Spectrum Brands Holdings, Inc. (SPB) FY2025 10-K Annual Report

Filed: Nov 18, 2025
Information Technology
Miscellaneous Electrical Machinery, Equipment & SuppliesSEC EDGAR

Spectrum Brands Holdings, Inc. (SPB) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Nov 18, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Spectrum Brands Holdings, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Consumer products manufacturing and distribution focused on branded household and specialty goods
  • Emphasis this year on cybersecurity risk management and compliance with evolving international data privacy laws like GDPR, CCPA, CPRA
  • Strategic focus on managing intellectual property risks amid ongoing infringement claims and increased regulatory scrutiny
  • Environmental compliance costs highlighted with potential material impact from evolving laws, including EU directives and U.S. EPA regulations
  • Noteworthy product recall history this year including Black+Decker and PowerXL products causing significant operational costs and reputation risk

Management Discussion & Analysis

  • Revenue: Total net sales down YoY — Global Pet Care $1,082.5M (-6.0%), Home & Garden $572.8M (-1.0%), Home & Personal Care $1,153.7M (-6.5%)
  • Profitability: Adjusted EBITDA margin down YoY — GPC 18.0% vs 18.8%, H&G 16.0% vs 15.7%, HPC 4.9% vs 6.1%
  • Best segment: Home & Garden — Adj. EBITDA up $0.7M to $91.5M, margin 16.0%; Worst segment: Home & Personal Care — Adj. EBITDA down $18.6M to $56.7M, margin 4.9%
  • Cash flow: Operating cash flow $204.1M down $65.7M; investing cash flow ($37.7M) vs $1,021.2M prior year; financing cash flow ($401.2M) vs ($1,578.2M); dividends down $2.4M
  • Outlook & risks: Management expects operating cash sufficient for 12 months; risks include tariff volatility, inflationary costs, and potential impairment on tradenames like Rejuvenate®

Risk Factors

  • Regulatory risk from Dodd-Frank Act conflict minerals provisions, causing increased costs and potential supply limitations for metals from Congo region
  • Geopolitical exposure to PRC government intervention in operations of key Chinese suppliers, risking delays, cost increases, and penalties
  • Operational vulnerability from reliance on sole-source manufacturing and supply chain disruptions due to labor issues, trade policy, or extreme weather
  • Competitive risk from divestiture of HPC business, potentially leading to smaller, less diversified companies vulnerable to market changes
  • Financial risk from substantial indebtedness limiting flexibility and potential need to incur additional debt

Spectrum Brands Holdings, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$2.8B

-5.2% YoY

Net Income

$100M

-20.0% YoY

Gross Margin

36.7%

-69bp YoY

Operating Margin

4.4%

-131bp YoY

Net Margin

3.6%

-65bp YoY

ROE

5.2%

-60bp YoY

Total Assets

$3.4B

-12.0% YoY

EPS (Diluted)

$3.86

-5.9% YoY

Operating Cash Flow

$204M

+25.2% YoY

Source: XBRL data from Spectrum Brands Holdings, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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