Aug 2026 (Q2 FY27) — Oct 13, 2026
Albertsons Q2 FY27 — Initiates Comprehensive Business Review and Turnaround Plan
Read the full callAlbertsons earnings: last reported Tue, 13 Oct 2026, for the quarter ended Aug 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 18,895 | +8109313204.7% YoY | Quarterly, as filed | Quarter to Sep 2026 | Revenue from operations as filed. |
| Operating margin | 0.9 | −26.1 pts YoY | Operating profit / revenue | Quarter to Sep 2026 | For the quarter; a change is in percentage points. |
| Net profit | 51.5 | +177586106.9% YoY | Quarterly, as filed | Quarter to Sep 2026 | Profit after tax as filed. |
Guidance
6 of 9 judged targets kept · 20 open · verdicts reflect calls analysed to Aug 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EBITDA | $3.85 billion to $3.925 billion | Feb 2026 | Although the business performed in line with our revised guidance expectations during the second quarter, we do not believe it is prudent today to provide an incremental update to our financial outlook. | On Track |
3 of Albertsons Companies, Inc.'s 29 targets were missed. See which ones, and which are quietly gone. The 1 above are the free sample; 28 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $19.56 on 22 Oct 2025 → $13.96. High $19.56 (22 Oct 2025), low $11.03 (24 Jul 2026).
Overview
Guidance
6 of 9 judged targets kept · 20 open · verdicts reflect calls analysed to Aug 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EBITDA | $3.85 billion to $3.925 billion | Feb 2026 | Although the business performed in line with our revised guidance expectations during the second quarter, we do not believe it is prudent today to provide an incremental update to our financial outlook. | On Track |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 29 tracked commitments, with each call’s wording and source.
Call summaries
Albertsons Q2 FY27 — Initiates Comprehensive Business Review and Turnaround Plan
Read the full callAlbertsons Q1 FY27 — Strategic Reorganization and Value Investment Amidst Soft Demand
Read the full callAlbertsons Q4 FY26 (Reporting FY25 Results) — Strong Productivity and Shareholder Returns Amidst Pharmacy Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: +177586107% (quarter to sep 2026 against sep 2025).
| Line item | Sep 2025 | Sep 2025 | Nov 2025 | Dec 2025 | Feb 2026 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 18,916 | 0 | 19,124 | 0 | 20,252 | 0 | 0 | 18,895 |
| Expenses | — | 0 | — | 0 | — | 0 | 0 | — |
| Operating profit | 295 | 0 | 490 | 0 | -507 | 0 | 0 | 175 |
| Operating margin | 1.6% | 27.0% | 2.6% | 21.0% | −2.5% | 15.0% | 21.0% | 0.9% |
| Other income | — | 0 | — | 0 | — | 0 | 0 | — |
| Interest | — | 0 | — | 0 | — | 0 | 0 | — |
| Depreciation | — | 0 | — | 0 | — | 0 | 0 | — |
| Profit before tax | 220 | 0 | 378 | 0 | -641 | 0 | 0 | 63 |
| Tax rate | 23.3% | 27.0% | 22.4% | 28.0% | 25.0% | 23.0% | 31.0% | 17.9% |
| Net profit | 169 | 0 | 293 | 0 | -481 | 0 | 0 | 52 |
| EPS ($ per share) | 0.30 | 2.36 | 0.55 | 1.91 | — | 1.09 | 2.49 | 0.11 |
| Line item | Feb 2019 | Feb 2020 | Feb 2021 | Feb 2022 | Feb 2023 | Feb 2024 | Feb 2025 | Feb 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 6 | 6 | — | — | — | — | — | — |
| Reserves | -432 | 592 | 1,263 | 2,565 | -185 | 828 | 1,488 | 1,378 |
| Total liabilities | 19,326 | 22,457 | 25,274 | 25,098 | 24,558 | 23,474 | 23,370 | 24,930 |
| Fixed assets | 9,861 | 9,212 | 9,413 | 9,350 | 9,359 | 9,570 | 9,811 | 9,904 |
| Total assets | 20,777 | 24,735 | 26,598 | 28,123 | 26,168 | 26,221 | 26,756 | 26,766 |
| Line item | Feb 2019 | Feb 2020 | Feb 2021 | Feb 2022 | Feb 2023 | Feb 2024 | Feb 2025 | Feb 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,688 | 1,904 | 3,903 | 3,513 | 2,854 | 2,660 | 2,681 | 2,367 |
| Cash from investing | -87 | -378 | -1,572 | -1,539 | -1,977 | -1,747 | -1,892 | -1,679 |
| Cash from financing | -1,314 | -2,014 | -1,042 | -789 | -3,365 | -1,183 | -684 | -782 |
| Net cash flow | 287 | -489 | 1,289 | 1,185 | -2,489 | -271 | 105 | -95 |
| Capital expenditure | -1,344 | -1,467 | -1,643 | -1,606 | -2,154 | -2,031 | -1,931 | -1,839 |
| Free cash flow | 344 | 437 | 2,259 | 1,907 | 700 | 628 | 749 | 527 |
| Segment | FY2024 | FY2025 | FY2025 | FY2026 | FY2026 | FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|
| Reportable | — | — | — | 100% | 100% | 100% | -0.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
147 filings between Jan 14, 2026 and Jul 31, 2026.
Purchases
$2.52M
4 purchases by 3 insiders
Sales
$2.34M
24 sales by 3 insiders
Also filed: 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Moriarty Thomas M | $1.96M | — | Jul 27, 2026 |
| Theilmann Michael T | — | $863.8K | Jan 14, 2026 |
| Rainwater Evan | — | $761.3K | Apr 29, 2026 |
| Larson Robert Bruce | — | $710.7K | May 6, 2026 |
| MORRIS SUSAN | $449.9K | — | Jul 28, 2026 |
| MCCOLLAM SHARON | $103.3K | — | Jul 31, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 31, 2026 | MCCOLLAM SHARON President & CFO | Purchase | 9,000 | $103.3K |
| Jul 28, 2026 | MORRIS SUSAN Chief Executive Officer | Purchase | 20,277 | $232.3K |
| Jul 28, 2026 | MORRIS SUSAN Chief Executive Officer | Purchase | 19,132 | $217.7K |
| Jul 27, 2026 | Moriarty Thomas M EVP, M&A and Corporate Affairs | Purchase | 170,500 | $1.96M |
| May 6, 2026 | Larson Robert Bruce SVP & Chief Accounting Officer | Sale | 8,665 | $138.8K |
| May 6, 2026 | Larson Robert Bruce SVP & Chief Accounting Officer | Sale | 19,363 | $310.4K |
| May 6, 2026 | Larson Robert Bruce SVP & Chief Accounting Officer | Sale | 16,335 | $261.5K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 500 | $8.3K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 6,339 | $104.6K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 211 | $3.5K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 1,026 | $16.9K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 7,000 | $115.5K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 3,750 | $61.7K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 303 | $5.0K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 3,990 | $65.9K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 7,730 | $127.4K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 5,749 | $94.8K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 612 | $10.1K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 3,711 | $61.2K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 200 | $3.3K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 2,886 | $47.5K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 600 | $9.9K |
| Apr 29, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Sale | 1,561 | $25.8K |
| Apr 21, 2026 | Larson Michelle Chief Merchandising Officer | Tax withheld | 16,742 | — |
| Apr 21, 2026 | Larson Michelle Chief Merchandising Officer | Option exercise | 40,003 | $716.1K |
| Apr 21, 2026 | Backus Robert EVP Retail Operations East | Tax withheld | 7,145 | — |
| Apr 21, 2026 | Backus Robert EVP Retail Operations East | Option exercise | 16,002 | $286.4K |
| Apr 21, 2026 | MCCOLLAM SHARON President & CFO | Option exercise | 31,600 | $565.6K |
| Apr 21, 2026 | MCCOLLAM SHARON President & CFO | Tax withheld | 16,118 | — |
| Apr 21, 2026 | Moriarty Thomas M EVP, M&A and Corporate Affairs | Option exercise | 21,754 | $389.4K |
| Apr 21, 2026 | MCCOLLAM SHARON President & CFO | Option exercise | 43,562 | $779.8K |
| Apr 21, 2026 | Larson Robert Bruce SVP & Chief Accounting Officer | Tax withheld | 7,443 | — |
| Apr 21, 2026 | Larson Robert Bruce SVP & Chief Accounting Officer | Option exercise | 16,668 | $298.4K |
| Apr 21, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Option exercise | 13,609 | $243.6K |
| Apr 21, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Tax withheld | 4,617 | — |
| Apr 21, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Option exercise | 10,913 | $195.3K |
| Apr 21, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Option exercise | 15,039 | $269.2K |
| Apr 21, 2026 | Withers Michael EVP Retail Operations West | Tax withheld | 2,988 | — |
| Apr 21, 2026 | Withers Michael EVP Retail Operations West | Option exercise | 6,692 | $119.8K |
| Apr 21, 2026 | Withers Michael EVP Retail Operations West | Tax withheld | 2,274 | — |
| Apr 21, 2026 | Withers Michael EVP Retail Operations West | Option exercise | 5,375 | $96.2K |
| Apr 21, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Tax withheld | 6,362 | — |
| Apr 21, 2026 | Withers Michael EVP Retail Operations West | Tax withheld | 3,131 | — |
| Apr 21, 2026 | Withers Michael EVP Retail Operations West | Option exercise | 7,400 | $132.5K |
| Apr 21, 2026 | Moriarty Thomas M EVP, M&A and Corporate Affairs | Tax withheld | 13,078 | — |
| Apr 21, 2026 | Rainwater Evan EVP, Supp. Chain, Mfg. & Sourc | Tax withheld | 6,077 | — |
| Apr 21, 2026 | Moriarty Thomas M EVP, M&A and Corporate Affairs | Option exercise | 30,413 | $544.4K |
| Apr 21, 2026 | Moriarty Thomas M EVP, M&A and Corporate Affairs | Tax withheld | 12,412 | — |
| Apr 21, 2026 | Moriarty Thomas M EVP, M&A and Corporate Affairs | Tax withheld | 9,355 | — |
| Apr 21, 2026 | Moriarty Thomas M EVP, M&A and Corporate Affairs | Option exercise | 27,369 | $489.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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