GuruFocus·Jun 26, 2026
Apogee Enterprises Reports Fiscal 2027 First Quarter ResultsApogee Enterprises, Inc. (Nasdaq: APOG), a leading provider of architectural building products and services, as well as high-performance coated materials used
Kellanova faces a challenging transition period post-divestiture, characterized by stagnant top-line growth of 0.3% in 2025Q2 and significant volume elasticity concerns within its core snacking portfolio. While the company has attempted to stabilize margins, t...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains largely stagnant at 0.3% in 2025Q2, while operating margins have fluctuated significantly between 10.3% and 17.0% over the last ten quarters.
Kellanova owns iconic, world-class brands like Cheez-It, Pringles, Pop Tarts, Eggo, and MorningStar Farms, which are key drivers of its market position.
The company's bull case includes a +5% revenue CAGR if innovation in Cheez-It and Pringles captures more market share than anticipated.
Mars, Incorporated's acquisition of Kellanova could provide strategic benefits and synergies, enhancing the company's growth prospects.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2025Latest Oct 30, 2025 | $0.94+8.4% vs $0.87 | $3.3B+0.4% vs $3.2B |
Q3 2025 Jul 31, 2025 | $0.94-5.0% vs $0.99 | $3.2B+0.5% vs $3.2B |
Q2 2025 May 1, 2025 | $0.90-10.9% vs $1.01 | $3.1B-3.0% vs $3.2B |
Q1 2025 Feb 6, 2025 | $0.92+196.8% vs $0.31 | $3.1B+0.7% vs $3.1B |
Apogee Enterprises, Inc. (Nasdaq: APOG), a leading provider of architectural building products and services, as well as high-performance coated materials used
Benchmark K against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Kellanova (K)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $83.44 | $29.03B | 21.51 | -2.84% | 10.53% | 37.04% | 2.69% | |
| $35.82 | $19.12B | -223.88 | -5.45% | -0.48% | -0.98% | — | |
| $20.34 | $6.07B | 10.12 | 6.4% | 4.14% | 9.98% | — | |
| $122.41 | $13.05B | -94.16 | 3.72% | 2.51% | 4.06% | — | |
| $14.78 | $7.07B | -3.70 | -2.85% | -0.39% | -0.51% | — | |
| $19.91 | $10.96B | 22.89 | 1.55% | 2.82% | 4.33% | — |
Kellanova (K) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Kellanova (K) SEC filings — annual & quarterly reports (10-K, 10-Q)
Dec 11, 2025·SEC
Dec 8, 2025·SEC
Oct 30, 2025·SEC
Feb 21, 2025·SEC
Get notified when K posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Kellanova (K) stock FAQ — growth, dividends, profitability & financials explained
Kellanova (K) reported $12.64B in revenue for fiscal year 2024. This represents a 81% increase from $7.00B in 1995.
Kellanova (K) saw revenue decline by 2.8% over the past year.
Yes, Kellanova (K) is profitable, generating $1.33B in net income for fiscal year 2024 (10.5% net margin).
Yes, Kellanova (K) pays a dividend with a yield of 2.69%. This makes it attractive for income-focused investors.
Kellanova (K) has a return on equity (ROE) of 37.0%. This is excellent, indicating efficient use of shareholder capital.
Kellanova (K) generated $650.0M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
