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Adjusted Operating Income by Segment
Highlights profitability across different business units, helping investors understand which segments are driving earnings and where there might be potential for improvement or risk.Flavor Solutions has become the primary growth and margin driver—steady, sequential operating income gains into mid‑2026 reflect real price-and-volume momentum and commercial wins—while Consumer profitability has rebounded but remains more cyclical and volume‑sensitive. Recent margin expansion was aided materially by a one‑time tariff refund and pricing, so durability depends on the promised H2 volume recovery, continued cost actions and the Unilever Foods deal synergies rather than the transient tariff benefit alone.
Date | Consumer | Flavor Solutions |
|---|---|---|
Aug 31, 2026 | $241.10M | $117.40M |
May 31, 2026 | $216.90M | $119.50M |
Feb 28, 2026 | $179.60M | $88.00M |
Nov 30, 2025 | $230.80M | $85.80M |
Aug 31, 2025 | $193.80M | $99.80M |
May 31, 2025 | $163.60M | $95.00M |
Feb 28, 2025 | $146.70M | $78.50M |
Nov 30, 2024 | $227.90M | $79.90M |
Aug 31, 2024 | $186.80M | $101.60M |
May 31, 2024 | $149.30M | $86.60M |