MZTI · Marzetti Co
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q4 FY26 earnings call · Aug 25, 2026TL;DR. Marzetti reported record FY26 net sales, gross profit, and operating income while delivering a 12th straight quarter of gross margin expansion, but provided fiscal 2027 guidance for ~100 bps gross margin growth, mid-single-digit revenue growth, and a ~15% Q1 operating income decline due to a Cyclospora outbreak headwind.
- + Delivered record FY26 net sales, gross profit, and operating income with a 12th consecutive quarter of gross margin expansion
- + Q4 gross margin expanded 220 bps to a record 24.5% and adjusted operating income grew 17.5%
- + Raised the quarterly dividend for the 63rd consecutive year and repurchased $36.3 million of stock
- + Generated record FY26 operating cash flow of $283.8 million, up $22.3 million
- + Guided fiscal 2027 to ~100 bps gross margin expansion with mid-single-digit top-line growth, supported by Bachan's accretion
- − Q4 reported consolidated net sales declined 2.2% to $465.0 million, with retail organic volumes down on pipeline comparisons
- − Cyclospora outbreak is expected to create an approximately 250 bps net sales headwind in fiscal Q1 2027
- − Q4 SG&A increased $12.3 million driven by Bachan's acquisition-related costs and incremental intangible amortization
- − Anticipated moderate input cost inflation of roughly 5% in fiscal 2027 creates a ~50 bps gross margin dilutive impact
- − Incurred ~$200 million in long-term debt to fund the Bachan's acquisition, introducing interest expense
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 Strong SellIllustrative 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 Consolidated Net Sales non-GAAP | $1.91B | Fiscal Year Ended June 30, 2026 | +0.8% |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Net Sales 1.93B
-20.42M TSA-Related
= Adjusted Consolidated Net Sales 1.91B
|
|||
| Adjusted Cost of Sales non-GAAP | $1.43B | fiscal 2026 filing | -0.5% |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Cost of Sales $1.45B
-$20.42M TSA-Related
= Adjusted Cost of Sales $1.43B
|
|||
| Adjusted Diluted EPS non-GAAP | $6.83 | Fiscal Year Ended June 30, 2026 | +1.6% |
|
|
|||
| Adjusted Foodservice Net Sales non-GAAP | $906.64M | Fiscal Year Ended June 30, 2026 | +1.7% |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Foodservice Net Sales 927.05M
-20.42M TSA-Related
= Adjusted Foodservice Net Sales 906.64M
|
|||
| Adjusted Gross Margin non-GAAP | 24.5% | Three Months Ended June 30, 2026 | — |
| Adjusted Gross Profit non-GAAP | $477.29M | fiscal 2026 filing | +4.7% |
|
|
|||
| Adjusted Operating Income non-GAAP | $238.8M | Fiscal Year Ended June 30, 2026 | +4.2% |
|
|
|||
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 |
|---|---|---|---|---|---|
|
MZTI
this stock
Marzetti Co
|
$2.73B | -39.2% | +1.1% | 14.3 | 8.4% |
|
JBS
Jbs N.V.
|
$39.34B | -17.1% | — | — | 1.2% |
|
KHC
Kraft Heinz Co
|
$28.97B | +0.7% | -0.1% | — | 8.3% |
|
GIS
General Mills Inc
|
$19.57B | -21.9% | +4.1% | — | 8.6% |
|
SJM
J M SMUCKER Co
|
$13.13B | +25.7% | +3.7% | — | 4.2% |
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 | |
|---|---|---|---|---|---|
| MZTI | -4.0% | -11.5% | -27.1% | -11.3% | -39.2% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -3.6% | -11.4% | -47.3% | -10.6% | -50.9% |
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.