Latest revenue
$2.56B
as of 2026-02-01
Latest net income
$145.0M
as of 2026-02-01
Net margin
5.7%
as of 2026-02-01
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $6.14B
- Enterprise value
- $12.65B
- P/E (trailing)
- 10.2×
- Forward P/E
- —
- P/B
- 1.53×
- Dividend yield
- 7.6%
- 52-wk high
- $35.00
- 52-wk low
- $19.55
- Beta
- —
- Shares out
- 298.1M
5-year trend
What this company does
Campbell's makes packaged foods, selling soups, sauces, broths, and snacks under brands like Campbell's, Pace, Prego, Pepperidge Farm, Goldfish, and Snyder's-Lance. Revenue comes almost entirely from selling these shelf-stable meals and salty snacks through grocery retailers across North America. Sales fell roughly 4% year-over-year to $2.56 billion for the quarter and earnings dropped to $0.48 per diluted share, signaling continued volume pressure on legacy center-store brands as the company carries $7.1 billion in total debt.
Generated from CPB's filing dated 2025-09-18
Key risks
- Revenue declining: Q2 net sales fell 4.5% YoY to $2.56B; six-month sales down 4% to $5.24B amid weak consumer demand.
- Margin compression: Q2 EBIT dropped 16% to $273M and EPS fell to $0.48 from $0.58, with COGS running 72% of sales.
- High leverage: Long-term debt rose to $6.65B (vs $6.10B) against just $4.0B equity; interest expense of $163M consumed 27% of EBIT.
Generated from CPB's filing dated 2025-09-18
Profitability
Operating margin
11.0%
5.6%Net margin
5.9%
0.2%Return on equity
15.4%
3.2%Return on assets
4.0%
8.6%Leverage
Debt / equity
2.82×
6.6%Long-term debt / equity
1.56×
2.9%Debt / assets
73.8%
1.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-01 | $2.56B | -4.5% | $145.0M | -16.2% | 5.7% |
Q4 2025 2025-11-02 | $2.68B | -3.4% | $194.0M | -11.0% | 7.2% |
Q3 2025 2025-08-03 | $2.32B | +1.2% | $145.0M | +4933.3% | 6.2% |
Q2 2025 2025-04-27 | $2.48B | +4.5% | $66.0M | -50.4% | 2.7% |
Q1 2025 2025-01-26 | $2.69B | +9.3% | $173.0M | -14.8% | 6.4% |
Q4 2024 2024-10-27 | $2.77B | +10.1% | $218.0M | -6.8% | 7.9% |
Q3 2024 2024-07-28 | $2.29B | — | $-3.0M | — | -0.1% |
Q2 2024 2024-04-28 | $2.37B | — | $133.0M | — | 5.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Food and Kindred Products · SIC 2000
Your notes
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Insider activity
Insider buying
$0
Insider selling
$396.7K
Net activity
−$396.7K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-01-09 | Anthony Sanzio EVP, Chief Comms Officer | Sale | 2,700 | $26.51 | $71.6K | |
| 2025-12-30 | Charles A. Brawley III EVP, Gen Counsel, and Corp Sec | Sale | 11,550 | $28.14 | $325.1K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CPB
Institutional value
$2.31B
Total shares held
111.3M
Distinct holders
413
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.1M | $381.1M | — | New |
| 2 | Invesco Ltd. | 13.5M | $300.6M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 13.2M | $293.1M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 10.2M | $228.0M | — | New |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.0M | $222.9M | — | New |
| 6 | UBS Group AG | 5.7M | $126.9M | — | New |
| 7 | Bank of New York Mellon Corp | 3.1M | $68.8M | — | New |
| 8 | FIRST TRUST ADVISORS LP | 2.8M | $62.8M | — | New |
| 9 | DEUTSCHE BANK AG\ | 2.3M | $50.7M | — | New |
| 10 | HSBC HOLDINGS PLC | 1.9M | $41.3M | — | New |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | 1.7M | $38.5M | — | New |
| 12 | Ensign Peak Advisors, Inc | 1.7M | $38.0M | — | New |
| 13 | WELLS FARGO & COMPANY/MN | 1.5M | $32.3M | — | New |
| 14 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $24.9M | — | New |
| 15 | Drexel Morgan & Co. | 1.0M | $22.3M | — | New |
| 16 | BANK OF MONTREAL /CAN/ | 957.7K | $21.3M | — | New |
| 17 | AE Wealth Management LLC | 845.1K | $18.8M | — | New |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 774.0K | $17.2M | — | New |
| 19 | JPMORGAN CHASE & CO | 670.4K | $14.9M | — | New |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 648.2K | $14.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Net sales fell 4.5% to $2.56B with EBIT down 17%; how much is volume versus price/mix, and when does this inflect?
- 2
Long-term debt rose to $6.65B against $4.0B equity and EBIT covers interest just 3.3x—what's your deleveraging path and Sovos integration ROI?
- 3
Gross margin compressed ~80bps to 28% this quarter; are tariffs, Rao's mix, or promotional intensity driving it, and is pricing power eroding?
Refreshed when CPB files a new report · last from 2025-09-18