Stanley Black & Decker, Inc. · NYSE:SWK
Stanley Black & Decker — Q4 2025 Earnings Presentation
18 slides from Stanley Black & Decker's earnings presentation, Feb 4, 2026
Slide 1: Fourth Quarter and Full Year 2025 Overview
Fourth Quarter And Full Year 2025 Overview February 4, 2026
Slide 2: Participants
Participants Chris Nelson President & Chief Executive Officer Patrick Hallinan EVP, Chief Financial Officer & Chief Administrative Officer Michael Wherley Vice President, Investor Relations 4Q and FY 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: 2025 Year in Review
2025 Year in Review Stanley Black & Decker delivered solid results across key focus areas in 2025… By The Numbers… ~$15.1B ~(-1%) Led by growth in DEWALT and Aerospace Net Sales Organic Revenue* fasteners 30.7% +70 bps YoY driven by price and supply chain Adjusted Gross Margin* transformation effici
Slide 5: 4Q 2025 Key Messages
4Q 2025 Key Messages 4Q’25 Key Financials Solid fourth quarter execution delivered year-over-year gross margin expansion amid dynamic operating environment… $3.7 Billion Total Net Sales • Net sales of $3.7 billion, down 1% YoY and down 3% on an organic basis* as price (+4%) and currency (+2%) were m
Slide 6: 4Q and FY 2025 Segment Overview
4Q and FY 2025 Segment Overview Thoughtful execution resulted in solid operational outcomes • 4Q Organic Revenue* (-4%) with PT (-8%), HTAS Flat, OPG +2% Net Sales Adjusted Segment Margin* • N.A. (-5%), Europe (-3%), Rest of World (-4%) $M $3,228 13.6% • Price (+5%) and currency (+2%) were more than
Slide 7: Adjusted Gross Margin Expansion and Improved Financial Position
Adjusted Gross Margin* Expansion and Improved Financial Position Executing our strategic plans to attain our near-term and long-term margin and cash flow objectives Adjusted Gross Margin* Expansion Year Over Year Year-End Leverage Ratio Improved 4Q’25 YoY FY’25 YoY Net Debt to Adjusted EBITDA* 33.3%
Slide 8: 2026 Planning Assumptions
2026 Planning Assumptions Total Company Segments Total Net Sales** YoY +Low Single Digits Tools & Outdoor Organic Revenue* +LSD Organic Revenue* +Low Single Digits Currency +LSD Adj. Segment Margin* Positive YoY CAM Divestiture (2H) & -LSD Licensing OPG Gas Walk Behind*** Engineered Fastening Adjust
Slide 9: Building a World Class, Branded Industrial Company
Building a World Class, Branded Industrial Company Delivering long-term value by solving our end users’ most pressing and complex challenges Strategic Imperatives Long-Term Financial Goals – Expect To Reflect In 2028 Financials** ACTIVATE Brands with Organic Revenue Growth*: MSD in an LSD market Pur
Slide 10: Q&A
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Slide 11: Liquidity and Free Cash Flow Reconciliation
Liquidity and Free Cash Flow Reconciliation Free Cash Flow Liquidity Key Points Fourth Quarter Year-to-Date • Target: Maintain solid investment grade credit ratings $M 2024 2025 V$ 2024 2025 V$ • $3.5B in credit facilities backed by a well capitalized, diversified bank group which supports the comme
Slide 12: Reconciliation of GAAP to Non-GAAP Measures
Reconciliation of GAAP to Non-GAAP Measures 4Q and FY 2025 Earnings Call 12
Slide 13: Reconciliation of GAAP to Non-GAAP Segment Profit
Reconciliation of GAAP to Non-GAAP Segment Profit 4Q and FY 2025 Earnings Call 13
Slide 14: Reconciliation of GAAP to Non-GAAP Segment Profit
Reconciliation of GAAP to Non-GAAP Segment Profit 4Q and FY 2025 Earnings Call 14
Slide 15: Reconciliation of GAAP to Non-GAAP Measures
Reconciliation of GAAP to Non-GAAP Measures 4Q and FY 2025 Earnings Call 15
Slide 16: EBITDA Reconciliation
EBITDA Reconciliation 4Q and FY 2025 Earnings Call 16
Slide 17: Summary of Non-GAAP Adjustments
Summary of Non-GAAP Adjustments 4Q and FY 2025 Earnings Call 17
Slide 18: Non-GAAP Financial Measures
Non-GAAP Financial Measures The Company has provided a discussion of its results both inclusive and exclusive of certain gains and charges. The results and measures, including gross profit, SG&A, Other, net, Income taxes, and segment profit, on a basis excluding certain gains and charges, free cash
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