Turning Point Brands, Inc. reported results for the 2026 quarter with consolidated revenue of $142.96M, up from $116.63M a year earlier, while net income fell to $3.6M and diluted EPS declined to $0.18— reflecting strong sales growth offset by mix and cost pressures.

Financial Highlights

MetricCurrent quarterPrior year quarterYoY changeRevenue¹$142.96M$116.63M22.6%Net income²$3.6M$14.48M(75.2%)Diluted EPS³$0.18$0.79(77.2%)

¹ Reported as “Net sales”. ² Reported as “Net income attributable to Turning Point Brands, Inc.”. ³ Reported as “Diluted income per common share”.

Business Highlights

  • Revenue growth was driven by a strong shift to modern oral products, with Stoker’s (modern oral) rising about 51.6% year-to-date while Zig-Zag declined.
  • Higher volumes of modern oral products increased shipping and selling costs, affecting margins despite revenue gains.
  • The company received approximately $17.8M in tariff refunds during the period, which improved gross margins and reduced cost of goods sold.
  • Turning Point Brands' products are available in roughly 220,000 North American retail locations and through about 900 distributors, with continued expansion in e‑commerce channels.

Original SEC Filing:

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