Seaboard Corp (SEB)
AMEXIndustrialsConglomeratesSnapshot 2026-09-04
$4323.58+0.62%
Close 2026-09-04 · 1-day change
AMEXIndustrialsConglomeratesSnapshot 2026-09-04
QuarterlyIQ Insights · SEB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks SEB against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue paying a quarterly cash dividend of $2.25 per share as declared by the Board of Directors.
Stated as a priority in 2 of last 2 quarters. The Board declared and paid a stable quarterly cash dividend of $2.25 per share in both 2026-Q1 and 2026-Q2. This reflects consistent delivery on the dividend policy.
“Board declared a quarterly cash dividend of $2.25 per share payable August 24, 2026.”
“Board declared a quarterly cash dividend of $2.25 per share payable May 25, 2026.”
Focus on increasing operating income and net income as key financial performance metrics.
Stated as a priority in 2 of last 2 quarters. Operating income increased from $38M in 2025-Q1 to $96M in 2026-Q1, and net income rose from $32M to $120M over the same period. The trajectory shows delivering growth in profitability.
Maintain quarterly revenue levels near $2.4 billion to ensure stable top-line performance.
Stated as a priority in 2 of last 2 quarters. Revenue was $2.48B in 2025-Q2 and $2.4B in 2026-Q1, consistent with guidance of $2.4B for 2026-Q1. The revenue level is stable around the stated target.
Over the trailing year it converted 0.31x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
1 material management or governance event in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“Operating income $96M and net income $120M for 2026-Q1, up from prior year.”
“Operating income $38M and net income $32M for 2025-Q1.”
“Net sales $2.4 billion for 2026-Q1, consistent with guidance.”
“Revenue was $2.48 billion in 2025-Q2, near $2.4 billion target.”