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| Date | Value |
|---|---|
| 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 |