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Campbell's (CPB) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Sep 24, 2026 · Campbell's (CPB) Q4 FY26 earnings results →

Q4 FY26 Revenue down 8% year over year to $2.1B · 3¢ of every $1 of revenue lost · operating margin 0.2%

Campbell's made $2.1B in Q4 FY26 (-8% Y/Y): Snacks $1.0B, Other Simple Meals $520M, Soup $419M. Operating margin 0.2%, net loss $58.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Sep 24, 2026.

Revenue$2.1B
Year over year-8%
Operating margin0.2%
Net earnings−$58.0M
Operating cash flow$200M

Drawing the Sankey…

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Campbell's Q4 FY26 revenue breakdown: Sankey diagram of revenue (Snacks, Other Simple Meals, Soup, Beverages), costs, profit and cash flow
Campbell's Q4 FY26 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $2.1B in Q4 FY26, down 8% year over year and down 10% from the previous quarter. Snacks was the largest line at 48% of revenue.

Operating profit was $4.0M, a 0.2% margin (down 11.4 points year over year). Total costs grew 4% against a revenue fall of 8%. The fastest-growing cost line was Other operating costs (+453%). The quarter ended with a net loss of $0.06B, after a profit of $0.12B the previous quarter. Net interest and other expense of $0.08B was the main reason.

Operating cash flow was $0.20B (down 23% year over year). Non-cash charges added back $0.11B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.14B. Capital expenditures of $0.06B left free cash flow of $0.14B.

Quarterly history

Campbell's revenue by quarterCampbell's revenue by quarter$2.7BQ2 FY25$2.5BQ3 FY25$2.3BQ4 FY25$2.7BQ1 FY26$2.6BQ2 FY26$2.4BQ3 FY26$2.1BQ4 FY26
Campbell's net earnings by quarterCampbell's net earnings by quarter$173MQ2 FY25$66.0MQ3 FY25$145MQ4 FY25$194MQ1 FY26$145MQ2 FY26$124MQ3 FY26−$58.0MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KSep 24, 2026$2.1B-8%0.2%−$58.0M$200M
Q3 FY2610-QJun 8, 2026$2.4B-4%10.1%$124M$99.0M
Q2 FY2610-QMar 11, 2026$2.6B-4%10.6%$145M$516M
Q1 FY2610-QDec 9, 2025$2.7B-3%12.6%$194M$224M
Q4 FY2510-KSep 18, 2025$2.3B+1%11.6%$145M$259M
Q3 FY2510-QJun 2, 2025$2.5B+4%6.5%$66.0M$135M
Q2 FY2510-QMar 5, 2025$2.7B+9%12.2%$173M$512M

Charts

Campbell's: revenue growth, year over year and quarter over quarterCampbell's: revenue growth, year over year and quarter over quarterY/YQ/Q+9%Q2 FY25+4%-8%Q3 FY25+1%-6%Q4 FY25-3%+15%Q1 FY26-4%-4%Q2 FY26-4%-8%Q3 FY26-8%-10%Q4 FY26
Latest (Q4 FY26): Y/Y -8%, Q/Q -10%.
Campbell's: where the cash came from (+) and went (−), FY26Campbell's: where the cash came from (+) and went (−), FY26Operating cash flow$1.0BDividends−$470MCapital spending−$361MCash drawn (+) / kept (−)−$262MNet borrowing (+) / repaid (−)$60.0MOther financing$30.0MBuybacks−$26.0MTaxes on employees’ shares−$13.0MAsset & business sales$5.0MOther investing−$2.0MAcquisitions$1.0MExchange rates−$1.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Campbell's: profit against cash, quarter by quarterCampbell's: profit against cash, quarter by quarterNet incomeOperating cash flow$218M$225MQ1 FY25$173M$512MQ2 FY25$66.0M$135MQ3 FY25$145M$259MQ4 FY25$194M$224MQ1 FY26$145M$516MQ2 FY26$124M$99.0MQ3 FY26−$58.0M$200MQ4 FY26
Latest (Q4 FY26): Net income −$58.0M, Operating cash flow $200M.
Campbell's: diluted shares by fiscal yearCampbell's: diluted shares by fiscal year305MFY21302MFY22301MFY23300MFY24300MFY25300MFY26
-1.6% since FY21: buybacks shrank the count.
Campbell's in its industry: growth against margin (16 companies, SIC 2000)Campbell's in its industry: growth against margin (16 companies, SIC 2000)revenue growth, year over year →↑ operating marginmedian -1%median 0%MDLZCAGFLOBRBRBGSSMPLHAINVITLOFRMBYNDLSFBRLSBOFUCFITRWDCPB (-8%, 0%)
Food and Kindred Products; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Campbell's

Unless otherwise stated, the terms "we," "us," "our" and the "company" refer to The Campbell's Company and its consolidated subsidiaries. We are a manufacturer and marketer of high-quality, branded food and beverage products. We organized as a business corporation under the laws of New Jersey on November 23, 1922; however, through predecessor organizations, we trace our heritage in the food business back to 1869. Our principal executive offices are in Camden, New Jersey 08103-1799.

In its own words, from its annual report, filed Sep 18, 2025.

Campbell's against its Food and Kindred Products peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -8% against the peers' median -8%. Operating margin: 0.2% against the peers' median 9.0%.

CompanyQuarterRevenueY/YOp. margin
CPB Campbell'sQ4 FY26$2.1B-8%0.2%
MDLZ Mondelez InternationalQ3 2026$10.0B+2%17.6%
CAG Conagra BrandsQ1 FY27$2.6B-1%10.3%
FLO Flowers FoodsQ2 2026$1.2B-4%5.7%
BRBR Bellring BrandsQ3 FY26$570M+4%11.5%
BGS B&G FoodsQ2 2026$383M-10%9.0%
SMPL Simply Good FoodsQ4 FY26$333M-10%13.8%
HAIN Hain Celestial GroupQ4 FY26$263M-28%-21.2%
VITL Vital FarmsQ3 2026$182M-8%-4.2%

Source: Campbell's 10-K on SEC EDGAR · CIK 16732 · Food and Kindred Products

13F: who owns CPB and who is buying

Largest holders of CPB (13F)Largest holders of CPB (13F)Vanguard Group$655MBlackRock$651MVanguard Portfolio Management LLC$277MVanguard Capital Management LLC$206MDimensional Fund Advisors LP$191MTwo Sigma Investments, LP$179MState Street$173MMorgan Stanley$158MUBS Group AG$144MBrandes Investment Partners, LP$141M
Funds' net buying of CPB by quarter (13F)Funds' net buying of CPB by quarter (13F)−$277M2024-09$150M2024-12$32.6M2025-03$458M2025-06$173M2025-09−$240M2025-12$4.2M2026-03−$35.8M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on CPB

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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