Kerry Group Q4 Earnings Call Highlights

1 month ago 22

MarketBeat

Tue, February 17, 2026 astatine 5:11 AM CST 7 min read

Kerry Group logo

Strong FY2025 results: Kerry delivered 3% radical measurement maturation with gross of EUR 6.8 billion and EBITDA of EUR 1.2 billion, driving borderline enlargement of ~80 ground points to conscionable nether 18% and 7.5% constant‑currency adjusted EPS growth.
Regional and transmission leadership: The Americas led show (revenue EUR 3.7 billion, measurement +3.8%, EBITDA borderline 20.3%), Europe finished somewhat down but margins improved, APMEA grew 4.2%, and foodservice outperformed retail with 4.6% measurement growth.
Cash, superior returns and outlook: Kerry generated EUR 643 million escaped currency travel (81% conversion), ended with nett indebtedness EUR 2.2 billion (1.9x EBITDA), returned superior via EUR 500 million buybacks positive a caller EUR 300 million programme and EUR 215 million dividends, and guided 2026 to 6–10% constant‑currency EPS maturation with targeted borderline enlargement of ≥60 ground points supported by Accelerate 2.0 (~EUR 100 million recurring savings by 2028).
Interested successful Kerry Group plc? Here are 5 stocks we similar better.

Kerry Group (LON:KYGA) executives told investors the institution delivered “strong extremity marketplace measurement outperformance, borderline expansion, and net per stock growth” successful full-year 2025, contempt what absorption described arsenic comparatively subdued wide marketplace volumes. On the company’s results call, CEO Edmond Scanlon highlighted 3% radical measurement growth, portion CFO Marguerite Larkin elaborate improved profitability, currency generation, and continued advancement nether Kerry’s Accelerate outgo and footprint programs.

Scanlon said Kerry’s 3% measurement maturation successful 2025 outpaced extremity markets, with spot led by the Americas and supported by foodservice innovation and lawsuit renovation activity. He added that pricing was “pretty flat” for the year, with input costs turning deflationary successful the 4th quarter.

→ These 3 Stocks Just Graduated to the MSCI World Index

For the afloat year, the institution reported radical gross of EUR 6.8 billion and EBITDA of EUR 1.2 billion. Management said EBITDA margins expanded by 80 ground points to “just nether 18%,” supported by operational efficiencies, portfolio actions, operating leverage, and mix.

Larkin reported constant-currency adjusted EPS maturation of 7.5% successful 2025 (and 3% successful reported currency), noting results were stated aft dilution from the anterior year’s Kerry Dairy Ireland disposal. She besides said instrumentality connected superior employed was 10.6%, with underlying improvements partially offset by currency.

→ MarketBeat Week successful Review – 02/09 - 02/13

Read Entire Article