NYSE$NOMD

Nomad Foods Ltd · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Nomad Foods Q4 2024: €793M revenue (+4.3%), adjusted EPS €0.42 (+31%), EBITDA €137M

Nomad Foods delivered a strong finish to fiscal 2024 with fourth-quarter reported revenue of €793 million, up 4.3% year over year, and organic revenue growth of 3.1% driven by 4.7% volume growth despite a 1.6% price/mix decline. Adjusted EBITDA rose 17.6% to €137 million and adjusted EPS increased 31% to €0.42, reflecting margin expansion and fewer shares outstanding. Gross margin improved 120 basis points to 28.5% on favorable mix and supply-chain productivity. For full-year 2024, revenue reached €3.1 billion with adjusted EPS of €1.78 and adjusted free cash flow conversion of 101%. Management raised 2025 adjusted EPS guidance to €1.85–€1.89.

  • Q4 revenue of €793 million grew 4.3% with 3.1% organic growth and 4.7% volume growth.
  • Adjusted EBITDA increased 17.6% to €137 million; adjusted EPS rose 31% to €0.42.
  • Gross margin expanded 120 bps to 28.5% on mix gains and supply-chain productivity.
  • Full-year 2024 adjusted EPS was €1.78 with €292 million of adjusted free cash flow.
  • FY 2025 adjusted EPS guidance raised to €1.85–€1.89 versus prior €1.81–€1.85 range.

Headline financials

Total Revenue

€793M

Previous: €818M-3.1%
EPS (adj)

€0.42

Previous: €0.34+23.5%
Adjusted EBITDA

€137M

No prior period
Organic revenue growth

3.1%

No prior period
Volume growth

4.7%

No prior period
Gross margin

28.5%

No prior period
Adjusted free cash flow (FY)

€292M

No prior period
Capital Expenditures

-€25.2M

Previous: -€23.8M-5.8%
Gross Profit

€226M

Previous: €223M+1.2%

Revenue & EPS history

Nomad Foods · Revenue · Quarterly

€793M

Q4 2024-3.1%vs Q4 2023
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

For FY 2025 Nomad Foods expects 1–3% organic revenue growth, 2–4% adjusted EBITDA growth, and adjusted EPS of €1.85–€1.89 (4–6% growth), with adjusted free cash flow conversion of 90% or greater.

Tailwinds

  • Ninth consecutive year of record net sales and adjusted EBITDA.
  • Volume and market share turned positive in the back half of 2024.

Headwinds

  • Continued investment in brands and innovation will weigh on near-term margins.

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

+1.7%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+1.5%

Avg return

30 days after

57%

24 / 42 earnings

Positive

+13.5%

Q1 2022

Best reaction

-12.4%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-8.5%-14.8%-21.0%
Q3 2025+6.0%+5.3%+6.0%
Q2 2025-9.5%-8.1%-12.0%
Q4 2024+5.0%+7.8%+4.0%
Q3 2024+1.4%+3.6%+9.3%
Q2 2024+1.9%+0.9%+2.7%
Q4 2023+6.0%+5.1%+6.3%
Q3 2023+12.5%+15.4%+15.9%
Q2 2023+0.9%+0.3%-7.5%
Q1 2023-4.8%-7.5%-9.2%
Q4 2022-0.4%+2.5%+2.9%
Q3 2022+5.4%+6.9%+9.1%
Q2 2022+6.5%+4.0%-3.8%
Q1 2022+13.5%+15.2%+9.2%
Q4 2021+1.9%+1.2%-14.0%
Q3 2021-8.5%-8.2%-13.9%
Q2 2021+4.8%+4.9%+3.9%
Q1 2021-1.5%-2.8%+8.5%
Q4 2020-5.8%-4.5%+9.6%
Q3 2020-4.5%-10.0%-5.2%
Q2 2020+5.0%+4.2%+6.7%
Q1 2020+4.5%+7.7%-0.5%
Q4 2019-1.6%+4.8%-6.2%
Q3 2019+4.4%+2.3%+6.4%
Q2 2019-3.0%-7.4%-5.6%
Q1 2019+4.6%+5.7%+1.2%
Q4 2018+11.7%+11.7%+8.5%
Q3 2018+6.3%+4.0%-1.1%
Q2 2018+5.1%+3.8%+8.5%
Q1 2018+5.8%+4.9%+9.4%
Q4 2017-1.1%-1.2%+1.7%
Q3 2017+6.4%+6.8%+8.1%
Q2 2017+1.7%+1.2%-0.5%
Q1 2017+7.9%+8.0%+5.5%
Q4 2016-0.2%-4.7%+2.9%
Q3 2016-12.4%-15.6%-10.4%
Q2 2016+11.9%+16.8%+18.9%
Q4 2015-0.1%
Q1 2016-2.2%
Q3 2015-1.3%
Q2 2015-2.3%
Q1 2015+0.0%
Q4 2014
Q3 2014

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