Spectrum Brands (SPB) Q3 FY26 earnings call

Spectrum Brands delivered strong Q3 FY26 results, driven by broad-based growth across all segments and significant progress on its S/4HANA ERP transformation. Despite ongoing macroeconomic volatility and anticipated Q4 headwinds in certain segments, management raised its full-year adjusted EBITDA outlook, emphasizing disciplined execution and strategic investments in brand innovation and M&A. The company views tariff refunds as a recovery of prior losses, intended for reinvestment in commercial activities.