The Campbell's Company

CPB Consumer Defensive Packaged Foods

The Campbell's Company’s revenue for fiscal 2026 (year ended July 2026) was $9.7 billion, down 4.96% from fiscal 2025. In the quarter to July 2026, revenue fell 7.93%, EPS fell 144.9%, free cash flow grew 5.43% and total debt rose 1.07%, each against the same quarter a year earlier. Insiders bought in the last twelve months.

19.87 0.03 +0.15%
Market cap
$5.9B
P/E
14.8×
Fwd P/E
10.7×
Dividend yield
7.15%
F-score
6/9
Altman Z
1.50
Beneish M
−2.64
Dividend safety
18/100

Insider Decisions trades per month

Total buys 0.01
Total sells 0.40
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — 1 — — — —
Sell — 1 1 — — — — — — — — —
Insider Ownership 34.89%

Capital & Financial Ratios $m

Market Cap 5,920.00
Revenue 9,744.00
Net Income 405.00
Free Cash Flow 678.00
Net Debt 5,766.00
Current Ratio 0.82 (below 1: weak)
Debt/Equity 1.60
P/E ratio 14.83
Fwd P/E 10.70
P/S ratio 0.61
P/B ratio 1.54
Past 5Y EPS Growth (16.82%) (below 0%: weak)
This Y EPS Growth (22.01%) (below 0%: weak)
Next Y EPS Growth 7.10%
Next Y revenue growth (2.52%) (below 0%: weak)
Next 5Y EPS Growth (4.57%) (below 0%: weak)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 26.55%
10-year low 10-year high
P/S against its own 10 years 0.92%
10-year low 10-year high
P/B against its own 10 years 1.40%
10-year low 10-year high
EV/Sales against its own 10 years 1.07%
10-year low 10-year high
EV/FCF against its own 10 years 10.84%
10-year low 10-year high

Dividends

Payout Ratio 1.08
Annual Dividend Rate 1.42
Annual Dividend Yield 7.15%
total individual payouts
2029 Powerpack
2028 Powerpack
2027 Powerpack
2026 1.42
0.39
0.39
0.39
0.25
2025 1.56
0.39
0.39
0.39
0.39
2024 1.48
0.37
0.37
0.37
0.37
2023 1.48
0.37
0.37
0.37
0.37
2022 1.48
0.37
0.37
0.37
0.37
2021 1.48
0.37
0.37
0.37
0.37
2020 1.40
0.35
0.35
0.35
0.35
2019 1.40
0.35
0.35
0.35
0.35
2018 1.40
0.35
0.35
0.35
0.35
2017 1.40
0.35
0.35
0.35
0.35
2016 1.29
0.31
0.31
0.31
0.35
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 189 108 132 394
Receivables 529 630 583 578
Inventory 1,291 1,386 1,424 1,612
Other 52 66 93 136
2,061 2,190 2,232 2,720
2023 2024 2025 2026
Payables 1,306 1,311 1,332 1,377
ST’ Debt — — — —
Other — — — —
2,222 3,576 2,906 3,336

Compound Annual Growth %

10y 5y 3y
Sales 2.04% 2.83% 1.36%
Cash Flow (3.55%) 0.08% (3.13%)
Earnings (3.29%) (16.65%) (22.27%)
Book Value 9.65% 4.08% 1.69%

Revenue $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 2,677 2,564 2,366 2,137 9,744
’25 2,772 2,685 2,475 2,321 10,253
’24 2,518 2,456 2,369 2,293 9,636
’23 2,575 2,485 2,229 2,068 9,357
’22 2,236 2,209 2,130 1,987 8,562
’21 2,340 2,279 1,984 1,873 8,476
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 224 516 99 200 1,039
’25 225 512 135 259 1,131
’24 174 510 213 288 1,185
’23 227 505 186 225 1,143
’22 288 478 335 80 1,181
’21 180 431 270 154 1,035
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 97 416 29 136 678
’25 115 411 50 129 705
’24 31 390 100 147 668
’23 150 427 84 112 773
’22 219 418 285 17 939
’21 106 373 212 69 760
Fiscal quarters ending in the months shown.

EPS $

Oct Jan Apr Jul Year
’26 — — — — —
’26 0.65 0.48 0.41 (0.23) 1.31
’25 0.72 0.58 0.22 0.48 2.01
’24 0.78 0.68 0.44 (0.01) 1.89
’23 0.99 0.77 0.53 0.57 2.85
’22 0.86 0.70 0.62 0.32 2.51
’21 1.02 0.80 0.52 0.95 3.29
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

3.4
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to July

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low 45.00 32.21 32.03 40.70 39.76 41.73 37.94 40.26 27.64 18.60

