Campbell's Q4 adj EPS -2% to $0.62; FY2026 guidance implies adj EPS decline of 12-18%

CAMPBELL'S Co

2025-FY EPS reported $2.01 revenue$10,253,000,000

Q4 net sales $2.3B (+1%); organic net sales -3%; adj EPS $0.62 vs $0.63 prior.
Full-year adj EPS $2.97 (-4%); cash from ops $1.13B; returned $521M to shareholders via dividends and buybacks.
FY2026 guidance: organic net sales -1% to +1%; adj EPS $2.40-$2.55 vs comparable 52-wk base of $2.91 (12-18% decline).
Tariffs expected to be ~4% of COGS; ~60% mitigation in place; two-thirds of FY2026 EPS decline attributed to net tariff impact.
Cost savings target increased from $250M to $375M by end of FY2028.

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