ACCO Brands Corporation (NYSE:ACCO) released fourth-quarter results on Monday that met analyst earnings expectations but missed on revenue and included fiscal 2026 guidance that came in well below market forecasts.
Shares of the company declined 3.58% in pre-market trading after the announcement, as investors focused on the weaker outlook despite the in-line quarterly earnings performance.
For the fourth quarter, ACCO reported adjusted earnings per share of $0.38, matching the analyst consensus estimate of $0.38. Revenue totaled $428.8 million, however, falling short of the $431.77 million consensus forecast and declining 4.3% from $448.1 million in the same period a year earlier.
Comparable sales dropped 7.8%, reflecting softer demand for the company’s core product categories worldwide, although this was partly offset by growth in its gaming accessories segment.
Looking ahead to fiscal 2026, ACCO Brands expects adjusted earnings per share in a range of $0.84 to $0.89. The midpoint of $0.87 is significantly below the analyst consensus estimate of $1.05.
The company also projected a first-quarter 2026 adjusted EPS loss between -$0.06 and -$0.03, compared with the consensus forecast for a $0.02 profit. Full-year revenue is expected to be flat to increase by up to 3.0%.
“In the fourth quarter we delivered sales and adjusted EPS in line with our outlook,” said President and CEO Tom Tedford. “We executed well on our multi-year cost reduction program delivering approximately $35 million of savings in 2025, bringing the cumulative total to $60 million.”
For the full year 2025, ACCO Brands reported net sales of $1.525 billion, representing an 8.5% year-over-year decline, and adjusted diluted earnings per share of $0.84.
The company also completed the acquisition of EPOS, a premium audio solutions provider, on January 30, 2026.