Metrics

The numbers behind The Marzetti Company: as-reported financial statements and company metrics for FY2021–FY2025, traced to the source filings, opened with the share-price history those statements have to justify. Every linked figure opens the exact page of the filing it was printed on, with the statement row highlighted. Amounts in US$ thousands unless noted.

Reading notes: All figures are in US$ thousands, the scale the company prints on its financial statements (“Amounts in thousands, except per share data”). Per-share amounts and percentages are as printed. Each fiscal year is cited to that year's own Form 10-K, so every figure in the FY2021-FY2025 columns is a first-column (current-year) figure on the cited page rather than a comparative. Lancaster Colony Corporation was renamed The Marzetti Company effective June 27, 2025; the FY2021-FY2024 Forms 10-K are filed under the Lancaster Colony name. The fiscal year ends June 30. The company carried no outstanding borrowings on its revolving credit facility at any June 30 balance-sheet date shown, so no debt line appears on the balance sheet.

Share Price — Full Available History — 37 Years

The stock closed at $110.19 on Jul 28, 2026 — up 1,663% over the window shown (+8.2% a year), trading between $3.25 and $218.84. At that close the stock trades at 18× FY2025 diluted EPS as reported below.

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Source: market price feed, monthly closes, sampled from 9,210 source observations, Jan 1990–Jul 2026. Price return only, excludes dividends.

Market capitalization $3.0bn and enterprise value $2.9bn.

Market cap = 27.4M shares outstanding × the Jul 28, 2026 close of $110.19. Enterprise value adds total debt of $0 and subtracts cash and equivalents of $161mn (net cash of $161mn), from the FY2025 balance sheet. Market-derived figures, shown without filing links.

FY2025 at a Glance

Revenue (US$ thousands)

1,909,122

Operating income (US$ thousands)

220,317

Net income (US$ thousands)

167,347

Diluted EPS

6.07

Source: FY2025 consolidated statements [1] [2] [3] [4]. Click any linked figure to open the filing page with the row highlighted.

Net Sales by Class of Similar Products

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Net Sales by Class of Similar Products FY2021 FY2022 FY2023 FY2024 FY2025
    Shelf-stable dressings, sauces and croutons 297,572 375,031 422,646 424,605 431,197
    Frozen breads 308,482 331,812 343,450 351,063 380,601
    Refrigerated dressings, dips and other 222,909 208,367 199,274 212,756 191,611
  Total Retail net sales 828,963 915,210 965,370 988,424 1,003,409
    Dressings and sauces 477,940 574,264 642,153 660,460 664,013
    Frozen breads and other 156,457 186,916 215,004 222,875 227,463
    Other roll products 3,707 0 0 0 0
    Other dressings and sauces for TSA 0 0 0 0 14,237
  Total Foodservice net sales 638,104 761,180 857,157 883,335 905,713
Total net sales 1,467,067 1,676,390 1,822,527 1,871,759 1,909,122

Source: Form 10-K Business Segment Information note - net sales disaggregated by class of similar products for the Retail and Foodservice segments [5] [6] [7] [8]. Click any linked figure to open the filing page with the row highlighted.

Segment Operating Income

Segment Operating Income FY2021 FY2022 FY2023 FY2024 FY2025
  Retail 188,403 151,627 139,464 207,660 211,695
  Foodservice 89,048 82,745 106,349 97,094 111,579
Operating Income 185,852 111,911 141,508 199,363 220,317

Source: Form 10-K Business Segment Information note; consolidated operating income per the Consolidated Statements of Income. The gap between the two segments and consolidated operating income is nonallocated corporate expense and nonallocated restructuring and impairment charges. [5] [1] [9] [2]. Click any linked figure to open the filing page with the row highlighted.

Income Statement

Source: Consolidated Statements of Income [1] [2] [3] [4]. Click any linked figure to open the filing page with the row highlighted.

Columns marked E are consensus analyst estimates from S&P Capital IQ (CapIQ), shown alongside reported results for direct comparison; they are not company guidance.

