종목/NWL
Newell Brands Inc.
Q2 2026 Outlook: Net Sales Flat to 2%; Core Sales Flat to 2%; Normalized Operating Margin 9.6% to 10.2%; Normalized EPS $0.16 to $0.19. Updated Full Year 2026 Outlook: Net Sales Flat to 2%; Core Sales (1%) to 1%; Normalized Operating Margin 8.6% to 9.2%; Normalized EPS $0.56 to $0.60. Operating cash flow maintained at $350 million to $400 million.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Newell Brands Inc. engages in the design, manufacture, sourcing, and distribution of consumer and commercial products worldwide. The company operates in three segments: Home and Commercial Solutions, Learning and Development, and Outdoor and Recreation. The Commercial Solutions segment provides commercial cleaning and maintenance solution products under the Rubbermaid, Rubbermaid Commercial Products, Mapa, and Spontex brands; closet and garage organization products; hygiene systems and material handling solutions; household products, such as kitchen appliances under the Crockpot, Mr. Coffee, Oster, and Sunbeam brands; small appliances under the Breville brand name in Europe; food and home storage products under the FoodSaver, Rubbermaid, Ball, and Sistema brands; fresh preserving products; vacuum sealing products; and gourmet cookware, bakeware, and cutlery under the Calphalon brand; and home fragrance products under the Chesapeake Bay, WoodWick, and Yankee Candle brands. The Learning and Development segment offers writing instruments, including markers and highlighters, pens, and pencils; art products; activity-based products; labeling solutions; and baby gear and infant care products under the Dymo, Elmer's, EXPO, Graco, NUK, Paper Mate, Parker, and Sharpie brands. The Outdoor and Recreation segment provides outdoor and outdoor-related products, inlcuding technical apparel and on-the-go beverageware under the Bubba, Campingaz, Coleman, Contigo, and Marmot brands. It serves large mass merchandisers, discount stores, home centers, warehouse clubs, office superstores, direct-to-consumer channels, specialty retailers and wholesalers, commercial distributors and e-commerce retailers, grocery stores, and sporting goods, as well as direct to consumers online, select contract customers, and other professional customers. The company was founded in 1903 and is headquartered in Atlanta, Georgia.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 1일 (금) | 2026 Q1 | $-0.09 | $-0.05 | +44.5% | $1.55B | ▲ 11.5% |
| PG |
| P&G |
| 334B |
| −0.8% |
| 75% (3/4) |
| PM | 필립 모리스 인터내셔널 | 295B | +4.1% | 100% (4/4) |
회사는 분기 실적이 자체 기대치를 상회하고 가이던스를 상향 조정했으므로 시장은 이를 긍정적으로 받아들일 가능성이 높다. 특히 마진 레버리지와 Learning & Development의 강한 실적은 투자심리에 우호적일 수 있으나 여전히 순손실·높은 순부채(부채 $5.0B, 현금 $201M)와 재고 증가로 인한 영업현금 유출은 리스크로 남아있다.