Companies /Industrials

Ennis Inc

NYSE: EBF Specialty Business Services
$21.30
▲ $0.13 (+0.61%) today
Markets closed · 6:48pm ET

Q4 2026 Earnings

Reported Apr 20, 2026, 9:43am ET · SEC source
$0.35
Miss −7.89%
EPS · est. $0.38
$96.4M
Beat +1.33%
Revenue · est. $95.1M
−3.4%
Trailing market
EBF vs S&P since report
1 quarter
Consecutive EPS beats

Market Reaction

% change · around the report
−3%0+3%Apr 20Apr 21report 9:43am ETearnings−0.7%−3.5%
−3%0+3%Apr 20Apr 21earnings−0.7%−3.5%
EBF −3.5%S&P 500 −0.7%
−3%0+3%Apr 20Apr 21report 9:43am ETearnings−0.5%−3.5%
−3%0+3%Apr 20Apr 21earnings−0.5%−3.5%
EBF −3.5%NASDAQ −0.5%
0+3%+6%Apr 20Apr 28report 9:43am ETearnings+0.1%+3.3%
0+3%+6%Apr 20Apr 28earnings+0.1%+3.3%
EBF +3.3%S&P 500 +0.1%
0+3%+6%Apr 20Apr 28report 9:43am ETearnings+1.3%+3.3%
0+3%+6%Apr 20Apr 28earnings+1.3%+3.3%
EBF +3.3%NASDAQ +1.3%
−8.81%
Day of report
+0.15%
Next session
+3.24%
One week
+1.21%
30 days

S&P 500 over the same 30 days: +4.59%.

Did EBF Beat Earnings? Q4 2026 Results

Ennis, Inc. delivered a mixed fiscal fourth quarter, posting earnings that fell short of Wall Street expectations even as revenue edged ahead of forecasts. The business forms and print solutions company reported diluted EPS of $0.35 for Q4 FY2026, missing the $0.38 consensus estimate by 7.89%, while revenue of $96.36 million came in slightly above the $95.10 consensus, rising 4.0% year-over-year. The key driver of that top-line gain was acquisition activity, particularly the integration of Northeastern Envelope Company, which contributed $8.80 million to quarterly sales; however, lower organic volumes and modest gross margin compression, with margins slipping to 29.2% from 29.5% a year ago, weighed on the bottom line. Net earnings dipped to $8.85 million from $9.02 million in the year-ago period. On a full-year basis, the picture was more encouraging, with diluted EPS climbing to $1.66 from $1.54 on stronger margins. Management expressed confidence that cash balances would build steadily in coming quarters, supported by a debt-free balance sheet carrying $34.57 million in cash.

Key Takeaways
  • Current-year acquisitions contributed $8.8 million to Q4 quarterly sales
  • Acquisitions positively impacted diluted EPS by $0.05 for Q4 and $0.14 for the full year
  • Full-year gross profit margin expanded to 30.7% from 29.7%
  • Successful inventory drawdown from $60.8 million to $54.9 million in Q4
  • Integration of Northeastern Envelope Company into ERP systems completed

“Our performance for the quarter met our expectations. Current year acquisitions contributed $8.8 million to quarterly sales, partially offset by lower organic volumes. Gross profit margin remained solid at 29.2% for the current quarter, compared to 29.5% in the prior year. EBITDA totaled $16.3 million or 17.0% of sales, reflecting stable operating performance relative to $16.5 million, or 17.8% of sales, in the same prior year quarter.”

Ennis CEO, on the earnings call

Forward Guidance & Outlook

Management expects cash balances to steadily increase over the coming quarters. The company does not anticipate any supply disruption from the transition to alternative carbonless paper suppliers. Future share repurchases will be evaluated based on market conditions, capital allocation priorities, and other relevant factors. The company remains focused on sustaining profitability, delivering returns to shareholders, and pursuing acquisitions without reliance on debt while retaining access to credit for larger initiatives.

EBF YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$30.0M$60.0M$90.0M$92.7M$96.4MRevenue$27.4M$28.1MGross Profit$12.0M$12.0MOperating Income$9.0M$8.8MNet Income
$0$30.0M$60.0M$90.0MRevenueGross ProfitOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.