PEP · News · 20261020N
Q3 Revenue Performance and Mix
PEPSICO INC · 2026-10-20 · Importance 36 · Surprise 14 · No source text
PepsiCo reported third-quarter fiscal 2026 net revenue of $25.27 billion, up 5.6% year over year from $23.94 billion. Organic revenue increased 3.1%, while acquisitions and divestitures contributed 1.7 percentage points and foreign-exchange effects added 0.7 percentage points to reported growth. Gross profit rose to $13.75 billion from $12.82 billion, expanding gross margin to 54.4% from 53.6%; reported EPS increased 17.4% to $2.23, while core EPS rose 2.2% to $2.34.
Key facts
- PepsiCo reported third-quarter fiscal 2026 net revenues of $25.27 billion, up 5.6% year over year from $23.94 billion. source
- PepsiCo's revenues surpassed the $24.88-billion estimate by 1.59% in Q3 fiscal 2026. source
- PepsiCo's gross profit grew to $13.75 billion from $12.82 billion in Q3 fiscal 2026. source
- PepsiCo's reported EPS rose 17.4% to $2.23 from $1.90 in Q3 fiscal 2026. source
- PepsiCo's core EPS increased 2.2% to $2.34 in Q3 fiscal 2026. source
- PepsiCo's core earnings per share (EPS) beat the Zacks Consensus Estimate of $2.29 by 2.18%. source
- PepsiCo's organic revenues grew 3.1% in Q3 fiscal 2026. source
- Acquisitions and divestitures added 1.7 percentage points to PepsiCo's reported revenue growth in Q3 fiscal 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.5% | PepsiCo reported third-quarter fiscal 2026 net revenues of $25.27 billion, up 5.6% year over year from $23.94 billion. |
| margin | positive | realized | +0.8% | PepsiCo's gross profit grew to $13.75 billion from $12.82 billion in Q3 fiscal 2026. |