Q1 2027 Prestige Consumer Healthcare Inc Earnings Call Transcript

Aug 6, 2026 / 12:30 PM GMT

Release Date Price: $54.43 (+2.74%)

Transcript 10-Q8-K

Key Points

Positve

Prestige Consumer Healthcare Inc (PBH) exceeded sales and earnings expectations in Q1 fiscal 2027, with total sales increasing 6.5% to approximately $266 million.
The company delivered a record quarterly adjusted free cash flow of $83.7 million, providing additional flexibility for disciplined capital allocation.
The Breathe Right portfolio acquisition is largely integrated, with all major milestones completed less than 60 days after closing, and is expected to contribute approximately $200 million in annual revenue.
The company completed two strategic acquisitions (Breathe Right and Lacorium Health) that are expected to add more than 20% to the annualized revenue base and enhance portfolio diversification across eight categories.
Management raised its full-year fiscal 2027 adjusted diluted EPS guidance to $4.55-$4.65 and adjusted free cash flow guidance to $270 million or more, driven by the accretive acquisitions.
The company continues to see strong consumption growth in key categories like GI (Dramamine and Fleet) and skin care (Compound W), as well as robust double-digit growth in e-commerce.

Negative

ClearEyes sales were below expectations due to ongoing supply constraints and output variability at the Pillar 5 facility, which is expected to continue into the second quarter.
The company anticipates a modest organic revenue decline in the second quarter due to retailer order timing that benefited Q1, creating quarter-to-quarter volatility.
Adjusted gross margin declined 120 basis points year-over-year in Q1, primarily due to higher transportation costs (diesel) and product mix.
International segment organic revenues decreased 2.1% in Q1 due to the timing of distributor orders, despite positive consumption trends.
Higher interest expense from the recent acquisitions partially offset revenue growth, limiting adjusted diluted EPS growth to approximately 3% in Q1.
The company expects near-term EPS accretion from the Breathe Right acquisition to be a couple of pennies below the annualized rate of $0.25 due to timing of sales, A&M commitments, and debt paydown.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PBH.N - Prestige Consumer Healthcare Inc
Q1 2027 Prestige Consumer Healthcare Inc Earnings Call
Aug 06, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and thank you for standing by. Welcome to the Q1 2027 Prestige Consumer Healthcare Inc. Earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press *11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press *11 again. Please be advised that today's conference call is being recorded. I would now like to hand the conference call over to your first speaker today, Phil Turpolilli, Vice President, Investor Relations and Treasury Business Development.

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