"Tilray Brands (NASDAQ: TLRY) reports fiscal Q1 2026 results before the market opens, following a transition year defined by consolidation and margin repair. The stock is up 275% over the past 6 months as investors look to see if the turnaround can keep momentum moving forward. Last quarter's print (Q4 FY2025) showed clear progress - EPS beat $0.02 vs. est. $0.00 - as international cannabis and spirits drove gross margin expansion. Yet shares finished down 5% after weaker beverage margins and cautious cash-flow trends."
"This quarter's release will test whether Tilray's profitability narrative is sustainable amid muted cannabis volume and continued beverage rationalization. Estimates Snapshot MetricQ1 FY2026 EstimateYoY ChangeFY2026 EstimateFY2027 Estimate Revenue$205.75 M+2.9 % vs $200 M $863.47 M$901.79 M EPS (Normalized)$0.00+$0.01 vs -$0.01 prior year $0.04-$0.07 Analyst Range (FY26)$830.5 M - $891.5 M rev / $0.03 - $0.04 EPS Tilray has beaten EPS estimates four consecutive quarters, but top-line momentum remains constrained as the company trims low-margin SKUs and channels."
Tilray Brands enters Q1 FY2026 after a transition year of consolidation and margin repair, with the stock up 275% over six months. Q4 FY2025 delivered an EPS beat ($0.02 vs. $0.00) driven by international cannabis and spirits gross margin expansion, although shares fell 5% due to weaker beverage margins and cautious cash flow. Consensus for Q1 projects revenue near $205.75M and normalized EPS around $0.00, with FY2026 revenue guidance near $863M. Expected low-single-digit growth early in FY26 should improve as Project 420 synergies ($33M target) and AI-driven greenhouse automation begin to materialize; international medical expansion and beverage margin recovery remain key catalysts.
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