NYSE$FDP

Fresh Del Monte Produce Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Fresh Del Monte reported higher revenue and profitability in Q4 2024, driven by strong performance in fresh and value-added products.

Fresh Del Monte Produce Inc. saw a modest increase in net sales for Q4 2024, reaching $1.01 billion. The company's operating income rebounded significantly from a loss in the previous year, driven by improved margins in fresh and value-added products. Net income was $20.4 million, while adjusted net income stood at $12.3 million.

  • Net sales increased slightly to $1.01 billion, up from $1.008 billion in Q4 2023.
  • Operating income rose sharply to $30.3 million from a loss of $113.4 million last year.
  • Fresh and value-added products drove growth, offsetting declines in banana sales.
  • The company continued debt reduction efforts, lowering long-term debt by $156 million in 2024.

Headline financials

Total Revenue

$1.01B

Previous: $1.01B+0.7%
EPS (adj)

$0.26

Previous: $0.25+4.0%
Gross Margin

6.8%

Previous: 6.2%+9.7%
Adjusted EBITDA Margin

4.5%

No prior period
Adjusted Net Income Margin

1.7%

No prior period
Dividend Per Share

$0.25

No prior period
Net Income

$20.4M

Previous: -$107M+119.2%
Operating Income

$30.3M

Previous: -$113M+126.7%
Gross Profit

$68.7M

Previous: $62.5M+9.9%

Revenue & EPS history

Fresh Del Monte · Revenue · Quarterly

$1.01B

Q4 2024+0.7%vs Q4 2023
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Revenue by segment

Fresh Del Monte · $1B total across 3 segments · Q3 2023

  • Fresh & Value-Added
    $574M-4.3%
  • Banana
    $385M-1.0%
  • Other Products & Services
    $44.4M-32.0%

Forward guidance

Fresh Del Monte remains focused on growth in high-margin products and cost efficiency while continuing to manage risks related to market competition and global economic factors.

Tailwinds

  • Expansion of fresh and value-added products with strong margins.
  • Continued focus on cost optimization and operational efficiencies.
  • Reduction of long-term debt improves financial flexibility.
  • Expected stability in ocean freight costs benefiting profitability.
  • Increased dividend, signaling confidence in cash flow generation.

Headwinds

  • Competitive pricing pressures in the banana segment persist.
  • Fluctuations in currency exchange rates impacting revenue.
  • Higher input costs for production and procurement remain a concern.
  • Potential impact of extreme weather events on supply chain.
  • Uncertainty in global economic conditions could affect demand.

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 2024

Historical avgQ4 2024

-1.5%

Avg return

Earnings day

-1.6%

Avg return

5 days after

-2.8%

Avg return

30 days after

34%

23 / 67 earnings

Positive

+19.8%

Q1 2021

Best reaction

-21.3%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%-8.5%-27.0%
Q4 2025+4.5%+3.4%-1.2%
Q3 2025-0.2%+4.6%+5.2%
Q1 2025-0.9%-1.8%-2.7%
Q4 2024-3.0%-1.3%-4.2%
Q3 2024+8.8%+14.5%+16.0%
Q2 2024+8.9%+7.2%+16.7%
Q1 2024-5.4%-6.1%-9.9%
Q4 2023-2.7%+1.9%+8.8%
Q3 2023-9.0%-6.0%-7.1%
Q2 2023+4.6%+7.7%+0.1%
Q1 2023-7.2%-3.8%-6.1%
Q4 2022+7.7%+8.5%+4.1%
Q3 2022+2.5%+7.1%+4.7%
Q2 2022-4.0%-5.8%-10.3%
Q1 2022-5.5%-3.6%-2.2%
Q4 2021-9.9%-8.1%-5.8%
Q3 2021-14.6%-13.7%-27.5%
Q2 2021-1.5%+1.3%+3.6%
Q1 2021+19.8%+17.7%+21.4%
Q4 2020-7.7%-5.1%+5.4%
Q3 2020-8.8%-9.9%+4.0%
Q2 2020-1.3%-1.9%+0.3%
Q1 2020-18.8%-28.0%-29.1%
Q4 2019-10.7%-14.7%+0.9%
Q3 2019+10.8%+12.6%+14.6%
Q2 2019+11.3%+7.6%-6.0%
Q1 2019+3.5%-0.1%-11.5%
Q4 2018-21.3%-20.9%-22.9%
Q3 2018+3.0%+2.5%+3.4%
Q2 2018-8.4%-7.4%-7.8%
Q1 2018+0.5%-1.2%-8.6%
Q4 2017-0.5%+2.2%-3.5%
Q3 2017-9.8%-4.7%-0.2%
Q2 2017-3.3%-2.9%-8.7%
Q1 2017-14.0%-11.5%-16.1%
Q4 2016-3.3%-1.2%-0.4%
Q3 2016+7.0%+0.7%-3.9%
Q2 2016+6.2%+7.1%+3.6%
Q1 2016+8.5%
Q4 2015-3.7%
Q3 2015+6.6%
Q2 2015+8.6%
Q1 2015-7.6%
Q4 2014-1.9%
Q3 2014+5.4%
Q2 2014+1.7%
Q1 2014+8.8%
Q4 2013-4.6%
Q3 2013-3.1%
Q2 2013+0.1%
Q1 2013-9.7%
Q4 2012-2.9%
Q3 2012-1.6%
Q2 2012-0.2%
Q1 2012+1.5%
Q4 2011-10.1%
Q4 2008-10.1%
Q3 2011-3.1%
Q2 2011-3.9%
Q1 2011+1.5%
Q4 2010-5.0%
Q3 2009+0.0%
Q3 2010+0.0%
Q2 2010-0.1%
Q1 2010-0.1%
Q2 2009-0.1%

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