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Maple Leaf Foods Inc (MLFNF)
OTHER OTC:MLFNF
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.28Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong execution and structural progress: double-digit Poultry growth, branded volume gains, significant adjusted EBITDA and margin expansion, substantial debt reduction and robust free cash flow supported shareholder returns and a confident 2026 outlook. Headwinds include persistent input-cost inflation in Prepared Foods, a plant-protein impairment and uncertainty over near-term consumer reaction to recent price increases. On balance, the positive operational and financial momentum, completed portfolio transformation and clear targets for 2026 outweigh the challenges.Company Guidance
Strong Q4 Revenue Growth
Sales of $991 million in Q4, up 8.1% year-over-year, with Poultry +13.1% and Prepared Foods +6.1% driving the outperformance.
Robust Full-Year Sales Performance
Full-year sales of $3.91 billion, up 7.7% versus 2024, reflecting contribution from Sustainable Meats, brand investment, innovation and U.S. expansion.
Adjusted EBITDA Expansion
Q4 adjusted EBITDA of $117.3 million (up ~8%), margin 11.8% (in line year-over-year; improved sequentially from 11.1% in Q3). Full-year adjusted EBITDA of $476 million, up 21% with margin expansion of 140 basis points to 12.2%.
Improved Earnings and Adjusted EPS
Quarterly adjusted EPS of $0.32 vs $0.18 in prior-year quarter; full-year adjusted EPS $1.09 vs $0.15 in 2024 (GAAP earnings included significant one-time items).
Material Balance Sheet Improvement and Free Cash Flow
Net debt reduced to $995 million (down $521 million year-over-year), net leverage 2.1x (vs 2.7x a year ago). Fiscal 2025 free cash flow of $318 million and Q4 FCF of $70 million.
Shareholder Returns and Capital Allocation Discipline
Increased annual dividend ~9% in 2025 and intended ~10% for 2026; paid special dividend of $0.60/share (~$75 million); repurchased ~700,000 shares under NCIB and plan to renew NCIB.
Successful Portfolio Transformation
Completed spin-off of pork into Canada Packers; Maple Leaf now a focused protein CPG with a 16% ownership stake in Canada Packers and an evergreen supply agreement to secure sustainably raised pork.
Product and Brand Momentum
Launched more than 50 innovations in 2025 including Musafir and Mighty Protein (Mighty Protein tracking ahead of plan); branded volumes grew ~4–5% in Q4 and branded market share gains in poultry (≈ +1.7 share points in the quarter).
Poultry Segment Strength and Structural Growth
Poultry delivered double-digit growth with strong retail (+~10% retail volume in Q4) and foodservice volume gains; London Poultry capacity enabled conversion of allocations into higher-value, value-added formats.
2026 Outlook with Clear Targets
Management expects mid-single-digit revenue growth, adjusted EBITDA ~$520–$540 million, leverage maintained below 3x, and capex of $160–$180 million, signaling confidence in continuing momentum.
MLFNF 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
MLFNF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $19.59 | $21.05 | +7.45% |
Nov 05, 2025 | $18.06 | $17.22 | -4.63% |
Aug 07, 2025 | $18.29 | $20.13 | +10.07% |
May 08, 2025 | $15.42 | $16.23 | +5.23% |
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 Maple Leaf Foods Inc (MLFNF) report earnings?
Maple Leaf Foods Inc (MLFNF) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Maple Leaf Foods Inc (MLFNF) earnings time?
Maple Leaf Foods Inc (MLFNF) earnings time is at May 06, 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 MLFNF EPS forecast?
MLFNF EPS forecast for the fiscal quarter 2026 (Q1) is 0.21.