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Forensic Analysis · Packaged Foods · as of Nov 8, 2026

Campbell'S Co (CPB)

A forensic read on Campbell'S Co built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

C · Mixed — selective
Forensic grade
Grey Zone
Financial health
1.4
Distress distance
Clean
Earnings quality
2
Forensic signals
10.4%
ROE
-5.0%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Campbell'S Co earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 1.4, placing it in the Grey zone. 2 forensic signals were flagged in its latest SEC filings, led by return on invested capital.

What the filings flag

5.2%
FY2026
Return on invested capital. Return on invested capital is 5.2% in the latest fiscal year, against 5.9% in FY2024, having run between 5.2% and 6.8% across FY2024–FY2026 with no direction held. After-tax operating profit was $749M in FY2024 and $652M in FY2026, with operating income at 10.4% of revenue in FY2024, 11.0% in FY2025 and 8.7% in FY2026. The capital base behind it went from $12.7B in FY2024 to $12.6B in FY2026 (-1%), while the revenue it carried went from $9.6B to $9.7B. FY2025's operating profit carried a $176M asset write-down and a $24M restructuring charge that alone took about 1.2 points off that year's return; FY2025 sits between the two ends of FY2024–FY2026, so the charge shapes the path between them without moving the change across it. A non-cash write-down lowers the reported return in the year it lands.
79d
FY2025→FY2026
Inventory days. Days inventory outstanding moved from 72 to 79 FY2025→FY2026 (against cost of goods sold; inventory +13% vs -2% in cost of sales). Inventory is building a little faster than sales — watch for markdowns.

Key fundamentals

Latest Revenue$9.74B
Revenue Growth YoY-5.0%
Revenue CAGR (2yr)+0.6%
Net Margin4.1%
Free Cash Flow$678.0M
Return on Equity10.4%
Debt / Equity1.85x

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Data from SEC EDGAR public filings · metrics as of Nov 8, 2026. Forensic signals flag probability, not certainty.

See a wrong number? Report an error with the filing it should match.