Glanbia Plc (GLAPF)
OTHER OTC:GLAPF
Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.63Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: robust top-line growth, strong cash generation, active shareholder returns, and clear strategic progress (notably in Health & Nutrition, Optimum Nutrition momentum, M&A and capacity expansion). These positives are materially offset by significant margin pressure in Performance Nutrition driven by record whey input costs, a marked decline in PN EBITDA, sizeable exceptional charges related to transformation and disposals, and near-term cost/price lags that will affect 2026 results. Management has contracts in place for whey supply, is implementing further pricing, and expects margin recovery over the medium term supported by the transformation savings and capacity investments, but near-term execution and elevated input costs keep the outlook mixed.Company Guidance
Revenue and Volume Growth
Group revenue of $3.95 billion, up 2.3% on a constant currency basis; group volumes up 3.7% and price up 0.5%.
Adjusted EPS Beat and Guidance Outperformance
Adjusted EPS of $1.3493, down 2.4% constant currency year-on-year but ahead of the prior guidance range of $1.30–$1.33.
Strong Cash Generation and Balance Sheet Metrics
Operating cash flow of just over $454 million with operating cash conversion of 91% (target 80%); free cash flow of $360 million; net debt of $526 million (net debt/EBITDA 1.08x) and interest cover 13.7x; $1.4 billion committed facilities.
Shareholder Returns and Capital Allocation
Returned ~EUR 197 million via share buybacks (15 million shares at average EUR 13.10); Board authorized an additional EUR 100 million buyback and commenced an initial EUR 50 million tranche; increased final dividend by 10% to a total EUR 0.4287 per share (payout ratio 35.9%).
Health & Nutrition Outperformance
Health & Nutrition delivered like-for-like revenue growth of 6.8% (volume +7.4%, price -0.6%); total revenue +11.5% including acquisitions; H&N EBITDA $115.8 million, up 16.7% constant currency; EBITDA margin improved to 18.4% (+80 bps).
Performance Nutrition Top-line Momentum and Brand Strength
Performance Nutrition like-for-like revenue +4.5% excluding noncore brands; Optimum Nutrition (ON) like-for-like revenue +6.4% (volume +5%, price +1.4%) with double-digit like-for-like revenue growth in H2 and strong online and international performance.
Dairy Nutrition Solid Volume Growth
Dairy Nutrition like-for-like revenue +5% (volume +4.2%, price +0.8%); continued demand for whey and protein solutions and momentum in new protein solution wins.
Strategic M&A, Capacity Expansion and Transformation
Acquisitions completed (Sweetmix; Scicore completed post year-end), approved capacity expansions (spray drying in U.S., doubling Asian premix capacity), and a group transformation program targeting at least $60 million annual cost savings by 2027 (~40% expected in 2026).
Medium-Term Growth Targets and Guidance
Medium-term targets reiterated: PN organic growth 5–7% p.a., H&N 4–6% p.a.; PN EBITDA margin uplift target of 250 bps by 2028; group EPS growth target 7–11% p.a.; 2026 outlook: PN like-for-like revenue growth 5–7% and H&N revenue growth 4–6%.
GLAPF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GLAPF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $19.46 | $20.11 | +3.34% |
Aug 13, 2025 | $13.82 | $13.82 | 0.00% |
Feb 26, 2025 | $13.96 | $13.96 | 0.00% |
Aug 14, 2024 | $18.86 | $17.48 | -7.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Glanbia Plc (GLAPF) report earnings?
Glanbia Plc (GLAPF) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is Glanbia Plc (GLAPF) earnings time?
Glanbia Plc (GLAPF) earnings time is at Aug 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is GLAPF EPS forecast?
Currently, no data Available