THE CAMPBELL'S COMPANY — Earnings

Most recent reported period: FY2026 (Q1) (filed for period ending 2026-02-01) · sourced from SEC EDGAR

Next earnings (estimated): Sun, May 3, 2026 ~2 days away. Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2026-02-01$2.56B↓-4.5%$145M↓-16.2%10.6%
2025-11-02$2.68B↓-3.4%$194M↓-11.0%12.6%
2025-08-03$2.32B↑+1.2%$145M11.6%
2025-04-27$2.48B↑+4.5%$66M↓-50.4%6.5%
2025-01-26$2.69B↑+9.3%$173M↓-14.8%12.2%
2024-10-27$2.77B↑+10.1%$218M↓-6.8%13.2%
2024-07-28$2.29B↑+10.9%3.4%
2024-04-28$2.37B↑+6.3%$133M↓-16.9%10.5%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Last earnings · FY2026 (Q1)

Revenue
$2.56B
↓-4.5% -$121M YoY
Net Income
$145M
↓-16.2% -$28M YoY

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

EPS history · last 10 fiscal years

diluted, GAAP, annual

Note: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.

Margin trends · 71 quarters

margin trajectory tells the operating-leverage story
Gross Margin↑+1.4pts
35.4%
Operating Margin↓-1.5pts
10.6%
Net Margin↓-0.8pts
5.7%

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