Estimate source: S&P Capital IQ (CapIQ) consensus, as of 2026-07-29. Estimate figures are S&P Capital IQ consensus (vendor data — no filing page links). EPS and net income use the normalized (adjusted) consensus where the street reports it. Line-item analyst models (segments, drivers, KPIs) are in the Visible Alpha tab.

Balance Sheet

Source: Consolidated Balance Sheets [10] [11] [12] [13]. Click any linked figure to open the filing page with the row highlighted.

Cash Flow

Source: Consolidated Statements of Cash Flows [14] [15] [16] [17]. Click any linked figure to open the filing page with the row highlighted.

Volume, Mix and Channel Split

Volume, Mix and Channel Split FY2021 FY2022 FY2023 FY2024 FY2025
Consolidated sales volume, pounds shipped (change vs prior year) 3.0% 2.0% (5.0%) 3.7% 1.2%
Retail segment sales volume, pounds shipped (change vs prior year) 11.0% 2.0% (4.0%) 1.4% 1.6%
Foodservice segment sales volume, pounds shipped (change vs prior year) (1.0%) 2.0% (5.0%) 5.3% 0.9%
Retail share of net sales (segment sales mix) 57% 55% 53% 53% 53%
Foodservice share of net sales (segment sales mix) 43% 45% 47% 47% 47%

Source: company filings [18] [19] [20] [21]. Click any linked figure to open the filing page with the row highlighted.

Margins as Reported by the Company

Margins as Reported by the Company FY2021 FY2022 FY2023 FY2024 FY2025
Gross margin 26.4% 21.2% 21.3% 23.1% 23.9%
Operating margin 12.7% 6.7% 7.8% 10.7% 11.5%
Retail segment operating margin 22.7% 16.6% 14.4% 21.0% 21.1%
Foodservice segment operating margin 14.0% 10.9% 12.4% 11.0% 12.3%
Effective tax rate 23.4% 20.3% 22.3% 22.8% 21.6%
Adjusted operating income (non-GAAP) 216,837 229,200

Source: company filings [18] [19] [22] [20]. Click any linked figure to open the filing page with the row highlighted.

Foodservice Customer Mix and Overhead

Foodservice Customer Mix and Overhead FY2021 FY2022 FY2023 FY2024 FY2025
Foodservice net sales - national accounts 494,874 588,955 676,665 692,340 693,583
Foodservice net sales - branded and other 139,523 172,225 180,492 190,995 197,893
Nonallocated corporate expenses (MD A, as stated) 91,600 97,000 104,300 90,500 97,900
Advertising expense as a percentage of net sales 2% 1% 1% 2% 2%

Source: company filings [5] [23] [18] [6]. Click any linked figure to open the filing page with the row highlighted.

Shareholder Returns

Shareholder Returns FY2021 FY2022 FY2023 FY2024 FY2025
Regular dividend payout rate per common share 2.95 3.15 3.35 3.55 3.75
Consecutive years of increased regular cash dividends 58 59 60 61 62
Common shares remaining under repurchase authorization 1,269,701 1,225,545 1,176,739 1,131,564 1,083,830

Source: company filings [24] [25] [26] [27]. Click any linked figure to open the filing page with the row highlighted.

Workforce and Manufacturing Footprint

Workforce and Manufacturing Footprint FY2021 FY2022 FY2023 FY2024 FY2025
Employees at June 30 3,200 3,200 3,400 3,400 3,700
Employees represented under collective bargaining contracts 24% 24% 23% 22% 18%
Space used for operations (sq ft) 2,300,000 2,500,000 2,600,000 2,700,000 2,900,000
Of which leased (sq ft) 700,000 800,000 700,000 900,000 900,000

Source: company filings [28] [29] [30] [31]. Click any linked figure to open the filing page with the row highlighted.

