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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for General Mills (GIS) is 4/10.
Revenue declined 8.4% as the investment year continued with remarkability investments building penetration and share momentum across the portfolio. Profit was severely pressured by reinvestment spending, divestiture timing, and supply chain disruptions from weather events. Q4 profit recovery anchored on trade timing reversal and the 53rd week, while a Totino's price pack architecture misstep created drag in hot snacks. FY2026 guidance was reaffirmed with implied Q4 organic sales growth.
Scored from General Mills’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $4.85B | -1.2% | $1.03 | -9.6% | 34.8% | 17.2% | 12.0% | $484M |
| FY2025 Q2 | $5.24B | +2.0% | $1.42 | +39.2% | 36.9% | 20.6% | 15.2% | $990M |
| FY2025 Q3 | $4.84B | -5.0% | $1.12 |
| -4.3% |
| 33.9% |
| 18.4% |
| 12.9% |
| $428M |
| FY2025 Q4 | $4.56B | -3.3% | $0.52 | -46.9% | 32.4% | 11.1% | 6.5% | $391M |
| FY2026 Q1 | $4.52B | -6.8% | $2.22 | +115.5% | 33.9% | 38.2% | 26.7% | $288M |
| FY2026 Q2 | $4.86B | -7.2% | $0.78 | -45.1% | 34.8% | 15.0% | 8.5% | $676M |
| FY2026 Q3 | $4.44B | -8.4% | $0.56 | -50.0% | 30.6% | 11.8% | 6.8% | $296M |
| FY2026 Q4 | $4.61B | +1.2% | $-3.74 | -819.2% | 34.2% | -45.4% | -43.6% | $368M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $20.09B | +5.8% | $4.31 | -2.5% | 32.6% | 17.1% | 12.9% | $2.09B |
| FY2024 | $19.86B | -1.2% | $4.31 | -0.0% | 34.9% | 17.3% | 12.6% | $2.53B |
| FY2025 | $19.49B | -1.9% | $4.09 | -5.1% | 34.6% | 17.0% | 11.8% | $2.29B |
| FY2026 | $18.42B | -5.4% | $-0.18 | -104.4% | 33.4% | 4.8% | -0.5% | $1.63B |