ACCO Brands Corp. (ACCO)
NYSEIndustrialsBusiness Equipment & SuppliesSnapshot 2026-09-04
$4.42+1.84%
Close 2026-09-04 · 1-day change
NYSEIndustrialsBusiness Equipment & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · ACCO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 50% of the last 4 guided quarters · 35.7% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue the multi-year cost reduction program targeting $100 million in savings by the end of 2026.
Stated as a priority in 2 of last 2 quarters. Management reiterated the $100 million cost savings target by year-end 2026. Adjusted operating income increased from $11.7 million in 2026-Q1 to $48.1 million in 2026-Q2, reflecting cost savings partially offset by volume declines. The trajectory shows delivering progress on cost savings.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We continue to realize savings from our $100 million multi-year cost reduction program.”
“Our multi-year cost reduction program is on track to deliver $100 million in savings by year-end.”
Sustain full-year 2026 adjusted earnings per share guidance within the range of $0.87 to $0.91.
Stated as a priority in 3 of last 3 quarters. Adjusted EPS guidance was $0.84 to $0.89 in 2026-Q1 and raised to $0.87 to $0.91 in 2026-Q2. Diluted EPS was $0.15 in 2026-Q2 and $0.20 in 2026-Q1. The trajectory matches management's raised guidance and delivery.
“Full-year adjusted EPS is now expected to be within the range of $0.87 to $0.91.”
“Full year adjusted EPS is expected to be within the range of $0.84 to $0.89.”
“Full year adjusted EPS is expected to be within the range of $0.84 to $0.89.”
Deliver free cash flow within the range of $75 million to $85 million for fiscal year 2026.
Stated as a priority in 3 of last 3 quarters. Free cash flow guidance remained steady at $75 million to $85 million for 2026. Year-to-date cash from operating activities was negative $35.3 million in 2026-Q2, showing challenges in cash flow generation. The trajectory is mixed with limited progress on cash flow delivery so far.
“We continue to expect 2026 free cash flow to be within the range of $75 million to $85 million.”
“The Company expects 2026 free cash flow to be within the range of $75 million to $85 million.”
“The Company expects 2026 free cash flow to be within the range of $75 million to $85 million.”
Continue paying a regular quarterly cash dividend of $0.075 per share to shareholders.
Stated as a priority in 2 of last 2 quarters. The quarterly dividend was maintained at $0.075 per share in both 2026-Q1 and 2026-Q2. Dividend payments totaled $13.8 million year-to-date in 2026. The trajectory is consistent with management's commitment to maintain dividends.
“Board declared a regular quarterly cash dividend of $0.075 per share, payable on September 9, 2026.”
“Board declared a regular quarterly cash dividend of $0.075 per share, payable on June 17, 2026.”
Complete integration of EPOS acquisition on schedule and achieve expected cost synergies and brand expansion.
Stated as a priority in 2 of last 2 quarters. EPOS acquisition contributed 5.7% sales growth in 2026-Q2 and 5.3% sales growth in first six months of 2026. Adjusted operating income increased reflecting synergies and cost savings. The trajectory shows delivering on integration and synergy targets.
“The EPOS integration remains on track and we are on target to achieve expected synergies.”
“Integration of the EPOS acquisition progressing well, with synergies on track.”
Over the trailing year it converted -1.60x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.