AI brief of an SEC Form 8-K · Turning Point Brands, Inc. (TPB)

Turning Point Brands Q2 sales up 22.6%, profit down 75.2%; raises Modern Oral outlook

Mixed Impact 4 of 5 earnings Written later

Turning Point Brands reported second-quarter 2026 net sales of $142.9 million, up 22.6% from a year earlier, but net income attributable to the company fell 75.2% to $3.6 million, and adjusted EBITDA fell 50.0% to $15.2 million. The company raised its full-year 2026 Modern Oral sales guidance, while its SG&A expenses rose 91.1% to $76.9 million.

Key points

  • Q2 2026 net sales rose 22.6% to $142.9 million; Modern Oral net sales rose 128% to $68.4 million.
  • Diluted EPS was $0.18 versus $0.79 a year earlier; adjusted diluted EPS was $0.23 versus $0.98.
  • Full-year 2026 Modern Oral net sales guidance raised to $260-$270 million from $210-$225 million.
  • Gross profit rose 40.6% to $93.7 million, helped by a tariff refund; excluding out-of-period COGS tied to the refund, gross profit was $81.5 million.

The filing

CompanyTurning Point Brands, Inc. (TPB)
Form8-K, current report
Filed with the SECAug 4, 2026, 8:06 AM ET
Accession number0001437749-26-025512

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.