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Sep 27
Kellanova Q3 2025 Earnings Report
Kellanova reported modest growth and resilient performance in Q3 2025 despite softness in several categories.
Key Takeaways
Kellanova delivered slightly higher revenue and exceeded internal profit expectations, driven by strong noodles growth in Africa and disciplined cost management. However, EPS and net income declined due to lower mark-to-market gains and higher taxes.
Revenue rose slightly to $3.26B, supported by strong noodles performance in Africa.
GAAP EPS declined to $0.88 due to lower mark-to-market benefit and tax lapping effects.
Adjusted EPS improved to $0.94, exceeding internal expectations.
Operating income dipped slightly due to reduced mark-to-market benefits.
Kellanova
Kellanova
Kellanova Revenue by Segment
Kellanova Revenue by Geographic Location
Revenue by Segment
North America Revenue
CapyFin.comEurope Revenue
CapyFin.comLatin America Revenue
CapyFin.comAMEA Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEurope Revenue
CapyFin.comLatin America Revenue
CapyFin.comAMEA Revenue
CapyFin.com Forward Guidance
Kellanova did not issue forward guidance due to its pending merger with Mars, Incorporated.
Positive Outlook
- Strong growth in Africa noodles business.
- Disciplined expense management.
- Adjusted EPS and profit exceeded internal expectations.
- Positive currency translation impact on revenue.
- Resilient performance despite category softness.
Challenges Ahead
- Ongoing softness in snacking and frozen categories.
- Declining volume in key regions like North America.
- Higher costs affecting profit margins.
- Reduced mark-to-market benefit year over year.
- No forward guidance due to pending merger.
Revenue & Expenses
Visualization of income flow from segment revenue to net income