Canada's Saputo Q4 revenue falls, driven by lower US dairy commodity market pricing

Saputo

04/06/2026 22:15

Overview
Canada dairy processor's Q4 revenue from continuing operations fell 5.5% and missed analyst expectations
Q4 adjusted EPS from continuing operations rose to C$0.41 from C$0.34 a year ago
Margin improvement driven by higher sales volumes, product mix, and operational efficiencies

Outlook
Company did not provide specific financial guidance for the upcoming quarter or fiscal year

Result Drivers
LOWER US DAIRY PRICES - Q4 revenue decline mainly driven by lower US dairy commodity market pricing
HIGHER SALES VOLUMES & PRICING - Higher sales volumes, mainly in North America, and higher selling prices in both domestic and international cheese and dairy ingredient markets supported results
OPERATIONAL EFFICIENCIES - Margin improvement supported by operational improvements, warehouse efficiencies, and proactive cost management

Company press release: ID:nGNXbbjsyx

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue from Cont Ops
Miss
C$4.17 bln
C$4.49 bln (8 Analysts)
Q4 Adjusted EPS from Cont Ops
 
C$0.41
 
Q4 Net Income from Cont Ops
 
C$157 mln
 
Q4 Adjusted EBITDA from Cont Ops
 
C$386 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 3 "hold" and 1 "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 Saputo Inc is C$47.00, about 9.5% above its June 3 closing price of C$42.91
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 19 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.)