Freshpet, Inc. (FRPT)

Freshpet beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported August 5, 2026, with adjusted EPS of $0.42 topping the $0.24 estimate (+75%) and revenue of $305.6 million topping the $292.3 million estimate (+4.5%). Revenue rose ~16% to about $305.6 million from roughly $264.7 million a year ago, reflecting continued demand for its refrigerated pet food and treats sold under brands including Freshpet, Dognation, and Dog Joy across grocery, mass, pet specialty, and online channels. Profitability was supported by gross margin of 42.1% and operating margin of 7.1%, alongside gross profit of about $128.7 million and operating income of roughly $21.7 million. Net income increased ~19% to about $19.5 million, up from roughly $16.4 million a year earlier, while adjusted EPS rose from $0.33 a year ago. The company generated about $44.4 million of operating cash flow and repurchased roughly $54.4 million of stock during the quarter. For the next period, consensus calls for EPS of $0.38 on revenue of $309.4 million.