Kraft Heinz (KHC) Reports Q4 Earnings: What Key Metrics Have to Say

By Zacks Equity Research | February 11, 2026, 9:30 AM

For the quarter ended December 2025, Kraft Heinz (KHC) reported revenue of $6.35 billion, down 3.4% over the same period last year. EPS came in at $0.67, compared to $0.84 in the year-ago quarter.

The reported revenue represents a surprise of -0.99% over the Zacks Consensus Estimate of $6.42 billion. With the consensus EPS estimate being $0.61, the EPS surprise was +9.37%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Kraft Heinz performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- International Developed Markets: $930 million versus $945.43 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +1.9% change.
  • Net Sales- North America: $4.7 billion compared to the $4.68 billion average estimate based on five analysts. The reported number represents a change of -5.4% year over year.
  • Net Sales- Emerging Markets: $724 million versus the five-analyst average estimate of $751.57 million. The reported number represents a year-over-year change of +4.2%.
  • Segment Adjusted Operating Income- Emerging Markets: $63 million versus $90.9 million estimated by five analysts on average.
  • Segment Adjusted Operating Income- General corporate expenses: $-146 million compared to the $-191.22 million average estimate based on five analysts.

View all Key Company Metrics for Kraft Heinz here>>>

Shares of Kraft Heinz have returned +5.9% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
Kraft Heinz Company (KHC): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Mentioned In This Article

Latest News