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The Campbells

CPB

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Q4 FY2026 EarningsQ4 FY26 results were mixed, missing slightly on top and bottom lines: Adjusted EPS of $0.39 vs. $0.3872 mean (but reported as $0.39 vs $0.42 prior year) and Revenue of $2.14B vs. $2.14B expected. The Snacks segment significantly underperformed with organic sales down 6% and operating earnings down 34%. FY27 guidance was notably weak, forecasting Adjusted EPS of $1.65–$1.80, far below the current FY26 run rate, leading to a 36% dividend reset to $0.25/quarter to accelerate debt reduction.

Financial report interval: 2026.05.01 - 2026.07.31

Overview: The Campbells(CPB) the Revenue is 2.137 B (-7.93%), Miss estimate;the EBIT is 242 M (-24.61%), Beat estimate;the EPS is -0.22 (-145.8%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
2.14B7.93%
2.14B7.60%
-0.01B0.33%
EBITExceed expectations
0.24B24.61%
0.24B24.93%
+0.00B0.32%
EPSMiss expectations
-0.22145.83%
0.3722.92%
-0.5900122.91%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf