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SESENEB

Seneca Foods Corporation

$SENEB·$1.2B·Packaged Foods·Consumer Defensive
$188.81+5.9%1Y+60.3%
Mentions · last 7 days
2026-08-05: 0 posts2026-08-06: 1 posts2026-08-07: 0 posts2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts20%
Price updated 28m ago·X counts updated 20h ago
SESENEB
$SENEBSeneca Foods Corporation
$188.81+5.94%2 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SENEB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-08

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Seneca Foods (voting B): canned produce Q1 FY27 reported — steady staple with cheap PE 10.

SENEB is the voting Class B shares of Seneca Foods — a major US canner + distributor of packaged fruits + vegetables (mostly private-label for retailers). Small cap ($1.17B) but a mature, cash-flowing business.

  • Aug 6 Sales and Earnings for Three Months Ended June 27, 2026 (Q1 FY27) — routine reporting; details in press release.
  • June 11 Full-year FY26 (Mar-year end) results already digested.
  • Insider awards Aug 6 (Palmby 2,500 sh, Wolcott 1,000 sh, Nelson 1,000 sh — all A-Award routine grants) — no signal.
  • Analyst FY27 rev est $1.83B, EPS $14.84 (single analyst) — PE ~10 forward.
  • PE 10.2 trailing, PS 0.69 — statistically cheap.
  • Debt/equity 0.29 — clean balance sheet.

Setup: bulls own "essential food-staple + private-label margin resilience + consolidation-driven pricing + capital-light business + cheap PE 10 + management holds meaningful equity via family stake." Bears note (a) private-label food carries retailer power dynamics (Walmart, Aldi price pressure), (b) input costs (agricultural inputs, energy, tin) can compress margins fast, (c) the small-cap illiquidity of voting shares limits institutional participation. Next Q2 FY27 print Nov 11 — canned + frozen segment mix, gross margin trajectory, and inventory-turn are the three key lines.

What to watch: Nov 11 Q2 FY27 print: canned + frozen segment mix, gross margin, inventory turn, input-cost commentary.

On the calendar: 2026-11-11 Q2 FY27 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

US private-label canned and frozen fruits and vegetable producer supplying major food retailers across North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $SENEB.

Packaged Foods · Consumer Defensive

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

Industry benchmark

17-name peer basket
+13.0%YTD
+14.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
18.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
13.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$2.85$2.92-2.4%
Q1 2026Jun 11, 2026$3.69——
Q4 2025Feb 5, 2026$6.19——
Q3 2025Nov 5, 2025$3.46——
Next earningsWed, Nov 11·consensus EPS $3.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$405.2M+36.2%11.8%6.5%$2.88$91.9M
Q4 FY26$393.8M+13.9%11.2%6.0%$3.73$93.1M
Q3 FY26$508.3M+1.1%16.4%11.8%$6.54$22.9M
Q2 FY26$460.0M+8.1%13.4%9.0%$4.33$21.8M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$1.8B$1.8B – $1.8B$14.84$14.84 – $14.841
FY28$1.9B$1.9B – $1.9B$13.93$13.93 – $13.931
FY29$1.9B$1.9B – $1.9B$15.07$15.07 – $15.071
FY30$1.8B$1.8B – $1.8B$13.08$13.08 – $13.081
FY31$1.8B$1.8B – $1.8B$13.78$13.78 – $13.781

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+34.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 2.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 7 other (5 awards · 2 gifts) in window

See when $SENEB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteAug 118-K — Item 5.07: Shareholder vote
+ 10 other (3 S-8s · 1 10-Q · 1 ARS · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Seneca Foods Reports Sales and Earnings for the Three Months Ended June 27, 2026globenewswire.com·6d agoSeneca Foods Reports Sales and Earnings for the Quarter and Twelve Months Ended March 31, 2026globenewswire.com·62d ago

More in Packaged Foods

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $SENEB on X in the last 7 days.

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