Turning Point Brands (TPB) Q3 Earnings and Revenues Beat Estimates

Core Insights - Turning Point Brands (TPB) reported quarterly earnings of $1.05 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, and up from $0.68 per share a year ago, representing an earnings surprise of +29.63% [1] - The company achieved revenues of $118.98 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.90% and increasing from $105.62 million year-over-year [2] - Turning Point Brands shares have increased approximately 58.4% year-to-date, significantly outperforming the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.79 on revenues of $113.3 million, and for the current fiscal year, it is $3.50 on revenues of $448.65 million [7] - The estimate revisions trend for Turning Point Brands was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Tobacco industry, to which Turning Point Brands belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Turning Point Brands may be influenced by the overall industry outlook, as empirical research indicates a strong correlation between near-term stock movements and earnings estimate revisions [5]