EDGEWELL PERSONAL CARE Co
EPC · Perfumes, Cosmetics & Other Toilet Preparations · 46.1M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $48M (gross $75M, SBC $28M)
Reference price $17.21 · est. market cap ~$793M — last insider sale, 2025-11-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C61Mature personal-care portfolio that is profitable but with weak returns and sharply lower earnings.
Strengths
- Leading brands (Schick, Banana Boat, Playtex) and operating margin 4.3% (71st pct) with #2 global wet-shave share
- International organic growth of 3.5% offsetting some North America softness
Risks
- GAAP net earnings down 74% with $51M impairment; ROE just 1.6% (41st pct) and ROA 0.68%
- Elevated leverage (D/E 0.89, 78th pct, interest coverage only 1.3x) and declining revenue in mature, competitive categories
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~22% of revenue from one customer/distributor — 1 % GAAP effective tax rate 22
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
41.6%
Operating margin
4.3%
Net margin
1.1%
Return on equity
1.6%
Return on assets
0.7%
ROIC
2.6%
Revenue growth (QoQ)
22.9%
Net-income growth
-74.2%
Debt / equity
0.9×
Interest coverage
1.3×
Current ratio
1.8×
EBITDA
$185M
Tangible book value
-$659M
Stock comp / revenue
1.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2025-12-02 | WEISSMAN FRANCESCA | Option exercise | 2.3K | — |
| 2025-12-02 | WEISSMAN FRANCESCA | Tax withheld | 798 | $17.00 |
| 2025-11-20 | DUNHAM JOHN M | Sell | 333 | $17.21 |
| 2025-11-13 | Hibbert Paul | Option exercise | 5.8K | — |
| 2025-11-13 | Hibbert Paul | Tax withheld | 2.7K | $18.39 |
| 2025-11-13 | Hibbert Paul | Option exercise | 4.1K | — |
| 2025-11-13 | Hibbert Paul | Tax withheld | 1.9K | $18.39 |
| 2025-11-13 | WEISSMAN FRANCESCA | Option exercise | 2.8K | — |
| 2025-11-13 | WEISSMAN FRANCESCA | Tax withheld | 958 | $18.39 |
| 2025-11-13 | Langley LaTanya | Option exercise | 5.8K | — |
| 2025-11-13 | Langley LaTanya | Tax withheld | 2.9K | $18.39 |
| 2025-11-13 | LITTLE ROD R | Option exercise | 59K | — |
| 2025-11-13 | LITTLE ROD R | Tax withheld | 27K | $18.39 |
| 2025-11-11 | LITTLE ROD R | Tax withheld | 5.8K | $18.57 |
| 2025-11-11 | WEISSMAN FRANCESCA | Option exercise | 780 | — |
| 2025-11-11 | WEISSMAN FRANCESCA | Tax withheld | 272 | $18.57 |
| 2025-11-11 | Langley LaTanya | Option exercise | 1.6K | — |
| 2025-11-11 | Langley LaTanya | Tax withheld | 814 | $18.57 |
| 2025-11-11 | LITTLE ROD R | Option exercise | 13K | — |
| 2025-11-11 | Hibbert Paul | Option exercise | 1.6K | — |
| 2025-11-11 | Hibbert Paul | Tax withheld | 758 | $18.57 |
| 2025-11-10 | LITTLE ROD R | Option exercise | 15K | — |
| 2025-11-10 | LITTLE ROD R | Tax withheld | 6.8K | $18.83 |
| 2025-11-10 | WEISSMAN FRANCESCA | Option exercise | 1.0K | — |
| 2025-11-10 | Hibbert Paul | Tax withheld | 949 | $18.83 |
| 2025-11-10 | WEISSMAN FRANCESCA | Tax withheld | 356 | $18.83 |
| 2025-11-10 | Langley LaTanya | Option exercise | 2.3K | — |
| 2025-11-10 | Hibbert Paul | Option exercise | 2.0K | — |
| 2025-11-10 | Langley LaTanya | Tax withheld | 1.2K | $18.83 |
| 2025-11-08 | DUNHAM JOHN M | Tax withheld | 128 | $18.83 |
| 2025-11-08 | Langley LaTanya | Tax withheld | 1.8K | $18.83 |
| 2025-11-08 | LITTLE ROD R | Option exercise | 17K | — |
| 2025-11-08 | LITTLE ROD R | Tax withheld | 8.0K | $18.83 |
| 2025-11-08 | SPENCE JESSICA | Option exercise | 4.4K | — |
| 2025-11-08 | Hibbert Paul | Option exercise | 4.4K | — |
| 2025-11-08 | Hibbert Paul | Tax withheld | 2.1K | $18.83 |
| 2025-11-08 | SPENCE JESSICA | Tax withheld | 2.4K | $18.83 |
| 2025-11-08 | DUNHAM JOHN M | Option exercise | 461 | — |
| 2025-11-08 | Langley LaTanya | Option exercise | 3.7K | — |
| 2025-02-05 | Black Robert William | Option exercise | 3.9K | — |
| 2025-02-05 | Waring Gary | Option exercise | 1.5K | — |
| 2025-02-05 | O'Leary Joseph D | Option exercise | 3.2K | — |
| 2025-02-05 | O'Leary Joseph D | Option exercise | 3.9K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-26 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-02-09 | ResultsExec/director changeShareholder voteReg FDExhibits | filing ↗ |
| 2026-02-06 | Acquisition/dispositionReg FDExhibits | filing ↗ |
| 2025-11-13 | ResultsExhibits | filing ↗ |
| 2025-11-13 | Material agreementReg FDExhibits | filing ↗ |
| 2025-09-05 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-08-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-26 | 2026-05-20 | 0001628280-26-037995 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001628280-26-031376 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001628280-26-030870 ↗ |
| 10-Q | 2026-02-09 | 2025-12-31 | 0001628280-26-006288 ↗ |
| 8-K | 2026-02-09 | 2026-02-05 | 0001628280-26-006183 ↗ |
| 8-K | 2026-02-06 | 2026-02-02 | 0001628280-26-006076 ↗ |
| 10-K | 2025-11-18 | 2025-09-30 | 0001628280-25-052765 ↗ |
| 8-K | 2025-11-13 | 2025-11-13 | 0001628280-25-051816 ↗ |
| 8-K | 2025-11-13 | 2025-11-12 | 0001628280-25-051814 ↗ |
| 8-K | 2025-09-05 | 2025-08-29 | 0001628280-25-041694 ↗ |
| 8-K | 2025-08-05 | 2025-08-05 | 0001628280-25-037579 ↗ |
| 10-Q | 2025-08-05 | 2025-06-30 | 0001628280-25-037827 ↗ |