The Q4 earnings miss and FY2027 guidance below FY2026 adjusted EPS are clear negatives. The LaCorium acquisition adds ~$40M revenue but at ~3.75x trailing revenue, which is reasonable but adds execution risk. Watch for the Q1 FY2027 report for initial Clear Eyes supply recovery signs and the closing of Breathe Right and LaCorium acquisitions. The stock may face continued pressure until organic revenue growth turns positive.
Price Chart
Executive Summary
Prestige Consumer Healthcare reported Q4 FY2026 revenue of $281.6M (down 5.0% YoY) and GAAP diluted EPS of $1.13, missing the consensus estimate of $1.39 by 18.7%. Full-year FY2026 revenue fell 4.3% to $1.089B with adjusted diluted EPS of $4.38, down 3.1% YoY. The company also announced the acquisition of LaCorium Health for ~$150M in cash and issued FY2027 guidance for organic revenue growth of 1-3% and adjusted EPS of $4.42-$4.51, which is below the prior year's $4.52 adjusted EPS. The combination of declining revenue, an earnings miss, and guidance below the prior year's baseline is bearish.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue of $281.6M, down 5.0% YoY from $296.5M
- Q4 GAAP diluted EPS of $1.13 vs consensus $1.39 (18.7% miss)
- Full-year FY2026 revenue of $1.089B, down 4.3% YoY
- Full-year adjusted diluted EPS of $4.38 vs $4.52 prior year
- FY2027 guidance: revenue $1.100-$1.121B, adjusted EPS $4.42-$4.51 (below FY2026 adjusted EPS of $4.52)
- Announced acquisition of LaCorium Health for ~$150M in cash, expected to close in Q2 FY2027
- Free cash flow of $246.4M in FY2026, up from $243.3M prior year
- Net leverage ratio of 2.6x as of March 31, 2026
Financial Impact
Q4 revenue miss of ~$12.1M vs consensus; EPS miss of $0.26 vs consensus; FY2027 guidance below FY2026 baseline
Risk Factors
- Clear Eyes supply constraints persisting into FY2027
- Integration risk from Pillar5, Breathe Right, and LaCorium acquisitions
- FY2027 adjusted EPS guidance of $4.42-$4.51 is below FY2026's $4.52, implying no earnings growth
- Consumer spending headwinds and potential tariff impacts
- Elevated leverage at 2.6x with pending acquisitions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001295947-26-000013 |
| Exhibit: exhibit992pbh_fy26xq4.htm | 0001295947-26-000013 |
| Document: pbh-20260513.htm | 0001295947-26-000013 |
| Document: 0001295947-26-000013-index-headers.html | 0001295947-26-000013 |
| Document: 0001295947-26-000013-index.html | 0001295947-26-000013 |
| Document: 0001295947-26-000013.txt | 0001295947-26-000013 |
| 8-K Data (Synthetic) | 0001295947-26-000013 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Press Release | $54.43 $52.56 | ▼ −3.44% | ▼ −4.04% | $45.26 (−16.85%) |
Jul 6, 2026 12w ago | Press Release | $48.86 $50.22 | ▲ +2.78% | ▲ +3.35% | $45.26 (−7.37%) |
Jun 16, 2026 15w ago | 8-K | $47.50 $47.19 | ▼ −0.65% | ▼ −0.85% | $45.26 (−4.72%) |
May 13, 2026 20w ago | 8-K | $45.93 $47.82 | ▼ −4.12% | ▼ −4.97% | $45.26 (+1.46%) |
May 7, 2026 21w ago | 144 | $54.59 $45.44 | ▼ −16.76% | ▼ −19.90% | $45.26 (−17.09%) |
US Market Status
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