Keurig Dr Pepper Inc.: EPS $0.66 vs $0.618 expected; revenue $7.34B vs $7.33B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.660 | 0.618 | +6.8% | 0.540 |
| Revenue (USD bn) | 7.340 | 7.330 | +0.2% | 4.310 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 3, 2026 | Q3 FY2026 | 0.66 | 0.6180 | +6.8% | 7.34 | 7.33 | +0.2% |
| Aug 6, 2026 | Q2 FY2026 | 0.57 | 0.5370 | +6.1% | 7.31 | 7.23 | +1.1% |
| Apr 23, 2026 | Q1 FY2026 | 0.39 | 0.3724 | +4.7% | 3.98 | 3.84 | +3.7% |
| Feb 24, 2026 | Q4 FY2025 | 0.60 | 0.5890 | +1.9% | 4.50 | 4.36 | +3.2% |
| Oct 27, 2025 | Q3 FY2025 | 0.54 | 0.5370 | +0.6% | 4.31 | 4.15 | +3.7% |
| Jul 24, 2025 | Q2 FY2025 | 0.49 | 0.4853 | +1.0% | 4.16 | 4.14 | +0.6% |
| Apr 24, 2025 | Q1 FY2025 | 0.42 | 0.3824 | +9.8% | 3.64 | 3.57 | +1.9% |
| Feb 25, 2025 | Q4 FY2024 | 0.58 | 0.5710 | +1.6% | 4.07 | 4.01 | +1.5% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Keurig Dr Pepper Inc. results: EPS $0.66 vs $0.618 expected; revenue $7.34B vs $7.33B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 6.8%; revenue above the estimate by 0.2%.
Revenue was up 70.6% from $4.31 billion a year earlier (Q3 FY2025). EPS was up 22.2% from $0.54 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Keurig Dr Pepper Inc. draws revenue from a mix of coffee systems, packaged beverages, and concentrates. Revenue growth provides positive context for the business, but without release details it is not possible to identify each activity's contribution or separate pricing from sales volume.
The coffee business combines brewer sales with coffee pods, making demand for machines and pod consumption important drivers. In beverages, the company combines its own brands with contract manufacturing and distribution for partners, so understanding performance requires examining the product mix and sales channels alongside total revenue.
What to watch on the earnings call: Listen for management's discussion of demand for coffee brewers and pods, and the roles of owned brands and partner products in beverages. Also worth following are comments on how product mix, pricing, and sales volume affect margins, along with spending on manufacturing and distribution.
For the full analysis of Keurig Dr Pepper Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.