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Primo Brands (PRMB) investor relations material
Primo Brands Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Leadership transition announced with Eric Foss appointed as Chairman and CEO, following the integration of Primo Water and Blue Triton brands.
Q3 2025 comparable net sales declined 1.6% year-over-year, with flat volume and a 1.6% decrease in price/mix; adjusted EBITDA margin rose 180 bps to 22.9%.
Premium water segment saw strong growth, while regional spring and purified water segments declined.
The company remains the leading branded bottled water player in North America, with strong brand portfolio and distribution reach.
Quarterly dividend of $0.10 per share declared.
Financial highlights
Q3 2025 reported net sales were $1,766.1M, up 35.3% year-over-year; adjusted EBITDA was $404.5M, up 53.2%.
Comparable adjusted EBITDA grew 6.8% year-over-year to $404.5M, with a margin of 22.9%.
Adjusted net income rose to $155.0M from $76.9M year-over-year.
Premium water net sales grew 44.4% in Q3 2025; emerging specialty & other channels up 19.1%.
Adjusted free cash flow for Q3 was $311.1M, up from $234.8M year-over-year.
Outlook and guidance
Net sales guidance revised to a low single-digit decline year-over-year, mainly due to slower recovery in direct delivery.
Adjusted EBITDA guidance for 2025 is $1,440M–$1,460M (21.8% margin), up 180 basis points from prior year.
Adjusted free cash flow guidance reiterated at $740M–$760M.
Cost synergy targets reaffirmed: $200M in 2025, $300M in 2026.
2026 expected to see growth from premium brands, expanded distribution, and pricing actions.
True organic growth given 2024 GAAP basis?
How much of 2025 cost synergy target realized?
New CEO's immediate strategic priorities?
Eric Foss's strategic shifts for growth?
Key drivers for direct delivery volume recovery?
Impact of unwinding temporary costs on 2026 margins?
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Next Primo Brands earnings date
Q4 202519 Feb, 2026
Next Primo Brands earnings date
Q4 202519 Feb, 2026
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