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Treehouse Foods (THS)
NYSE:THS
Earnings Data
Report Date
Aug 11, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.11Last Year’s EPS
0.29Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -6.27%
|Next Earnings Date:Aug 11, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted positive progress in operational efficiency and cost structure improvements, with strong adjusted EBITDA growth. However, these were tempered by declines in net sales and challenges from a griddle recall. The sentiment is balanced by both positive outcomes and ongoing challenges.Company Guidance
During TreeHouse Foods' Q1 2025 earnings call, the company provided guidance and insights into its financial and operational performance. The adjusted net sales for the quarter were within the guidance range, while adjusted EBITDA surpassed the upper end, partly due to a $6 million shift in planned expenses to Q2. The adjusted EBITDA margin increased by 160 basis points to 7.2% year-over-year. Looking ahead, TreeHouse reiterated its full-year guidance with adjusted net sales expected to range from a 1% decline to a 1% increase, and adjusted EBITDA between $345 million and $375 million. The company also highlighted a focus on margin management and supply chain efficiencies, targeting $250 million in gross savings by 2027. In terms of capital allocation, TreeHouse plans to maintain a strong balance sheet, aiming to move its net debt to adjusted EBITDA ratio closer to its desired range of 3 to 3.5 times.Adjusted EBITDA Exceeds Guidance
Adjusted EBITDA came in above the upper end of TreeHouse Foods' guidance range, reflecting positive returns on margin improvement plans and operational efficiency.
Operational Progress at Brantford Facility
The frozen griddle facility in Brantford, Ontario is fully operational, expected to positively impact the latter half of the year.
Supply Chain and Cost Structure Improvements
TreeHouse Foods achieved significant progress in supply chain and cost structure, with a visible $250 million gross supply chain savings target by 2027.
Strong Adjusted EBITDA Growth
Adjusted EBITDA was $57.5 million, up 25% year-over-year, with a margin of 7.2%, an increase of 160 basis points compared to last year.
THS 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
THS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $23.45 | $22.08 | -5.84% |
Feb 14, 2025 | $33.26 | $33.06 | -0.60% |
Nov 12, 2024 | $37.20 | $31.87 | -14.33% |
Aug 05, 2024 | $39.31 | $38.33 | -2.49% |
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 Treehouse Foods (THS) report earnings?
Treehouse Foods (THS) is schdueled to report earning on Aug 11, 2025, TBA Not Confirmed.
What is Treehouse Foods (THS) earnings time?
Treehouse Foods (THS) earnings time is at Aug 11, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is THS EPS forecast?
THS EPS forecast for the fiscal quarter 2025 (Q2) is 0.11.
