Keurig Dr Pepper Q2 Earnings: Analysts Expect 8.9% EPS Growth, $4.14 Billion Revenue

Keurig Dr Pepper is expected to post Q2 earnings of $0.49 per share, up 8.9% YoY, and revenues of $4.14 billion, up 5.5% YoY. Analysts predict a 0.4% upward revision in EPS estimates over the past 30 days. Key metrics include $920.79 million in net sales for U.S. coffee, $552.35 million in net sales for international, and $2.66 billion in net sales for U.S. refreshment beverages.

Title: Keurig Dr Pepper (KDP) Expected to Report Strong Q2 2025 Earnings

Keurig Dr Pepper (KDP) is set to release its second-quarter (Q2) 2025 earnings report before the market opens on Thursday, July 24th. Analysts predict the company will post earnings of $0.49 per share, representing an 8.9% year-over-year (YoY) increase. Revenue is expected to reach $4.14 billion, a 5.5% YoY increase. Over the past 30 days, EPS estimates have been revised upward by 0.4%.

Key metrics for Keurig Dr Pepper's Q2 2025 earnings include:
- Net sales for U.S. coffee: $920.79 million
- Net sales for international: $552.35 million
- Net sales for U.S. refreshment beverages: $2.66 billion

In its most recent earnings release, Keurig Dr Pepper reported $0.42 earnings per share for the first quarter (Q1) 2025, surpassing analysts' consensus estimates by $0.04. Revenue for Q1 2025 was $3.64 billion, up 4.8% YoY. The company's net margin stood at 9.69% and return on equity at 10.86%.

Institutional investors have shown significant interest in Keurig Dr Pepper, with several large funds modifying their holdings recently. Berkeley Capital Partners LLC purchased 45,820 shares valued at approximately $1,568,000 in the first quarter. Additionally, other investors such as ST Germain D J Co. Inc., New Age Alpha Advisors LLC, Edmond DE Rothschild Holding S.A., Continuum Advisory LLC, and Global Trust Asset Management LLC have also increased their positions in the company's stock [1].

Analysts have also weighed in on Keurig Dr Pepper's stock. Hsbc Global Res upgraded the stock from a "hold" rating to a "strong-buy" rating and increased their price target from $36.00 to $42.00. Morgan Stanley raised the stock from an "equal weight" rating to an "overweight" rating and boosted their price target from $38.00 to $40.00. Despite these upgrades, JPMorgan Chase & Co. and Barclays lowered their target prices on the stock [1].

Insider activity also provides insight into the company's prospects. Director Michael G. Van purchased 15,000 shares of the company's stock, increasing his ownership by 100% [1]. However, insiders sold a total of 698,500 shares valued at $23,557,560 over the last ninety days, representing a 0.40% decrease in their ownership of the company's stock.

Keurig Dr Pepper's stock has shown resilience, trading down by $0.35 to $33.54 during mid-day trading on July 19th. The company has a market capitalization of $45.55 billion, a PE ratio of 30.49, a price-to-earnings-growth ratio of 2.61, and a beta of 0.47. The company's debt-to-equity ratio is 0.49, and its current ratio is 0.47.

References
[1] https://www.marketbeat.com/instant-alerts/filing-berkeley-capital-partners-llc-makes-new-157-million-investment-in-keurig-dr-pepper-inc-nasdaqkdp-2025-07-19/
[2] https://stockanalysis.com/stocks/kdp/revenue/
[3] https://www.marketbeat.com/instant-alerts/keurig-dr-pepper-kdp-expected-to-announce-earnings-on-thursday-2025-07-17/