Campbell’s Q4 Revenue Falls 4.5% to $2.56B, EPS Guidance Cut 11%
Campbell’s Q4 CY2025 revenue fell 4.5% to $2.56 billion, missing estimates of $2.61 billion, while adjusted EPS of $0.51 was 10.6% below the $0.57 consensus. Management cut full-year adjusted EPS guidance to a $2.20 midpoint, an 11.1% reduction from prior outlook.
1. Q4 Financial Results
In Q4 CY2025, revenue was $2.56 billion, down 4.5% year-on-year and missing estimates of $2.61 billion. Adjusted EPS came in at $0.51, 10.6% below the expected $0.57, while adjusted EBITDA reached $362 million, an 11.1% shortfall.
2. Operational Metrics and Volume Trends
Operating margin slid to 10.6% from 12.2% a year earlier, while free cash flow margin remained steady at 16.2%. Organic revenue declined 3% and sales volumes dropped 4%, indicating weaker consumer demand for core products.
3. Updated Guidance and Market Reaction
Management lowered full-year adjusted EPS guidance to a $2.20 midpoint, reflecting an 11.1% cut, and the stock declined approximately 6.2% following the earnings release as investors reacted to the weaker momentum.