Mission Produce, Inc.

NASDAQ•AVO

CEO: Mr. Stephen J. Barnard

セクター: Consumer Defensive

業種: Food Distribution

上場日: 2020-10-02

Mission Produce, Inc. engages in the sourcing, farming, packaging, marketing, and distribution of avocados, mangoes, and blueberries to food retailers, distributors, and foodservice customers in the United States and internationally. The company operates through three segments, Marketing and Distribution; International Farming; and Blueberries. It also provides ripening, bagging, custom packing, logistical management, and quality assurance services. In addition, the company offers merchandising and promotional support, and insights on market trends, and training services. Mission Produce, Inc. was founded in 1983 and is headquartered in Oxnard, California.

連絡先情報

2710 Camino Del Sol, Oxnard, CA, 93030, United States

805-981-3650

missionproduce.com

時価総額

$982.64M

PER (TTM)

29.6

28.7

配当利回り

52週高値

$15.02

52週安値

$9.60

52週レンジ

79%

順位41Top 44.9%

4.0

F-Score

改良版 Piotroski 分析

8年ファンダメンタル

堅調 • 4 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2018-2025

財務ダッシュボード

Q1 2026 データ

売上高

$278.60M+0.00%

直近4四半期の推移

EPS

-$0.01+0.00%

直近4四半期の推移

フリーCF

-$14.90M+0.00%

直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

Gross Margin Expansion Gross profit remained flat at $31.6M; margin improved 190 basis points to 11.3% due to better M&D margins.

Blueberries Segment Sales Rise Blueberries net sales grew 12% to $40.8M, driven by 9% price increase and 3% volume increase this quarter.

Equity Income Rises 88% Equity method income increased $0.7M, rising 88% to $1.5M, primarily from Henry Avocado investment performance.

リスク要因

Net Sales Decline 17% Total net sales fell $55.6M (17%) to $278.6M, driven by 30% lower per-unit avocado prices in M&D segment.

SG&A Costs Increase 31% SG&A expenses rose $6.9M (31%) to $29.1M, largely due to $7.0M in transaction advisory costs for Calavo merger.

Mission Reports Net Loss Net loss attributable to Mission Produce was $(0.7)M this quarter, compared to $3.9M net income in prior year period.

見通し

Calavo Merger Financing Secured Transaction financing secured, including lender commitment for $50M revolving credit increase and $250M principal term loans.

2026 Capital Spending Forecast Expect total capital expenditures of approximately $40M for fiscal 2026, focused on International Farming and Blueberries segments.

Tariff Refund Uncertainty Remains Supreme Court ruled recent tariffs illegal; uncertainty exists regarding timing and mechanics of obtaining refunds for previously paid tariffs.

同業比較

売上高 (TTM)

HLF

$5.04B

+0.9%

THS

$3.34B

-0.7%

EPC

$2.17B

-3.4%

粗利益率 (最新四半期)

HLF

75.1%

-3.4pp

UDMY

66.0%

+2.9pp

LINC

62.3%

+1.5pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
HLF	$1.49B	6.5	-36.2%	84.0%
LINC	$1.34B	64.9	10.8%	41.3%
THS	$1.23B	-5.1	-16.5%	43.2%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-9.9%

成長鈍化

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

50%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年6月4日

EPS:$0.07

売上高:$279.40M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし