EBF ENNIS, INC.

MIXED Impact: 5/10 8-K
Horizon weeks Filed Apr 20, 2026 Processed 1mo ago SEC 0001193125-26-162920
8-K Item 2.02: Earnings release
Latest settled — T+20d
EBF ▲ +3.19% at T+20d
NEUTRAL call ✓ call won +3.19% · α vs SPY -1.01% · entry $19.76 → $20.39
Next anchor: T+60d in 5w
Currently $20.55 · +4.00% from $19.76 entry
Entry anchored
Apr 20, 09:40 AM ET
via Databento tick
T+1d
+0.15%
call +0.15% · α +0.81%
$19.79
settled 7w ago
T+5d
+3.24%
call +3.24% · α +2.33%
$20.40
settled 6w ago
T+20d
+3.19%
call +3.19% · α -1.01%
$20.39
settled 23d ago
T+60d
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call — · α —
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in 5w

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Executive Summary

Ennis, Inc. reported mixed Q4 and full-year results with quarterly revenue up 4.0% but annual revenue down 0.6%, EPS flat year-over-year at $0.35, and gross margin declining to 29.2% from 31.9% last quarter. The company highlighted acquisition integration and inventory reduction as key achievements.

Key Financial Metrics

Free Cash Flow
$8.9M
Gross Margin
29.2%

Actionable Insight

Monitor next quarter's gross margin trajectory and organic growth metrics, as the current results show acquisition-driven revenue growth but margin pressure and declining annual revenue. The flat quarterly EPS despite revenue growth suggests cost pressures.

Key Facts

  • Q4 revenue: $96.4M (+4.0% YoY), FY revenue: $392.4M (-0.6% YoY)
  • Q4 EPS: $0.35 (flat YoY), FY EPS: $1.66 (+7.8% YoY)
  • Q4 gross margin: 29.2% (down from 31.9% last quarter)
  • Completed integration of Northeastern Envelope Company
  • Reduced inventory from $60.8M to $54.9M in Q4

Financial Impact

Revenue growth offset by margin compression; full-year EPS growth of 7.8% driven by acquisitions and share repurchases

revenueepsgross_margininventory

Risk Factors

  • Gross margin compression from 31.9% to 29.2% sequentially
  • Annual revenue decline of 0.6% despite acquisitions
  • Dependence on acquisitions for growth in digital disruption environment

Market Snapshot

Exchange
NYSE
Sector
Manifold Business Forms

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-162920
Document: ebf-20260420.htm0001193125-26-162920
Document: 0001193125-26-162920-index-headers.html0001193125-26-162920
Document: 0001193125-26-162920-index.html0001193125-26-162920
Document: 0001193125-26-162920.txt0001193125-26-162920
8-K Data (Synthetic)0001193125-26-162920

US Market Status

Market Closed — Opens Thu (10h 7m)

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