Prestige Consumer Healthcare Tops Q1 Estimates and Lifts FY27 Guidance, Fueled by Acquisitions

summarizeSummary

Prestige Consumer Healthcare posted Q1 FY2027 revenue of $265.7M (up 6.5% YoY) and adjusted EPS of $0.98, exceeding expectations. Reflecting the Breathe Right and LaCorium acquisitions, the company raised its full-year outlook to revenue of $1.29–$1.315B and adjusted EPS of $4.55–$4.65.

check_boxKey Events · Earnings and Guidance · PBH

• Q1 Revenue and EPS Beat

  Revenue reached $265.7M, a 6.5% year-over-year increase, with organic growth contributing 3.2%. Adjusted diluted EPS came in at $0.98, up from $0.95 a year ago.

• Raised Full-Year Outlook

  Incorporating the Breathe Right and LaCorium acquisitions, FY2027 revenue guidance was lifted to $1,290–$1,315M (from $1,100–$1,121M) and adjusted diluted EPS to $4.55–$4.65 (from $4.42–$4.51).

• Record Adjusted Free Cash Flow

  Driven by working capital timing, adjusted free cash flow hit a record $83.7M in Q1, compared with $78.2M in the prior-year period.

• Acquisitions Closed, Integration on Track

  The $1.045B Breathe Right acquisition closed in June and the $150M LaCorium deal in July. Integration is progressing as planned, with Breathe Right largely complete.

auto_awesomeAnalysis · PBH · Life Sciences

A strong fiscal first quarter saw organic revenue climb 3.2% and adjusted EPS reach $0.98, both ahead of expectations. The period also marked the close of two transformative deals—Breathe Right and LaCorium—prompting management to raise the full-year revenue target by nearly 20% to $1.29–$1.315 billion, with adjusted EPS now guided to $4.55–$4.65. Record adjusted free cash flow of $83.7 million and a debt maturity extension to 2031 bolster financial flexibility, even as net debt sits at $2 billion. The results and updated outlook point to successful integration and a clear deleveraging trajectory, reinforcing the investment case.