Latest Earnings Results: Q3 '26
Estimated EPS
$0.62
Reported EPS
$0.66
Surprise
+6.78%
Estimated Rev
$7.33B
Reported Rev
$7.34B
Surprise
+0.23%
• Reported GAAP EPS of $0.66 up 22.22% YoY • Reported revenue of $7.34B up 70.55% YoY • Keurig Dr Pepper reaffirmed 2026 guidance for net sales of $25.9B and constant currency Adjusted diluted EPS growth in a low-double-digit range, including 3-5% constant currency EPS growth for KDP's legacy business.
Bullish Takeaway
Keurig Dr Pepper's legacy sales grew 8.6%; U.S. Refreshment Beverages increased sales and Adjusted operating income, while JDE Peet's contributed $2.6B net sales and $480M Adjusted operating income.
Bearish Takeaway
Keurig Dr Pepper's Adjusted operating margin was 22.7% versus 25.3% in Q3 2025; KDP International adjusted operating income declined amid costs, while acquisition debt and separation execution carry disclosed risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.67 | -- | -- | N/A |
Q3 '26 | $0.62 | $0.66 | 6.78% | BEAT |
Q2 '26 | $0.54 | $0.57 | 6.20% | BEAT |
Q1 '26 | $0.37 | $0.39 | 4.74% | BEAT |
Q4 '25 | $0.59 | $0.60 | 1.89% | BEAT |