Earnings Roundup: Hormel, Celsius, and Donaldson Report Mixed Results

The latest earnings reports from Hormel Foods Corporation (NYSE: HRL), Celsius Holdings, Inc. (Nasdaq: CELH), and Donaldson Company, Inc. (NYSE: DCI) reveal significant developments and financial results that are shaping the business landscape across various sectors.

Hormel Foods reported a robust first quarter for fiscal 2026, with net sales reaching $3.03 billion and organic net sales growth of 2%. Meanwhile, Celsius Holdings achieved a record annual revenue of $2.5 billion for 2025, reflecting substantial growth and strategic integration within the PepsiCo system. Donaldson Company reported a record second quarter for fiscal year 2026, with sales reaching $896 million, highlighting its strong market position and strategic acquisitions.

Hormel Foods’ performance was driven by growth in its Foodservice and International segments, while Celsius Holdings capitalized on its acquisition of Alani Nu and Rockstar Energy, contributing significantly to its revenue surge. Donaldson Company, on the other hand, benefited from favorable foreign currency translation and pricing benefits, despite facing volume declines.

These earnings reports underscore the dynamic nature of the business environment and the strategic maneuvers companies are making to maintain growth and profitability.

Breaking Down the Latest Earnings

Hormel Foods Corporation’s first quarter of fiscal 2026 demonstrated strong performance with net sales of $3.03 billion, marking a 2% growth in organic net sales. The company’s operating income stood at $244 million, with an adjusted operating income of $247 million.

Despite challenges, Hormel’s strategic pricing actions and focus on value-added protein offerings have supported its growth trajectory. The Foodservice segment saw a 7% increase in net sales, driven by customized solutions and premium prepared proteins, while the International segment experienced an 8% rise in net sales, led by strong branded exports.

Celsius Holdings reported a remarkable 117% increase in revenue for the fourth quarter of 2025, totaling $721.6 million. This growth was largely attributed to the acquisitions of Alani Nu and Rockstar Energy, which contributed significantly to the company’s portfolio.

While the CELSIUS brand saw a temporary decline due to integration-related dynamics, retail sales in tracked channels increased by 13%, reflecting strong underlying demand.

Donaldson Company achieved record second-quarter sales of $896 million, a 3.0% increase compared to the previous year. The Mobile Solutions segment saw a 1.6% increase in sales, driven by pricing and currency translation benefits.

However, the Industrial Solutions segment faced volume declines, particularly in Aerospace and Defense. Despite these challenges, Donaldson’s focus on high-margin businesses and strategic acquisitions, such as the Facet acquisition, positions the company for continued growth.

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Looking Ahead: 2026 Expectations

Hormel Foods has reaffirmed its full-year fiscal 2026 guidance, with net sales projected to range between $12.2 billion and $12.5 billion. The company anticipates organic net sales growth of 1% to 4% and adjusted operating income growth of 4% to 10%. Hormel’s strategic portfolio shaping, including the sale of its whole-bird turkey business, is expected to enhance its focus on high-growth protein categories.

Celsius Holdings is optimistic about its future prospects, entering 2026 with positive momentum and confidence in sustainable growth. The company expects to complete the integration of Alani Nu and Rockstar Energy by mid-2026, which is anticipated to expand margins and align with a more normalized margin profile. With a strategic partnership with PepsiCo and a focus on innovation, Celsius is well-positioned to capture a significant share of the energy drink market.

Donaldson Company has updated its fiscal 2026 outlook, projecting adjusted EPS to be within the range of $3.93 to $4.01. Sales are expected to increase by 1% to 5%, with contributions from currency translation and pricing.

The Mobile Solutions segment is forecasted to grow by 2% to 6%, while the Life Sciences segment is expected to see an increase of 5% to 9%. Donaldson’s strategic investments and acquisitions, including the Facet acquisition, are poised to drive long-term shareholder value and strengthen its market position.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.