Q2 FY2026 EarningsQ2 FY2026 beat consensus across major metrics: revenue reached $24.18B vs. $23.97B expected, and core EPS of $2.20 exceeded the $2.11 mean consensus. Operating profit surged 125% YoY to $4.02B, primarily lapping a $1.86B impairment in the prior-year period. While PBNA revenue saw a 7% reported increase driven by acquisitions (Poppi), volume in North America remained weak with PBNA unit volume down 4%. Management reinforced its commitment to shareholder returns, returning $4.4B through dividends and buybacks during the first 24 weeks.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: PepsiCo(PEP) the Revenue is 24.18 B (+6.4%), Beat estimate;the EBIT is 4.067 B (+3.99%), Miss estimate;the EPS is 2.18 (+137%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
24.18B6.40%
23.97B5.46%
+0.21B0.94%
EBITMiss expectations
4.07B3.99%
4.14B5.79%
-0.07B1.80%
EPSExceed expectations
2.18136.96%
2.1581134.58%
+0.02192.38%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf