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Flowers Foods Inc. (FLO) Stock Fundamental Analysis & AI Rating 2026

FLO NYSE Food and Kindred Products GA CIK: 0001128928
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2026-01-03
Combined AI Rating
HOLD
74% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
82% Conf

📊 FLO Key Takeaways

Revenue: $5.3B
Net Margin: 1.6%
Free Cash Flow: $319.1M
Current Ratio: 0.75x
Debt/Equity: 1.35x
EPS: $0.40
AI Rating: HOLD with 65% confidence
Flowers Foods Inc. (FLO) receives a HOLD rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $5.3B, net profit margin of 1.6%, and return on equity (ROE) of 6.4%, Flowers Foods Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete FLO stock analysis for 2026.

Is Flowers Foods Inc. (FLO) a Good Investment?

Claude

Flowers Foods demonstrates solid operational cash generation with $319.1M in free cash flow and a 6.1% FCF margin, supporting its dividend profile typical of mature food companies. However, profitability has deteriorated significantly with net income declining 66.2% YoY despite flat revenue, indicating margin compression and operational headwinds that offset reasonable cash flow strength.

ChatGPT

Flowers Foods shows solid cash-generation capacity, with $446.20M of operating cash flow and $319.09M of free cash flow despite flat revenue. However, the sharp decline in net income and EPS, combined with thin 3.3% operating margin, weak liquidity, and elevated leverage, points to pressured profitability and limited balance-sheet flexibility. Fundamentally, the business appears stable but not strong enough to justify a more bullish view until margin recovery is clearer.

Why Buy Flowers Foods Inc. Stock? FLO Key Strengths

Claude
  • + Strong free cash flow generation ($319.1M) providing capital flexibility despite low net margins
  • + Solid operating cash flow ($446.2M) demonstrating cash conversion capability in capital-intensive business
  • + Stable revenue base at $5.3B with mature market presence in packaged foods sector
  • + Asset base of $4.2B provides scale and operational infrastructure
ChatGPT
  • + Strong operating cash flow and free cash flow generation relative to revenue
  • + Large, established revenue base with flat top-line performance indicating demand resilience
  • + Positive profitability with equity still generating a modest 6.4% ROE

FLO Stock Risks: Flowers Foods Inc. Investment Risks

Claude
  • ! Severe profitability deterioration with net income down 66.2% YoY on flat revenue indicates significant margin compression
  • ! Low liquidity position with current ratio of 0.75x and quick ratio of 0.54x creates refinancing risk
  • ! Elevated leverage with 1.35x debt-to-equity ratio and only 2.3x interest coverage limits financial flexibility
  • ! Minimal cash position ($12.1M) relative to $1.8B long-term debt exposes company to liquidity stress
  • ! Weak profitability metrics with 1.6% net margin and 2.0% ROA suggest structural profitability challenges
ChatGPT
  • ! Net income fell 66.2% year over year, indicating significant earnings pressure
  • ! Current ratio of 0.75x and quick ratio of 0.54x reflect weak near-term liquidity
  • ! High leverage with 1.35x debt-to-equity and only 2.3x interest coverage limits financial flexibility

Key Metrics to Watch

Claude
  • * Operating margin trend - critical given 3.3% current level and pressure from gross margin compression
  • * Net income recovery and sustainability - core issue driving 66.2% YoY decline must stabilize
  • * Debt service coverage and interest coverage ratios - monitor 2.3x level given liquidity constraints
  • * Free cash flow sustainability - must remain strong to service debt and support shareholder returns
  • * Current and quick ratios - liquidity position needs improvement toward healthier 1.0x+ levels
ChatGPT
  • * Operating margin and net margin recovery
  • * Interest coverage and debt reduction progress

Flowers Foods Inc. (FLO) Financial Metrics & Key Ratios

Revenue
$5.3B
Net Income
$83.8M
EPS (Diluted)
$0.40
Free Cash Flow
$319.1M
Total Assets
$4.2B
Cash Position
$12.1M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FLO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 3.3%
Net Margin 1.6%
ROE 6.4%
ROA 2.0%
FCF Margin 6.1%

FLO vs Consumer Sector: How Flowers Foods Inc. Compares

How Flowers Foods Inc. compares to Consumer sector averages

Net Margin
FLO 1.6%
vs
Sector Avg 8.0%
FLO Sector
ROE
FLO 6.4%
vs
Sector Avg 18.0%
FLO Sector
Current Ratio
FLO 0.7x
vs
Sector Avg 1.5x
FLO Sector
Debt/Equity
FLO 1.3x
vs
Sector Avg 0.8x
FLO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Flowers Foods Inc. Stock Overvalued? FLO Valuation Analysis 2026

Based on fundamental analysis, Flowers Foods Inc. shows some fundamental concerns relative to the Consumer sector in 2026.

