Mondelez International (NASDAQ:MDLZ) Posts Earnings Results, Beats Estimates By $0.07 EPS

Mondelez International (NASDAQ:MDLZ) announced its quarterly earnings results on Thursday. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.71 by $0.07, FiscalAI reports. Mondelez International had a return on equity of 14.25% and a net margin of 10.22%. The business had revenue of $9.97 billion during the quarter, compared to analysts’ expectations of $9.98 billion. During the same quarter last year, the business posted $0.73 earnings per share. The business’s revenue for the quarter was up 2.3% on a year-over-year basis.

Here are the key takeaways from Mondelez International’s conference call:

• Positive Sentiment: Mondel?z maintained its 2026 sales and EPS outlook and expressed confidence in delivering strong EPS growth in 2027, supported by volume-led growth, productivity savings, emerging-market strength, stabilizing Europe, and continued North American momentum.
• Positive Sentiment: The company reported solid execution in North America and Europe, including share gains, positive volume mix in Europe, improved promotional effectiveness, and successful innovations such as Biscoff, Sour Patch Kids, Oreo Zero, Ritz Minis, and Clif High Protein.
• Positive Sentiment: Third-quarter gross profit benefited from operating leverage, supply-chain and procurement productivity, and favorable cacao timing, allowing the company to reinvest in advertising and brand support while still delivering an EPS beat.
• Neutral Sentiment: Emerging markets remain a major growth opportunity, with continued distribution expansion in India, Brazil, and China and roughly 25% additional numeric-distribution runway cited in key markets; however, China is softer and inflation remains a consumer concern in some regions.
• Negative Sentiment: Management expects inflation in dairy, oil, packaging, freight, and fuel, while European pricing is likely to remain negative for the next couple of quarters as the company laps prior chocolate price increases. The company plans to use selective pricing and productivity measures to protect volume and share.

Mondelez International Price Performance

MDLZ stock traded up $2.41 during trading on Friday, hitting $64.94. The stock had a trading volume of 15,056,015 shares, compared to its average volume of 7,345,175. The company’s 50 day moving average price is $61.79 and its two-hundred day moving average price is $60.34. Mondelez International has a 1-year low of $51.20 and a 1-year high of $66.65. The stock has a market cap of $82.88 billion, a price-to-earnings ratio of 20.49, a price-to-earnings-growth ratio of 2.42 and a beta of 0.38. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.40 and a current ratio of 0.60.

Analyst Ratings Changes

A number of brokerages recently commented on MDLZ. Royal Bank Of Canada reissued an “outperform” rating and issued a $66.00 price objective on shares of Mondelez International in a research note on Monday, October 26th. TD Cowen lifted their target price on shares of Mondelez International from $70.00 to $75.00 and gave the stock a “buy” rating in a research report on Friday. Weiss Ratings raised shares of Mondelez International from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft increased their price target on shares of Mondelez International from $58.00 to $60.00 and gave the company a “hold” rating in a research report on Wednesday, July 29th. Finally, Wells Fargo & Company raised their price objective on shares of Mondelez International from $65.00 to $68.00 and gave the stock an “overweight” rating in a research note on Friday. Sixteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $69.77.

Key Mondelez International News

Here are the key news stories impacting Mondelez International this week:

• Positive Sentiment: Adjusted EPS exceeded expectations: Mondelez reported adjusted earnings of $0.78 per share, above the roughly $0.71–$0.72 consensus and up from $0.73 a year earlier. Lower costs and stronger margins helped offset pricing and currency pressures. Mondelez Q3 Earnings Beat Estimates on Lower Costs, Revenues Miss
• Positive Sentiment: Broad-based operating growth: Third-quarter net revenue rose 2.3% year over year to $9.97 billion, organic revenue increased 2.1%, and volume/mix improved 1.8%. Emerging-market growth and particularly strong European sales supported results. Mondel?z International Reports Q3 2026 Results
• Positive Sentiment: Constructive outlook and analyst support: Management reaffirmed its 2026 outlook and signaled strong EPS growth potential in 2027. A projected 500,000-ton cocoa surplus could ease input-cost pressure, while emerging markets offer additional distribution growth. BNP Paribas Exane raised its target to $72 with an “outperform” rating, and Wells Fargo raised its target to $68 with an “overweight” rating. Mondelez signals strong EPS growth in 2027
• Neutral Sentiment: Year-to-date operating cash flow was $2.6 billion, free cash flow was $1.7 billion, and shareholder returns totaled $2.8 billion, supporting the company’s capital-allocation profile.
• Negative Sentiment: Revenue narrowly missed analyst expectations, indicating that sales growth remains modest despite volume gains. Profit also remains down on a year-to-date basis, leaving execution and commodity costs as ongoing risks. Mondelez beats third-quarter profit estimates on cost-cutting boost

Insider Transactions at Mondelez International

In other Mondelez International news, CEO Dirk Van de Put sold 133,580 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $64.08, for a total transaction of $8,559,806.40. Following the sale, the chief executive officer directly owned 1,326,488 shares of the company’s stock, valued at $85,001,351.04. This trade represents a 9.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.45% of the company’s stock.

Mondelez International Company Profile

Mondelez International, Inc (NASDAQ: MDLZ) is a global snack-food company that develops, manufactures, markets and sells branded products in categories including biscuits, chocolate, baked snacks, cheese and grocery items. Its portfolio includes well-known brands such as Oreo, Ritz, Chips Ahoy!, belVita, CLIF, Cadbury, Milka, Toblerone and Trident.

The company sells its products through retailers, wholesalers, e-commerce channels and other distribution networks. Mondelez serves consumers in more than 150 countries, with operations and brands tailored to markets across North America, Latin America, Europe, Asia, the Middle East and Africa.

Mondelez was formed in 2012 when Kraft Foods separated its global snack-food business from its North American grocery operations.