Mondelēz第三季度净收入99.7亿美元增2.3%：每股收益1.02美元大涨78.9%，宣布收购Undercover Snacks
总部位于 Chicago 的零食食品公司 Mondelēz International（纳斯达克代码：MDLZ）10月29日公布2026年第三季度业绩：当季净收入为99.67亿美元，同比增长2.3%；归属公司的净利为13.05亿美元，去年同期为7.43亿美元；摊薄每股收益1.02美元，同比大涨78.9%。
按调整口径，每股收益为0.78美元，按固定汇率计算同比增长5.5%。有机净收入增长2.1%，其中销量与产品组合贡献1.8个百分点，定价贡献0.3个百分点。据路透社报道，0.78美元的调整后每股收益高于分析师平均预期的0.71美元，净收入则略低于预期的99.8亿美元，公司股价在盘后交易中上涨约4%。
分地区看，拉丁美洲净收入13.87亿美元、同比增长12.0%，亚洲、中东与非洲21.82亿美元、增长8.2%，欧洲35.52亿美元、下降3.3%。今年前三个季度，公司经营活动现金流为26亿美元、自由现金流17亿美元，已向股东返还28亿美元。
公司同时宣布，已达成收购 Undercover Snacks 的协议。该品牌主打藜麦脆片零食，有巧克力与糖霜等口味。董事长兼首席执行官 Dirk Van de Put 表示，第三季度业绩强劲，由广泛的销量增长与稳健的市场份额表现推动，公司在发达与新兴市场都保持收入与利润的增长势头，并持续加大对品牌、创新与分销的投入。
展望全年，Mondelēz 重申2026年指引：有机净收入增长至少2%，调整后每股收益按固定汇率计算增长0%至5%。Mondelēz 旗下品牌包括奥利奥（Oreo）饼干与吉百利（Cadbury）巧克力等。
Mondelēz Q3 Net Revenues Rise 2.3% to $9.97 Billion as Diluted EPS Jumps 78.9% to $1.02; Undercover Snacks Deal Announced
CHICAGO — Mondelēz International, Inc. (Nasdaq: MDLZ) on October 29 reported results for the third quarter of 2026, with net revenues of $9.967 billion, up 2.3% from a year earlier. Net earnings attributable to the company rose to $1.305 billion, from $743 million in the prior-year quarter, and diluted earnings per share jumped 78.9% to $1.02.
On an adjusted basis, earnings per share were $0.78, up 5.5% on a constant-currency basis. Organic net revenue grew 2.1%, with volume and mix contributing 1.8 percentage points and pricing 0.3 points. According to Reuters, the adjusted EPS of $0.78 beat analysts' average estimate of $0.71, while net revenue of $9.97 billion came in slightly below the $9.98 billion estimate, and shares rose about 4% in extended trading.
By region, Latin America net revenues were $1.387 billion, up 12.0%; Asia, Middle East and Africa rose 8.2% to $2.182 billion; and Europe declined 3.3% to $3.552 billion. Year to date, cash provided by operating activities was $2.6 billion and free cash flow was $1.7 billion, with $2.8 billion returned to shareholders through the third quarter.
The company also announced an agreement to acquire Undercover Snacks, a quinoa crisp snack line with chocolate and frosted varieties. Chairman and Chief Executive Officer Dirk Van de Put said the company delivered strong third-quarter results driven by broad-based volume growth and robust share performance, with top- and bottom-line growth momentum across both developed and emerging markets, while continuing to reinvest in its brands, innovation and distribution.
Mondelēz reaffirmed its 2026 outlook for organic net revenue growth of at least 2% and adjusted EPS growth of 0% to 5% at constant currency. The company's brands include Oreo cookies and Cadbury chocolate.
来源：GSM·美国（原文链接）
图片来源：图：叠放的奥利奥（Oreo）夹心饼干，奥利奥为 Mondelēz 旗下品牌。Kikomori012 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / A stack of Oreo sandwich cookies; Oreo is a Mondelēz brand. Photo by Kikomori012, CC BY-SA 4.0, via Wikimedia Commons.
