Spectrum Brands Holdings, Inc.

NYSE:SPB 株式レポート

時価総額：US$2.0b

Spectrum Brands Holdings 将来の成長

Future 基準チェック /16

Spectrum Brands Holdings利益と収益がそれぞれ年間7.3%と2.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.7% 16.7%なると予測されています。

主要情報

7.3%

収益成長率

16.74%

EPS成長率

Household Products 収益成長4.7%
収益成長率2.2%
将来の株主資本利益率6.69%
アナリストカバレッジ

Good

最終更新日17 Jun 2026

今後の成長に関する最新情報

分析記事 • Feb 08

Spectrum Brands Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders of Spectrum Brands Holdings, Inc. ( NYSE:SPB ) will be pleased this week, given that the stock price is up...

Recent updates

分析記事 • Jun 19

Spectrum Brands Holdings (SPB) Stock Could Be 4% Undervalued After Its Recent Rally

Spectrum Brands Holdings (SPB) has drawn fresh attention after its recent share price move, with the stock closing at $83.97. Investors are weighing this level against the company’s latest operating and valuation metrics. See our latest analysis for Spectrum Brands Holdings. The strong one-day share price return of 4.25% sits within a broader upswing for Spectrum Brands Holdings, with a 30-day share price return of 15.06% and a one-year total shareholder return of 66.15%. This suggests...
ナラティブの更新 • Jun 19

SPB: M&A Plans And Oaktree Investment Will Shape A Balanced Outlook

Analysts have raised their fair value estimate for Spectrum Brands Holdings stock from $72.00 to $80.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Spectrum Brands Holdings Spectrum Brands Holdings is seeking acquisitions, with leadership emphasizing interest in M&A opportunities across both the Pet and Home & Garden segments, according to comments from the company’s Second Quarter 2026 Earnings Conference Call.
Seeking Alpha • Jun 11

Why Spectrum Brands Is Poised For A Re-Rating After Oaktree Deal

Summary Spectrum Brands earns a Buy rating as it strategically separates its underperforming Home & Personal Care segment via an Oaktree partnership. SPB's Q2 2026 results exceeded expectations, with net sales up 4.9% YoY and record adjusted EPS of $1.25 versus $1.04 consensus. Global Pet Care and Home & Garden segments drive robust growth and margin expansion, with EBITDA margins reaching 19–20.5% and strong FCF supporting buybacks. The Oaktree deal isolates HPC risk, sets a 6x EBITDA valuation, and positions SPB for peer re-rating and a potential 10-30% upside. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 04

SPB: Acquisition Plans And Oaktree Partnership Will Shape A Balanced Outlook

Analysts have nudged their price target for Spectrum Brands Holdings higher to $87.43 from $85.29, citing updated assumptions around revenue growth, profit margins, discount rates and future P/E expectations. What's in the News Spectrum Brands Holdings is actively seeking acquisitions, with management highlighting interest in deals across both the Pet and Home & Garden segments, while emphasizing a disciplined approach to evaluating targets.
分析記事 • May 19

Why Spectrum Brands Holdings' (NYSE:SPB) Earnings Are Better Than They Seem

The market seemed underwhelmed by the solid earnings posted by Spectrum Brands Holdings, Inc. ( NYSE:SPB ) recently...
ナラティブの更新 • May 01

SPB: Buybacks And Pet Care Acquisitions Will Drive Future Upside

Analysts have maintained their $95.00 price target on Spectrum Brands Holdings, citing minor adjustments in expected revenue growth, profit margin, and future P/E that together leave their overall valuation view unchanged. What's in the News Spectrum Brands Holdings reiterated earnings guidance for fiscal 2026, with expectations for flat to low single digit growth in reported net sales (company guidance).
ナラティブの更新 • Apr 17

SPB: Buybacks And Pet Care Deals Will Shape A Balanced Outlook

Analysts kept their price target for Spectrum Brands Holdings steady at about $85.29, citing relatively unchanged fair value estimates, a similar discount rate, small adjustments to expected revenue growth and profit margin, and a slightly higher assumed future P/E multiple. What's in the News Spectrum Brands Holdings reiterated earnings guidance for fiscal 2026, with expectations for flat to low single digit growth in reported net sales (Corporate Guidance).
ナラティブの更新 • Apr 03

