Q4 25 EPS
$1.41
BEAT +9.92%
Est. $1.28
Q4 25 Revenue
$3.68B
MISS 2.53%
Est. $3.78B
vs S&P Since Q4 25
+6.4%
BEATING MARKET
SWK +14.9% vs S&P +8.5%
Full Year 2025 Results
FY 25 EPS
$4.67
BEAT +2.73%
Est. $4.55
FY 25 Revenue
$15.13B
MISS 0.78%
Est. $15.25B
Market Reaction
Did SWK Beat Earnings? Q4 2025 Results
Stanley Black & Decker delivered a margin-driven quarter in Q4 2025, posting adjusted EPS of $1.41 against a consensus estimate of $1.28, a beat of roughly 9.92%, even as revenue of $3.68 billion fell short of the $3.78 billion analysts had anticipat… Read more Stanley Black & Decker delivered a margin-driven quarter in Q4 2025, posting adjusted EPS of $1.41 against a consensus estimate of $1.28, a beat of roughly 9.92%, even as revenue of $3.68 billion fell short of the $3.78 billion analysts had anticipated and edged down 1.0% year over year. The story behind the earnings beat was disciplined cost execution, with gross margin expanding 240 basis points to 33.2%, the strongest quarterly margin performance of the year, as the company's Global Cost Reduction Program hit its original $2.10 billion cumulative savings target. A 7% volume decline, concentrated in North American retail power tools, weighed on the top line despite a 4% pricing contribution and 2% currency tailwinds. A pending $1.80 billion divestiture of Consolidated Aerospace Manufacturing adds a meaningful balance sheet catalyst heading into 2026, when management projects adjusted EPS of $4.90 to $5.70 and free cash flow of $700 million to $900 million, though Goldman Sachs, while raising its price target, flagged that the profit outlook trails broader Wall Street expectations.
Key Takeaways
- • Higher pricing (+4%) partially offsetting volume declines (-7%)
- • Supply chain cost reductions and tariff mitigation driving gross margin expansion of 240 basis points
- • Global Cost Reduction Program achieved $2.1 billion cumulative pre-tax run-rate savings target
- • Strong working capital improvements driving Q4 cash flow
- • Strong aerospace and automotive demand driving Engineered Fastening organic growth of 8%
- • Disciplined and targeted SG&A cost management reducing SG&A as a percentage of sales by 120 basis points
SWK YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SWK Revenue by Segment
With YoY comparisons, source: SEC Filings
“Stanley Black & Decker delivered solid results across our key focus areas in 2025, with continued gross margin and net income growth, strong free cash flow, a strengthened balance sheet, and strategic investments focused on driving sustainable, profitable growth. I would like to thank our team for their resilience and commitment to serving our customers and achieving these results despite the dynamic environment.”
— Chris Nelson, Q4 2025 Earnings Press Release
SWK Earnings Trends
SWK vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SWK EPS Trend
Earnings per share: estimate vs actual
SWK Revenue Trend
Quarterly revenue: estimate vs actual
SWK Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.59 | $0.80 | +34.61% | $3.85B | +2.65% |
| Q4 25 BEAT FY | $1.28 | $1.41 | +9.92% | $3.68B | -2.53% |
| FY Full Year | $4.55 | $4.67 | +2.73% | $15.13B | -0.78% |
| Q3 25 BEAT | $1.19 | $1.43 | +19.76% | $3.76B | -0.32% |
| Q2 25 BEAT | $0.42 | $1.08 | +159.68% | $3.95B | -1.23% |
| Q1 25 BEAT | $0.66 | $0.75 | +13.65% | $3.74B | +0.67% |