Hamilton Beach Brands Holding Company reported fourth‑quarter 2025 revenue of $212.9 million, essentially unchanged from the $213.5 million earned a year earlier. Gross margin rose to 28.3% from 26.1% in the prior year, and operating profit climbed to $25.4 million versus $23.6 million. Earnings per share of $1.38 beat the prior‑year $1.75 and exceeded consensus estimates, driven by higher margins in the commercial and health businesses and disciplined cost management in the consumer segment.
Full‑year 2025 revenue fell 7.3% to $606.9 million, largely because U.S. consumer volumes were dampened by tariff‑related inventory pauses. Gross profit for the year was $156.2 million, or 25.7% of revenue, down from 26.0% a year earlier due to a one‑time $5.3 million tariff charge. Operating profit declined to $36.6 million from $43.2 million, reflecting the combined impact of lower revenue and the tariff expense.
The commercial and health segments were the primary drivers of the Q4 rebound. Health‑segment revenue grew 68.6% to $1.9 million and generated an operating profit of $172,000, while the consumer business saw a decline as tariff‑related inventory pauses reduced sales volumes. The commercial business’s improved mix and pricing power helped offset the consumer downturn and lift overall margins.
"We are pleased with our fourth‑quarter results, which meaningfully exceeded our expectations," said President and CEO R. Scott Tidey. He added that the company’s strategic actions—diversifying sourcing, adjusting prices, and expanding higher‑margin commercial and health lines—have begun to pay off. CFO Sally Cunningham echoed the sentiment, noting that the company closed 2025 with momentum that should carry into 2026.
Management reiterated its 2026 outlook, targeting mid‑single‑digit revenue growth while continuing to focus on supply‑chain diversification and margin recovery. The company also highlighted a $22 million sales headwind from the expiration of the Bartesian license agreement, but remains confident that the rebound in commercial and health businesses will offset this challenge.
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