Overview
The Irish Better Nutrition firm reported preliminary FY25 revenue up 2.3% yr/yr
Adjusted EPS for FY25 declined 3.4% yr/yr
Company announced €100 mln share buyback authorization for 2026
Outlook
Glanbia expects adjusted EPS growth of 7% to 11% constant currency in 2026
Company anticipates operating cash conversion of 85%+ in FY 2026
Glanbia plans capital expenditure of $100 mln to $110 mln in 2026
Result Drivers
VOLUME GROWTH - Co reported volume growth across all segments, driving overall revenue increase
WHEY COSTS IMPACT - Record whey input costs negatively affected Performance Nutrition EBITDA margin
SEGMENTAL GROWTH - Health & Nutrition and Dairy Nutrition segments saw strong demand, boosting revenue
Company press release: ID:nRSY2494Ua
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
$3.95 bln
FY Adjusted EPS
$1.35
FY Net Income
$283.90 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the food processing peer group is "buy"
Wall Street's median 12-month price target for Glanbia PLC is €18.00, about 9% above its February 24 closing price of €16.52
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)