NYSE$BGS

B&G Foods Inc. · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

B&G Foods reported Q4 2026 net sales of $539.6M with adjusted net income of $22.8M and adjusted EPS of $0.28.

Fourth-quarter net sales fell 2.2% to $539.6 million, reflecting divestitures partially offset by base-business growth. GAAP net loss was $15.2 million ($0.19 per share) versus a large prior-year loss tied to impairments; adjusted net income was $22.8 million ($0.28 adjusted EPS). Adjusted EBITDA was $84.7 million (15.7% of sales). FY26 guidance calls for net sales of $1.655–$1.695 billion and adjusted EPS of $0.55–$0.65 after portfolio reshaping.

  • Q4 net sales $539.6M; base business +0.8%.
  • Adjusted EPS $0.28; adjusted EBITDA $84.7M.
  • Portfolio divestitures (Green Giant, Don Pepino, Le Sueur) reshape base.
  • Tariffs and input costs pressured gross margin.
  • FY26 guide reflects one fewer week and recent divestitures.

Headline financials

Total Revenue

$540M

No prior period
EPS (adj)

$0.28

No prior period
Net Income

-$15.2M

No prior period
Operating Income

$28.2M

No prior period
Gross Profit

$123M

No prior period

Revenue & EPS history

B&G Foods · Revenue · Quarterly

$540M

Q4 2026
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Forward guidance

FY26 net sales $1.655–$1.695B, adjusted EBITDA $265–$275M, and adjusted EPS $0.55–$0.65; excludes pending College Inn acquisition.

Tailwinds

  • Adjusted profitability despite top-line pressure.
  • Simplified brand portfolio after divestitures.
  • Pricing and mix actions to offset tariffs.

Headwinds

  • Reported net loss in Q4 and FY25.
  • Volume declines and raw-material inflation.
  • Guidance excludes major pending acquisition impact.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+0.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.4%

Avg return

30 days after

43%

27 / 63 earnings

Positive

+29.2%

Q4 2022

Best reaction

-27.0%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.1%-18.8%-20.0%
Q4 2026+16.4%+10.5%-1.6%
Q3 2026+0.8%+16.8%+15.3%
Q1 2025-5.5%-8.9%-7.8%
Q4 2024+2.9%-2.8%-2.9%
Q3 2024-18.4%-25.1%-23.6%
Q2 2024+0.7%-1.6%+4.3%
Q1 2024-27.0%-24.4%-17.5%
Q4 2023+21.7%+27.1%+22.1%
Q3 2023-1.9%-9.4%+14.3%
Q2 2023+11.2%+0.4%-3.6%
Q1 2023-3.7%-4.9%-15.8%
Q4 2022+29.2%+26.0%+21.5%
Q3 2022-0.6%-10.9%-17.8%
Q2 2022-7.4%-10.3%-19.0%
Q1 2022-12.7%-14.6%-20.2%
Q4 2021-1.0%-1.2%-8.9%
Q3 2021-0.1%-0.6%-9.4%
Q2 2021+3.9%+8.3%+9.0%
Q1 2021-1.5%+3.2%+12.6%
Q3 2020+2.3%-4.0%-1.4%
Q2 2020+4.4%+6.6%+13.3%
Q1 2020+6.5%+6.3%+23.0%
Q4 2019+20.3%+13.1%+27.9%
Q3 2019+3.8%+12.3%+7.6%
Q2 2019+9.2%+9.2%-7.4%
Q1 2019-11.0%-14.5%-14.0%
Q4 2018-0.9%+2.0%-0.6%
Q3 2018-2.4%+1.1%+14.5%
Q2 2018-1.6%-1.9%+0.9%
Q1 2018+12.6%+17.4%+27.8%
Q4 2017-13.4%-7.8%-25.9%
Q3 2017+10.5%+3.5%+19.3%
Q2 2017-8.9%-10.8%-11.8%
Q1 2017-1.0%+0.2%-0.5%
Q4 2016-8.2%-10.6%-14.5%
Q3 2016-6.6%-10.6%-8.9%
Q2 2016+13.7%+11.7%+3.8%
Q1 2016+22.6%
Q4 2015-7.6%
Q3 2015-1.6%
Q2 2015+1.3%
Q1 2015+7.0%
Q4 2014-4.2%
Q3 2014-6.2%
Q2 2014-5.7%
Q1 2014-3.5%
Q4 2013-8.4%
Q3 2013-3.8%
Q2 2013-4.1%
Q1 2013+7.6%
Q4 2012-6.8%
Q3 2012-0.6%
Q2 2012+2.9%
Q1 2012+3.1%
Q4 2010-0.9%
Q4 2011-0.9%
Q3 2011+1.4%
Q1 2011-10.7%
Q2 2011-10.7%
Q3 2010+6.9%
Q2 2010+2.4%
Q1 2010+1.4%

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