Perrigo Q4 Earnings Call Highlights

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Sat, February 28, 2026 astatine 3:06 PM CST 8 min read

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Management said its Three‑S strategy is gaining traction with market‑share gains and implicit $100 million of caller U.S. store‑brand distribution, and connected a "CORE" ground 2025 operating income roseate 7% and CORE EPS accrued 14% contempt anemic OTC consumption.
Perrigo reported a non‑cash $1.3 billion goodwill impairment successful 2025 but said it doesn't impact currency flow; the institution expects an approximate $0.60 EPS headwind successful 2026 from manufacturing under‑absorption and guided CORE EPS to $2.25–$2.55 (all‑in EPS $2.00–$2.30).
Management launched a two‑year programme targeting annualized pre‑tax savings of $80–$100 million (with ~7% workforce reductions and ~$80–$90 cardinal implementation costs), ended 2025 with $532 million currency and 4.0x nett leverage, and is pursuing a dermacosmetics merchantability and an ongoing strategical reappraisal of babe look to assistance trim indebtedness and amended margins.
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Perrigo (NYSE:PRGO) executives outlined “meaningful progress” successful 2025 portion acknowledging a softer user wellness marketplace and continued challenges successful babe formula, according to the company’s fourth-quarter and full-year 2025 net telephone held Thursday.

CEO Patrick Lockwood-Taylor said the institution is seeing expanding grounds that its “Three-S plan”—to simplify, streamline, and fortify the business—is gaining traction, pointing to marketplace stock gains and implicit $100 cardinal successful caller U.S. store-brand organisation and competitory takeaways. CFO Eduardo Bezerra emphasized disciplined outgo management, but besides flagged sizable non-cash impairment charges successful 2025 and the imaginable for further impairment successful aboriginal 2026 related to reporting conception changes.

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Management presented results done 2 lenses: “all-in” (historical operations) and “CORE Perrigo,” which excludes babe look and announced divestitures, chiefly the dermacosmetics business.

Lockwood-Taylor said the institution delivered net per stock successful enactment with revised guidance contempt brushed marketplace conditions. For full-year 2025, Perrigo’s all-in operating income grew 2% and EPS accrued 7% to $2.75. On a CORE basis, operating income roseate 7% and CORE EPS accrued 14%.

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In the 4th quarter, continued marketplace weakness weighed connected results. CORE integrated nett income declined 2%, portion CORE operating income declined by $4 million, oregon 2%. CORE EPS was $0.76, down $0.02 twelvemonth implicit year.

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