DMC · Del Monte Corp
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Del Monte Corporation reported Q2 2026 net sales of $1.22B (up 3% reported, 9% adjusted) with adjusted EPS of $0.72, raised 2026 Del Monte Foods guidance (sales to $625M from $600M, adjusted EBITDA to $35M from $23M), and lowered expected cost headwinds to $45–$55M from $60–$70M; however, banana segment net sales fell to $361.1M from $410.0M with gross margin collapsing to 2.3% from 7.3%, and fresh and value-added products net sales dropped to $569.3M from $649.9M.
- + Management raised 2026 Del Monte Foods net sales guidance to $625M (from $600M) and adjusted EBITDA guidance to $35M (from $23M).
- + Full-year external cost pressure guidance was lowered to $45–$55M from $60–$70M.
- + Revolving credit facility expanded from $750M to $900M with terms extended through February 2029.
- + Prepared Foods segment net sales jumped to $236.1M from $72.7M and gross margin expanded to 18.9% from 13.3% following the Del Monte Foods acquisition.
- + Targeted pricing, portfolio, and trade spend actions are expected to generate approximately $9 million in annual margin expansion as they phase in.
- − Banana segment net sales fell to $361.1M from $410.0M as gross margin collapsed to 2.3% from 7.3%.
- − Fresh and value-added products segment net sales declined to $569.3M from $649.9M with gross margin of 11.0% vs. prior 11.6%.
- − Black Sigatoka is worsening due to heavy rainfall and Panama disease (TR4) is spreading further in Ecuador, posing a long-term threat to banana supply.
- − Banana segment took a $10.6M impairment charge from closing four Costa Rica banana farms, with Costa Rican colon exchange rate adding over $2 per box to costs in the last year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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 SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Farm Products — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DMC
this stock
Del Monte Corp
|
$1.40B | -16.1% | +1.0% | 41.9 | 5.1% |
|
ADM
Archer-Daniels-Midland Co
|
$39.00B | +43.5% | -6.2% | 22.1 | 3.0% |
|
BG
Bunge Global SA
|
$20.98B | +20.5% | +32.4% | 25.2 | 3.4% |
|
TSN
Tyson Foods, Inc.
|
$17.91B | -11.8% | +2.1% | 31.4 | 2.7% |
|
CALM
Cal-Maine Foods Inc
|
$3.22B | -18.3% | -31.7% | — | 10.6% |
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 | |
|---|---|---|---|---|---|
| DMC | -2.5% | -6.9% | -28.1% | -0.2% | -16.1% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -3.7% | -7.5% | -39.7% | -1.8% | -29.7% |
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.