SENEASeneca Foods Corp
Canned, Fruits, Veg, Preserves, Jams & Jellies
- Revenue
- —
- Operating margin
- —
- EBITDA
- —
- Market cap
- $1.9B
- Employees
- 2,995
- Net debt / EBITDA
- —
- $130M net debt
- AI in 10-K
- 0.0
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 0 of 7
- TSR below peersNo2 of 5 years3+ of last 5 years
- High CEO pay despite TSRNo$1M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo293% of net incomeCash flow under 80% of net income
- Dilutive SBCNo0% of revenueOver 10% of revenue
- Payouts exceed cash flowNo3% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo92% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeNo$527K · 27th pctBottom quartile of its SIC industry
- Quiet on AIYes0.0 per 10K words · 0th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo1.1× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedYes$1.9B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$323K netNet sales over $10M in 12 months
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.4B | $1.5B | $1.5B | $1.6B | — | |
| Operating income | $64M | $21M | $107M | $78M | — | |
| Net income | $46M | $9M | $63M | $41M | $115M | 178% |
| Operating cash flow | $30M | −$213M | −$83M | $335M | — | |
| Capex | $53M | $71M | $37M | $37M | — | |
| Stock-based comp | $120K | $76K | $246K | $175K | — | |
| Buybacks | $39M | $41M | $33M | $12M | — | |
| Dividends | $23K | $23K | $23K | $23K | — |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $4K · 1
- Open-market sells, 12 mo
- $327K · 1
- Net
- −$323K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $1M | $1M | 321 | 93 |
| FY2025 | $1M | $950K | 189 | 109 |
| FY2024 | $1M | $1M | 121 | 113 |
| FY2023 | $1M | $1M | 111 | 121 |
| FY2022 | $998K | $1M | 109 | 110 |