NASDAQ$MDLZ
Mondelez International Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Mondelēz reported Q4 2025 net revenues of $10.5B with diluted EPS of $0.51 and adjusted EPS of $0.72.
Fourth-quarter net revenues increased 9.3% to $10.5 billion; organic net revenue grew 5.1%. GAAP diluted EPS was $0.51; adjusted EPS was $0.72. Unprecedented cocoa cost headwinds weighed on GAAP profitability while pricing and productivity partially offset input inflation.
- Q4 net revenues $10.5B; organic +5.1%.
- Adjusted EPS $0.72; FY25 free cash flow $3.2B.
- FY26 outlook focuses on volume recovery and structural cost savings.
- Returned $4.9B to shareholders in 2025.
Headline financials
Revenue & EPS history
Mondelez · Revenue · Quarterly
$10.5B
Forward guidance
FY26 plans emphasize volume recovery, brand investment, and structural cost savings as cocoa costs stabilize.
Tailwinds
- Pricing and productivity.
- Emerging market growth.
- Free cash flow generation.
Headwinds
- Cocoa and input inflation.
- Volume/mix headwinds.
- FX on reported earnings.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+0.6%
Avg return
Earnings day
+1.2%
Avg return
5 days after
+1.2%
Avg return
30 days after
55%
41 / 74 earnings
Positive
+8.0%
Q3 2014
Best reaction
-9.4%
Q4 2015
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.0% | +4.9% | +4.5% | |
| Q4 2025 | +5.1% | +2.1% | -1.8% | |
| Q3 2025 | -4.0% | -5.9% | -4.4% | |
| Q2 2025 | -6.6% | -8.9% | -11.9% | |
| Q1 2025 | +3.8% | +3.3% | +2.8% | |
| Q4 2024 | +2.3% | +4.3% | +20.7% | |
| Q3 2024 | +0.4% | -1.5% | -6.4% | |
| Q2 2024 | +1.9% | +5.3% | +5.4% | |
| Q1 2024 | -1.6% | -2.7% | -5.5% | |
| Q4 2023 | -0.6% | +1.5% | -3.5% | |
| Q3 2023 | +2.7% | +3.1% | +7.0% | |
| Q2 2023 | +1.9% | +0.9% | -2.9% | |
| Q1 2023 | +6.1% | +7.3% | +3.9% | |
| Q4 2022 | +2.9% | +1.7% | +0.8% | |
| Q3 2022 | +1.8% | +2.8% | +10.8% | |
| Q2 2022 | +1.4% | +2.0% | +2.7% | |
| Q1 2022 | -2.6% | -2.0% | -5.0% | |
| Q4 2021 | -0.3% | +0.1% | +0.2% | |
| Q3 2021 | +2.3% | +2.2% | -2.4% | |
| Q2 2021 | -2.2% | -2.4% | -5.2% | |
| Q1 2021 | +3.6% | +3.5% | +7.7% | |
| Q4 2020 | -1.7% | -0.5% | -5.8% | |
| Q3 2020 | +2.4% | +5.1% | +9.5% | |
| Q2 2020 | +2.2% | -0.2% | +4.6% | |
| Q1 2020 | -0.8% | -1.5% | -0.1% | |
| Q4 2019 | +7.2% | +4.9% | -3.7% | |
| Q3 2019 | -0.7% | -0.7% | +0.6% | |
| Q2 2019 | -2.5% | -2.0% | +0.8% | |
| Q1 2019 | +2.2% | +2.4% | +1.4% | |
| Q4 2018 | +6.5% | +6.2% | +8.7% | |
| Q3 2018 | +5.0% | +4.7% | +10.7% | |
| Q2 2018 | +4.2% | +3.6% | +2.1% | |
| Q1 2018 | -4.1% | -1.5% | -0.6% | |
| Q4 2017 | +3.5% | -0.9% | +0.2% | |
| Q3 2017 | +1.8% | +0.7% | +5.6% | |
| Q2 2017 | -0.5% | +0.8% | -6.3% | |
| Q1 2017 | +2.2% | +1.7% | +6.6% | |
| Q4 2016 | +1.0% | +2.2% | -0.5% | |
| Q3 2016 | +2.7% | +5.1% | +1.2% | |
| Q2 2016 | -2.4% | -3.9% | -4.8% | |
| Q1 2016 | +2.1% | — | — | |
| Q4 2015 | -9.4% | — | — | |
| Q3 2015 | -0.7% | — | — | |
| Q2 2015 | +4.7% | — | — | |
| Q1 2015 | +4.3% | — | — | |
| Q4 2014 | +3.3% | — | — | |
| Q3 2014 | +8.0% | — | — | |
| Q2 2014 | -2.5% | — | — | |
| Q1 2014 | +7.3% | — | — | |
| Q4 2013 | +2.2% | — | — | |
| Q3 2013 | -4.0% | — | — | |
| Q2 2013 | +2.6% | — | — | |
| Q1 2013 | -0.7% | — | — | |
| Q4 2012 | -4.0% | — | — | |
| Q3 2012 | -0.9% | — | — | |
| Q2 2012 | +2.8% | — | — | |
| Q1 2012 | -1.1% | — | — | |
| Q4 2011 | +0.3% | — | — | |
| Q3 2011 | -1.2% | — | — | |
| Q2 2011 | -0.2% | — | — | |
| Q1 2011 | +0.4% | — | — | |
| Q4 2010 | -0.5% | — | — | |
| Q3 2010 | -2.1% | — | — | |
| Q2 2010 | -0.8% | — | — | |
| Q1 2009 | +4.5% | — | — | |
| Q1 2010 | -0.6% | — | — | |
| Q4 2009 | -2.2% | — | — | |
| Q3 2008 | -3.5% | — | — | |
| Q3 2009 | -3.5% | — | — | |
| Q4 2007 | -3.5% | — | — | |
| Q4 2006 | -3.5% | — | — | |
| Q2 2009 | +0.1% | — | — | |
| Q2 2008 | +0.1% | — | — | |
| Q4 2008 | +0.1% | — | — |
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