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The Campbell's Company

NASDAQ•CPB
CEO: Mr. Mark A. Clouse
セクター: Consumer Defensive
業種: Packaged Foods
上場日: 1954-12-13
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell's gravies, pasta, beans, and dinner sauces; Swanson canned poultry; V8 juices and beverages; Campbell's tomato juice; Rao's pasta sauces, dry pasta, frozen entrées, frozen pizza and soups; Michael Angelo's frozen entrées and pasta sauces; and noosa yogurts, as well as snacking products in foodservice in Canada. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products, that includes Goldfish crackers, Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory pretzel crisps, and other snacking products. This segment is also involved in the retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores, as well as e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was formerly known as Campbell Soup Company and changed its name to The Campbell's Company in November 2024. The company was founded in 1869 and is headquartered in Camden, New Jersey.
連絡先情報
1 Campbell Place, Camden, NJ, 08103-1799, United States
856-342-4800
www.campbellsoupcompany.com
時価総額
$6.43B
PER (TTM)
11.7
10.2
配当利回り
7.2%
52週高値
$40.59
52週安値
$21.19
52週レンジ
2%
順位28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.3 / 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: 2016-2025

財務ダッシュボード

Q2 2026 データ

売上高

$2.56B+0.00%
直近4四半期の推移

EPS

$0.49+0.00%
直近4四半期の推移

フリーCF

$643.00M+0.00%
直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Six Month Net Sales Six months net sales reached $5.24B USD, down 4% from prior period due to volume/mix and divestitures.
Operating Cash Flow Strong Operating cash flow for six months totaled $740M USD, slightly up from $737M USD last year, supporting liquidity.
Quarterly Earnings Decline Quarterly net earnings attributable to the Company were $145M USD, resulting in basic EPS of $.48, down from $.58.
Gross Margin Compression Gross profit margin fell 250 basis points to 28.0% this quarter, driven by cost inflation and tariff impacts.

リスク要因

Gross Margin Under Pressure Gross profit margin declined 250 basis points to 28.0% due to 500 basis points impact from cost inflation/tariffs.
Sales Volume Declines Quarterly net sales fell 5% to $2.56B USD, driven by unfavorable volume/mix and divestiture impacts across segments.
Pending Acquisition Risk Entered agreement to acquire 49% of La Regina for $286M USD; closing conditions and integration present uncertainty.
Geopolitical Supply Chain Risk Geopolitical conflicts may cause significant disruption of energy supplies and heighten global energy prices impacting operations.

見通し

Cost Savings Initiative Progress 2025 Cost Savings Initiatives generated $180M USD in pre-tax savings to date; targeting $375M USD savings by 2028.
Capital Expenditure Forecast Expect total capital expenditures to reach approximately $370M USD in 2026, focusing on network and IT optimization projects.
La Regina Acquisition Integration Expect to consolidate La Regina results, reflecting the remaining 51% equity interest as noncontrolling interests post-closing.
Future Cost Efficiency Exploration Continue exploring additional cost savings opportunities to enhance operating efficiency, potentially resulting in future restructuring actions.

同業比較

売上高 (TTM)

PPC stock ticker logoPPC
$18.50B
+3.5%
HRL stock ticker logoHRL
$12.14B
+1.9%
CAG stock ticker logoCAG
$11.23B
-5.8%

粗利益率 (最新四半期)

EDU stock ticker logoEDU
53.3%
+1.2pp
SJM stock ticker logoSJM
35.8%
-5.5pp
TAP stock ticker logoTAP
33.1%
-0.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
HRL$12.61B25.86.1%21.5%
SJM$10.95B-8.7-21.6%45.8%
PPC$8.87B8.230.7%32.4%

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
1.2%
緩やかな成長
4四半期純利益CAGR
30.0%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年6月1日
|
EPS:$0.49
|
売上高:-
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