SPB: Share Repurchases And Acquisition Plans Will Shape A Balanced Outlook

Analysts have lifted their price target on Spectrum Brands Holdings from $60 to $72, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as the key drivers of this change. What's in the News Spectrum Brands Holdings reiterated earnings guidance for fiscal 2026, expecting flat to low single digit growth in reported net sales (Corporate guidance).
ナラティブの更新 • Mar 19

SPB: Share Repurchases And Pet Care Acquisitions Will Drive Upside Outlook

Analysts kept their average price target for Spectrum Brands Holdings steady at about $85.29, citing largely unchanged assumptions around discount rate, expected revenue growth, profit margin, and future P/E as reasons for maintaining their view on the shares. What's in the News Spectrum Brands Holdings reiterated earnings guidance for fiscal 2026, with expectations for flat to low single digit growth in reported net sales (Corporate guidance).
ナラティブの更新 • Mar 05

SPB: Buybacks And Pet Care Deals Will Drive Future Upside

Analysts kept their $95.00 price target for Spectrum Brands Holdings unchanged, citing offsetting shifts in their assumptions for revenue growth, profit margin, discount rate, and future P/E that together support maintaining the prior valuation view. What's in the News Spectrum Brands Holdings reiterated earnings guidance for fiscal 2026, expecting flat to low single digit growth in reported net sales, giving investors a clearer view of management's current outlook (Corporate Guidance).
ナラティブの更新 • Feb 19

SPB: Buybacks And Pet Care Deals Will Shape Balanced Future Outlook

Analysts have raised their price target on Spectrum Brands Holdings to about $85 from roughly $75, citing updated assumptions for revenue growth, profit margins, and future P/E expectations as key drivers of the change. What's in the News Spectrum Brands Holdings reiterated earnings guidance for fiscal 2026, indicating expectations for flat to low single digit growth in reported net sales (company guidance).
分析記事 • Feb 08

Spectrum Brands Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders of Spectrum Brands Holdings, Inc. ( NYSE:SPB ) will be pleased this week, given that the stock price is up...
ナラティブの更新 • Feb 05

SPB: Share Buybacks Will Support Future Upside Potential

Analysts kept their price target on Spectrum Brands Holdings steady at US$95.00, with only minor refinements to assumptions around revenue growth, profit margins, and future P/E to reflect slightly updated expectations for the business. What's in the News Completed share repurchase of 713,494 shares from July 1 to September 30, 2025, representing 2.92% of shares for US$39.3 million, as part of an ongoing buyback program.
ナラティブの更新 • Jan 21

SPB: Buybacks And Core Segment M&A Will Drive Future Upside Potential

Analysts have maintained their price target for Spectrum Brands Holdings at US$95.00, citing small adjustments to revenue growth, profit margin assumptions, and future P/E expectations that offset each other in their updated models. What's in the News Spectrum Brands Holdings reported that from July 1, 2025 to September 30, 2025 it repurchased 713,494 shares, representing 2.92% of shares, for US$39.3 million under its ongoing buyback (Key Developments).
ナラティブの更新 • Jan 07

SPB: Future M&A In Core Segments Will Support Upside Potential

Analysts have kept their fair value estimate for Spectrum Brands Holdings steady at $95.00 per share, with only very small model tweaks to revenue growth, profit margin and future P/E assumptions guiding this unchanged target. What's in the News Spectrum Brands Holdings plans to look for acquisition opportunities, with a focus on its Global Pet Care division and Home & Garden businesses as assets become available at what it views as better price points (Key Developments).
ナラティブの更新 • Dec 14

SPB: Future M&A Expansion Will Drive Attractive Upside Potential

Analysts have modestly reduced their price target on Spectrum Brands Holdings to approximately $95.00. This reflects a slightly higher discount rate and somewhat lower future valuation multiples, even as revenue growth expectations edge higher.
分析記事 • Nov 15

Spectrum Brands Holdings (NYSE:SPB) Has Affirmed Its Dividend Of $0.47

The board of Spectrum Brands Holdings, Inc. ( NYSE:SPB ) has announced that it will pay a dividend on the 9th of...
ナラティブの更新 • Nov 14

SPB: Appointment Of New CFO Will Drive Pet Care Expansion

Analysts have adjusted their price target for Spectrum Brands Holdings downward by $3.57 to $75.14. This change is attributed to a modest increase in the discount rate and slightly stronger revenue growth and profit margin projections, which are offset by a decrease in future valuation multiples.
分析記事 • Aug 15

There May Be Some Bright Spots In Spectrum Brands Holdings' (NYSE:SPB) Earnings

NYSE:SPB 1 Year Share Price vs Fair Value Explore Spectrum Brands Holdings's Fair Values from the Community and select...
分析記事 • Jul 02

These 4 Measures Indicate That Spectrum Brands Holdings (NYSE:SPB) Is Using Debt Extensively

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 06

Insufficient Growth At Spectrum Brands Holdings, Inc. (NYSE:SPB) Hampers Share Price

Spectrum Brands Holdings, Inc.'s ( NYSE:SPB ) price-to-sales (or "P/S") ratio of 0.6x might make it look like a buy...
Seeking Alpha • Feb 07

The Market Is Right To Be Skeptical Of Spectrum Brands Stock

Summary Spectrum Brands Holdings faces structural concerns despite operational strengths, with sluggish revenue growth and declining sales in key divisions raising red flags for investors. Tariff impacts and supply chain risks add uncertainty, with ambitious mitigation plans that may not be executable within the fiscal year. Cash flow issues and competitive pressures further complicate the outlook, making Spectrum a “show me” story requiring top-line acceleration and cash flow conversion. Maintaining a neutral stance on SPB stock; patient investors might find value, but clearer opportunities exist elsewhere in the consumer space with less baggage. Read the full article on Seeking Alpha
分析記事 • Jan 18

Take Care Before Diving Into The Deep End On Spectrum Brands Holdings, Inc. (NYSE:SPB)

With a price-to-sales (or "P/S") ratio of 0.8x Spectrum Brands Holdings, Inc. ( NYSE:SPB ) may be sending bullish...
Seeking Alpha • Oct 25

Spectrum Brands: Upcoming Divestiture And Tailwinds Make This Stock A Buy

Summary The last quarter saw a 6% increase in net sales and a 24% rise in operating income, indicating a recovery after its 2022 challenges. The planned sale of the HPC division, which is a move I fully support, should further simplify operations and improve profitability. However, management hasn't committed to a timeline. Recent buybacks demonstrate confidence in the current share price. Additionally, I favor the capital allocation strategy of the company, with a significant decrease in debt since Q3 2023. Potential risks include economic downturns and delays in the divestiture of the Home & Personal Care division, which could pressure the stock. I believe the anticipated interest rate cuts in 2024 will support the discretionary sector, which could lead to revenue growth for Spectrum Brands. Therefore, I maintain a Buy rating for this stock. Read the full article on Seeking Alpha
分析記事 • Oct 23

Spectrum Brands Holdings (NYSE:SPB) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Oct 01

Spectrum Brands Holdings, Inc.'s (NYSE:SPB) Subdued P/S Might Signal An Opportunity

With a price-to-sales (or "P/S") ratio of 0.9x Spectrum Brands Holdings, Inc. ( NYSE:SPB ) may be sending bullish...
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新しいナラティブ • Sep 09

Calculated Deleveraging And Focused Growth Propel The Company Into A Market Leadership Position

Deleveraging and achieving the lowest leverage in its peer group enhance Spectrum Brands' financial flexibility for future investments and operational improvements.
分析記事 • Sep 02

Is Now The Time To Look At Buying Spectrum Brands Holdings, Inc. (NYSE:SPB)?

