Hershey (HSY) Invested Capital (2009 - 2026)

Hershey (HSY) reported Invested Capital of $9.9 billion for Q1 2026, up 91.37% year-over-year from $5.2 billion in Q1 2025, and up 1.03% quarter-over-quarter from $9.8 billion in Q4 2025.

Hershey (HSY) Invested Capital (2009 - 2026) Analysis & Trends

Hershey (HSY) has 18 years of Invested Capital data on file, last reported at $9.9 billion in Q1 2026.

  • Invested Capital for Q1 2026 came in at $9.9 billion, up 91.37% year-over-year; the trailing twelve-month figure through Mar 2026 was $9.9 billion (up 91.37% YoY), and the FY2025 annual result was $9.8 billion, up 15.41% from the prior year.
  • Invested Capital grew to $9.9 billion in Q1 2026 per HSY's latest filing, from $9.8 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $10.0 billion in Q2 2025 and troughed at $4.0 billion in Q3 2023.
  • A 5-year average of $7.9 billion and a median of $8.1 billion in 2024 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2023 and 2024: Invested Capital tumbled 42.09% in 2023, then jumped 100.37% in 2024.
  • A 5-year view of Invested Capital shows it stood at $7.4 billion in 2022, then increased by 10.76% to $8.2 billion in 2023, then rose by 3.86% to $8.5 billion in 2024, then grew by 15.41% to $9.8 billion in 2025, then rose by 1.03% to $9.9 billion in 2026.
  • Business Quant data shows HSY's Invested Capital at $9.9 billion in Q1 2026, $9.8 billion in Q4 2025, and $9.7 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Mondelez International 80.71 Bn 79.24 Bn 2.80 Bn 28.48 Bn
2 Hershey 9.96 Bn 9.08 Bn 1.22 Bn 9.92 Bn
3 Tootsie Roll Industries 2.93 Bn 2.87 Bn 51.29 Mn 949.75 Mn
4 Sow Good 40.34 Mn 38.02 Mn - -1.45 Mn
5 Rocky Mountain Chocolate Factory 12.93 Mn 11.72 Mn -13.21 Mn 5.23 Mn
6 Tootsie Roll Industries - - 51.29 Mn 949.75 Mn

Historic Data

Download Data
DateValue
Mar 29, 2026 9.92 Bn
Dec 31, 2025 9.82 Bn
Sep 28, 2025 9.74 Bn
Jun 29, 2025 9.99 Bn
Mar 30, 2025 5.18 Bn
Dec 31, 2024 8.51 Bn
Sep 29, 2024 8.30 Bn
Jun 30, 2024 8.10 Bn
Mar 31, 2024 8.20 Bn
Dec 31, 2023 8.19 Bn
Oct 1, 2023 8.06 Bn
Jul 2, 2023 4.04 Bn
Apr 2, 2023 7.56 Bn
Dec 31, 2022 7.40 Bn
Oct 2, 2022 7.18 Bn
Jul 3, 2022 6.98 Bn
Apr 3, 2022 7.01 Bn
Dec 31, 2021 6.85 Bn
Oct 3, 2021 6.64 Bn
Jul 4, 2021 6.37 Bn