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what it is
Fresh Del Monte grows, ships, and sells fruit, vegetables, and prepared foods around the world.
how it gets paid
Last year Fresh Del Monte made $4.3B in revenue. Bananas was the main engine at $1.56B, or 36% of sales.
why it's growing
Revenue grew 1.0% last year. Turning to 2026, though, the bottom line may rebound over 80%, to $2.85 a share, assuming that the aforementioned big impairment charges are not repeated.
what just happened
Fresh Del Monte posted a 105.88% EPS surprise, with $0.70 versus the $0.34 estimate.
At a glance
A balance sheet — strong enough to weather a downturn
15/100 earnings predictability — expect surprises
23.1x trailing p/e — priced about right
3.9% dividend yield — cash in your pocket every quarter
7.0% return on capital — nothing to write home about
xvary composite: 63/100 — average
What they do
Fresh Del Monte grows, ships, and sells fruit, vegetables, and prepared foods around the world.
This business controls farms, shipping, and distribution. Vertical integration → owning more of the supply chain → so what: you keep product moving when smaller rivals get squeezed. The balance sheet carries $177 million of long-term debt, just 9% of capital, which gives you more room when produce prices turn ugly.
How they make money
$4.3B
annual revenue · their business grew +1.0% last year
Bananas
$1.56B
flat
Pineapples
$0.99B
+1.0%
Fresh-cut fruit and vegetables
$0.77B
+1.0%
Prepared food and beverages
$0.56B
+1.0%
Other produce and services
$0.42B
flat
The products that matter
growing and selling fruits and vegetables
Fresh Produce
$4.3B revenue base · 3.1% net profit margin
it's the center of gravity. this is the $4.3B business, and at a 3.1% net margin there is not much room for mistakes.
core
pre-cutting and packaging produce
Fresh-Cut Produce
reported inside the $4.3B revenue base
management does not break this out on the page, which tells you it sits inside the same $4.3B operating system rather than standing alone as a separate engine.
value-added
making fruit cups and prepared foods
Prepared Foods
part of the $4.3B total revenue base
these products matter because they push the company beyond commodity produce, but this page gives no separate revenue or margin line. thin disclosure is the point to note.
mix shift bet
Key numbers
$47
18-month target
The gap from $35.78 to $47 is 31%. You are being paid for a rebound, not for steady grocery-store safety.
7.0%
operating margin
Operating margin → profit after running the business, before interest and taxes → so what: this is a thin-margin machine.
3.9%
dividend yield
A 3.9% yield pays you to wait. That matters more when revenue growth was only 1.0%.
$177M
long-term debt
Debt is only 9% of capital. In plain English, the balance sheet is not the problem here.
Financial health
A
strength
- balance sheet grade A — very strong financial position
- risk rank 3 — safer than 50% of stocks
- price stability 75 / 100
- long-term debt $177M (9% of capital)
- net profit margin 3.9% — keeps 4 cents of every dollar in revenue
- return on equity 8% — $0.08 profit for every $1 investors have put in
A — among the top-rated companies for balance sheet quality.
Total return vs. market
You invested $10,000 in FDP 3 years ago → it's now worth $15,000.
The index would have given you $13,920.
source: institutional data · total return
What just happened
beat estimates
Fresh Del Monte posted a 105.88% EPS surprise, with $0.70 versus the $0.34 estimate.
Q4 2025 revenue was about $1.02B versus $1.01B expected, according to the company update and consensus data. The bigger story was profit recovery after a -$0.61 EPS quarter in Q3 2025.
$1.02B
revenue
$0.70
eps
8.9%
gross margin
the number that mattered
The key number was the $0.70 EPS print, because it beat estimates by 105.88% and kept the 2026 rebound case alive.
-
that would indicate a more-than-45% plunge from 2024's $2.96 total.
-
turning to 2026, though, the bottom line may rebound over 80%, to $2.85 a share, assuming that the aforementioned big impairment charges are not repeated.
-
an improved operating environment would obviously help, as well.
-
one of leadership's strategies involves shedding non-strategic assets.the sale of the mann packing business, a supplier of packaged vegetables, was slated for completion during the fourth quarter of 2025, subject to customary conditions. (financial terms call for the company to receive $19 million from true leaf holdings.) furthermore, it abandoned two underperforming banana units in the philippines. these initiatives, plus future ones, are intended, among other things, to simplify operations and enable fresh del monte to sharpen its focus on higher-margin, higher growth categories.
-
long-term profitability stands to benefit nicely as a result.
source: company earnings report, 2026
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What could go wrong
the #1 risk is cost inflation in a 3.1% net-margin produce business.
med
produce, freight, and packaging costs move first
fresh del monte sells a lot of volume, but it keeps only 3.1% at the net margin line. that is not much room for input costs to move against you.
with $4.3B in revenue and a 3.1% net margin, small operating misses can have an outsized effect on profit.
med
earnings volatility is already showing up in the prints
the latest quarter came in at -$0.61 EPS, while the full year still finished at $2.85. the 15/100 earnings predictability score is not subtle.
if quarterly swings keep overwhelming the annual story, the market will keep treating this as a low-confidence multiple.
med
the growth story is thin
revenue grew only +1.0% last year, and the next full-year revenue estimate sits at $4B against a current $4.3B base.
if sales flatten while return on capital stays at 6.0%, the case for a higher multiple gets harder to make.
you are getting paid a 3.9% dividend yield to sit with these risks, but 100% of the $4.3B revenue base still runs through a low-margin operating model.
source: institutional data · regulatory filings · risk analysis
Pay attention to
key metric
net margin staying above 3.1%
this business does not need a crisis to feel pain. when you keep only 3 cents on the dollar, margin is the whole mood.
trend
whether $4.3B revenue can do more than +1.0%
you want to see growth accelerate from here. otherwise this stays a balance-sheet-and-dividend story.
next print
another quarter after the -$0.61 EPS loss
the next update matters because the latest quarter and the full-year number told very different stories.
risk
whether the A balance sheet has to do the heavy lifting
$177M of long-term debt is manageable. if operating results stay uneven, that balance-sheet strength becomes the main reason to stay.
Analyst rankings
short-term outlook
average
momentum score 3 means no strong short-term edge. in human-speak, analysts see a stock acting mostly like the market.
risk profile
average
stability score 3 means typical stock risk. not especially fragile, not a bunker either.
chart momentum
top 20%
technical score 2 means the chart has been better than most. in human-speak, traders like it more than the fundamentals would suggest.
earnings predictability
15 / 100
this score is low for a reason. earnings have been uneven, so you should expect more noise than comfort.
source: institutional data
Institutional activity
institutions have been net buying for 3 consecutive quarters — 115 buyers vs. 94 sellers in 3q2025. total institutional holdings: 34.0M shares. net buying for 3 quarters.
source: institutional data
Price targets
3-5 year target range
$31
$62
$36
current price
$47
target midpoint · +31% from current · 3-5yr high: $50 (+40% · 12% ann'l return)
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