Keurig Dr Pepper

KDP

Market cap $41.1B

Keurig Dr Pepper's NASDAQ: KDP stock price has been under pressure for years as its businesses struggled, strategy concerns emerged, and analysts panned the name. However, that story is changing, as its core businesses have returned to growth and the planned separation into two traded companies is progressing.

Keurig's Q4 tops estimates as sales jump 10.5%, fueled by U.S. Refreshment growth, pricing gains and GHOST boost.

Keurig Dr Pepper saw growth across its business segments in the fourth quarter as it advanced its plans to separate into two companies by the end of the year. “We navigated a dynamic operating environment with agility while strengthening our foundation for the long term,” Keurig Dr Pepper CEO Tim Cofer said Tuesday during the company's fourth quarter earnings call.

Keurig Dr Pepper Inc. (NASDAQ:KDP) reported upbeat earnings for the fourth quarter on Tuesday.

Keurig Dr Pepper Inc (NASDAQ:KDP) exceeded Wall Street expectations in both revenue and profit for the fourth quarter and full year 2025, posting a turnaround in GAAP net income and signaling continued growth for 2026. The company reported Q4 net sales of $4.50 billion, up 10.5% year-over-year, and ahead of estimates of $4.35 billion.

Pre-market futures are busy climbing out of the deep hole Monday's market dug for itself, particularly on the blue-chip Dow index. Tariff concerns and possible military conflict with Iran are issues that have not gone away, but neither have they poisoned the well.

Keurig Dr Pepper Inc. (KDP) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Keurig Dr Pepper (KDP) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Keurig Dr. Pepper (KDP) didn't fizzle out when it came to earnings, with Diane King Hall noting a beat Tuesday morning. Hims & Hers (HIMS) couldn't do the same as the telehealth company sees headwinds as subscribers shrink.

Keurig Dr Pepper, Inc (KDP) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.58 per share a year ago.