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Gruma Posts Mixed Q2: Revenue Up 3% While Net Earnings Fall 12%

International margin gains led by Europe and a new China plant offset U.S. demand weakness with management forecasting a recovery after the current transition

Overview

  • Gruma reported Q2 2026 net sales of $1,649.9 million, operating income of $214.8 million and EBITDA of $276.5 million, with consolidated EBITDA down 5% and net earnings down 12% year on year.
  • The United States, Gruma’s largest market, saw sales fall 3% and operating cash flow drop about 15% as consumer confidence and price sensitivity weakened demand.
  • International subsidiaries drove the quarter’s results by contributing roughly 71% of consolidated sales and 79% of EBITDA, with Europe posting a 5% sales rise and 17% EBITDA growth.
  • Asia and Oceania delivered the strongest profit gains with sales up 15%, volumes up 4%, and regional EBITDA up 47%, a jump the company attributes in part to its newly opened China plant.
  • Management plans to lean on international expansion and product initiatives to cushion near-term U.S. softness and says it expects a meaningful U.S. recovery once the current transition ends.