Q4 25 EPS
$0.62
BEAT +8.79%
Est. $0.57
Q4 25 Revenue
$2.32B
MISS 0.51%
Est. $2.33B
vs S&P Since Q4 25
-49.5%
TRAILING MARKET
CPB -32.7% vs S&P +16.8%
Full Year 2025 Results
FY 25 EPS
$2.97
BEAT +1.31%
Est. $2.93
FY 25 Revenue
$10.25B
MISS 0.17%
Est. $10.27B
Market Reaction
Did CPB Beat Earnings? Q4 2025 Results
Campbell's closed out fiscal 2025 with a mixed but largely resilient quarter, posting adjusted EPS of $0.62 against a consensus estimate of $0.57, an 8.77% beat, even as revenue of $2.32 billion came in just shy of the $2.34 billion analysts expected… Read more Campbell's closed out fiscal 2025 with a mixed but largely resilient quarter, posting adjusted EPS of $0.62 against a consensus estimate of $0.57, an 8.77% beat, even as revenue of $2.32 billion came in just shy of the $2.34 billion analysts expected, a -0.74% miss, with sales rising 1.2% year-over-year. A key asterisk: the quarter spanned 14 weeks, with the extra 53rd week estimated to have contributed roughly 7% to net sales and 10% to adjusted EPS, meaning the underlying organic picture was softer, with organic net sales declining 3% after stripping out that calendar boost and divestiture impacts. Meals & Beverages was the relative bright spot, with leadership brands including Rao's, now approaching $1.00 billion in annual sales, gaining traction as home-cooking trends held steady. Looking ahead, the company faces a materially tougher fiscal 2026, guiding adjusted EPS to $2.40 to $2.55, a decline of 12% to 18%, with roughly two-thirds of that shortfall tied to net tariff headwinds. For income-focused investors, Campbell's also reaffirmed its quarterly dividend of $0.39 per share.
Key Takeaways
- • Strong in-market performance of leadership brands in Meals & Beverages outpacing category growth
- • Consumers continuing to cook at home benefiting soup and sauce categories
- • Sovos Brands acquisition contributing to net sales and EBIT growth for full year
- • 53rd week contributed an estimated 7% to Q4 net sales and 10% to Q4 adjusted EPS
- • Cost savings program delivering approximately $145 million of $375 million target
- • Supply chain productivity improvements partially offsetting cost inflation
CPB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
CPB Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our fiscal 2025 results were slightly ahead of our expectations, driven by our team's focus on execution in a dynamic operating environment. Meals & Beverages benefited from the continued strong in-market performance of our leadership brands, outpacing category growth as consumers continued to cook at home. We are pleased with Rao's post-acquisition momentum as it approaches becoming our fourth $1 billion dollar brand, alongside Campbell's, Goldfish and Pepperidge Farm. While our Snacks business weathered category softness, we delivered a modest sequential improvement to net sales and in-market consumption in the fourth quarter. We remain confident in our Snacks portfolio and are taking decisive actions to return the business to sustained growth.”
— Mick Beekhuizen, Q4 2025 Earnings Press Release
CPB Earnings Trends
CPB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CPB EPS Trend
Earnings per share: estimate vs actual
CPB Revenue Trend
Quarterly revenue: estimate vs actual
CPB Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $0.48 | $0.50 | +4.49% | $2.37B | -0.67% |
| Q2 26 MISS | $0.57 | $0.51 | -10.64% | $2.56B | -1.82% |
| Q1 26 BEAT | $0.73 | $0.77 | +4.96% | $2.68B | +0.83% |
| Q4 25 BEAT FY | $0.57 | $0.62 | +8.79% | $2.32B | -0.51% |
| FY Full Year | $2.93 | $2.97 | +1.31% | $10.25B | -0.17% |
| Q3 25 BEAT | $0.66 | $0.73 | +11.38% | $2.48B | +1.87% |
| Q2 25 BEAT | $0.72 | $0.74 | +2.18% | $2.69B | -1.85% |