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Flowers Foods (FLO)
NYSE:FLO
US Market

Flowers Foods (FLO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 14, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.27
Last Year’s EPS
0.35
Same Quarter Last Year
Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a balanced mix of positives and negatives: management delivered results at the high end of 2025 guidance and highlighted strength and innovation in premium and DKB platforms (including Simple Mills' product pipeline), and they have launched a comprehensive multiyear review to address weaknesses. Offsetting this are meaningful near-term headwinds — a weak traditional loaf segment (Nature’s Own), guidance reflecting a ~4% category decline and a one‑week timing headwind, Simple Mills' near-term sales/margin disruptions, and capital allocation uncertainty around the dividend and leverage/covenant proximity. Overall, the company is taking proactive steps but faces notable execution and financial challenges in the near term.
Company Guidance
Management said 2026 guidance is essentially flat (a range down roughly 180 basis points to slightly up) against an expected category decline of about 4%, with headwinds including one fewer week (~150 bps), inflationary pressures and increased brand investments; they noted they finished 2025 at the high end of guidance and cited a $0.08 EPS drag from incentive‑compensation adjustments. Simple Mills grew ~14% in 4Q (below its prior FY target of 20–23%), had 4Q EBITDA margin of ~11% versus ~16% in Q1–Q3, but is expected to deliver double‑digit top‑line growth in 2026 and launched 13 new items. On capital and the balance sheet, maintenance CapEx is roughly $2.0M per bakery per year, the ERP project runs into 2026–27, a $400M bond matures in October for refinancing, analysts pegged net debt at about 3.5–3.75x EBITDA (near the 3.75x covenant), DSD represents ~85% of the business, and the dividend policy is under Board review given EPS guidance and payout implications.
Results at High End of 2025 Guidance
Management stated they produced results at the high end of the company's 2025 guidance range, reflecting disciplined execution of efficiency initiatives and brand performance.
Strength in Premium, DKB and Innovative Platforms
Leadership highlighted strong performance across premium, DKB (snack) brands and other innovative platforms, with mix benefit evident (price per unit up in the quarter) and continued share gains in selective segments.
Simple Mills Innovation Pipeline and Outlook
Simple Mills delivered a record year for innovation (13 new items) and management remains bullish, guiding to top-line growth in the double-digits next year despite near-term timing and input disruptions.
Proactive Comprehensive Strategic Review
Company initiated a multiyear comprehensive review of brand portfolio, supply chain, distribution network and capital allocation to reignite top-line growth and expand margins over time; management emphasized this is an early but measured process.
Operational Optimization and CapEx Discipline
Ongoing supply-chain and network optimization (including past bakery closures) and move to regional DSD P&L accountability intended to improve efficiency. Maintenance CapEx referenced at approximately $2,000,000 per bakery per year and ERP completion planned for 2026–2027.

Flowers Foods (FLO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

FLO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 14, 2026
2026 (Q1)
0.27 / -
0.35
Feb 12, 2026
2025 (Q4)
0.15 / 0.22
0.220.00% (0.00)
Nov 06, 2025
2025 (Q3)
0.23 / 0.23
0.33-30.30% (-0.10)
Aug 15, 2025
2025 (Q2)
0.30 / 0.30
0.36-16.67% (-0.06)
May 16, 2025
2025 (Q1)
0.37 / 0.35
0.38-7.89% (-0.03)
Feb 07, 2025
2024 (Q4)
0.20 / 0.22
0.210.00% (+0.02)
Nov 08, 2024
2024 (Q3)
0.29 / 0.33
0.2913.79% (+0.04)
Aug 16, 2024
2024 (Q2)
0.33 / 0.36
0.339.09% (+0.03)
May 16, 2024
2024 (Q1)
0.41 / 0.38
0.380.00% (0.00)
Feb 08, 2024
2023 (Q4)
0.21 / 0.20
0.23-13.04% (-0.03)
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

FLO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2026
$11.35$10.36-8.72%
Nov 06, 2025
$11.38$11.60+1.88%
Aug 15, 2025
$15.93$15.07-5.37%
May 16, 2025
$16.15$16.38+1.41%
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 Flowers Foods (FLO) report earnings?
Flowers Foods (FLO) is schdueled to report earning on May 14, 2026, After Close (Confirmed).
    What is Flowers Foods (FLO) earnings time?
    Flowers Foods (FLO) earnings time is at May 14, 2026, After Close (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 FLO EPS forecast?
          FLO EPS forecast for the fiscal quarter 2026 (Q1) is 0.27.