Stanley Black & Decker, Inc. · NYSE:SWK
Stanley Black & Decker — Q2 2025 Earnings Presentation
18 slides from Stanley Black & Decker's earnings presentation, Jul 29, 2025
Slide 1: Second Quarter 2025 Overview
Second Quarter 2025 Overview July 29, 2025
Slide 2: Participants
Participants Don Allan President & CEO Chris Nelson COO, EVP And President, Tools & Outdoor Pat Hallinan Executive Vice President, CFO Dennis Lange Vice President, Investor Relations 2Q 2025 Earnings Call 2
Slide 3: Cautionary Statement
Cautionary Statement This Presentation and related discussions contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All such statements other than statements of historical
Slide 4: 2Q 2025 Key Messages
2Q 2025 Key Messages Solid 2Q Amid The Dynamic Operating Environment With The Continued Growth 2Q’25 Key Financials Of Our Professional DEWALT Brand • Announced Leadership Transition Plan. Effective October 1, 2025, Chris Nelson To Become $3.9 Billion Total Revenue President And CEO. Don Allan To Be
Slide 5: 2Q 2025 Segment Overview
2Q 2025 Segment Overview Delivered Growth In DEWALT And Aerospace Revenue Adjusted Segment Margin* • 2Q Organic Revenue* (-3%) With +1% PT, (-5%) HTAS, (-7%) OPG $M • (-4%) N.A., (-1%) Europe, +1% Rest Of World $3,529 Tools & Outdoor $3,461 • Volume (-5%) Was Partially Offset By Price (+2%) And Curr
Slide 6: Transforming To Accelerate Organic Growth
Transforming To Accelerate Organic Growth Building A Solid Foundation And Cultivating A Growth Culture: Operational Excellence | Share Growth Targeting Successful Completion Of The Transformation In 2025 Accelerate Our Organic Growth Engine Pre-Tax Run-Rate Cost Savings $150M $1.8B 2Q’25 Quarter-To-
Slide 7: Strategy To Successfully Navigate Tariffs
Strategy To Successfully Navigate Tariffs Take Decisive Actions Designed To Position The Business For Success With A Focus On Achieving Our Long Term Financial Objectives, Including 35%+ Adjusted Gross Margins* Guiding Principles Mitigation Update Accelerating Strategic Adjustments To Supply Chain S
Slide 8: 2025 Planning Assumptions
2025 Planning Assumptions 2025 Planning Scenario Total Company Segments Total Revenue** VPY Flat To (-1%) Tools & Outdoor Currency & Divestitures VPY Net Neutral Organic Revenue* ~(-1%) Organic Revenue* Flat To (-1%) Adj. Segment Margin* Positive YoY Price +Mid Single Digits Volume (-Mid Single Digi
Slide 9: Our Transformation Journey
Our Transformation Journey We’re Accelerating Our Growth Culture With Operational Excellence At Its Core More Delivering Building a Compelling Focused Company Strong Execution Growth Culture Shareholder Value Creation Opportunity 2Q 2025 Earnings Call 9
Slide 10: Q&A
Q&A 10
Slide 11: Liquidity And Free Cash Flow Reconciliation
Liquidity And Free Cash Flow Reconciliation 2Q’25 Free Cash Flow Liquidity Key Points • Target: Maintain Solid Investment Grade Credit Ratings Second Quarter Year-to-Date • $3.5B In Credit Facilities Backed By A Well Capitalized, 2024 2025 V$ 2024 2025 V$ Diversified Bank Group Which Supports The Co
Slide 12: Planning Assumption Sensitivities Consistent With Prior Disclosure
Planning Assumption Sensitivities Consistent With Prior Disclosure Total Company U.S. Supply ~$6.8B U.S. Adjusted Cost Of Sales* Based On Country Of Origin** ~$2.9B - $3.0B U.S. ~$1.2B - $1.3B U.S. Volume Sensitivity (Annual Basis) Mexico ~$0.13 Adj. EPS* = 1-Point Of U.S. Volume ~$1.5B - $1.6B Rest
Slide 13: Reconciliation Of GAAP To Non-GAAP Measures
Reconciliation Of GAAP To Non-GAAP Measures 2Q 2025 Earnings Call 13
Slide 14: Reconciliation Of GAAP To Non-GAAP Segment Profit
Reconciliation Of GAAP To Non-GAAP Segment Profit 2Q 2025 Earnings Call 14
Slide 15: Reconciliation Of GAAP To Non-GAAP Measures
Reconciliation Of GAAP To Non-GAAP Measures 2Q 2025 Earnings Call 15
Slide 16: EBITDA Reconciliation
EBITDA Reconciliation 2Q 2025 Earnings Call 16
Slide 17: Summary of Non-GAAP Adjustments
Summary of Non-GAAP Adjustments 2Q 2025 Earnings Call 17
Slide 18: Non-GAAP Financial Measures
Non-GAAP Financial Measures Organic revenue or organic sales is defined as the difference between total current and prior year sales less the impact of companies acquired and divested in the past twelve months, foreign currency fluctuations, and transfers of product lines between segments. Organic r
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