تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
The Campbell's Company's published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $5.9B |
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| Revenue (ttm) | 9.7B |
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| Net income (ttm) | 398M |
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| EPS (ttm) | $1.31 |
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| Shares out | 298.2M |
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| P/E (trailing) | 15.7x |
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| P/E (forward) | 11.9x |
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| Dividend | $1.00 (4.86%) |
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| Volume | 2,859,994 |
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| Beta | 0.04 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-07-31 | 2023-07-30 | 2024-07-28 | 2025-08-03 | 2026-08-02 | Trend |
| Revenue | $8.56B | $9.36B | $9.64B | $10.25B | $9.74B | +3.3% |
| Gross profit | $2.63B | $2.92B | $2.97B | $3.12B | $2.74B | +1.1% |
| Operating income | $1.16B | $1.31B | $1.00B | $1.12B | $852.0M | -7.5% |
| Net income | $757.0M | $858.0M | $567.0M | $602.0M | $403.0M | -14.6% |
| EPS (diluted) | $2.51 | $2.85 | $1.89 | $2.01 | $1.31 | -15.0% |
| EBITDA | $1.50B | $1.70B | $1.42B | $1.58B | $1.27B | -4.0% |
| R&D | $87.0M | $92.0M | $102.0M | $100.0M | $99.0M | +3.3% |
| SG&A | $617.0M | $654.0M | $737.0M | $674.0M | $646.0M | +1.2% |
Recent company headlines from major financial publishers.
In the Bull case, premium brands including Rao's and Pepperidge Farm expand market share while snacking volumes rebound faster than guided. Accelerated realization of the $500M enterprise efficiency program expands operating margins past 12.50%, allowing rapid balance sheet deleveraging and driving valuation toward the upper fair value boundary of $48.35.
The modal expected path reflects stabilization of core Meals & Beverages net sales near $5.9B, progressive volume recovery in Snacks following guided Q1 FY2027 headwinds, and steady realization of the $350M incremental cost savings program. Operating margin normalizes from 8.74% toward double-digit profitability by FY2031, driving sustainable cash flow and debt reduction.
| Ke ↓ / g → | 1.5% | 1.8% | 2.0% | 2.3% | 2.5% |
|---|---|---|---|---|---|
| 5.2% | $29.1 | $30.0 | $31.0 | $32.3 | $33.9 |
| 5.7% | $27.2 | $27.9 | $28.6 | $29.5 | $30.5 |
| 6.2% | $25.8 | $26.2 | $26.8 | $27.4 | $28.2 |
| 6.7% | $24.6 | $24.9 | $25.4 | $25.9 | $26.4 |
| 7.2% | $23.5 | $23.9 | $24.2 | $24.6 | $25.0 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |