Traeger Q4 EPS Misses by 50% but Revenue Beats by 5.3%, Guides $92–97M
Traeger posted adjusted Q4 EPS of $0.01, missing the $0.02 estimate by 50%, while revenue of $145.4 million topped forecasts by 5.3% but declined from $168.6 million a year earlier. The company reported a $17.2 million quarterly net loss and guided Q1 revenue to $92–97 million.
1. Q4 Financial Results
In the quarter ended December 2025, Traeger reported adjusted EPS of $0.01, missing the $0.02 consensus by 50%, and delivered revenue of $145.36 million, a 5.3% beat. The company recorded a $17.2 million net loss, reflecting elevated operating and restructuring costs.
2. Year-Over-Year Trends
Revenue fell 13.8% from $168.64 million a year earlier, while adjusted EPS remained flat at $0.01. Traeger has topped consensus EPS estimates only once in the past four quarters, highlighting persistent margin pressures in its discretionary grilling segment.
3. Guidance for Upcoming Periods
Management set Q1 revenue guidance of $92–97 million and full-year revenue expectations of $465–485 million, down from $559.5 million last fiscal year. Near-term results will depend on demand recovery, cost-control measures and promotional effectiveness.