Summary
Mondelez International, Inc. (MDLZ) reported its financial results for the third quarter and the first nine months of 2025. For the third quarter, net revenues increased by 5.9% year-over-year to $9.7 billion, driven by higher net pricing and favorable currency impacts, partially offset by lower volume/mix. However, operating income saw a significant decrease of 35.5% to $744 million, and net earnings attributable to Mondelēz International fell 12.9% to $743 million. Diluted Earnings Per Share (EPS) decreased by 9.5% to $0.57. The nine-month period showed a similar trend with net revenues up 4.5% to $28.0 billion, but operating income declined sharply by 45.2% to $2.6 billion, and net earnings attributable to Mondelēz International dropped 37.7% to $1.8 billion. Diluted EPS for the nine months decreased by 35.4% to $1.37. The company cited higher input costs and unfavorable volume/mix as key detractors from profitability, despite strategic pricing initiatives. Despite the profit decline, the company continues to invest in growth, including the acquisition of Evirth in China, and maintain a strong liquidity position with a significant share repurchase program in place. Investors should monitor the impact of ongoing macroeconomic uncertainties and elevated commodity costs, particularly cocoa, on future profitability.
Financial Highlights
54 data points| Revenue | $9.74B |
| Cost of Revenue | $7.13B |
| Gross Profit | $2.61B |
| SG&A Expenses | $1.79B |
| Operating Income | $744.00M |
| Interest Expense | $157.00M |
| Net Income | $743.00M |
| EPS (Basic) | $0.57 |
| EPS (Diluted) | $0.57 |
| Shares Outstanding (Basic) | 1.29B |
| Shares Outstanding (Diluted) | 1.30B |
Key Highlights
- 1Net revenues for Q3 2025 increased by 5.9% to $9.7 billion, primarily driven by higher net pricing and favorable currency translation.
- 2Operating income for Q3 2025 decreased by 35.5% to $744 million due to higher input costs and unfavorable volume/mix.
- 3Net earnings attributable to Mondelēz International for Q3 2025 decreased by 12.9% to $743 million.
- 4Diluted EPS for Q3 2025 was $0.57, a decrease of 9.5% compared to the prior year.
- 5The company completed the acquisition of Evirth (Shanghai) Industrial Co., Ltd. in China during Q4 2024, contributing to revenue growth.
- 6Elevated commodity costs, particularly cocoa, continue to be a significant factor impacting profitability.
- 7The company has a remaining share repurchase authorization of approximately $7.2 billion as of September 30, 2025.