MDLZMondelez International, Inc.

Ticker: MDLZ | Filing Type: 8-K (Items 2.02, 9.01) | Filed with the SEC on: October 29, 2026 Current Price: $65.56 | Today's Change: +4.85%

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What Happened

Mondelez International, Inc. filed an 8-K with the SEC on October 29, 2026, disclosing its financial results for the third quarter of fiscal year 2026 under Item 2.02 (Results of Operations and Financial Condition). The company reported revenues of $28.041 billion, net income of $1.786 billion, and operating income of $2.596 billion for the quarter. Diluted earnings per share came in at $1.37, with basic EPS at $1.38.

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Why It Matters

The scale of Mondelez's reported revenue — over $28 billion for a single quarter — reflects the company's continued reach across its global snacking portfolio. For investors, the key practical data points are:

• Operating income of $2.596 billion suggests a meaningful degree of operational leverage despite what has been a challenging cost environment across the consumer staples sector.
• Net income of $1.786 billion translates to a net margin of approximately 6.4% on reported revenues, indicating that bottom-line profitability held up across the quarter.
• Diluted EPS of $1.37 is the headline per-share figure the market will use to benchmark against consensus expectations — the stock's move of +4.85% today suggests the market received these results positively.

The EPS figures will be central to how analysts and investors assess whether Mondelez is tracking toward its full-year targets, and any guidance commentary accompanying this filing will be closely watched.

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Analysis

The combination of a large revenue base and solid operating income in Q3 FY2026 points to Mondelez maintaining pricing power and volume resilience in its core snacking categories. The near-5% single-day stock move is a notable market signal — it indicates the results either cleared a meaningful bar set by consensus expectations or that forward commentary was constructive, or both.

Key things to watch following this disclosure:

• Volume vs. pricing dynamics: At $28 billion in quarterly revenue, the question is how much of the top-line performance was driven by organic volume growth versus pricing actions — detail that will emerge from management's earnings call and supplemental disclosures.
• Operating margin trajectory: Operating income of $2.596 billion against $28.041 billion in revenues implies an operating margin of roughly 9.3%. Investors will track whether input cost pressures — particularly in cocoa and sugar, which are central to Mondelez's cost structure — are easing or persisting.
• Free cash flow and capital allocation: Net income of $1.786 billion provides a starting point, but the cash conversion story and any updates to buyback or dividend plans will matter for total-return investors.

Overall, the filing presents a picture of a large-scale consumer staples business generating substantial earnings, with the market's immediate reaction suggesting the quarter was received as a positive development.

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Disclaimer

This report is a news and informational summary based solely on data contained in Mondelez International's SEC filing dated October 29, 2026, and publicly available market data. It does not constitute investment advice, a solicitation to buy or sell any security, or an equity research recommendation of any kind. No rating or price target is assigned. Readers should conduct their own due diligence and consult a qualified financial adviser before making any investment decisions.

Source

Filed with the SEC on 2026-10-29. Read the original filing on EDGAR: https://www.sec.gov/Archives/edgar/data/1103982/000162828026068233/mdlz-20261029.htm