Monitor next quarter's earnings for signs of margin stabilization and inflation mitigation; the lowered EPS guidance and persistent cost pressures suggest near-term headwinds despite organic growth.
Price Chart
Executive Summary
Conagra Brands reported Q3 FY2026 adjusted EPS of $0.39, missing consensus of $0.46 by 15.2%, on revenue of $2.79B (down 1.9% YoY). Despite a 2.4% organic sales growth and raised full-year guidance on operating margin and organic sales, adjusted EPS guidance was lowered to $1.70 (low end of prior $1.70–$1.85 range), driven by continued cost inflation and lower equity earnings. The stock is likely to decline due to the EPS miss and downward guidance revision.
Key Financial Metrics
Key Facts
- Adjusted EPS of $0.39 missed consensus of $0.46 by 15.2%
- Revenue was $2.79B, down 1.9% YoY, but organic sales grew 2.4%
- Full-year adjusted EPS guidance lowered to $1.70 (from $1.70–$1.85), citing lower equity earnings
- Operating margin improved to 10.6% (adjusted), with organic sales guidance near midpoint of range
- Cost of goods sold inflation expected to remain at ~7% for fiscal 2026
Financial Impact
Adjusted EPS miss of $0.07 and downward guidance revision
Risk Factors
- Continued high cost inflation impacting margins
- Lower-than-expected equity method investment earnings
- Downward pressure on EPS despite top-line improvement
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000023217-26-000010 |
| Document: tmb-20260401x8k.htm | 0000023217-26-000010 |
| Document: 0000023217-26-000010-index-headers.html | 0000023217-26-000010 |
| Document: 0000023217-26-000010-index.html | 0000023217-26-000010 |
| Document: 0000023217-26-000010.txt | 0000023217-26-000010 |
| 8-K Data (Synthetic) | 0000023217-26-000010 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | DEFA14A | $14.93 $15.11 | ▲ +1.21% | ▲ +2.26% | $13.38 (−10.38%) |
Aug 7, 2026 8w ago | Institutional Cluster | $15.10 $15.48 | ▼ −2.54% | ▼ −2.94% | $13.38 (+11.37%) |
Jul 28, 2026 9w ago | 8-K | $15.43 $16.27 | ▲ +5.44% | ▲ +2.06% | $13.38 (−13.29%) |
Jul 28, 2026 9w ago | 8-K | $15.43 $16.27 | ▲ +5.44% | ▲ +2.06% | $13.38 (−13.29%) |
Jul 21, 2026 10w ago | Insider Buy | $14.83 $16.22 | ▲ +9.37% | ▲ +6.48% | $13.38 (−9.78%) |
Jul 21, 2026 10w ago | 424B5 | $14.85 $15.52 | ▼ −4.51% | ▼ −1.95% | $13.38 (+9.90%) |
Jul 16, 2026 11w ago | Court Ruling | $14.47 $15.37 | ▲ +6.20% | ▲ +2.58% | $13.38 (−7.53%) |
Jul 15, 2026 11w ago | 8-K | $14.09 $14.96 | ▼ −6.17% | ▼ −3.83% | $13.38 (+5.04%) |
Jul 15, 2026 11w ago | Press Release | $14.09 $14.96 | ▼ −6.17% | ▼ −3.83% | $13.38 (+5.04%) |
Jun 23, 2026 14w ago | 8-K | $13.61 $14.83 | ▲ +8.96% | ▲ +7.03% | $13.38 (−1.69%) |
US Market Status
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