Conagra Brands Inc
CAG
$17.05 0.56%
Exchange: NYSE | Sector: Consumer Defensive | Industry: Packaged Foods
Q4 2025
Published: Jul 10, 2025

Earnings Highlights

  • Revenue of $2.78B down 4.3% year-over-year
  • EPS of $0.54 increased by 145.8% from previous year
  • Gross margin of 25.4%
  • Net income of 256.00M
  • ""We believe that healthy volumes are key at this point to long-term value creation..." - Sean Connolly, CEO" - Sean Connolly
CAG
Conagra Brands Inc

Executive Summary

In Q4 of fiscal 2025, Conagra Brands Inc (CAG) reported total revenue of $2.781 billion, representing a 4.27% year-over-year decline and a 2.08% decrease from the previous quarter. However, net income exhibited a remarkable recovery, increasing 145.13% year-over-year to $256 million, with a diluted earnings per share (EPS) of $0.54. CEO Sean Connolly emphasized the company's strategic pivot towards driving volume growth despite ongoing supply constraints and persistent inflation—factors that have historically impacted margins. The company is focused on targeted investments in key segments, particularly in frozen and snacks, where it anticipates long-term value creation despite the pressures of inflation and cost increases.

Key Performance Indicators

Revenue
Decreasing
2.78B
QoQ: -2.08% | YoY: -4.27%
Gross Profit
Decreasing
707.20M
25.42% margin
QoQ: -0.44% | YoY: -12.14%
Operating Income
Increasing
321.00M
QoQ: 20.41% | YoY: 157.72%
Net Income
Increasing
256.00M
QoQ: 76.43% | YoY: 145.13%
EPS
Increasing
0.54
QoQ: 80.00% | YoY: 145.76%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 2,632.60 0.34 -5.8% View
Q4 2025 2,781.80 0.54 -4.3% View
Q3 2025 2,841.00 0.30 -6.3% View
Q2 2025 3,195.10 0.59 -0.4% View
Q1 2025 2,794.90 0.97 -3.8% View