earnings
confidence high
sentiment neutral
materiality 0.70
Mondelēz Q2 net revenue +4.1% organic +2.2%; adjusted EPS flat; dividend raised 4%
Mondelez International, Inc.
- Q2 net revenue $9,355M, +4.1% reported; organic net revenue +2.2% (volume/mix +0.7%, pricing +1.5%).
- Adjusted EPS $0.73, flat YoY; -2.7% on constant-currency basis; GAAP EPS $1.20 (+144.9%) on mark-to-market gains.
- Segment organic growth: Latin America +8.4%, AMEA +7.1%, Europe -3.5%, North America +3.4%.
- YTD operating cash flow $1.3B, free cash flow $0.7B; returned $1.5B to shareholders in H1.
- Quarterly dividend increased 4% (amount not specified); no updated 2026 guidance provided.