# Del Monte Corporation (DMC)

> Source: Nexqual · https://nexqual.com/DMC · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Del Monte Corporation (DMC), nexqual.com/DMC" · informational, not investment advice.

**Price:** USD 29.93 (+7.28% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 27.9 · day 28.19–29.94 · 52w 26.47–43.58 · market cap $1.41B · NYQ

## Key facts
- Last four reported quarters (through Jun 26, 2026): revenue $4.30B, net income $34.0M (0.8% margin), free cash flow $97.5M (SEC filings).
- Valuation: P/E 41.5x (avg 15.0x at the last 2 fiscal year-ends), EV/EBITDA 12.0x, net debt $390M.
- Earnings quality: non-operating income -$21.4M vs operating income $77.8M over the last four quarters; P/E excluding non-operating income ≈29.5x (estimate: non-operating income taxed at the company's 35% effective rate).
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $95K; 2 not under a Rule 10b5-1 plan ($95K); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 2 Form 4 filings, $476K; 0 by opportunistic insiders, 1 by routine insiders.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (1 analysts), mean target USD 52 (range 52–52).
- Total return with dividends: 1Y -10.1% vs S&P 500 +14.9%; 5Y +3.1% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 0.46, revenue estimate $1.16B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.25B | $4.44B | $4.32B | $4.28B | $4.32B | $4.30B |
| Gross profit | $304M | $340M | $351M | $358M | $399M | — |
| Operating income | $111M | $156M | $58.5M | $196M | $137M | $77.8M |
| Net income | $80.0M | $98.6M | -$11.4M | $142M | $90.7M | $34.0M |
| EPS (diluted) | $1.68 | $2.06 | -$0.24 | $2.96 | $1.88 | — |
| Free cash flow | $30.0M | $13.7M | $120M | $131M | $181M | $97.5M |
| Gross margin | 7.1% | 7.7% | 8.1% | 8.4% | 9.2% | — |
| Operating margin | 2.6% | 3.5% | 1.4% | 4.6% | 3.2% | 1.8% |
| Net margin | 1.9% | 2.2% | -0.3% | 3.3% | 2.1% | 0.8% |
| Revenue growth | +1.2% | +4.5% | -2.7% | -0.9% | +1.0% | — |
| Cash + short-term investments | $16.1M | $17.2M | $33.8M | $32.6M | $35.7M | — |
| Total debt | $528M | $547M | $406M | $249M | $176M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 26, 2026)
P/E 41.5x · P/E ex non-operating (est.) ≈29.5x · P/S 0.3x · EV/EBITDA 12.0x · EV/Sales 0.4x · P/FCF 14.5x · P/B 0.7x · FCF yield 6.91% · Earnings yield 2.41% · Dividend yield (paid, TTM) 4.05% · Buyback yield (TTM) 3.00% · Net debt $390M · EV $1.80B
P/E at fiscal year-ends: Dec 2025 18.9x, Dec 2024 11.2x.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | Dumas Danny | SVP, NA Sales, Mkt & Prd Mgmt | 245 | $8K | 7% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-28 | Pelaez Reyes Jorge | SVP, Central America | 2,622 | $87K | 35.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Insider purchases (SEC Form 4, open-market, last ~7 months)
2 purchases, $476K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-04 | Abbas Mohammed | President & COO | 12,000 | $359K | 29.89 | Routine (sold in Mar each year 2023–2025; this trade is outside those months) |
| 2026-06-11 | Abu-Ghazaleh Ahmad | Director | 4,000 | $118K | 29.41 | Too little history (no open-market trades in 2023–2025) |

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 1 analysts; mean target USD 52 (low 52, high 52).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -10.1% | +3.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -10.1% | +0.6% |
| Volatility (annualized) | 29.6% | 27.3% |
| Max drawdown | -36.5% (Apr 2026→Jun 2026) | -35.0% (Feb 2026→Jun 2026) |

## Peers (Farm Products)
AGRO (Adecoagro S.A.) USD 9.83 +3.69% · DOLE (Dole plc) USD 13.52 +3.13% · CALM (Cal-Maine Foods, Inc.) USD 63.83 +5.31% · VITL (Vital Farms, Inc.) USD 9.41 +15.18% · LND (Brasilagro Brazilian Agric Real) USD 3.6 -1.10% · VFF (Village Farms International, In) USD 2.71 -1.45%

## More
Full page: https://nexqual.com/DMC · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name DMC in their own reports (relationship from DMC's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | COFFEE HOLDING CO INC (JVA) | 10-K 2026-01-28 | "In addition, we have entered into a licensing agreement with Del Monte Corporation" |

## Revenue by business segment (quarter ended 2026-06-26)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Fresh and value-added products | $569.3M | 46.7% | -12.4% |
| Banana | $361.1M | 29.6% | -11.9% |
| Prepared foods | $236.1M | 19.4% | +224.8% |
| Other products and services | $52.6M | 4.3% | +5.4% |
| Total revenue | $1.22B | 100% | — |

## Revenue by region (quarter ended 2026-06-26)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| North America | $579.5M | 47.5% | -15.4% |
| Europe | $254.7M | 20.9% | +0.8% |
| Other | $190.7M | 15.6% | +688.0% |
| Middle East | $105.4M | 8.6% | -3.5% |
| Asia | $88.8M | 7.3% | -20.5% |
| Total revenue | $1.22B | 100% | — |

## Company outlook (8-K filed 2026-07-29)

- "Eastern Time today to discuss second quarter 2026 financial results and to review the Company's progress and outlook."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.46 | $0.50 | -8.0% | $1.16B | 1 |
| Next quarter (ends 2026-12-31) | $0.44 | $0.51 | -13.7% | $1.21B | 1 |
| Current fiscal year (ends 2026-12-31) | $2.25 | $2.15 | +4.7% | $4.63B | 1 |
| Next fiscal year (ends 2027-12-31) | $3.15 | $3.37 | -6.5% | $5.00B | 1 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-10-28): ±9.4%; last 8 reports averaged ±4.4%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 40.1% | ±9.4% |
| 2026-12-18 | 56 | 35.9% | ±12.6% |
| 2027-03-19 | 147 | 34.4% | ±17.4% |
| 2027-06-17 | 237 | 34.6% | ±21.8% |