Mondelez FY2025 diluted EPS falls 44.7% to $1.89 as revenue rises 5.8%; 2026 outlook issued
Mondelez reported fourth-quarter and full-year 2025 results on February 3, 2026. Full-year net revenues rose 5.8% to $38.5 billion, but diluted EPS fell 44.7% to $1.89 and adjusted EPS fell 14.6% on a constant currency basis to $2.92, with the company citing cocoa cost headwinds and derivative mark-to-market impacts. The company also guided 2026 organic net revenue growth of flat to 2% and adjusted EPS growth of flat to 5% on a constant currency basis.
Key points
- FY2025 net revenues were $38.5 billion, up 5.8%, with organic net revenue up 4.3%
- FY2025 diluted EPS was $1.89, down 44.7%; adjusted EPS was $2.92, down 14.6% on a constant currency basis
- Q4 2025 diluted EPS was $0.51, down 60.8%, while Q4 net revenues rose 9.3% to $10.5 billion
- 2026 outlook: organic net revenue growth of flat to 2%, adjusted EPS growth of flat to 5% constant currency, and free cash flow of about $3 billion
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 03, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.