CoverageForm 410-K10-Q8-K13D13G13F

HSY · Hershey Co - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · HSY

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$3.10B-$3.18B$2.61B$2.81B-$2.99B$2.07B$3.25B-
Cost of Revenue$1.88B-$2.14B$1.82B$1.86B-$1.75B$1.24B$1.58B-
Gross Profit$1.22B-$1.04B$796.27M$944.27M-$1.23B$833.75M$1.68B-
R&D----------
SG&A$576.04M-$600.54M$603.21M$558.67M-$591.92M$540.99M$617.98M-
Total Operating Expenses----------
D&A$133.00M-$127.78M$123.83M$119.56M-$113.25M$110.42M$107.76M-
Operating Income$640.69M-$434.58M$192.81M$369.22M-$613.16M$287.82M$1.06B-
Interest Expense$54.75M-$59.20M$57.28M$50.61M-$46.56M$44.31M$41.61M-
Income Tax$157.59M-$95.59M$86.39M$99.45M-$72.45M$64.98M$188.81M-
Net Income$435.11M-$276.32M$62.72M$224.20M-$446.30M$180.89M$797.45M-
EPS - Basic----------
EPS - Diluted----------

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$876.98M$925.86M$1.16B$912.35M$1.52B$730.75M$614.95M$467.06M$520.40M$401.90M
Accounts Receivable$974.55M$729.55M$966.41M$820.22M$879.63M$800.40M$1.14B$846.44M$1.21B$823.62M
Inventory$1.43B$1.43B$1.71B$1.84B$1.47B$1.25B$1.30B$1.46B$1.14B$1.34B
Accounts Payable$1.30B$1.26B$1.46B$1.45B$1.42B$1.16B$1.21B$1.14B$946.00M$1.09B
Current Assets$3.77B$3.59B$4.40B$4.43B$4.80B$3.76B$3.55B$3.34B$3.39B$2.91B
Total Assets$13.84B$13.74B$13.58B$13.65B$13.97B$12.95B$12.62B$12.42B$12.39B$11.90B
Current Liabilities$3.04B$3.01B$3.23B$2.89B$3.02B$3.93B$4.20B$3.89B$3.49B$3.01B
Long-term Debt$4.68B-$4.68B$5.18B$5.18B-$3.19B$3.49B$3.79B-
Total Liabilities$9.11B$9.10B$9.01B$9.13B$9.28B$8.23B$8.42B$8.41B$8.28B$7.80B
Stockholders' Equity$4.73B$4.64B$4.56B$4.51B$4.68B$4.71B$4.20B$4.01B$4.11B$4.10B
Retained Earnings$5.64B$5.50B$5.45B$5.44B$5.65B$5.70B$5.17B$5.00B$5.09B$4.56B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$468.81M---$396.68M---$569.13M-
Investing Cash Flow($117.12M)---($146.99M)---($227.57M)-
Financing Cash Flow($402.84M)---$537.08M---($221.66M)-
CapEx$114.60M---$145.53M---$213.30M-
Free Cash Flow$354.21M---$251.16M---$355.83M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin39.4%-32.6%30.5%33.7%-41.3%40.2%51.5%-
Operating margin20.6%-13.7%7.4%13.2%-20.5%13.9%32.5%-
EBITDA margin24.9%-17.7%12.1%17.4%-24.3%19.2%35.8%-
Net margin14.0%-8.7%2.4%8.0%-14.9%8.7%24.5%-
Free cash flow margin11.4%---9.0%---10.9%-
FCF / Net income0.81---1.12---0.45-
R&D / Revenue----------
SG&A / Revenue18.6%-18.9%23.1%19.9%-19.8%26.1%19.0%-
Effective tax rate26.6%-25.7%57.9%30.7%-14.0%26.4%19.1%-
Return on assets3.1%-2.0%0.5%1.6%-3.5%1.5%6.4%-
Return on equity9.2%-6.1%1.4%4.8%-10.6%4.5%19.4%-
Return on invested capital5.0%-3.5%1.0%2.6%-7.1%2.8%10.8%-
Liquidity
Current ratio1.241.191.361.531.590.960.850.860.970.97
Quick ratio0.770.720.830.891.110.640.540.480.640.52
Cash ratio0.290.310.360.320.500.190.150.120.150.13
Leverage
Debt / Equity0.99-1.021.151.11-0.760.870.92-
Debt / Assets0.34-0.340.380.37-0.250.280.31-
Debt / EBITDA6.05-8.3216.3510.59-4.398.763.25-
Interest coverage11.7x-7.3x3.4x7.3x-13.2x6.5x25.4x-
Equity multiplier2.922.962.983.022.982.753.003.103.022.90
Liabilities / Assets0.660.660.660.670.660.640.670.680.670.66
Efficiency
Asset turnover0.22-0.230.190.20-0.240.170.26-
Inventory turnover1.32-1.260.991.27-1.350.851.39-
Days sales outstanding115d-111d114d114d-140d149d135d-
Days inventory outstanding277d-291d370d288d-271d429d263d-
Days payable outstanding253d-248d291d278d-253d335d219d-
Cash conversion cycle139d-153d193d125d-158d243d180d-
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)10.6%-6.5%26.0%-13.8%--1.4%-16.7%8.9%-
Revenue CAGR (3y)1.3%-5.3%3.3%1.7%-8.2%1.4%12.3%-
Revenue CAGR (5y)6.2%-7.5%8.2%6.8%-7.5%---
Gross profit growth (YoY)29.5%--15.8%-4.5%-43.7%--9.4%-26.4%21.3%-
Operating income growth (YoY)73.5%--29.1%-33.0%-65.1%--16.7%-48.7%32.3%-
Net income growth (YoY)94.1%--38.1%-65.3%-71.9%--13.9%-55.6%35.8%-
EPS growth (YoY)----------
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)41.0%----29.4%----38.6%-
FCF CAGR (5y)-6.5%---11.3%---8.5%-
Book value growth (YoY)1.0%-1.7%8.5%12.6%14.0%15.0%6.0%8.5%18.8%24.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$11.69B total
North America Confectionery Segment$9.48B · 81.1%
North America Salty Snacks Segment$1.27B · 10.9%
International Segment$941.57M · 8.1%

Geographic

$11.69B total
US$10.25B · 87.7%
Non Us$1.44B · 12.3%

Peer comparison

Same SIC group: Sugar & Confectionery Products

CompanyRevenue (last FY)Net marginROE
RMCF$29.58M-20.7%-87.8%
JBSS$1.11B5.3%16.3%
FREE---
TR$732.52M13.7%10.6%

Comparing HERSHEY CO against the 4 most active filers in the same SIC group.

Dividends

$5.64/share trailing 12 months · +3.0% YoY

Ex-datePer share
May 15, 2026$1.4520
Feb 17, 2026$1.4520
Nov 17, 2025$1.3700
Aug 15, 2025$1.3700
May 16, 2025$1.3700
Feb 14, 2025$1.3700
Nov 18, 2024$1.3700
Aug 16, 2024$1.3700
May 16, 2024$1.3700
Feb 16, 2024$1.3700
Nov 16, 2023$1.1920
Aug 17, 2023$1.1920
May 18, 2023$1.0360
Feb 16, 2023$1.0360
Nov 17, 2022$1.0360
Aug 18, 2022$1.0360
May 19, 2022$0.9010
Feb 17, 2022$0.9010
Nov 18, 2021$0.9010
Aug 19, 2021$0.9010
May 20, 2021$0.8040
Feb 18, 2021$0.8040
Nov 19, 2020$0.8040
Aug 20, 2020$0.8040