Earnings Report Ahead of Market Opening for December 17, 2025: GIS, JBL, TTC, ABM, VERU
General Mills Earnings Forecast: General Mills (GIS) is expected to report earnings of $1.02 per share for the quarter ending November 30, 2025, reflecting a 27.14% decrease from the previous year, despite consistently beating expectations in the past year.
Jabil Inc. Earnings Forecast: Jabil Inc. (JBL) anticipates earnings of $2.27 per share for the same quarter, indicating a 35.93% increase year-over-year, with a strong track record of exceeding expectations in recent quarters.
Toro Company Earnings Forecast: Toro Company (TTC) is projected to report earnings of $0.86 per share for the quarter ending October 31, 2025, which is a 9.47% decrease compared to last year, following a previous earnings miss.
ABM Industries and Veru Inc. Earnings Forecasts: ABM Industries (ABM) expects earnings of $1.10 per share, a 22.22% increase year-over-year, while Veru Inc. (VERU) forecasts a loss of $-0.50 per share, a 16.67% improvement from the previous year, with both companies facing challenges in meeting past expectations.
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- Dividend Yield Analysis: Conagra's dividend yield stands at 8.9%, but with a recent 3% decline in organic sales and brand value write-downs, investors should approach this high yield with caution due to underlying risks.
- Competitor Performance: In contrast, General Mills offers a 6.5% dividend yield; despite a similar 3% drop in organic sales, its strategy of focusing on industry-leading brands enhances its competitive position in the market.
- Brand Strategy Adjustment: Following its 2018 acquisition of Blue Buffalo, General Mills successfully elevated its premium pet food line and recently exited the yogurt business, demonstrating its responsiveness to changing consumer preferences.
- Future Outlook: Entering fiscal 2026, General Mills has set goals for advertising, pricing adjustments, and portfolio reshaping, with management anticipating the next quarter as a turning point for improved financial results, suggesting that now may be a good time to invest.
- Rising Dividend Yield: General Mills' dividend yield has surged to 6.6%, the highest in decades, attracting investors seeking passive income despite the stock's decline leading to negative total returns.
- Improving Financials: The company's cash and cash equivalents increased from $521.3 million in February 2025 to $785.5 million in February 2026, while long-term debt decreased from $11.84 billion to $10.99 billion, indicating a strengthening financial position driven by cost-cutting and a focus on high-margin segments.
- Business Restructuring Strategy: On March 17, General Mills announced the sale of its Brazilian business to bolster its balance sheet and focus on high-margin opportunities, having divested nearly one-third of its portfolio through acquisitions and divestitures since fiscal 2018 to optimize its brand and product categories.
- Market Competition Pressure: Despite General Mills' strong brand portfolio, ongoing shifts in consumer preferences towards healthier and non-processed foods have led to declining sales and profits, compounded by industry-wide slowdowns making it difficult for the company to pass rising costs onto consumers.
- Dividend Stability: General Mills (GIS) has maintained its dividend for 127 years without cuts, although it hasn't raised payouts in recent years, demonstrating reliability in providing steady passive income despite a negative total return of 12.4% over the past decade.
- Industry Challenges: Facing a slowdown in the packaged food sector, General Mills is experiencing declining sales and profits, as shifting consumer preferences towards healthier, non-processed foods hinder the company's ability to pass rising costs onto consumers, impacting its market performance.
- Financial Stability Improvement: By selling its Brazilian business, General Mills aims to strengthen its balance sheet, having divested nearly one-third of its portfolio since fiscal 2018, focusing on high-margin brands, which is expected to further enhance cash flow.
- Investment Appeal: Despite ongoing challenges, General Mills' dividend remains affordable with a yield of 6.6%, and its stock price is trading below 11 times expected earnings, providing a compelling incentive for investors to hold the stock during this period.
- Stock Decline: General Mills hit a 52-week low on March 24, with a current price of $36.45, reflecting a significant drop from its peak 15 years ago, indicating long-term challenges that may affect investor confidence.
- Rising Dividend Yield: The stock's decline has pushed General Mills' dividend yield up to 6.6%, and while the company has paid dividends for 127 years, this high yield raises concerns about sustainability, potentially impacting investor decisions.
- Sales and Earnings Downgrade: The company forecasts a 1.5% to 2% decline in organic net sales and a 16% to 20% drop in adjusted earnings per share for fiscal 2026, primarily due to the sale of non-contributing brands, highlighting market pressures.
- Transformation and Growth Potential: Despite challenges, General Mills' multi-year transformation plan is boosting productivity, with management focusing on high-margin brands, indicating potential for recovery in profitability and growth in the future.
- Asset Sales and Efficiency Gains: General Mills is selling its Brazilian business to enhance pricing power and improve its balance sheet, even as it forecasts a 1.5% to 2% decline in organic net sales, focusing on more profitable brands.
- Rising Dividend Yield: The stock's decline has pushed General Mills' dividend yield to 6.6%, raising concerns about sustainability despite 127 years of uninterrupted payments, particularly in light of declining earnings.
- Cash Flow and Valuation: Despite lower sales and earnings, General Mills generates ample free cash flow to support its dividend, with a forward P/E ratio of just 10.7, indicating attractiveness, but growth recovery remains critical.
- Brand and Market Positioning: General Mills' diverse brand portfolio and market positioning provide a foundation for recovery, with management noting improvements in core products that may surpass pre-pandemic levels, suggesting significant long-term earnings and dividend growth potential if inflation pressures ease.











