Is Nomad Foods Ltd (NOMD) a Bargain After 4.1% Drop? GF Value Says Undervalued
On July 31, 2026, Nomad Foods Ltd (NOMD) shares experienced a decline of 4.1%, bringing the current price to $11.90. Over the past 52 weeks, the stock has trade
Nomad Foods Limited operates as a leading entity in the frozen food industry, handling the manufacturing, promotion, and supply of its diverse ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $0.46 · Revenue $750.96M · 3 analysts
Est. EPS $0.37 · Revenue $777.53M · 3 analysts
Est. EPS $1.46 · Revenue $2.99B · 2 analysts
Est. EPS $0.24 · Revenue $744.80M · 1 analysts
$0.59 per share
$0.59 per share
EPS €0.35 · Revenue €723.70M
EPS €0.21 · Revenue €715.20M
EPS €0.91 · Revenue €3.03B
EPS €0.39 · Revenue €752.40M
| 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). | $3.0B | -2.2% | +1.2% |
| 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. | $136.7M | -39.8% | +67.8% |
| 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. | +27.1% | -8.3% | +12.6% |
| 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). | +10.7% | -14.1% | +31.5% |
| 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. | +4.5% | -38.5% | +65.8% |
| 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. | $252.2M | -29.0% | +301.4% |
| 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. | +8.3% | -27.4% | +296.7% |
| 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. | 91.8% | +12.2% | -0.3% |
| 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. | 1.07x | -2.2% | +3.1% |
| 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. | $6.3B | -1.5% | +0.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.91 vs 1.65 | -44.8% | 0.35 vs 0.46 | -24.6% |
| Revenue Surprise | $3.0B vs $3.0B | -0.1% | $723.7M vs $751.0M | -3.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | BRISBY DOMINIC | director, officer: Chief Executive Officer | Ordinary Shares | A | 50,000 | $12.38 |
| Aug 19, 2026 | BALDEW RUBEN | director, officer: Chief Financial Officer | Ordinary Shares | A | 28,290 | $11.85 |
| Jul 2, 2026 | PILOWSKY AMIT | director | Ordinary Shares | D | 3,729 | $10.02 |
| Jul 2, 2026 | LILLIE JAMES E | director | Ordinary Shares | D | 3,580 | $10.02 |
| Jul 2, 2026 | Dorman Carey J. | director | Ordinary Shares | D | 1,676 | $10.02 |
Operator: Ladies and gentlemen, greetings, and welcome to the Nomad Foods Second Quarter 2026 Earnings Q&A Session. [Operator Instructions] As a reminder, this conference is being recorded. I would now like to turn the call over to your host, Jason English, Head of Corporate Strategy and Investor Relations. Thank you. You may begin. Jason English: Thanks, Max. Hello, and welcome to Nomad Foods Second Quarter 2026 Earnings question-and-answer session. We've posted the associated press release, prepared remarks and investor presentation on Nomad Foods website at nomadfoods.com. I hope you all had a chance to review them. I'm Jason English, Head of Investor Relations and Corporate Strategy, and I'm joined by Dominic Brisby, our CEO; and Ruben Baldew, our CFO. During this call, we will make forward-looking statements about performance that are based on our view of the company's prospects, expectations and intentions at this time. Actual results may differ due to risks and uncertainties, which are discussed in our press release, our filings with the SEC and our investor presentation, which includes cautionary language. We will also discuss non-IFRS financial measures during the call today. These non-IFRS financial measures should not be considered a replacement for and should be read together with IFRS results. Users can find the IFRS to non-IFRS reconciliations within our earnings release and in the appendices at the end of the slide presentation available on our website. Please note that certain financial information within this presentation represents adjusted figures. All adjusted figures have been adjusted primarily for, when applicable, share-based payment expenses, related employer payroll taxes, exceptional items, foreign currency translation charges or gains and hedge ineffectiveness. Unless otherwise noted, comments from here will refer to those adjusted numbers. With that, Matt, let's open the line to questions. Operator: [Operator Instructions] Our first question is from Andrew Lazar with Barclays. Andrew Lazar: Maybe to start, Dominic, I guess, as you think through the back part of the year and the cadence of how you expect sort of market share to unfold because I guess that's the one area where as you note in your prepared remarks that some of the disruptions and whatnot in the first half led market share not to be where you wanted despite the category obviously accelerating nicely. So I guess, is it unreasonable to expect market share to be more neutral by year-end? Or is there something else that would prevent this now that much of the retail disruption is behind you, competitors are also sort of starting to take price. I'm really just trying to get a sense of whether there is something more structural regarding the ability to hold or gain share as you go forward. Dominic Brisby: So Andrew, thanks for the question. So the retail disruptions were a meaningful headwind to our share in the quarter. And we certainly expect our performance …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
Jason English | Interim Head of Investor Relations | — | — | Active |
Eduardo Bachiega | Chief Supply Officer | Male | — | Active |
Harriet Hounsell | Chief People Officer | Female | — | Active |
Carly Arnold | Chief RDQ Officer & Acting Chief Marketing Officer | Female | — | Active |
Noam Gottesman | Co-Founder & Co-Chairman | Male | 1961 | Active |
Dominic Brisby | Chief Executive Officer & Director | Male | 1978 | Active |
Neil Stephen Fletcher | General Counsel | Male | — | Active |
Sir Martin Ellis Franklin | Co-Founder & Co-Chairman | — | 1964 | Active |
Ruben Sewnarain Baldew | Chief Financial Officer & Director | Male | 1977 | Active |
Simon Ball | President of UK & Ireland | Male | — | Active |
On July 31, 2026, Nomad Foods Ltd (NOMD) shares experienced a decline of 4.1%, bringing the current price to $11.90. Over the past 52 weeks, the stock has trade
Arrowstreet Capital Limited Partnership increased its holdings in Nomad Foods Limited (NYSE: NOMD) by 7.0% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 1,782,238 shares of the company's stock after acquiring an additional 116,647 shares during the period. Arrowstreet Capital Limited Partnership owned approximately 1.25%
LONDON, July 30, 2026 /PRNewswire/ -- Global law firm Greenberg Traurig, LLP advised Nomad Foods (NYSE: NOMD), Europe's leading frozen food company, on a comprehensive financing transaction, including a €280 million revolving credit facility (RCF) and an €800 million high-yield bond offering. Nomad Foods has increased commitments under its RCF by €105 million, bringing the total facility size to €280 million.
WOKING, England, July 30, 2026 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD) ("Nomad Foods" or the "Company") today announced it will report results for the second quarter ended June 30, 2026, on Thursday, August 13, 2026. A press release and supplemental materials, including a pre-recorded management discussion, will be issued before the New York Stock Exchange market open.
WOKING, England, July 30, 2026 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD) today announced that its Board of Directors has declared a cash dividend of $0.17 per share. The dividend will be payable on August 27, 2026 to shareholders of record as of the close of business on August 11, 2026.