ACCO Q3 FY2026 earnings: results, stock reaction and implied move

Reported results

Reported net sales for the third quarter decreased 0.9 percent to $380.3 million from $383.7 million in 2025.
GAAP operating income was $30.3 million for the third quarter, compared with $26.0 million in the prior-year period.
Non-GAAP adjusted operating income was $47.8 million for the third quarter, up from $39.2 million in 2025.
GAAP net income was $11.5 million, or $0.12 per diluted share, compared with $4.0 million, or $0.04 per diluted share, in 2025.
Non-GAAP adjusted net income was $27.2 million, or $0.28 adjusted earnings per share, up from $19.5 million, or $0.21 adjusted earnings per share, in 2025.
Non-GAAP free cash flow was $127.6 million for the third quarter of 2026.

For full-year 2026, the company expects reported sales to increase 4.0 percent to 6.0 percent.
Full-year 2026 non-GAAP adjusted EPS is expected to be $0.98 to $1.02, inclusive of $0.12 from the tariff refund.
The company expects 2026 non-GAAP free cash flow of approximately $100 million.
The consolidated leverage ratio is expected to be approximately 3.5x at year-end 2026.

The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.