Acco Brands | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 383.7 M

Revenue: As of FY2025 Q3, the actual value is USD 383.7 M, missing the estimate of USD 391.07 M.

EPS: As of FY2025 Q3, the actual value is USD 0.04, missing the estimate of USD 0.135.

EBIT: As of FY2025 Q3, the actual value is USD 35.5 M.

ACCO Brands Americas

• Net Sales: $227.6 million for Q3 2025, a decrease of 12.2% from $259.1 million in Q3 2024.
• Operating Income: $24.7 million for Q3 2025, a decrease of 4.6% from $25.9 million in Q3 2024.
• Operating Margin: 10.9% for Q3 2025, an increase of 0.9 percentage points from 10.0% in Q3 2024.

ACCO Brands International

• Net Sales: $156.1 million for Q3 2025, a decrease of 3.5% from $161.8 million in Q3 2024.
• Operating Income: $10.5 million for Q3 2025, an increase of 10.5% from $9.5 million in Q3 2024.
• Operating Margin: 6.7% for Q3 2025, an increase of 0.8 percentage points from 5.9% in Q3 2024.

Cash Flow

• Operating Cash Flow: $38.1 million for the nine months ended September 30, 2025, compared to $95.5 million for the same period in 2024.

Future Outlook and Strategy

• Core Business Focus: The company is focusing on cost reduction programs and has implemented price increases in the U.S. to counteract the impact of tariffs. It is also moving sourcing to countries with potentially lower tariffs and expanding SKU rationalization.
• Non-Core Business: The company completed the acquisition of Buro Seating Limited Partnership to expand its presence in Australia and New Zealand into a new product category.

Outlook Summary

The company expects continued uncertainty in demand due to tariffs and global economic conditions. It is taking actions such as price increases and sourcing adjustments to mitigate these impacts.