Given recent comments from other consumer goods companies, we lower our revenue and earnings forecasts for 3Q:25 through 1Q:26.
As we see it, 3Q:25 revenue declined 5.0% to $174.6 million (was $176.8 million) and, with likely operating margin pressure as well, we shave our September quarter EPS estimate by $0.03 to $0.10.
We still expect sales and margins to recover in 2026 and maintain our 2026 annual EPS estimate at $0.55, though we fine tune the quarterly cadence of these projections.
We assign a moderate risk rating given our expectation for an earnings rebound in 2026 and healthy free cash flow prospects.
03 Nov 2025
Expect Lower 3Q:25 EPS Due To Macro And Tariff Concerns; Maintain $7 Price Target Based On Projected 2026 Sales, Earnings Rebound, Good Free Cash Flow
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Expect Lower 3Q:25 EPS Due To Macro And Tariff Concerns; Maintain $7 Price Target Based On Projected 2026 Sales, Earnings Rebound, Good Free Cash Flow
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- Published:
03 Nov 2025 -
Author:
Anthony C. Lebiedzinski -
Pages:
10 -
Given recent comments from other consumer goods companies, we lower our revenue and earnings forecasts for 3Q:25 through 1Q:26.
As we see it, 3Q:25 revenue declined 5.0% to $174.6 million (was $176.8 million) and, with likely operating margin pressure as well, we shave our September quarter EPS estimate by $0.03 to $0.10.
We still expect sales and margins to recover in 2026 and maintain our 2026 annual EPS estimate at $0.55, though we fine tune the quarterly cadence of these projections.
We assign a moderate risk rating given our expectation for an earnings rebound in 2026 and healthy free cash flow prospects.