While Spectrum Brands Holdings, Inc. ( NYSE:SPB ) might not have the largest market cap around , it saw a double-digit...
Seeking Alpha • Jun 24

Spectrum Brands Holdings: Still Attractive If You Can Handle It

Summary Spectrum Brands Holdings has undergone significant changes, including paying down debt and issuing new debt, to improve its bottom line. Recent developments include buying back senior notes and issuing exchangeable senior notes to reduce annual interest expenses and improve financial position. Despite recent financial performance declines, the company's EBITDA has shown growth, and management forecasts further growth in the low double digits for the current year. Read the full article on Seeking Alpha
分析記事 • May 22

Spectrum Brands Holdings (NYSE:SPB) Has Announced A Dividend Of $0.42

The board of Spectrum Brands Holdings, Inc. ( NYSE:SPB ) has announced that it will pay a dividend on the 18th of June...
分析記事 • Apr 22

Why Investors Shouldn't Be Surprised By Spectrum Brands Holdings, Inc.'s (NYSE:SPB) Low P/S

With a price-to-sales (or "P/S") ratio of 0.8x Spectrum Brands Holdings, Inc. ( NYSE:SPB ) may be sending bullish...
分析記事 • Feb 26

Spectrum Brands Holdings (NYSE:SPB) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Feb 21

Spectrum Brands: Worst Is Likely Behind, Reiterate Buy

Summary Spectrum Brands reported a strong start to FY24, beating expectations with a solid performance across its segments. The company's Home and Personal Care business showed signs of stabilization, while its Global Pet Care segment remained stable. Despite some risks, Spectrum Brands is expected to see a strong comeback and offers an attractive investment opportunity. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:SPB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/20282,9291162182623
9/30/20272,9031161802507
9/30/20262,8581041582037
3/29/20262,819126290331N/A
12/28/20252,786105303343N/A
9/30/20252,809100165204N/A
6/29/20252,8495975113N/A
3/30/20252,9295876114N/A
12/29/20242,9721065395N/A
9/30/20242,96499119163N/A
6/30/20242,931141-478-432N/A
3/31/20242,887-51-642-588N/A
12/31/20232,898-176-407-350N/A
9/30/20232,919-234-469-410N/A
7/2/20232,928-313126189N/A
4/2/20233,010-137265331N/A
1/1/20233,089-8793153N/A
9/30/20223,133-77-118-54N/A
7/3/20223,141-4678141N/A
4/3/20223,067-51110161N/A
1/2/20223,019-2977127N/A
9/30/20212,99815245288N/A
7/4/20212,069-84238264N/A
4/4/20212,30955366395N/A
1/3/20212,4871344377N/A
9/30/20202,622-53246290N/A
6/28/20203,787-39410473N/A
3/29/20203,824-201287350N/A
12/29/20193,793-197N/A116N/A
9/30/20192,446-303N/A1N/A
6/30/20193,784-143N/A-37N/A
3/31/20193,791253N/A-5N/A
12/30/20183,767268N/A92N/A
9/30/20183,809323N/A343N/A
6/30/20183,622284N/A554N/A
3/31/20183,456-121N/A545N/A
12/31/20173,331-120N/A699N/A
9/30/20173,707-183N/A840N/A
6/30/20173,473-215N/A757N/A
3/31/20173,972-128N/A1,039N/A
12/31/20164,410-80N/A1,083N/A
9/30/20163,038-97N/A913N/A
6/30/20165,042235N/A867N/A
3/31/20164,9774N/A570N/A
12/31/20154,917-240N/A403N/A
9/30/20154,754-264N/A317N/A

アナリストによる今後の成長予測

収入対貯蓄率: SPBの予測収益成長率 (年間7.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SPBの収益 ( 7.3% ) US市場 ( 18.4% ) よりも低い成長が予測されています。

高成長収益: SPBの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SPBの収益 ( 2.2% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: SPBの収益 ( 2.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SPBの 自己資本利益率 は、3年後には低くなると予測されています ( 6.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/04 04:20
終値2026/07/02 00:00
収益2026/03/29
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Spectrum Brands Holdings, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Shannon CoyneBMO Capital Markets Equity Research
Olivia Tong CheangBofA Global Research
Brian McNamaraCanaccord Genuity