Latest Earnings Results: Q4 '26
Estimated EPS
$0.39
Reported EPS
$0.39
Surprise
+1.09%
Estimated Rev
$2.14B
Reported Rev
$2.14B
Surprise
-0.33%
• Reported GAAP EPS of $0.39 down -37.10% YoY • Reported revenue of $2.14B down -7.93% YoY • The Campbell's Company expects fiscal 2027 net sales to range from down 4% to down 2%, with adjusted EBIT down 12% to 7% and adjusted EPS from $1.65 to $1.80.
Bullish Takeaway
The Campbell's Company remains focused on long-term growth through the La Regina acquisition, a new $500M enterprise cost savings initiative, and strength in its resilient Meals & Beverages division.
Bearish Takeaway
The Campbell's Company faced significant margin compression, decreased segment profitability, and a reduced quarterly dividend to address leverage, reflecting top-line softness and inflation-driven headwinds during the fiscal 2026 fourth quarter.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $0.51 | -- | -- | N/A |
Q4 '26 | $0.39 | $0.39 | 1.09% | BEAT |
Q3 '26 | $0.48 | $0.50 | 4.40% | BEAT |
Q2 '26 | $0.57 | $0.51 | -10.16% | MISSED |
Q1 '26 | $0.74 | $0.77 | 4.74% | BEAT |