Long-Term Record

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Fiscal year Net Sales Operating Income Net Income Net Income Per Common Share - Diluted Net cash provided by operating activities Payments for property additions
FY2017 1,201,842 174,354 115,314 4.20 146,385 (27,005)
FY2018 1,222,925 171,548 135,314 4.92 160,714 (31,025)
FY2019 1,307,787 190,924 150,549 5.46 197,598 (70,880)
FY2020 1,334,388 175,948 136,983 4.97 170,769 (82,642)
FY2021 1,467,067 185,852 142,332 5.16 174,189 (87,865)
FY2022 1,676,390 111,911 89,586 3.25 101,813 (131,972)
FY2023 1,822,527 141,508 111,286 4.04 225,901 (90,181)
FY2024 1,871,759 199,363 158,613 5.76 251,553 (67,576)
FY2025 1,909,122 220,317 167,347 6.07 261,496 (58,000)

Source: consolidated statements across filings; older years from the standardized feed [14] [1] [15] [2]. Click any linked figure to open the filing page with the row highlighted.

Operating KPIs

KPI FY2021 FY2022 FY2023 FY2024 FY2025
Net sales attributed to Walmart (percent of consolidated net sales) 18% 18% 18% 18% 19%
Net sales attributed to Chick-fil-A (percent of consolidated net sales) 21% 24% 26% 28% 29%

Source: company-reported operating metrics [32] [33]. Click any linked figure to open the filing page with the row highlighted.

Analyst Consensus

Mean target

159.40

Median target

160.00

High target

204.00

Low target

125.00

Street ratings: 2 strong buy, 3 hold. Consensus: Buy.

Estimate source: S&P Capital IQ (CapIQ) consensus, as of 2026-07-29. Estimate figures are S&P Capital IQ consensus (vendor data — no filing page links). EPS and net income use the normalized (adjusted) consensus where the street reports it. Line-item analyst models (segments, drivers, KPIs) are in the Visible Alpha tab.

Traceability

501 of 527 figures on this page (95%) link to the filing page where they are printed — click a linked figure to open the source PDF at that page with the row highlighted. Unlinked figures come from standardized data feeds or pre-filing years.

  • All figures are in US$ thousands, the scale the company prints on its financial statements (“Amounts in thousands, except per share data”). Per-share amounts and percentages are as printed.

  • Each fiscal year is cited to that year's own Form 10-K, so every figure in the FY2021-FY2025 columns is a first-column (current-year) figure on the cited page rather than a comparative.

  • Lancaster Colony Corporation was renamed The Marzetti Company effective June 27, 2025; the FY2021-FY2024 Forms 10-K are filed under the Lancaster Colony name. The fiscal year ends June 30.

  • The company carried no outstanding borrowings on its revolving credit facility at any June 30 balance-sheet date shown, so no debt line appears on the balance sheet.

  • Cash-flow outflows (property additions, dividends, treasury purchases, acquisitions) are shown negative, exactly as printed in parentheses in the filings. Where the standardized feed supplies an unlinked long-term figure (FY2017-FY2018 capital expenditures) the sign has been normalized to match.

  • Rows printed as an em dash (nil) in a given year - Change in Contingent Consideration in FY2023 and FY2024, Other roll products from FY2022, Other dressings and sauces for TSA before FY2025, Cash paid for acquisition in FY2021-FY2024 - are carried as zero and left unlinked, because an em dash is not a useful highlight anchor.

  • The Pension Settlement Charge line (FY2025) and the Other intangible assets-net line (retired after FY2024) exist only in the years shown; other years are null because the filings do not print the line.

  • FY2017-FY2018 figures in the Long-Term Record come from the standardized SEC XBRL feed and are shown without page links; FY2016 is excluded because the feed carries no net sales figure for that year.

  • The quarterly block covers the six fiscal quarters for which the corpus holds a Form 10-Q. US filers publish no fourth-quarter 10-Q, so the June quarters of FY2025 and FY2026 are absent by construction rather than omitted - the standardized quarterly feed has the same gap.

  • Every derived quarterly cash-flow cell reconciles exactly to the difference of the two printed year-to-date figures and was cross-checked against data/financials/cash_flow_quarterly.json, which agrees to the dollar in every case.

  • No discrepancies: every figure taken from the filings was reconciled against the standardized feed (income.json, balance_sheet.json, cash_flow.json, segment.json, cash_flow_quarterly.json) and the two agree on every cell tested, so the discrepancies list is empty.