earnings
confidence high
sentiment negative
materiality 0.70
Campbell's Q3 EPS $0.22 GAAP, $0.73 adj; Snacks segment declines 8%; reaffirms FY guidance at low end
CAMPBELL'S Co
2025-Q3 EPS
reported $1.52
vs consensus $0.57
▲ beat
(+168.3%)
- Net sales $2.48B (+4% reported, +1% organic); Meals & Beverages organic +6%, Snacks organic -5%
- GAAP EBIT $161M (-35%); adjusted EBIT $362M (+2%); $150M impairment on Snyder's of Hanover trademark
- Adjusted EPS $0.73 (-3%); GAAP EPS $0.22 (-50%); FY adjusted EPS now expected at low end of $2.95-$3.05 range
- Tariffs could add $0.03-$0.05 incremental headwind to FY adjusted EPS if current actions remain
- YTD cash from ops $872M; returned $403M via dividends and buybacks; cost savings program delivered ~$110M to date