Nomad Foods

NOMD

Market cap $1.74B

Nomad Foods generates consist free cash flow annually and is an industry leader in Europe. Despite the high-yield dividend, its payouts are easily covered by its cash generation.

Nomad Foods (NOMD) is rated a sell due to deteriorating fundamentals and balance sheet risks. Overly aggressive price hikes eroded volume, revealing weak pricing power (despite the claim of “strong brands”) and driving consumers to private-label alternatives. Net debt of ~$1.7–$1.8 billion and near-zero FCF raise concerns about dividend sustainability and likely buyback reductions.

Both stocks trade at once-in-a-decade low valuations and have all-time high dividend yields. Each company leads in its niche, but both are battling through minor challenges.

Nomad Foods Limited ( NOMD ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Jason English - Interim Head of Investor Relations Stéfan Descheemaeker - CEO & Director Ruben Baldew - CFO & Director Martin Ellis Franklin - Co-Founder & Co-Chairman Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Scott Marks - Jefferies LLC, Research Division John Baumgartner - Mizuho Securities USA LLC, Research Division Jonathan Tanwanteng - CJS Securities, Inc. Stephen Robert Powers - Deutsche Bank AG, Research Division Presentation Operator Greetings, and welcome to the Nomad Foods Third Quarter of 2025 Conference Call. [Operator Instructions] Also, please be aware that today's call is being recorded.

Nomad Foods (NOMD) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.6 per share a year ago.

The company is on track to deliver full year results near the low end of its existing guidance ranges WOKING, England , Nov. 6, 2025 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD), today reported financial results for the three and nine month periods ended September 30, 2025.  Key operating metrics and financial performance for the third quarter 2025, when compared to the third quarter 2024, include: Revenue decreased 2.2% to €752 million  Organic revenue declined 1.6% with a volume decline of 0.5% Adjusted gross margin contracted 420 bps Adjusted EBITDA decreased 14.2% to €143 million  Adjusted EPS decreased 10.9% to €0.49  Management Comments Stéfan Descheemaeker, Nomad Foods' Chief Executive Officer, stated, "Third quarter results were inline with our expectations.

Nomad Foods (NOMD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

WOKING, England , Oct. 30, 2025 /PRNewswire/ -- Nomad Foods Limited ("Nomad Foods" or the "Company") today announces that it has priced both a USD 620 million term loan bearing interest at a rate per annum equal to the SOFR rate plus 2.5% due 2032 and a EUR 880 million term loan bearing interest at a rate per annum equal to EURIBOR plus 2.5% due 2032 (collectively the "Term Loans"). In conjunction with this, the Company has also extended the duration of its Revolving Cash Facility of EUR 175 million to 2032.

WOKING, England , Oct. 30, 2025 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD) today announced that its Board of Directors has declared a cash dividend of $0.17 per share, 13% higher than the prior year quarterly dividend. The dividend will be payable on November 26, 2025 to shareholders of record as of the close of business on November 10, 2025.

WOKING, England , Oct. 23, 2025 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD) today announced it will report results for the third quarter ended September 30, 2025 on Thursday, November 6, 2025. A press release and supplemental materials, including a pre-recorded management discussion, will be issued before the New York Stock Exchange market open.