Molson Coors (DE:NY7)
FRANKFURT:NY7
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.42Same Quarter Last Year
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear near-term headwinds (notably a ~$125M COGS hit from Midwest premium/aluminum, industry volume declines and lapping of a one-time incentive) with multiple material strengths: strong and consistent free cash flow (~$1.1B), a much-improved balance sheet (net debt $5.4B; leverage ~2.3x), an expanded $4B buyback authorization, a targeted $450M cost-savings program, progress in Beyond Beer (~10% of revenue) and notable brand growth (Blue Moon non-alc +25%, retained ~70% of 2023 share gains). Management outlined disciplined capital allocation (CapEx rebased to ~$650M/yr) and an operating rewire to drive faster, localized decisions. Overall, the positives around cash generation, deleveraging, shareholder returns and a clear transformation plan are substantial and viewed as outweighing the short-term pressures described.Company Guidance
Strong Cash Generation
Delivered over $1.1 billion in free cash flow in 2025 and expects a similar amount in 2026; historically delivered >$1 of free cash flow for every $1 of underlying earnings over the past 5 years.
Significant Balance Sheet Improvement
Net debt reduced to $5.4 billion and leverage ratio improved to ~2.3x (from pro forma 4.8x post-2016); highest credit rating since 2016, providing financial flexibility.
Expanded Share Repurchase Authorization
Executed ~72% (~$1.4 billion) of the prior $2 billion buyback in 9 quarters and increased authorization to an aggregate of up to $4 billion (inclusive of ~$1.4B already spent) through Dec 31, 2031.
Portfolio Progress: Beyond Beer and Premiumization
Beyond Beer now comprises roughly 10% of revenue; premiumization up ~5 percentage points; specific brand examples include Topo Chico Hard (pivoted to higher-ABV/full-flavor) and Fever-Tree integration underway.
Notable Brand Growth
Blue Moon non-alc brand growing ~25% and now the #2 non-alc craft brand in the U.S.; retained ~70% of the share gains achieved in 2023 with core brands.
New Cost Savings Program
Announced a 3-year cost savings program targeting up to $450 million in savings with delivery beginning in 2026 across COGS, Americas G&A, and international operations.
Disciplined Capital Allocation & M&A Framework
Rebased medium-term CapEx to ~$650 million per year (down from prior ~$750M+), targeting M&A deals in the ~$200M–$350M range that would add ~1%–2% NSR annually and be funded from cash operations.
Commercial & Operating Rewiring
Announced organizational changes to localize P&L accountability (closer to customers/consumers), invest in sales/marketing AI and ERP/capability modernization to drive faster decisions and efficiency.
DE:NY7 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
DE:NY7 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | €42.20 | €39.40 | -6.64% |
Nov 04, 2025 | €36.78 | €36.16 | -1.68% |
Aug 05, 2025 | €40.18 | €41.26 | +2.68% |
May 08, 2025 | €47.94 | €46.48 | -3.05% |
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 Molson Coors (DE:NY7) report earnings?
Molson Coors (DE:NY7) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Molson Coors (DE:NY7) earnings time?
Molson Coors (DE:NY7) earnings time is at Apr 30, 2026, Before Open (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 the P/E ratio of Molson Coors stock?
The P/E ratio of Molson Coors is N/A.
What is DE:NY7 EPS forecast?
DE:NY7 EPS forecast for the fiscal quarter 2026 (Q1) is 0.32.
