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TreeHouse Foods, Inc.(THS)Earnings, Financials & Key Ratios
THS•NYSE
$24.43
47.9× P/E·Price updated Jun 20, 2026
AboutTreeHouse Foods, Inc. manufactures and distributes private label foods and beverages in the United States and internationally. It operates through two segments, Meal Preparation, and Snacking & Beverages. The Meal Preparation segment provides aseptic cheese and pudding products; baking and mix powders; hot cereals; jams, preserves, and jellies; liquid and powdered non-dairy creamers; macaroni and cheese; mayonnaise; Mexican, barbeque, and other sauces; pastas; pickles and related products; powdered soups and gravies; refrigerated and shelf stable dressings and sauces; refrigerated dough; single serve hot beverages; skillet dinners; and table and flavored syrups. The Snacking & Beverages segment offers bars, broths, candies, cookies, crackers, in-store bakery products, pita chips, powdered drinks, pretzels, ready-to-drink coffee, retail griddle waffles, pancakes, French toasts, specialty teas, and sweeteners. The company sells its products through various distribution channels, including retailers, foodservice distributors, and co-manufacturers, as well as industrial and export, which includes food manufacturers and repackagers of foodservice products. TreeHouse Foods, Inc. was founded in 1862 and is based in Oak Brook, Illinois.Show more
- Revenue$3.35B-2.3%
- EBITDA$250M-13.4%
- Net Income$27M-49.3%
- EPS (Diluted)0.51-45.7%
- Gross Margin16.35%-2.6%
- EBITDA Margin7.46%-11.4%
- Operating Margin3.07%-28.2%
- Net Margin0.8%-48.2%
- ROE1.67%-47.2%
THS Price & Volume
TreeHouse Foods, Inc. (THS) stock price & volume — 10-year historical chart
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Portfolio Realignment Strains TreeHouse Foods Financial Stability
Investment Thesis • Updated 2025Q3
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Operational restructuring and liquidity
Key Thesis Takeaways
- TreeHouse Foods is currently navigating a difficult transition from legacy meal preparation to higher-margin snacking, a shift that has resulted in significant earnings volatility and a $265.8M net loss in 2025Q3.
- While the company attempts to optimize its manufacturing footprint, the persistent erosion of equity and a deepening retained earnings deficit of $522.5M suggest that the path to sustainable profitability remains obstructed.
- Investors should monitor the company's ability to manage its $1.6B debt load and $1.6B goodwill concentration, as current liquidity buffers appear insufficient to absorb further operational shocks.
Verdict Logic
the company's inability to maintain consistent cash flow, evidenced by a 2025Q3 FCF margin of only 0.9%, combined with a high P/E TTM of 47.90, suggests that the risks of further restructuring charges outweigh the potential for near-term valuation upside.
THS Growth Metrics
TreeHouse Foods, Inc. (THS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.31%
5 Years-4.8%
3 Years6.02%
TTM-0.69%
Profit CAGR
10 Years-11.36%
5 Years-
3 Years-
TTM-895.06%
EPS CAGR
10 Years-13.72%
5 Years-
3 Years-
TTM-920.79%
Return on Capital
10 Years1.7%
5 Years1.88%
3 Years2.36%
Last Year3.11%
THS Recent Earnings
TreeHouse Foods, Inc. (THS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 4/12 qtrs (36%)
Q1 2026Latest
Feb 13, 2026Metric
Actual
Est
EPS
$0.95+11.8%
$0.85
Rev
—
$935M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.43-18.9%
$0.53
Rev
$840M-9.4%
$928M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.17+70.0%
$0.10
Rev
$798M-6.5%
$854M
Q2 2025
May 6, 2025Metric
Actual
Est
EPS
$0.03+114.3%
$0.21
Rev
$792M+0.9%
$785M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 13, 2026 | $0.95vs $0.85+11.8% | —vs $935M |
| Q4 2025 | Nov 10, 2025 | $0.43vs $0.53-18.9% | $840Mvs $928M-9.4% |
| Q3 2025 | Jul 31, 2025 | $0.17vs $0.10+70.0% | $798Mvs $854M-6.5% |
| Q2 2025 | May 6, 2025 | $0.03vs $0.21+114.3% | $792Mvs $785M+0.9% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for TreeHouse Foods, Inc. (THS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $24.43 | $1.46B | 47.90 | -2.26% | 0.8% | 1.67% | — | |
| $13.17 | $1.19B | 12.91 | 8.98% | -7.46% | -6.15% | — | |
| $88.31 | $1.03B | 17.56 | 3.79% | 5.76% | 18.11% | — | |
| $42.79 | $2.67B | 16.78 | -2.23% | 5.42% | 10.71% | — | |
| $22.90 | $6.83B | 11.39 | 6.4% | 6.12% | 15.3% | — | |
| $113.24 | $12.08B | -87.11 | 3.72% | -1.53% | -2.44% | — |
Compare THS vs Peers
TreeHouse Foods, Inc. (THS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
THS SEC Filings & Documents
TreeHouse Foods, Inc. (THS) SEC filings — annual & quarterly reports (10-K, 10-Q)
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THS Frequently Asked Questions
TreeHouse Foods, Inc. (THS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is TreeHouse Foods, Inc.'s revenue?
TreeHouse Foods, Inc. (THS) reported $3.34B in revenue for fiscal year 2024. This represents a 388% increase from $683.8M in 2002.
How fast is TreeHouse Foods, Inc. growing?
TreeHouse Foods, Inc. (THS) saw revenue decline by 2.3% over the past year.
Is THS profitable?
TreeHouse Foods, Inc. (THS) reported a net loss of $241.8M for fiscal year 2024.
Dividend & Returns
What is THS's return on equity?
TreeHouse Foods, Inc. (THS) has a return on equity (ROE) of 1.7%. This is below average, suggesting room for improvement.
What is TreeHouse Foods, Inc.'s free cash flow?
TreeHouse Foods, Inc. (THS) generated $100.8M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.