Freshpet, Inc. produces and distributes natural, fresh, and ready-to-eat food and treats specifically formulated for dogs and cats. These products are available ...
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Est. EPS $0.39 · Revenue $309.39M · 3 analysts
Est. EPS $0.56 · Revenue $312.22M · 3 analysts
Est. EPS $1.93 · Revenue $1.22B · 6 analysts
Est. EPS $0.24 · Revenue $321.14M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.1B | +13.0% | +2.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $139.1M | +196.5% | -59.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +38.6% | -5.0% | +3.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +8.6% | +121.1% | +388.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +12.6% | +162.4% | -60.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $12.4M | +137.7% | +15.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +1.1% | +133.4% | +12.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 46.3% | +15.3% | +1.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 5.54x | +25.4% | -2.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.8B | +12.9% | -1.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.64 vs 2.43 | +8.7% | 0.39 vs 0.39 | +1.0% |
| Revenue Surprise | $1.1B vs $1.1B | -0.1% | $305.6M vs $309.4M | -1.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Cyr William B. | director, officer: Chief Executive Officer | Common Stock | A | 56,442 | $10.23 |
| Aug 26, 2026 | Cyr William B. | director, officer: Chief Executive Officer | Common Stock | D | 37,007 | $74.67 |
| Aug 26, 2026 | Cyr William B. | director, officer: Chief Executive Officer | Common Stock | A | 8,170 | $10.23 |
| Aug 26, 2026 | Cyr William B. | director, officer: Chief Executive Officer | Common Stock | D | 1,110 | $75.40 |
| Aug 26, 2026 | Cyr William B. | director, officer: Chief Executive Officer | Common Stock | A | 7,209 | $10.23 |
Operator: Good morning, and welcome to the Freshpet Second Quarter 2026 Earnings Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Rachel Ulsh, Vice President of Investor Relations and Corporate Communications. Please go ahead. Rachel Perkins-Ulsh: Good morning, and welcome to Freshpet's Second Quarter 2026 Earnings Call and Webcast. On today's call are Billy Cyr, Chief Executive Officer; and John O'Connor, Chief Financial Officer. Nicki Baty, Chief Operating Officer, will also be available for Q&A. Before we begin, please remember that during the course of this call, management may make forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include statements related to the size of the category and our TAM, our strategy and expectations for growth, the competitive advantages of our manufacturing on quality and cost, fridge expansion expectations, opportunities and capital efficiencies, timing of new lines of capital spending, 2026 guidance and 2027 targets. They involve risks and uncertainties that could cause actual results to differ materially from any forward-looking statements made today including those associated with these statements and those discussed in our earnings press release and our most recent filings with the SEC, including our 2025 annual report on Form 10-K, which are all available on our website. Please note that on today's call, management will refer to certain non-GAAP financial measures such as EBITDA and adjusted EBITDA, among others. While the company believes these non-GAAP financial measures provide useful information for investors, the presentation of this information is not intended to be considered in isolation or as a substitute for the financial information presented in accordance with GAAP. Please refer to today's press release for how management defines such non-GAAP measures, why management believes such non-GAAP measures are useful, a reconciliation of the non-GAAP financial measures to the most comparable measures are in accordance with GAAP and limitations associated with such non-GAAP measures. Finally, the company has produced a presentation that contains many of the key metrics that will be discussed on this call. That presentation can be found on the company's investor website. Management's commentary will not specifically walk through the presentation on the call. Rather, it is a summary of the results and guidance they will discuss today. With that, I'd like to turn the call over to Billy Cyr, Chief Executive Officer. William Cyr: Thank you, Rachel, and good morning, everyone. The message I would like you to take away from today's call is that our results and the number of competitors trying to emulate us continue to prove that Fresh is the future of pet food and we remain well positioned to capture a meaningful share of what we believe can become a $10 billion category over time. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John O'Connor | Chief Financial Officer | USD 1,390,267 | Male | 1981 | Active |
William Cyr | Chief Executive Officer & Executive Director | USD 913,652 | Male | 1963 | Active |
Scott James Morris | Co-Founder & President | USD 691,864 | Male | 1969 | Active |
Cathal Walsh | Co-Founder, Senior Vice President & MD of Europe | USD 649,465 | Male | 1972 | Active |
Nicola Baty | Chief Operating Officer | USD 642,167 | Female | 1980 | Active |
Thembeka Machaba | Chief Administrative Officer & Chief Human Resources Officer | USD 507,286 | Female | 1978 | Active |
Ivan Garcia | Senior Vice President of Finance | USD 353,998 | Male | 1986 | Active |
Rachel Perkins-Ulsh | Vice President of Investor Relations & Corporate Communications | — | Female | — | Active |
Lisa Alexander | General Counsel & Corporate Secretary | — | Female | 1960 | Active |
Christopher Kraus | Chief Information Officer | — | Male | — | Active |
Nishu Patel | Chief Accounting Officer | — | Female | 1986 | Active |
BEDMINSTER, N.J., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Freshpet, Inc. (“Freshpet” or the “Company”) (Nasdaq: FRPT) today announced that members of the executive management team will participate in the Barclays 19th Annual Global Consumer Conference in Boston, MA.
The CEO disposed of 87,905 shares at a weighted-average price of $74.88, resulting in a transaction value of approximately $6.6 million. The traded shares accounted for 18% of the total equity holdings before the filing, though the underlying option exercise resulted in a net increase in total ownership.
Amundi lowered its stake in Freshpet, Inc. (NASDAQ: FRPT) by 93.1% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,958 shares of the company's stock after selling 216,472 shares during the quarter. Amundi's holdings in Freshpet were worth
California State Teachers Retirement System increased its holdings in Freshpet, Inc. (NASDAQ: FRPT) by 27.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 59,465 shares of the company's stock after acquiring an additional 12,732 shares during the period. California State
Freshpet delivered strong Q2 2026 results, beating revenue and EPS expectations, yet shares declined 6.6% due to valuation concerns. FRPT raised full-year guidance, now expecting $1.21–$1.23 billion in revenue and $210–$220 million EBITDA, reflecting robust operational momentum. Growth drivers include expanding fridge count, digital channel strength, and new packaging technology, with market share rising to 4.3% in dog food and treats.
