AVOMission Produce, Inc.
Agricultural Services
- Revenue
- $1.4B
- 13% YoY
- Operating margin
- 4.7%
- 12% YoY
- EBITDA
- $100M
- 3.5% YoY
- Market cap
- $1.0B
- Employees
- 3,800
- $366K revenue each
- Net debt / EBITDA
- 3.5×
- $353M net debt
- AI in 10-K
- 2.9
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo235% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo7% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo17% of assetsOver 40% of assets
- Shareholder dissentNo99% lowest supportAny vote under 80% support
Buyer economics 1 of 4
- Low revenue per employeeNo$366K per employeeBottom quartile of its SIC industry
- Quiet on AINo2.9 per 10K words · 68th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo3.5× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedYes$1.0B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$77M netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $892M | $1.0B | $954M | $1.2B | $1.4B | 13% |
| Operating income | $61M | −$37M | $7M | $66M | $65M | 0.8% |
| Net income | $45M | −$35M | −$3M | $37M | $38M | 2.7% |
| Operating cash flow | $47M | $35M | $29M | $93M | $89M | 5.1% |
| Capex | $73M | $61M | $50M | $32M | $51M | 60% |
| Stock-based comp | $3M | $4M | $5M | $7M | $9M | 24% |
| Buybacks | $0 | $0 | $600K | $0 | $6M | |
| Dividends | $0 | $0 | — | — | — |
Deal filings
None.
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|---|---|---|---|
| Jul 9, 2026 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D/A | 14.0% | Passive |
| Jun 1, 2026 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D/A | 11.9% | Passive |
| Jan 26, 2026 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D/A | 13.8% | Passive |
| Jan 20, 2026 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D/A | 12.5% | Passive |
| Nov 5, 2025 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D | 10.1% | Passive |
| Sep 15, 2025 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D/A | 8.9% | Passive |
| Jun 23, 2025 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D/A | 7.5% | Passive |
| Jun 13, 2025 | Globalharvest Holdings Venture Ltd | SCHEDULE 13D | 6.3% | Passive |
Insider trading
- Open-market buys, 12 mo
- $80M · 44
- Open-market sells, 12 mo
- $3M · 10
- Net
- $77M
Pay vs performance
No pay-versus-performance disclosure yet.