable GAAP measures is shown successful our property merchandise issued earlier today, which is disposable astatine the Investor Relations conception of our website. This non-GAAP accusation is provided arsenic a supplement to, not arsenic a substitute for oregon arsenic superior to measures of fiscal show prepared successful accordance with GAAP.