
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
時価総額
$8.79B
PER (TTM)
15.2
11.5
配当利回り
5.3%
52週高値
$43.85
52週安値
$25.62
52週レンジ
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
Q1 2026 データ
売上高
$2.68B-3.43%
直近4四半期の推移
EPS
$0.65-10.96%
直近4四半期の推移
フリーCF
$97.00M-15.65%
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
Net Sales Decline Moderated Net sales $2.677B, down 3%; favorable net price realization partially offset volume/mix and divestiture impacts.
Quarterly Earnings Pressure Net earnings $194M, down from $218M; basic EPS $0.65 compared to $0.72 year ago period.
Gross Margin Compression Noted Gross profit margin fell 170 basis points to 29.6% due to tariff impact and supply chain cost inflation.
Stable Operating Cash Flow Operating cash flow remained stable at $224M for the quarter, matching prior period's $225M result.
リスク要因
Input Cost Inflation Risk Gross margin pressure driven by cost inflation, supply chain costs, and estimated 200 basis point negative tariff impact.
Ongoing Restructuring Charges Current quarter incurred $18M pre-tax restructuring charges; total estimated program costs reach $230M through 2028.
Near-Term Debt Maturity $874M in short-term borrowings due within one year; $400M senior notes mature in March 2026 requiring refinancing.
Divestiture Sales Impact Divestitures negatively impacted segment net sales by 3% for Meals & Beverages and 2% for Snacks this quarter.
見通し
La Regina Acquisition Pending Entered agreement to acquire 49% of La Regina, a Rao's tomato-based pasta sauce producer, for $286M consideration.
Future Cost Savings Expected Expecting annual ongoing savings of $375M by end of 2028 from 2025 cost savings initiatives implementation.
Increased 2026 Capex Capital expenditures expected to total approximately $370M in 2026, focusing on network and IT optimization projects.
Segment Structure Change Latin America retail business shifts management from Snacks segment to Meals & Beverages segment beginning in 2026.
同業比較
売上高 (TTM)
PPC$18.50B
$12.11B
CAG$11.23B
粗利益率 (最新四半期)
53.3%
TAP39.5%
33.6%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| HRL | $13.08B | 27.4 | 6.0% | 21.3% |
| SJM | $11.79B | -9.9 | -19.1% | 44.9% |
| TAP | $10.52B | -5.0 | -16.7% | 27.5% |
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
-0.1%
横ばい
4四半期純利益CAGR
3.9%
収益性の緩やかな改善
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3月3日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q1 2026
会計期末: 2025年11月2日|提出日: 2025年12月9日|売上高: $2.68B-3.4%|EPS: $0.65-11.0%予想を下回るForm 10-K - FY 2025
会計期末: 2025年8月3日|提出日: 2025年9月18日|売上高: $10.25B+6.4%|EPS: $2.02+6.3%予想を上回るForm 10-Q - Q3 2025
会計期末: 2025年4月27日|提出日: 2025年6月2日|売上高: $2.48B+4.5%|EPS: $0.22-51.1%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年1月26日|提出日: 2025年3月5日|売上高: $2.69B+9.3%|EPS: $0.58-14.7%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年10月27日|提出日: 2024年12月4日|売上高: $2.77B+10.1%|EPS: $0.73-7.6%予想を下回るForm 10-K - FY 2024
会計期末: 2024年7月28日|提出日: 2024年9月19日|売上高: $9.64B+3.0%|EPS: $1.90-33.8%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年4月28日|提出日: 2024年6月5日|売上高: $2.37B+6.3%|EPS: $0.45-16.7%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年1月28日|提出日: 2024年3月6日|売上高: $2.46B-1.2%|EPS: $0.68-12.8%予想を下回る