Dole plc

Dole plc Earnings Recaps

DOLE Consumer Defensive 3 recaps
Q1 2026 May 12, 2026

Dole's shares fell 3.2% after the quarter as investors were disappointed by continued margin pressure in the Fresh Fruit segment driven by elevated sourcing costs and a cautious outlook on input cost inflation, despite solid top-line growth.

Key takeaways
  • Revenue rose 12% year-over-year, supported by strong consumer demand and favorable currency movements in Europe.
  • Adjusted EBITDA came in at $100 million, in line with expectations but weighed down by margin compression in the Fresh Fruit division.
  • Fresh Fruit results suffered from higher fruit sourcing costs, particularly impacting profitability despite volume growth in bananas and price increases in North America.
  • Input cost inflation persists due to elevated fuel, fertilizer, and paper prices, amplified by indirect effects from geopolitical instability in the Middle East.
  • The company is progressing with $100 million in development investments and potential bolt-on acquisitions, balancing growth initiatives against return benchmarks from share repurchases.
Full recap
Q3 2025 Nov 12, 2025

Dole Plc reported solid third-quarter results for 2025, with revenues growing 10.5% on a reported basis, driven by robust performance in its diversified fresh produce segments despite facing headwinds in the Fresh Foods sector.

Key takeaways
  • Revenue reached $2.3 billion, reflecting strong underlying growth across all segments.
  • Net income was impacted by a $10 million loss from discontinued operations, primarily from the divestment of the Fresh Vegetable division.
  • The Board approved a $100 million share repurchase program, enhancing capital allocation flexibility.
  • The launch of the Dole Colada Royale pineapple marks a significant innovation, capturing a premium price and reinforcing community efforts in Honduras.
  • Adjusted EBITDA decreased slightly, mainly due to declines in fresh fruit, but diversified segments showed strong performance.
Full recap
Q2 2025 Aug 11, 2025

Dole plc reported robust Q2 2025 results with a 14.3% increase in revenue to $2.4 billion and a 12% growth in adjusted EPS, underscoring strong performance across all segments despite ongoing market challenges.

Key takeaways
  • Adjusted EBITDA rose 9.3% to $137 million, driven by strong growth in Diversified Fresh Produce and Fresh Fruit segments.
  • Completed the strategic sale of the Fresh Vegetable division, allowing for a more focused investment in core businesses.
  • North American operations showed strong volume growth in bananas and pineapples, although higher sourcing costs temporarily constrained profits.
  • Diversified EMEA segment adjusted EBITDA grew 15%, benefitting from strong demand and favorable currency impact.
  • Anticipate some cost pressures in the second half due to ongoing supply chain complexities and external market factors.
Full recap