NASDAQ$MZTI
Marzetti Company/The · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
The Marzetti Company reported record fourth quarter net sales and gross profit for the period ended June 30, 2025.
Consolidated net sales rose 5.0% to $475.4 million, with Retail segment sales up 3.1% and Foodservice segment sales up 7.0%. Gross profit increased $8.5 million to $106.1 million, improving margin by 70 basis points to 22.3%, while operating income declined $2.8 million to $38.9 million due to higher SG&A and restructuring charges. Diluted EPS was $1.18 versus $1.26 last year.
- Q4 net sales reached a record $475.4 million, up 5.0% year-over-year.
- Gross profit hit a quarterly record of $106.1 million with margin expanding 70 bps to 22.3%.
- Retail segment sales grew 3.1% led by licensing and new product distribution; Foodservice grew 7.0% including TSA sales.
- Diluted EPS declined to $1.18 from $1.26 due to higher SG&A and increased restructuring charges of $5.1 million.
Headline financials
Revenue & EPS history
Lancaster Colony · Revenue · Quarterly
$475M
Revenue by segment
Lancaster Colony · $475M total across 2 segments · Q4 2025
- Retail$242M—50.8%
- Foodservice$234M—49.2%
Forward guidance
Retail sales expected to benefit from volume growth via licensing and core brands; Foodservice supported by select QSR customers with modest input cost inflation offset by pricing and cost savings.
Tailwinds
- Continued Retail volume growth from licensing and brands
- Foodservice gains from national chain accounts
- Focus on margin improvement through cost savings
Headwinds
- Potential impact from U.S. economic performance and consumer behavior
- Modest inflation in input costs
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
-0.1%
Avg return
5 days after
-0.5%
Avg return
30 days after
42%
28 / 66 earnings
Positive
+18.0%
Q4 2022
Best reaction
-15.6%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | -6.7% | -8.6% | -14.0% | |
| Q2 2026 | -7.7% | -11.0% | -5.2% | |
| Q1 2026 | +9.2% | +9.0% | +4.0% | |
| Q4 2025 | -0.2% | +1.8% | -0.8% | |
| Q3 2025 | -15.6% | -16.3% | -13.2% | |
| Q2 2025 | +8.7% | +13.3% | +15.3% | |
| Q1 2025 | -2.4% | +3.4% | +0.5% | |
| Q4 2024 | -12.2% | -15.2% | -8.0% | |
| Q3 2024 | +0.0% | +1.2% | -3.1% | |
| Q2 2024 | +10.2% | +5.2% | +12.2% | |
| Q1 2024 | -0.1% | -0.9% | -2.3% | |
| Q4 2023 | -11.5% | -9.6% | -8.5% | |
| Q3 2023 | +2.8% | +1.7% | -4.3% | |
| Q2 2023 | -3.7% | -4.5% | -1.7% | |
| Q1 2023 | +13.9% | +18.3% | +15.3% | |
| Q4 2022 | +18.0% | +15.4% | +8.7% | |
| Q3 2022 | -11.2% | -7.9% | -19.9% | |
| Q2 2022 | -3.6% | -1.6% | +2.0% | |
| Q1 2022 | -5.5% | -4.4% | -11.5% | |
| Q4 2021 | -1.5% | -3.0% | -7.8% | |
| Q3 2021 | -1.1% | +0.4% | +1.5% | |
| Q2 2021 | +0.8% | +3.6% | +0.8% | |
| Q1 2021 | -4.8% | -4.9% | -2.9% | |
| Q4 2020 | +3.2% | +4.7% | +6.4% | |
| Q3 2020 | +5.1% | +8.4% | +15.3% | |
| Q2 2020 | -2.0% | -0.5% | -4.3% | |
| Q1 2020 | +11.4% | +11.9% | +13.4% | |
| Q4 2019 | -7.1% | -5.3% | -8.0% | |
| Q3 2019 | -4.8% | -3.2% | -4.9% | |
| Q2 2019 | +0.3% | +0.1% | +0.4% | |
| Q1 2019 | +2.1% | +8.3% | +13.8% | |
| Q4 2018 | +6.1% | +6.2% | +4.8% | |
| Q3 2018 | -1.1% | -1.7% | -1.4% | |
| Q2 2018 | -0.9% | -2.4% | -7.0% | |
| Q1 2018 | +9.9% | +5.2% | +6.1% | |
| Q4 2017 | -6.4% | -5.3% | -5.2% | |
| Q3 2017 | -2.7% | -4.7% | -3.0% | |
| Q2 2017 | -13.0% | -11.8% | -9.9% | |
| Q1 2017 | -4.0% | -4.6% | +3.8% | |
| Q4 2016 | +5.5% | +6.1% | +3.5% | |
| Q3 2016 | +6.3% | — | — | |
| Q2 2016 | -12.7% | — | — | |
| Q1 2016 | +9.0% | — | — | |
| Q4 2015 | +2.1% | — | — | |
| Q3 2015 | -3.4% | — | — | |
| Q2 2015 | -4.1% | — | — | |
| Q1 2015 | +1.2% | — | — | |
| Q4 2014 | -5.2% | — | — | |
| Q3 2014 | -8.0% | — | — | |
| Q2 2014 | +2.4% | — | — | |
| Q1 2014 | -4.9% | — | — | |
| Q4 2013 | -3.8% | — | — | |
| Q3 2013 | +0.1% | — | — | |
| Q2 2013 | -1.1% | — | — | |
| Q1 2013 | -0.6% | — | — | |
| Q4 2012 | +5.2% | — | — | |
| Q3 2012 | +0.0% | — | — | |
| Q2 2012 | +0.2% | — | — | |
| Q1 2012 | +2.6% | — | — | |
| Q4 2009 | -2.0% | — | — | |
| Q4 2011 | -2.0% | — | — | |
| Q3 2011 | +1.3% | — | — | |
| Q2 2011 | +0.2% | — | — | |
| Q1 2011 | -0.2% | — | — | |
| Q4 2010 | -0.2% | — | — | |
| Q3 2010 | +2.6% | — | — |
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