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Fresh Del Monte Produce Inc.

NYSE•FDP
CEO: Mr. Mohammad Abu-Ghazaleh
セクター: Consumer Defensive
業種: Agricultural Farm Products
上場日: 1997-10-24
Fresh Del Monte Produce Inc., through its subsidiaries, produces, markets, and distributes fresh and fresh-cut fruits and vegetables in North America, Central America, South America, Europe, the Middle East, Africa, Asia, and internationally. It operates through three segments: Fresh and Value-Added Products, Banana, and Other Products and Services. The company offers pineapples, fresh-cut fruit, fresh-cut vegetables, melons, and vegetables; non-tropical fruits, such as grapes, apples, citrus, blueberries, strawberries, pears, peaches, plums, nectarines, cherries, and kiwis; other fruit and vegetables, and avocados; and prepared fruit and vegetables, juices, other beverages, and meals and snacks. It also engages in the sale of poultry and meat products; and third-party freight services business. The company offers its products under the Del Monte brand, as well as under other brands, such as UTC, Rosy, Just Juice, Fruitini, Pinkglow, Del Monte Zero, Honeyglow, Rubyglow, Honey Miniglow, Bananinis, Mann, Mann's Logo, Arcadian Harvest, Nourish Bowls, Broccolini, Caulilini, Better Burger Leaf, Romaleaf, and other regional brands. It markets and distributes its products to retail stores, club stores, convenience stores, wholesalers, distributors, and foodservice operators. Fresh Del Monte Produce Inc. was founded in 1886 and is based in George Town, Cayman Islands.
連絡先情報
Apollo House, 4th Floor 87 Mary Street PO Box 698, George Town, KY1-1107, Cayman Islands
305-520-8400
www.freshdelmonte.com
時価総額
$2.04B
PER (TTM)
22.1
52.1
配当利回り
2.8%
52週高値
$43.58
52週安値
$29.00
52週レンジ
94%
順位34Top 27.8%
4.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.7 / 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

Q4 2025 データ

売上高

$1.02B+0.00%
直近4四半期の推移

EPS

$0.67+0.00%
直近4四半期の推移

フリーCF

-$14.70M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Gross Profit Increased 11.5% Gross profit reached $399.1M, marking an 11.5% increase driven by higher net sales across core segments in 2025.
Fresh Segment Margin Expansion Fresh and value-added gross margin expanded to 11.4% in 2025, reflecting higher pineapple pricing and strong fresh-cut fruit demand.
Total Sales Grew 1.0% Total net sales grew to $4,322.3M, positively impacted by higher unit selling prices and favorable currency exchange rates.
Del Monte Foods Acquisition Secured Secured successful bid for Del Monte Foods assets for approximately $285M, aligning fresh and shelf-stable food strategies.

リスク要因

Operating Income Declined Sharply Operating income declined $58.9M due to significantly higher asset impairment charges totaling $59.3M recorded during the fiscal year.
Banana Margin Contraction Banana segment gross margin contracted to 4.8% due to higher production costs and adverse weather impacts in growing regions.
Cost Inflation and Tariff Uncertainty Ongoing inflationary pressures on raw materials, labor, and tariffs may continue to negatively impact profit margins across key product lines.
Supply Chain Disruption Risks Geopolitical conflicts, like Red Sea disruptions, created logistical pressures, potentially increasing shipping times and write-offs.

見通し

Acquisition Closing Expected Q1 2026 Expect acquisition of Del Monte Foods assets to close in Q1 2026, leveraging distribution network for integrated strategy alignment.
2026 Capital Expenditures Planned Capital expenditures for 2026 are projected between $60M and $70M, focusing on pineapple, banana, and ERP system upgrades.
Focus on Value-Added Growth Strategy focuses on expanding leading position in fresh-cut produce and growing value-added products across key geographic markets.
Logistics Network Optimization Continue optimizing logistics network to lower per-box costs and enhance supply chain flexibility to respond to market demand fluctuations.

同業比較

売上高 (TTM)

ANDE stock ticker logoANDE
$11.01B
-2.2%
DOLE stock ticker logoDOLE
$9.17B
+8.2%
WMK stock ticker logoWMK
$4.91B
+2.9%

粗利益率 (最新四半期)

AFYA stock ticker logoAFYA
63.4%
+1.9pp
TPB stock ticker logoTPB
55.9%
+3.6pp
STRA stock ticker logoSTRA
50.5%
+2.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CENT$2.39B15.29.9%44.1%
ANDE$2.20B23.07.4%28.1%
FDP$2.04B22.14.5%15.5%

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
-2.5%
横ばい
4四半期純利益CAGR
0.9%
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4月28日
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EPS:-
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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