Canada's Maple Leaf Foods Q4 revenue slightly beats on poultry strength

Maple Leaf Foods

05/03/2026 11:12

Overview

Canada protein-centric CPG firm's Q4 revenue rose 8.1%, slightly beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Outlook

Maple Leaf Foods expects 2026 revenue to grow mid-single digits from 2025

Company projects 2026 adjusted EBITDA of C$520 mln to C$540 mln

Maple Leaf Foods plans C$160 mln to C$180 mln in capital investments for 2026

Result Drivers

PREPARED FOODS GROWTH - Sales in Prepared Foods increased by 6.1% due to pricing and improved mix, partially offset by increased trade promotions

POULTRY SALES BOOST - Poultry sales rose by 13.1% from improved channel mix and pricing, despite higher trade promotions

MARGIN EXPANSION - Gross profit increase driven by favorable Poultry channel mix, operating efficiencies, and pricing impacts

Company press release: ID:nCNWNDb52a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
C$991 mln
C$988.43 mln (4 Analysts)
Q4 Adjusted EPS
Beat
C$0.32
C$0.26 (6 Analysts)
Q4 Adjusted EBITDA
C$117 mln
Q4 Adjusted EBITDA Margin
11.8%
Q4 Revenue Growth
8.1%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "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 Maple Leaf Foods Inc is C$33.00, about 23.1% above its March 4 closing price of C$26.81

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 17 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)