Return on Equity
6.4%
Sector avg: 18%
Net Profit Margin
1.6%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.35x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Flowers Foods Inc. Balance Sheet: FLO Debt, Cash & Liquidity

Current Ratio
0.75x
Quick Ratio
0.54x
Debt/Equity
1.35x
Debt/Assets
0.0%
Interest Coverage
2.27x
Long-term Debt
$1.8B

FLO Revenue & Earnings Growth: 5-Year Financial Trend

FLO 5-year financial data: Year 2021: Revenue $4.4B, Net Income $164.5M, EPS $0.78. Year 2022: Revenue $4.8B, Net Income $152.3M, EPS $0.72. Year 2023: Revenue $5.1B, Net Income $206.2M, EPS $0.97. Year 2024: Revenue $5.1B, Net Income $228.4M, EPS $1.07. Year 2025: Revenue $5.3B, Net Income $123.4M, EPS $0.58.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Flowers Foods Inc.'s revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.58 reflects profitable operations.

FLO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.1%
Free cash flow / Revenue

FLO Quarterly Earnings & Performance

Quarterly financial performance data for Flowers Foods Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.2B $39.5M $0.19
Q2 2025 $1.2B $58.4M $0.28
Q1 2025 $1.6B $53.0M $0.25
Q3 2024 $1.2B -$46.7M $-0.22
Q2 2024 $1.2B $63.8M $0.30
Q1 2024 $1.5B $70.7M $0.33
Q3 2023 $1.2B $40.5M $0.19
Q2 2023 $1.1B $53.7M $0.25

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Flowers Foods Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$446.2M
Cash generated from operations
Stock Buybacks
$5.5M
Shares repurchased (TTM)
Capital Expenditures
$127.1M
Investment in assets
Dividends Paid
$209.3M
Returned to shareholders

FLO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Flowers Foods Inc. (CIK: 0001128928)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 DEF 14A tm2519497-4_def14a.htm View →
Apr 7, 2026 8-K d144410d8k.htm View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Mar 30, 2026 8-K d103656d8k.htm View →
Mar 5, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FLO

What is the AI rating for FLO?

Flowers Foods Inc. (FLO) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FLO's key strengths?

Claude: Strong free cash flow generation ($319.1M) providing capital flexibility despite low net margins. Solid operating cash flow ($446.2M) demonstrating cash conversion capability in capital-intensive business. ChatGPT: Strong operating cash flow and free cash flow generation relative to revenue. Large, established revenue base with flat top-line performance indicating demand resilience.

What are the risks of investing in FLO?

Claude: Severe profitability deterioration with net income down 66.2% YoY on flat revenue indicates significant margin compression. Low liquidity position with current ratio of 0.75x and quick ratio of 0.54x creates refinancing risk. ChatGPT: Net income fell 66.2% year over year, indicating significant earnings pressure. Current ratio of 0.75x and quick ratio of 0.54x reflect weak near-term liquidity.

What is FLO's revenue and growth?

Flowers Foods Inc. reported revenue of $5.3B.

Does FLO pay dividends?

Flowers Foods Inc. pays dividends, with $209.3M distributed to shareholders in the trailing twelve months.

Where can I find FLO SEC filings?

Official SEC filings for Flowers Foods Inc. (CIK: 0001128928) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FLO's EPS?

Flowers Foods Inc. has a diluted EPS of $0.40.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FLO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Flowers Foods Inc. has a HOLD rating with 74% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FLO stock overvalued or undervalued?

Valuation metrics for FLO: ROE of 6.4% (sector avg: 18%), net margin of 1.6% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy FLO stock in 2026?

Our dual AI analysis gives Flowers Foods Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FLO's free cash flow?

Flowers Foods Inc.'s operating cash flow is $446.2M, with capital expenditures of $127.1M. FCF margin is 6.1%.

How does FLO compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 1.6% (avg: 8%), ROE 6.4% (avg: 18%), current ratio 0.75 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2026-01-03 | Powered by Claude AI