Business Context and Reporting Period
Company: Energizer Holdings, Inc.
Filing Type: Form 8-K (Current Report)
Date of Report: May 5, 2026
Reporting Period: Second fiscal quarter ended March 31, 2026.
This filing announces business results for the second fiscal quarter of 2026 and provides an updated outlook for fiscal 2026. Detailed financial metrics are contained in the press release (Exhibit 99.1) and earnings presentation (Exhibit 99.2) incorporated by reference; specific numerical values for revenue, profit, and cash flow are not provided in the text of this 8-K.
Key Financial Metrics
The filing text does not provide specific values for revenue, profit, cash flow, margins, debt, or liquidity. These figures are referenced as being available in the attached exhibits (99.1 and 99.2).
Material Changes and Executive Departure
Executive Transition: On May 1, 2026, the Company entered into a Separation and Transition Agreement with Michael A. Lampman, Executive Vice President, North America and Global Business Units.
- Effective Dates: Mr. Lampman will cease his current role effective September 30, 2026, and serve as a Special Advisor through December 31, 2026.
- Succession: Ryan Sedlak, currently Vice President, Global Finance & Analytics, will succeed Mr. Lampman as Executive Vice President, North America and Global Business Units, effective October 1, 2026.
- Compensation:
- Transition Period Payments: Approximately $1,097,283 in aggregate payments, including a proportionate share of the target bonus for the plan year ending September 30, 2027, in consideration for waiving rights to the 2026 cash bonus and certain RSUs.
- Severance: Approximately $1,210,305 payable no later than February 15, 2027, subject to the execution of a release of claims.
Guidance, Outlook, and Risks
Outlook: The Company provided an updated outlook for fiscal 2026 in the press release issued on May 5, 2026. Specific guidance figures are not detailed in this filing text.
Risks and Contingencies: The separation agreement includes customary confidentiality, cooperation, non-disparagement, non-competition, and non-solicitation provisions. Mr. Lampman remains entitled to all payments under the agreement if his employment is terminated by the Company without cause prior to the Separation Date.
Investor Verification Checklist
- Review Exhibit 99.1 (Press Release) for specific Q2 2026 revenue, earnings, and margin figures.
- Review Exhibit 99.2 (Earnings Presentation) for the detailed updated fiscal 2026 outlook and guidance.
- Verify the impact of the leadership transition on the North America and Global Business Units strategy.
- Confirm the total compensation cost associated with the separation agreement ($2,307,588 aggregate potential payout) and its impact on near-term expenses.