Mondelēz Q4 Earnings Beat Expectations with Strong Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy MDLZ?
Source: seekingalpha
- Strong Earnings Performance: Mondelēz reported a Q4 Non-GAAP EPS of $0.72, beating expectations by $0.02, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Significant Revenue Growth: The company achieved Q4 revenue of $10.5 billion, a 9.4% year-over-year increase, surpassing market expectations by $210 million, demonstrating robust demand for its products, particularly in the global snack market.
- Cautious Future Outlook: For 2026, Mondelēz expects organic net revenue growth to range from flat to 2%, and adjusted EPS growth from flat to 5%, indicating a cautious stance regarding future market conditions.
- Stable Cash Flow Expectations: The company anticipates approximately $3 billion in free cash flow for 2026, with currency translation expected to boost net revenue growth by about 2%, supporting future investments and shareholder returns.
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Analyst Views on MDLZ
Wall Street analysts forecast MDLZ stock price to rise
18 Analyst Rating
13 Buy
5 Hold
0 Sell
Moderate Buy
Current: 61.860
Low
62.00
Averages
66.82
High
84.00
Current: 61.860
Low
62.00
Averages
66.82
High
84.00
About MDLZ
Mondelez International, Inc. is a snack company. The Company’s core business is making and selling chocolate, biscuits and baked snacks. The Company also has additional businesses in adjacent, locally relevant categories including gum and candy, cheese and grocery and powdered beverages. Its portfolio includes global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate’s Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. The Company’s segments include Latin America, AMEA, Europe and North America. It sells its products in over 150 countries and has operations in approximately 80 countries, including 147 principal manufacturing and processing facilities across 46 countries. It sells its products to supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores, gasoline stations, drug stores, value stores and other retail food outlets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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