EarningsQ3 2025 Earnings Report

Samsonite International SA (SMSOF) Q3 2025 Earnings Report

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Previous Report: Q2 2025

Next Report: Q4 2025

SMSOF Q3 2025 EPS Results

Actual EPS$0.05

Consensus EPS$0.05

Beat/MissMet expectations

One Year Ago EPS$0.06

SMSOF Q3 2025 Revenue Results

Actual Revenue$870.64M

Expected Revenue$861.38M

Beat/MissBeat by +$9.26M

YoY Revenue Growth-0.30%

Earnings Announcement Details

QuarterQ3 2025

Date11/12/2025

TimeBefore Open

Conference CallWednesday, November 12, 2025

SMSOF Upcoming Earnings

Samsonite International SA's next earnings date is estimated for November 18, 2026, based on past reporting schedules.

Q3 2025 Earnings Call Audio

SMSOF Q3 2025 Earnings Call

0:00 / 0:00

Q3 2025 Earnings Slide Deck

Q3 2025 Earnings Call Summary

Q3 2025

Earnings Call Date:Nov 12, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call reflected a balanced outlook. While there were notable improvements and strategic successes, especially in direct-to-consumer growth and brand performance in specific regions, challenges in North America and the wholesale channel tempered the overall positive momentum.

Company Guidance

In the Samsonite Group's 2025 Third Quarter Results Conference Call, the company reported a strong momentum in its business, driven by innovative products and sequential improvement across all regions and brands. The overall net sales declined by 1.3% in constant currency, an improvement from the 5.8% decline in Q2. The direct-to-consumer business saw a 3.5% increase, with e-commerce sales up over 10% and company-owned stores up 1.1%. The DTC mix rose to 42% from 38.9% in the previous year. Meanwhile, the wholesale channel experienced a 4.5% decline, partially offset by a 12.3% growth in e-retailer sales. Non-travel sales grew by almost 7%, with the company's gross margin expanding to 59.6%, up 30 basis points from the previous year and 60 basis points from the prior quarter. The company expects sequential sales improvement in Q4, supported by positive sales trends and strong holiday momentum.

Sequential Improvement in Sales

All regions and brands showed sequential improvement in Q3 versus Q2. Net sales growth was positive in August, September, and October across all regions and brands.

Direct-to-Consumer Growth

Direct-to-consumer sales were up 3.5% period-over-period, with e-commerce up over 10% and company-owned stores up 1.1%.

Gross Margin Expansion

Gross margins expanded to 59.6%, up 30 basis points year-over-year and 60 basis points from the prior quarter.

TUMI Brand Performance

TUMI's sales shifted from being down 2-3% in H1 to positive 5% in Q3, with significant growth in Asia (up 7.1%) and Europe (up 6.3%).

American Tourister Recovery

American Tourister showed a turnaround with a shift to 3% growth, driven by strong performance in India.

Strong Cash Flow and Debt Management

The company reported strong free cash flow generation of $64.7 million and successfully refinanced its corporate debt, extending maturities and maintaining interest expenses.

SMSOF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 18, 2026	2026 (Q3)	0.05 / -	0.046	―
Aug 13, 2026	2026 (Q2)	0.04 / 0.05	0.051	-7.84% (>-0.01)
May 13, 2026	2026 (Q1)	- / 0.03	0.037	-29.73% (-0.01)
Mar 19, 2026	2025 (Q4)	0.07 / 0.08	0.08	-5.00% (>-0.01)
Nov 12, 2025	2025 (Q3)	0.05 / 0.05	0.055	-16.36% (>-0.01)
Aug 13, 2025	2025 (Q2)	0.05 / 0.05	0.055	-7.27% (>-0.01)
May 13, 2025	2025 (Q1)	0.05 / 0.04	0.056	-33.93% (-0.02)
Mar 12, 2025	2024 (Q4)	0.06 / 0.08	0.08	0.00% (0.00)
Nov 13, 2024	2024 (Q3)	0.06 / 0.06	0.086	-36.05% (-0.03)
Aug 14, 2024	2024 (Q2)	0.06 / 0.06	0.054	1.85% (<+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed