Spectrum Brands Holdings, Inc. filings document the regulatory record of a NYSE-listed home-essentials and consumer products company. Recent 8-K reports cover material events, operating and financial results, material agreements, capital-structure disclosures and governance matters tied to the company’s common stock and branded product businesses.
Proxy and annual meeting disclosures describe shareholder voting matters, director elections, auditor ratification, executive compensation and related governance procedures. The filing record also identifies the company’s common stock, par value and exchange listing, while periodic event reports provide formal disclosure around results releases, corporate actions and other matters affecting Spectrum Brands’ public-company reporting obligations.
Spectrum Brands Holdings, Inc. reported a stronger fiscal 2026 second quarter, with net sales of $708.9 million, up 4.9% year over year and 1.5% on an organic basis. Net income from continuing operations rose to $22.5 million, and diluted EPS from continuing operations increased to $0.96. Adjusted EBITDA from continuing operations grew 17.8% to $84.0 million, lifting the adjusted EBITDA margin to 11.8%.
Global Pet Care and Home & Garden delivered double‑digit net sales growth and margin expansion, while Home & Personal Care net sales declined 5.5% but improved profitability. The company ended the quarter with net debt of $474.6 million and a net debt leverage ratio of 1.66x adjusted EBITDA, supported by total liquidity of $595.9 million.
Following quarter close, Spectrum Brands agreed to a strategic partnership with Oaktree Capital Management in its Home & Personal Care business, featuring a $127 million preferred equity and debt investment, with Spectrum retaining approximately 73% ownership. The company reaffirmed expectations for flat to low single‑digit net sales growth in fiscal 2026, now expecting adjusted EBITDA to increase by low to mid single digits and adjusted free cash flow to be about 50% of adjusted EBITDA.
Spectrum Brands Holdings, Inc. entered into a definitive agreement for a $127 million cash strategic investment from funds affiliated with Oaktree Capital Management into its Home and Personal Care (HPC) business.
The investment includes $67 million of convertible preferred equity with an 8.0% annual dividend, compounded quarterly, and a $60 million first lien term loan that is recourse only to the HPC business, bearing interest at either SOFR plus 5.50% or the base rate plus 4.50%. After closing and required regulatory approvals, Oaktree is expected to hold about 27% of the HPC business, with the balance owned by a wholly owned Spectrum Brands subsidiary. The HPC business will no longer secure the parent’s indebtedness other than serving as collateral for the new term loan, supporting Spectrum Brands’ plan to separate HPC from its other operations.
Spectrum Brands Holdings, Inc. Schedule 13G/A discloses beneficial ownership by American Century entities and the Stowers Institute in Spectrum Brands common stock. The filing lists 1,688,793 shares (7.3%) for American Century Investment Management/Companies and Stowers Institute, and 511,034 shares (2.2%) for American Century Capital Portfolios.
The cover data shows sole voting and dispositive power figures for each filer and the schedule is dated and signed May 1, 2026.
Vanguard Capital Management reports beneficial ownership of 1,184,981 shares (5.10%) of Spectrum Brands Holdings Inc common stock. The filing lists sole dispositive power over 1,184,981 shares and sole voting power over 174,262 shares, with holdings reported as of 03/31/2026 and signed on 04/30/2026.
Spectrum Brands Holdings Inc ownership filing shows Vanguard Portfolio Management reports beneficial ownership of 1,476,160 shares of common stock, representing 6.36% of the class as of 03/31/2026. The filer reports 30,289 shares of sole voting power and 1,476,160 shares of sole dispositive power. The filing is signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration.
Spectrum Brands Holdings Inc received a Schedule 13G/A amendment from The Vanguard Group reporting 0 shares beneficially owned and 0% of the Common Stock as of the filing. The amendment explains an internal realignment effective 01/12/2026 that led Vanguard subsidiaries to report separately.
Callodine Capital Management, LP and James S. Morrow report beneficial ownership of 2,065,216 shares of Spectrum Brands Holdings common stock, representing 8.87% of the class. The shares are held for investment advisory clients of Callodine, with Callodine and Morrow sharing voting and dispositive power.
The ownership percentage is based on 23,279,004 Spectrum Brands common shares outstanding as of December 31, 2025. The reporting persons state the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the company.
Spectrum Brands reported softer sales but higher earnings for the quarter ended December 28, 2025. Net sales fell to $677.0 million from $700.2 million as Home & Garden and Home & Personal Care volumes declined, partly offset by growth in Global Pet Care and pricing actions.
Net income rose to $28.4 million from $23.8 million, helped by a favorable tax benefit, while adjusted EBITDA dropped to $62.6 million from $77.8 million, lowering the adjusted EBITDA margin to 9.2% from 11.1% as cost inflation and tariffs pressured profitability.
Operating cash flow from continuing operations strengthened sharply to $67.7 million versus negative $71.9 million a year earlier, driven mainly by working capital improvements. The company ended the quarter with $126.6 million in cash, total debt of $578.9 million, and $492.2 million of unused revolver capacity.
Spectrum Brands Holdings, Inc. filed a current report to furnish an earnings press release discussing its financial results for the fiscal first quarter ended December 28, 2025. The press release is attached as Exhibit 99.1 and is provided as supplemental information rather than being formally filed.
The company includes an extensive forward-looking statements section, highlighting that expectations about strategy, cash flow, tariffs, supply chain, earnings power, and planned business separations are subject to numerous risks. It cites macroeconomic conditions, geopolitical conflicts, supply chain dependence, indebtedness, consumer demand shifts, cybersecurity, litigation, and execution of portfolio changes as key uncertainties.
Spectrum Brands Holdings filed Amendment No. 1 to its annual report mainly to add detailed Part III information on directors, executive officers, corporate governance and compensation, without changing prior financial statements. The company reports that as of December 31, 2025 it had 23,279,004 common shares outstanding and a non‑affiliate equity market value of about $1.69 billion as of March 30, 2025.
The six‑member board is now fully declassified, with a majority of independent directors and a designated lead independent director. Committees (audit, compensation and nominating/governance) are composed entirely of independent directors, and the audit committee members are all designated financial experts. The filing highlights extensive governance policies, including majority voting with a director resignation policy, anti‑hedging and anti‑pledging rules, stock ownership guidelines and a robust clawback framework.
Executive pay emphasizes “pay for performance” through a mix of base salary, an annual cash bonus plan and long‑term equity incentives tied largely to multi‑year financial goals. For fiscal 2025, the company notes net income from continuing operations of $100.2 million, Adjusted EBITDA of $289.1 million, operating cash flow from continuing operations of $204.1 million and adjusted free cash flow of $170.7 million, with below‑target incentive payouts reflecting preset performance hurdles.