Seneca Foods Corporation (SENEB) AI Stock Analysis
SENEB AI stock analysis summary
AI ResearchSeneca Foods Corporation (SENEB) is a packaged fruit and vegetable provider with a market capitalization of $1.21B. In FY2026, the company generated $1.66B in revenue and net income of $114.7M, supported by an operating cash flow of $224.5M. Over the trailing twelve months, revenue reached $1.77B with diluted EPS of $17.32.
- Market cap
- $1.21B
- Revenue (TTM)
- $1.77B
- P/E
- 10.3x fwd 48.1x
- 1Y return
- 53.2% S&P 500 16.8%
- Avg. target
- —
Bull case
- Revenue increased 36.2% year-over-year in the latest quarter ended June 30, 2026, accompanied by 33.1% quarterly earnings growth.
- Free cash flow reached $180.2M in FY2026, supporting $16.1M in share repurchases and contributing to a 21.1% share count reduction over five years.
- The stock's trailing P/E of 10.3x and EV to EBITDA of 7.4x trade below the US-listed Consumer Defensive peer medians of 18.6x and 11.7x, respectively.
Bear case
- Forward P/E stands at 48.1x, which represents a substantial premium over the peer median of 14.3x.
- Revenue growth across the 5-year period from FY2021 to FY2026 registered a modest CAGR of 2.5%, including annual declines of 5.6% in FY2022 and 3.4% in FY2024.
- Free cash flow showed significant volatility in earlier periods, registering -$283.4M in FY2023 and -$119.6M in FY2024.
What Seneca Foods does
Seneca Foods Corporation is a provider of packaged fruits and vegetables, serving markets in the United States and internationally across more than 90 countries. Founded in 1949 and headquartered in Marion, New York, the company supplies canned, frozen, and bottled produce, jarred fruit, snack chips, and contract packing services. Its portfolio includes brands such as Seneca, Libby's, Aunt Nellie's, Cherryman, Green Valley, and READ, alongside private labels. Customers encompass grocery supermarkets, mass merchandisers, club stores, food service distributors, restaurant chains, industrial food packagers, and governmental feeding programs.
Growth and profitability
Revenue grew at a 5-year CAGR of 2.5% between FY2021 and FY2026. Annual revenue expanded from $1.39B in FY2022 to $1.66B in FY2026, while net income increased from $46.2M to $114.7M over the same timeframe. Gross margin reached 13.9% and operating margin rose to 8.9% in FY2026, compared to 9.5% and 4.9% in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue growth was 36.2% year-over-year, and quarterly earnings grew 33.1%. Over the trailing twelve months, Seneca Foods delivered $1.77B in revenue, a profit margin of 6.8%, and EPS of $17.32.
Balance sheet and cash flow
As of June 30, 2026, Seneca Foods held $86.9M in cash and short-term investments alongside total debt of $226.3M, resulting in net debt of $139.4M. Total assets stood at $1.26B against shareholders' equity of $774.5M, with a current ratio of 3.77 and a debt-to-equity ratio of 0.29. In FY2026, the company generated $180.2M in free cash flow after $44.3M in capital expenditures. Capital allocation included $16.1M spent on share buybacks, which contributed to a 21.1% decline in share count over five years, and $23,000 in dividends paid.
Valuation and performance
At a closing price of $179.22 on October 16, 2026, Seneca Foods trades at a trailing P/E of 10.3x, below the 18.6x median of its US-listed Consumer Defensive peers. However, its forward P/E of 48.1x trades at a premium to the peer median of 14.3x. The company has an EV to EBITDA ratio of 7.4x, lower than the peer median of 11.7x, and matches the peer price-to-sales median of 0.7x. Over the past year, the stock returned 53.2%, outperforming the S&P 500 (SPY) return of 16.8%, while its 5-year return reached 249.7% against 83.0% for the index.
What analysts expect
Analyst consensus projects current fiscal year revenue of $1.89B for the period ending March 31, 2027. For the next fiscal year, revenue is estimated to reach $1.94B, representing expected growth of 2.3%. Seneca Foods has recorded 3 EPS beats over the last 4 quarters. The company's next earnings report is scheduled for November 4, 2026.
Key risks and what to watch
- Insiders hold 82.0% of the shares while institutions hold 5.3%, which may limit public float and trading liquidity.
- Net debt stood at $139.4M as of June 30, 2026, with total debt of $226.3M.
- Expected revenue growth for next fiscal year slows to 2.3% following current fiscal year projected revenue of $1.89B.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this SENEB AI stock analysis
This page is an AI-written research summary of Seneca Foods Corporation (SENEB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: SENEB income statement, SENEB balance sheet, SENEB key metrics, SENEB analyst forecast, SENEB chart. See the SENEB stock overview for the latest quote and news.
SENEB AI stock analysis FAQ
What are Seneca Foods' primary brands?
Seneca Foods owns or licenses brands including Seneca, Libby's, Aunt Nellie's, Cherryman, Green Valley, and READ, along with extensive private-label offerings and contract packing services.
When does Seneca Foods report its next earnings?
The company's next earnings date is scheduled for November 4, 2026. It exceeded EPS estimates in 3 of the last 4 quarters.
How much debt does Seneca Foods carry?
As of June 30, 2026, Seneca Foods had $226.3M in total debt and $86.9M in cash and short-term investments, resulting in net debt of $139.4M. Its debt-to-equity ratio is 0.29.
What is Seneca Foods' valuation compared to industry peers?
Seneca Foods trades at a trailing P/E of 10.3x and an EV to EBITDA of 7.4x, both below the US-listed Consumer Defensive peer medians of 18.6x and 11.7x. However, its forward P/E of 48.1x is higher than the peer median of 14.3x.
Who owns Seneca Foods Corporation?
Insiders own 82.0% of the company's equity, while institutional investors hold 5.3%. Short interest is 0.1% of the float.