ACCO Brands Corporation (ACCO) Earnings Call Transcripts

ACCO Brands Corporation's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, ACCO Brands Corporation reported a revenue increase of 8% year-over-year, surpassing expectations, driven by strong performance in the Americas and the EPOS acquisition. Adjusted EPS was also above outlook, reflecting effective execution on operational initiatives. Management reiterated full-year guidance, expecting reported sales to be flat to up 3% and adjusted EPS in the range of $0.84 to $0.89, indicating a cautious outlook amid macroeconomic uncertainties.

Reported metrics

Guidance from management

Management reiterated full-year guidance for reported sales to be flat to up 3% and adjusted EPS in the range of $0.84 to $0.89, reflecting a cautious outlook amid global uncertainties.

What management said

Yes. That's a good question, Joe. Candidly, we weren't really sure the uncertainty of an acquired business and the potential disruptions in integration. We just found it prudent to be careful with our guidance assumptions for the business. We're learning about it more and more. As I said earlier, we're very optimistic about its contributions to our business this year and beyond. But candidly, it was just our lack of ...

Yes. We believe it's largely related to a softer consumer. In the first quarter, if you think about the sequencing of our annual sales, a lot of it is reliant upon holiday and holiday was relatively weak for gaming in Q4, which left some inventory opportunities for retailers, which presented some challenges for us in Q1. But what I do feel good about is our brand. Our brand has taken share each month in the first 3 m...

What analysts pressed on

Analysts expressed concerns regarding the lack of flow-through from the strong Q1 performance to the full-year guidance, questioning the impact of macroeconomic uncertainties on future growth. There were also inquiries about the integration of EPOS and its potential to drive revenue growth.

Main topics on the call

• Strong Q1 Performance — ACCO Brands achieved first quarter consolidated sales growth of 8%, exceeding expectations, with management stating, "We are pleased with the strong start to the year, and the results indicate we are executing well on ou...
• EPOS Acquisition Integration — The integration of EPOS is on track, with expected sales of approximately $80 million in 2026. Management noted, "We believe it's very complementary to our Kensington business" and expressed optimism about growth synergi...
• Back-to-School Season Outlook — Management indicated early purchases for back-to-school products were better than anticipated, stating, "We feel good about our brands based on their performance last year in which ACCO Brands' portfolio of brands took m...
• Cost Management and Inflation Concerns — Management is executing a cost optimization program targeting $100 million in savings, but noted potential rising costs due to geopolitical tensions, stating, "We anticipate fuel costs and certain raw materials to increa...

Read the full ACCO Brands Corporation transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 32 ACCO Brands Corporation earnings call transcripts on record, spanning February 12, 2020 to July 31, 2026. Based on this history, ACCO Brands Corporation reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ACCO

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

32

First call

February 12, 2020

Most recent

July 31, 2026

Reporting cadence

quarterly