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Neenah Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0900 |
| Revenue estimate | 37.088M |
| Revenue actual | 37.795M |
| Revenue Surprise | 1.91% |
| Release date | Feb 18, 2026 |
| EPS estimate | $0.0987 |
| EPS actual | $0.110 |
| EPS Surprise | 11.49% |
| Revenue estimate | 39.42M |
| Revenue actual | 43.767M |
| Revenue Surprise | 11.03% |
| Release date | Nov 12, 2025 |
| EPS estimate | $0.111 |
| EPS actual | $0.110 |
| EPS Surprise | -0.722% |
| Revenue estimate | 42.533M |
| Revenue actual | 44.365M |
| Revenue Surprise | 4.31% |
| Release date | Sep 03, 2025 |
| EPS estimate | - |
| EPS actual | $0.100 |
| Revenue estimate | - |
| Revenue actual | 42.1M |
Last 4 Quarters for Neenah
Below you can see how NP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 03, 2025 |
| Price on release | $32.00 |
| EPS estimate | - |
| EPS actual | $0.100 |
| Date | Price |
|---|---|
| Jul 14, 2022 | $32.00 |
| Jul 15, 2022 | $32.00 |
| Jul 18, 2022 | $32.00 |
| Jul 19, 2022 | $32.00 |
| Jul 20, 2022 | $32.00 |
| Oct 01, 2025 | $24.80 |
| Oct 02, 2025 | $28.45 |
| Oct 03, 2025 | $30.40 |
| Oct 06, 2025 | $29.99 |
| 4 days before | 0% |
| 4 days after | -6.28% |
| On release day | -22.50% |
| Change in period | -6.28% |
| Release date | Nov 12, 2025 |
| Price on release | $25.16 |
| EPS estimate | $0.111 |
| EPS actual | $0.110 |
| EPS surprise | -0.722% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $25.29 |
| Nov 07, 2025 | $26.86 |
| Nov 10, 2025 | $26.66 |
| Nov 11, 2025 | $25.63 |
| Nov 12, 2025 | $25.16 |
| Nov 13, 2025 | $24.87 |
| Nov 14, 2025 | $24.73 |
| Nov 17, 2025 | $23.81 |
| Nov 18, 2025 | $23.00 |
| 4 days before | -0.514% |
| 4 days after | -8.59% |
| On release day | -1.15% |
| Change in period | -9.05% |
| Release date | Feb 18, 2026 |
| Price on release | $18.13 |
| EPS estimate | $0.0987 |
| EPS actual | $0.110 |
| EPS surprise | 11.49% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $19.23 |
| Feb 12, 2026 | $17.14 |
| Feb 13, 2026 | $18.89 |
| Feb 17, 2026 | $19.39 |
| Feb 18, 2026 | $18.13 |
| Feb 19, 2026 | $20.44 |
| Feb 20, 2026 | $21.24 |
| Feb 23, 2026 | $20.59 |
| Feb 24, 2026 | $20.40 |
| 4 days before | -5.72% |
| 4 days after | 12.52% |
| On release day | 12.74% |
| Change in period | 6.08% |
| Release date | Apr 22, 2026 |
| Price on release | $28.07 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0900 |
| Date | Price |
|---|---|
| Apr 16, 2026 | $26.70 |
| Apr 17, 2026 | $27.66 |
| Apr 20, 2026 | $28.78 |
| Apr 21, 2026 | $27.85 |
| Apr 22, 2026 | $28.07 |
| Apr 23, 2026 | $27.18 |
| Apr 24, 2026 | $26.81 |
| Apr 27, 2026 | $26.51 |
| Apr 28, 2026 | $26.63 |
| 4 days before | 5.13% |
| 4 days after | -5.13% |
| On release day | -3.17% |
| Change in period | -0.262% |
Neenah Earnings Call Transcript Summary of Q1 2026
Neptune reported a strong Q1 2026: revenue $37.8M (+29% YoY), adjusted EBITDA $21.6M (+26%) and net income $7.3M (adjusted net income $13.4M). Written premium was $86.7M, driving 32% YoY premium-in-force growth and premium in force reached ~$389M. Management emphasized Neptune's AI-native strategy and proprietary data (tens of millions of quotes, >1M policies) as a widening moat. Key product/technology advances include Atlas+ (an AI assistant for agents, currently in beta), a ChatGPT integration for consumer quoting, and Proteus (an internal AI developer boosting engineering throughput). Distribution momentum: 45,000 agents created direct accounts since Dec and ~11,000 have bound new business. Capacity strengthened with a renewed program and two new reinsurers (panel now 42). The Board approved a $100M share repurchase program to be funded by free cash flow over ~2 years; company continues to prioritize platform investment, debt reduction (revolver balance ~$222M after a $5M paydown), and opportunistic buybacks. Management raised full-year 2026 revenue guidance to $195M and reaffirmed an adjusted EBITDA margin target of 60–61%, noting Q1 margin (~57.1%) was impacted by seasonality and front-loaded public-company costs. Risks called out include hurricane/weather variability and potential FEMA/NFIP policy changes, though management says they are prepared capacity-wise for any NFIP depopulation.
