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Turning Point Brands (TPB) investor relations material

Turning Point Brands Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary6 Aug, 2025

Executive summary

  • Q2 2025 net sales rose 25.1% year-over-year to $116.6M, driven by 651% growth in Modern Oral sales, now 26% of total revenue.

  • Adjusted EBITDA increased 14.8% to $30.5M; net income attributable to shareholders up 11% to $14.5M.

  • Stoker's segment net sales surged 62.9% year-over-year to ~$70M, offsetting a 6.9% decline in Zig-Zag segment sales.

  • Gross margin improved to 57.1% from 54.1% year-over-year, reflecting favorable product mix and higher-margin contributions.

  • The company completed the divestiture of its CDS segment, now reported as discontinued operations.

Financial highlights

  • Q2 2025 net sales: $116.6M (+25.1% YoY); six months: $223.1M (+26.5% YoY).

  • Adjusted EBITDA for Q2 2025: $30.5M (+14.8% YoY); six months: $58.2M (+13.6% YoY).

  • Gross profit for Q2 2025: $66.6M (+32.2% YoY); gross margin: 57.1%.

  • SG&A was $40.3M, up due to Modern Oral expansion, higher freight, and marketing costs.

  • Free cash flow for Q2 was $11.2M; cash on hand at June 30, 2025: $109.9M.

Outlook and guidance

  • Full-year 2025 adjusted EBITDA guidance raised to $110M–$114M from $108M–$113M.

  • Modern Oral sales guidance for 2025 increased to $100M–$110M from $80M–$95M.

  • Management expects continued growth in modern oral products and ongoing margin improvement in Stoker's segment.

  • Effective income tax rate expected at 23%–26% going forward.

  • Budgeted CapEx for 2025 is $4M–$5M, plus $3M–$5M for Modern Oral PMTAs.

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Frequently asked questions

Turning Point Brands, Inc. provides tobacco products in the United States. It offers moist snuff; cigars; e-vapor products, such as electronic cigarettes, vaporizers, and e-liquids; and disposable e-cigarettes under the Zig-Zag brand.

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