analyzeportfolio
Nasdaq · Consumer Staples

CAMPBELL'S Co (CPB)

As-reported financials and SEC filings for CAMPBELL'S Co. The latest annual period is FY2025. The latest reported quarter is Q3 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About CAMPBELL'S Co

Campbell's Company manufactures and markets branded food and beverage products primarily in the U.S. and Canada. Its main product categories include soups, simple meals, beverages, and snacks, with well-known brands such as Campbell's soups, Pepperidge Farm cookies, Goldfish crackers, and V8 juices. The company serves retail food chains, mass merchandisers, convenience stores, and foodservice customers.

Snapshot

Revenue
$10.25B
Revenue growth (YoY)
6.4%
Net income
$602.0M
Diluted EPS
$2.01
Gross margin
30.4%
Operating margin
11.0%
Net margin
5.9%
FCF margin
6.9%
ROE
15.4%
net income / fiscal-year-end equity
P/E
11.6×
trailing when available, otherwise FY EPS
Market cap
$7.06B
Long-term debt / equity
1.56×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended August 3, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at CAMPBELL'S

  • Revenue grew 6.4% to $10.3B in FY2025, faster than the 3.0% the year before.
  • Operating margin is 11.0% in FY2025, -7.3 pp against 18.2% in FY2021.
  • Most recent quarter Q3 FY2026: revenue $2.4B, down 4.4% from Q3 FY2025.
  • Free cash flow was $705M in FY2025, 6.9% of revenue.
  • Net income rose 6.2% to $602M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where CAMPBELL'S’s fundamentals sit among the 113 Consumer Staples companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin30.4%
50th percentile of 97
Operating margin11.0%
75th percentile of 100
Net margin5.9%
65th percentile of 105
FCF margin6.9%
62nd percentile of 99
Revenue growth (YoY)+6.4%
66th percentile of 110
ROE15.4%
67th percentile of 99
P/E11.6×
14th percentile of 73
Long-term debt / equity1.56×
79th percentile of 74
Short interest9.11d
89th percentile of 111

CAMPBELL'S’s P/E of 11.6 ranks in the 14th percentile of the 73 peers with a meaningful P/E.

3 reported insider purchases (code P) totaling $6,435 in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+5 quant / multi-strat
Initiated / added
5
1 new, 4 added
Reduced / exited
2
2 trimmed, 0 exited
Combined position
$326.9M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$179.2M8.0MAdded
AQR Capital ManagementquantQ2 2026$90.7M4.1MAdded
Gotham Asset ManagementQ2 2026$40.7M1.8MAdded
Citadel AdvisorsquantQ2 2026$12.5M560.9KReduced
Millennium ManagementquantQ2 2026$2.5M111.7KNew
Bridgewater AssociatesQ2 2026$944,24842.4KAdded
D. E. ShawquantQ2 2026$423,75419.0KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
3
1 insider
Bought (90d)
$6K
code P value
Sells (90d)
0
Reported activity
Net buying
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-06-09
filed 2026-06-10
Dorrance Bennett JRDirectorBuy100$21.45$2K
2026-06-09
filed 2026-06-10
Dorrance Bennett JRDirectorBuy100$21.45$2K
2026-06-09
filed 2026-06-10
Dorrance Bennett JRDirectorBuy100$21.45$2K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
41.8M
settled 2026-08-14
Change vs prior
-13.3%
vs previous settlement
Days to cover
9.11
at avg daily volume
Avg daily volume
4.6M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1441.8M-13.3%9.11
2026-07-3148.2M+13.2%8.44
2026-07-1542.6M-8.1%6.60
2026-06-3046.4M-16.2%3.12
2026-06-1555.3M+13.4%5.33
2026-05-2948.8M-3.2%6.39
2026-05-1550.4M+13.5%7.80
2026-04-3044.4M+19.1%6.17

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$10.25B$9.64B$9.36B$8.56B$8.48B
Gross profit$3.12B$2.97B$2.92B$2.63B$2.81B
Operating income$1.12B$1.00B$1.31B$1.16B$1.54B
Net income$602.0M$567.0M$858.0M$757.0M$1.00B
Diluted EPS$2.01$1.89$2.85$2.51$3.29

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.13B$1.19B$1.14B$1.18B$1.03B
Capital expenditure$426.0M$517.0M$370.0M$242.0M$275.0M
Free cash flow$705.0M$668.0M$773.0M$939.0M$760.0M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q3 FY2026$2.37B-4.4%$124.0M$0.41
Q2 FY2026$2.56B-4.5%$145.0M$0.48
Q1 FY2026$2.68B-3.4%$194.0M$0.65
Q4 FY2025$2.32B1.2%$145.0M$0.48
Q3 FY2025$2.48B4.5%$66.0M$0.22
Q2 FY2025$2.69B9.3%$173.0M$0.58
Q1 FY2025$2.77B10.1%$218.0M$0.72
Q4 FY2024$2.29B10.9%$-3.0M$-0.01

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Staples
SIC industryFood and Kindred Products
Latest annual periodFY2025 (ended August 3, 2025)
Latest reported quarterQ3 FY2026 (ended May 3, 2026)
Oldest indexed filing2015
SEC CIK16732

Selected SEC filings

10-Q2026-06-08
View on EDGAR →
10-Q2026-03-11
View on EDGAR →
8-K2026-06-17
View on EDGAR →
8-K2026-06-08
View on EDGAR →
8-K2026-03-11
View on EDGAR →

Largest Consumer Staples peers

All Consumer Staples companies →

Monitor CPB

Get an alert when CAMPBELL'S files something material, see which superinvestors own it, and ask its filings a question with cited answers.

Monitor CPB free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.