Central Garden & Pet Company ("Central") es líder del mercado en las industrias de mascotas y jardinería de Estados Unidos. La empresa ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
BPA est. $2.97 · Ingresos $3.01B · 4 analistas
BPA est. $0.13 · Ingresos $584.00M · 2 analistas
BPA est. $1.34 · Ingresos $871.80M · 1 analistas
BPA est. $1.57 · Ingresos $908.10M · 1 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $3.1B | -2.2% | -2.6% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $162.8M | +50.8% | +13.1% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +31.1% | +5.4% | +8.6% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +8.5% | +46.2% | +13.2% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +5.2% | +54.2% | +16.2% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $291.1M | -17.2% | +624.0% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +9.3% | -15.4% | +638.1% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 91.0% | -0.4% | -6.1% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 3.67x | +0.2% | +9.8% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $3.6B | +2.0% | +1.2% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 2.55 vs 2.62 | -2.8% | 1.45 vs 1.53 | -5.3% |
| Revenue Surprise | $3.1B vs $3.1B | +0.7% | $882.4M vs $883.0M | -0.1% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | BROWN WILLIAM E | director, 10 percent owner, officer: Chairman | Class A Common Stock | D | 3,900 | $39.00 |
| Aug 12, 2026 | PENNINGTON BROOKS III | director | Common Stock | D | 5,800 | — |
| Aug 12, 2026 | Walker John D. III | officer: President, Garden Consumer Pro | Class A Common Stock | D | 5,000 | $39.00 |
| Aug 11, 2026 | Walker John D. III | officer: President, Garden Consumer Pro | Class A Common Stock | D | 5,000 | $38.50 |
| Aug 10, 2026 | BROWN WILLIAM E | director, 10 percent owner, officer: Chairman | Class A Common Stock | A | 127,942 | $31.18 |
Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Central Garden & Pet's Fiscal 2026 Second Quarter Earnings Call. My name is Kate, and I will be your conference operator for today. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to turn the call over to Friederike Edelmann, Vice President, Investor Relations. Please go ahead. Friederike Edelmann: Good afternoon, everyone, and thank you for joining Central's Second Quarter Fiscal 2026 Earnings Call. Joining me today are Niko Lahanas, Chief Executive Officer; Brad Smith, Chief Financial Officer; John Hanson, President, Pet Consumer Products; J.D. Walker, President, Garden Consumer Products; and last but not least, Jason Barnes, Executive Vice President, Garden Consumer Products. Niko will start by sharing today's key takeaways, followed by Brad, who will provide more details of our performance. After their prepared remarks, John, J.D., and Jason will join us for the Q&A session. Before they begin, I would like to remind everyone that all forward-looking statements made during this call are subject to risks and uncertainties that could cause our actual results to differ materially from what those forward-looking statements express or imply today. A detailed description of Central's risk factors can be found in our annual reports filed with the SEC. Please note that Central undertakes no obligation to publicly update forward-looking statements to reflect new information, future events, or other developments. You can find our press release and related materials at ir.central.com. Last but not least, unless otherwise specified, all comparisons discussed during this call are made against the same period in the prior year. Should any questions come up after the call or throughout the quarter, don't hesitate to contact me directly at ir@central.com. And with that, let's begin. Niko, over to you. Nicholas Lahanas: Thank you, Friederike, and good afternoon, everyone. I'll start with highlights from the second quarter and then walk through how we're thinking about the rest of the year. We delivered a record second quarter and a record first half with clear improvement across the board: higher sales, expanded operating margins, and stronger earnings per share versus last year. That performance reflects resilience across our key categories, the strength of our operating model, and the actions we've taken to sharpen execution. At the same time, we're continuing to simplify the business in ways that also strengthen our teams and execution. We've moved our DoMyOwn business into our Covington fulfillment center, which is improving speed, lowering costs, and increasing flexibility across the network. We're also consolidating the TDBBS manufacturing into our dog and cat platform in New Jersey to better leverage scale and what we believe are best-in-category capabilities. And subsequent to the quarter, we formed a joint venture with a leading …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Nicholas Lahanas | Chief Executive Officer & Director | USD 905,740 | Male | 1969 | Active |
John Edward Hanson | President of Pet Consumer Products | USD 609,755 | Male | 1965 | Active |
John D. Walker | President of Garden Consumer Products | USD 608,929 | Male | 1958 | Active |
Howard A. Machek | Senior Vice President & Chief Accounting Officer | USD 500,396 | Male | 1963 | Active |
Brad Smith | Chief Financial Officer | USD 486,031 | Male | 1966 | Active |
William E. Brown | Founder & Chairman | USD 335,279 | Male | 1941 | Active |
Friederike Edelmann | Vice President of Investor Relations | — | Female | — | Active |
Apur Patel | Chief Legal Officer | — | Male | — | Active |
Chris Walter | Senior Vice President & Chief Information Officer | — | Male | — | Active |
Marilyn Leahy | Senior Vice President of Human Resources | — | Female | — | Active |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Central Garden & Pet offers 45% upside to a $65 base-case target, driven by discounted valuation and strategic expansion. The TRIXIE acquisition establishes CENT as a global leader, unlocking European growth and M&A opportunities at attractive multiples. Portfolio optimization and a shift to branded products have expanded margins to ~13%, with 10.3% FCF yield and robust buybacks.
Here is how Central Garden (CENT) and Gray Media (GTN) have performed compared to their sector so far this year.
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