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Campbell's Co

CPB · Consumer Staples

Last earnings Sep 3, 2026

Key results

EPSquarter

$0.48

Earnings Per Share (EPS) increased to $0.48.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Net incomequarter

$145

Net earnings (loss) 145 (3)

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Net incomefull-year

$602

Net earnings 602 567

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

AI analysis

Q4 FY2025 · reported Sep 3, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q4 FY2025
$0.48
EX-99 · Sep 3, 2025
Net income · Q4 FY2025
$145
EX-99 · Sep 3, 2025

Headline figures

MetricQ4 FY2025Prior qtrYear ago
EPS$0.48——
Net income$145——

EX-99 · Sep 3, 2025

Guidance · company-stated

Revenue$2.3 billion

“htm EX-99.1 Document CAMPBELL'S REPORTS FOURTH QUARTER FISCAL 2025 RESULTS PROVIDES FULL-YEAR FISCAL 2026 GUIDANCE For the fourth quarter Net Sales increased 1% to $2.3 billion and decreased 3% on an organic basis.”

Revenue

“The company s fiscal 2026 guidance reflects the following underlying assumptions The impact of the divestitures of Pop Secret and noosa is estimated to reduce reported net sales and adjusted EBIT by 1% and to be dilutive by $0.04 to adjusted EPS in fiscal 2026.”

Company outlook

“As a result of these factors, in the fourth quarter of fiscal 2024, the company lowered the long-term outlook for the business and recognized an impairment charge of $76 million on the trademark.”

Primary outlook statements conflict; no label forced — evidence preserved.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capexfull year$426M
Dividend$459M
Dividendfull year$62M

Cash flow from operations was $1.1 billion r eturned $521 million to shareholders including $459 million in dividends.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

CAMPBELL'S REPORTS FOURTH QUARTER FISCAL 2025 RESULTS PROVIDES FULL-YEAR FISCAL 2026 GUIDANCE For the fourth quarter Net Sales increased 1% to $2.3 billion and decreased 3% on an organic basis

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenue: “htm EX-99.1 Document CAMPBELL'S REPORTS FOURTH QUARTER FISCAL 2025 RESULTS PROVIDES FULL-YEAR FISCAL 2026 GUIDANCE For the fourth quarter Net Sales increased 1% to $2.3 billion and decreased 3% on an organic basis.”

Revenue: “The company s fiscal 2026 guidance reflects the following underlying assumptions The impact of the divestitures of Pop Secret and noosa is estimated to reduce reported net sales and adjusted EBIT by 1% and to be dilutive by $0.04 to adjusted EPS in fiscal 2026.”

Company outlook: “As a result of these factors, in the fourth quarter of fiscal 2024, the company lowered the long-term outlook for the business and recognized an impairment charge of $76 million on the trademark.”

Revenue — Raised (“increased”)
“htm EX-99.1 Document CAMPBELL'S REPORTS FOURTH QUARTER FISCAL 2025 RESULTS PROVIDES FULL-YEAR FISCAL 2026 GUIDANCE For the fourth quarter Net Sales increased 1% to $2.3 billion and decreased 3% on an organic basis.”

Company outlook — Lowered (“reduce”)
“At the same time, the company faces a dynamic operating and regulatory environment resulting in substantial input cost pressures, primarily driven by tariffs, which, despite significant mitigation efforts, reduce its earnings outlook for the upcoming fiscal year.”

Revenue — Lowered (“reduce”)
“The company s fiscal 2026 guidance reflects the following underlying assumptions The impact of the divestitures of Pop Secret and noosa is estimated to reduce reported net sales and adjusted EBIT by 1% and to be dilutive by $0.04 to adjusted EPS in fiscal 2026.”

Company outlook — Lowered (“lowered”)
“As a result of these factors, in the fourth quarter of fiscal 2024, the company lowered the long-term outlook for the business and recognized an impairment charge of $76 million on the trademark.”

Primary outlook statements conflict; no label forced — evidence preserved.

Capital allocation

Cash flow from operations was $1.1 billion r eturned $521 million to shareholders including $459 million in dividends.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Net interest expense increased to $85 million from $83 million due to the impact of the additional week in the quarter, partially offset by lower levels of debt.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Net interest expense increased to $328 million from $243 million, primarily due to higher levels of debt and higher average interest rates on the debt portfolio.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Capital expenditures for the year were $426 million compared to $517 million.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

In line with Campbell s commitment to return value to its shareholders, the company has paid $459 million of cash dividends and repurchased common stock of approximately $62 million for the fiscal year.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

As of August 3, 2025, the company had approximately $198 million remaining under its anti-dilutive share repurchase program in addition to approximately $301 million remaining under its September 2021 strategic share repurchase program.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Strategy & priorities

CEO Comments Mick Beekhuizen, Campbell s Chief Executive Officer, said, Our fiscal 2025 results were slightly ahead of our expectations, driven by our team's focus on execution in a dynamic operating environment.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Beekhuizen continued, Going into fiscal 2026, we're focused on delivering today while building for tomorrow - with an increased emphasis on delivering topline growth through incremental marketing investments and consumer-led innovation, as we continue to expand our capabilities.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Simultaneously, we're increasing productivity and accelerating cost savings initiatives to help mitigate core inflation and tariff headwinds.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Adjusted gross profit margin decreased 90 basis points to 30.5% mainly driven by cost inflation and other supply chain costs inclusive of a moderate tariff impact, partially offset by supply chain productivity improvements, favorable net price realization and the benefits from cost savings initiatives.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Adjusted administrative expenses decreased 4% to $158 million mainly driven by the benefit from cost savings initiatives and lower incentive compensation, partially offset by higher general administrative costs and inflation.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Risks & headwinds

Simultaneously, we're increasing productivity and accelerating cost savings initiatives to help mitigate core inflation and tariff headwinds.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Adjusted gross profit margin decreased 90 basis points to 30.5% mainly driven by cost inflation and other supply chain costs inclusive of a moderate tariff impact, partially offset by supply chain productivity improvements, favorable net price realization and the benefits from cost savings initiatives.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Net tariff impacts were an approximate $0.02 headwind to full-year adjusted EPS.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

The company intends to use these savings as one of several levers to help offset tariff headwinds.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

At the same time, the company faces a dynamic operating and regulatory environment resulting in substantial input cost pressures, primarily driven by tariffs, which, despite significant mitigation efforts, reduce its earnings outlook for the upcoming fiscal year.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

On a comparable 52-week basis and excluding the impact of divestitures as noted above, the company expects Approximately two-thirds of the year-over-year decline in fiscal 2026 adjusted EPS guidance at the midpoint of the range to be attributable to the estimated net tariff impact.

SEC original ↗Campbell's Co — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

31 documents

Earnings releases

9 documents

Presentations

0 documents

No presentations for Campbell's Co are held in this edition of the library.

Transcripts

0 documents

No transcripts for Campbell's Co are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Campbell's Co by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.