Analyst estimates 2027–2029

Powerpack
High 64.23 48.42 49.54 57.54 53.77 57.78 57.24 52.81 43.85 29.99
People
People Employees 18,000 23,000 19,000 14,500 14,100 14,700 14,500 14,400 13,700 13,500
Revenue/emp, $m 0.32 0.29 0.43 0.60 0.60 0.58 0.65 0.67 0.75 0.72
Income, $m
Income, $m Revenue 5,837 6,615 8,107 8,691 8,476 8,562 9,357 9,636 10,253 9,744
Gross margin, % 41.84 35.89 33.22 34.51 33.16 30.68 31.17 30.83 30.42 28.14
EBT 1,316 830 625 766 1,336 975 1,128 757 796 529
EBT margin, % 22.55 12.55 7.71 8.81 15.76 11.39 12.06 7.86 7.76 5.43
Net income 887 261 211 1,628 1,002 757 858 567 602 405
Depreciation 318 436 446 328 317 337 387 428 434 416
Per share, $
Per share, $ Revenue 19.14 21.98 26.93 28.78 27.97 28.45 31.29 32.34 34.41 32.70
Earnings 2.91 0.87 0.70 5.39 3.31 2.51 2.87 1.90 2.02 1.34
Cash flow 4.22 4.34 4.64 4.62 3.42 3.92 3.82 3.98 3.80 3.49
Capex (1.11) (1.35) (1.28) (0.99) (0.91) (0.80) (1.24) (1.73) (1.43) (1.21)
Free cash flow 3.11 2.98 3.37 3.63 2.51 3.12 2.59 2.24 2.37 2.28
Book value 5.39 4.56 3.69 8.51 10.41 11.07 12.25 12.74 13.10 12.93
Shares, m 305 301 301 302 303 301 299 298 298 298
Valuation, ×
Valuation, × P/E 18.15 47.56 59.91 9.20 13.08 19.83 15.91 24.53 15.80 16.40
P/S 2.03 1.46 1.53 1.72 1.55 1.74 1.46 1.45 0.93 0.67
P/B 9.73 8.97 11.19 5.83 4.16 4.48 3.74 3.68 2.44 1.70
EV/Sales 2.31 2.40 2.41 2.20 2.13 2.20 1.92 2.04 1.51 1.26
EV/FCF 19.14 22.55 19.25 17.42 23.77 20.03 23.30 29.37 21.95 18.17
Cash, $m
Cash, $m Operating cash flow 1,288 1,305 1,398 1,396 1,035 1,181 1,143 1,185 1,131 1,039
Capex (338) (407) (384) (299) (275) (242) (370) (517) (426) (361)
Free cash flow 950 898 1,014 1,097 760 939 773 668 705 678
Balance, $m
Balance, $m Working capital (495) (1,298) (1,418) (690) (119) (923) (161) (1,386) (674) (616)
Total debt 2,499 7,991 7,103 4,994 5,010 3,996 4,498 5,761 6,095 6,160
Net debt 2,180 7,942 7,072 4,135 4,941 3,887 4,309 5,653 5,963 5,766
Shareholders’ equity 1,645 1,373 1,112 2,569 3,154 3,333 3,663 3,796 3,904 3,852
Returns, %
Returns, % ROA 11.40 2.35 1.52 12.76 8.31 6.41 7.16 4.15 4.00 2.64
ROIC 23.38 6.78 7.48 10.32 11.93 10.07 10.29 6.61 7.12 5.54
ROE 55.82 17.30 16.98 88.45 35.02 23.34 24.53 15.20 15.64 10.39
Negative figures in brackets.

All 10 years →

Fiscal years to Jul 2026 · latest quarter Jul 2026 · fundamentals updated 2 Oct 2026

Charts ten years each

The Campbell's Company vs peers in Packaged Foods (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
DAR Darling Ingredients Inc. $9.6B 16.3× 13.8× +16.37% (above 0%: growing) +2,950.00% (above 0%: growing) +428.22% (above 0%: growing) 29.20% 32.20% Compare
LW Lamb Weston $7.5B 28.9× 14.4× +0.66% (above 0%: growing) −54.02% (below 0%: shrinking) −47.29% (below 0%: shrinking) 15.96% 4.92% Compare
SFD Smithfield Foods, Inc. $7.3B 6.9× 10.0× −2.27% (below 0%: shrinking) +27.08% (above 0%: growing) −1.54% (below 0%: shrinking) 12.95% 7.86% Compare
PPC Pilgrim's Pride Corporation $6.9B 12.8× 8.9× −2.76% (below 0%: shrinking) −96.00% (below 0%: shrinking) −67.46% (below 0%: shrinking) 7.34% 1.43% Compare
CAG Conagra Brands $6.8B — (loss-making) 8.2× −1.39% (below 0%: shrinking) +6.97% (above 0%: growing) −464.50% (below 0%: shrinking) 23.83% 10.34% Compare
INGR Ingredion Incorporated $6.1B 10.5× 9.5× +0.93% (above 0%: growing) −40.79% (below 0%: shrinking) +34.38% (above 0%: growing) 23.03% 10.16% Compare
CPB The Campbell's Company $5.9B 14.8× 10.7× −7.93% (below 0%: shrinking) n/m +5.43% (above 0%: growing) 27.28% 0.19%
POST Post Holdings, Inc. $3.4B 13.2× 13.3× −1.83% (below 0%: shrinking) −27.69% (below 0%: shrinking) +69.65% (above 0%: growing) 29.07% 9.72% Compare
FRPT Freshpet, Inc. $3.3B 16.0× 26.0× +15.45% (above 0%: growing) +17.65% (above 0%: growing) +3,203.37% (above 0%: growing) 42.11% 7.10% Compare
Median of peers $6.8B 13.2× 11.6× −0.36% −10.36% +16.42% 23.43% 8.79%

All 71 Packaged Foods stocks →

The Campbell's Company (CPB) key facts

  • Concern: The Campbell's Company’s revenue for fiscal 2026 (year ended July 2026) was $9.7 billion, down 4.96% from fiscal 2025.
  • The Campbell's Company (CPB) is a Packaged Foods company in the Consumer Defensive sector, listed on Nasdaq.
  • As of October 16, 2026, CPB traded at $19.87, a market capitalization of $5.9 billion.
  • The Campbell's Company pays an annual dividend of $1.42 per share, a yield of 7.15%, with a payout ratio of 108.4%.
  • Return on equity was 10.4% and debt-to-equity 1.60.
  • Its Piotroski F-score is 6 out of 9 and its Altman Z-score is 1.50 (distress zone) for fiscal 2026.

Source: company filings (standardised) and stockrow calculations · fundamentals updated Oct 2, 2026.

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stockrow.com/CPB · Data as of Oct 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com