CPB · CAMPBELL'S Co
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBIT non-GAAP | $274M | Q3 FY2026 | — |
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| Adjusted gross profit non-GAAP | $656M | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross profit, as reported 650M
+12M Costs associated with cost savings and optimization initiatives (1)
-6M Commodity mark-to-market losses (gains) (2)
= Adjusted Gross profit 656M
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| Adjusted gross profit margin non-GAAP | 27.7% | Q3 FY2026 | — |
| Capital expenditures year-to-date | $297M | Nine Months Ended May 3, 2026 | — |
| Cash flow from operations | $839M | Nine Months Ended May 3, 2026 | — |
| Cost savings achieved in the quarter | $20M | Q3 FY2026 | — |
| Shareholder return (cash dividends) | $380M | Nine Months Ended May 3, 2026 | — |
| Total cost savings achieved to date | $200M | Q3 FY2026 | — |
| Adjusted EPS non-GAAP | $0.51 | Q2 FY2026 | — |
| Cash dividends paid | $237M | year-to-date fiscal 2026 | — |
| Cost savings achieved year-to-date | $180M | year-to-date through Q2 FY2026 | — |
| Cost savings target | $375M | fiscal 2028 target | — |
| Remaining authorization under September 2021 strategic share repurchase program | $301M | as of February 1, 2026 | — |
| Remaining authorization under September 2024 anti-dilutive share repurchase program | $172M | as of February 1, 2026 | — |
| Share repurchases | $26M | year-to-date fiscal 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Packaged Foods — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CPB
this stock
CAMPBELL'S Co
|
$6.91B | -16.9% | +6.4% | 11.4 | 16.2% |
|
KHC
Kraft Heinz Co
|
$30.10B | +5.2% | -0.1% | — | 7.3% |
|
GIS
General Mills Inc
|
$20.77B | -15.7% | +4.1% | — | 9.2% |
|
JBS
Jbs N.V.
|
$14.26B | -5.3% | — | — | 3.3% |
|
MKC
Mccormick & Co Inc
|
$14.24B | -19.7% | +1.7% | 8.8 | 5.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CPB | +0.5% | +4.9% | -14.5% | +5.4% | -16.9% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +0.1% | +0.5% | -28.3% | +1.5% | -30.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.