earnings
confidence high
sentiment positive
materiality 0.80
Marzetti Q4 adj EPS $1.46 (+9% YoY); FY adj EPS $6.83; 63rd straight dividend hike
MARZETTI CO
- Q4 net sales $465.0M, down 2.2% reported; up 0.4% ex-TSA; Bachan's added $15.4M.
- Q4 adjusted diluted EPS $1.46 vs $1.34; GAAP EPS $1.76 incl $0.66 gain from Milpitas property sale.
- FY net sales $1.93B (+1.1%); adjusted EPS $6.83 vs $6.72; operating cash flow record $283.8M.
- Dividend increased for 63rd consecutive year; paid $108.8M dividends and repurchased $36.3M stock in FY26.
- Management notes Cyclospora outbreak monitoring; expects moderate inflation in FY27 offset by pricing and cost savings.