| Period | SJM | SPY | Delta |
|---|---|---|---|
| 3M | +9.3% | +11.4% | -2.1% |
| 6M | +15.2% | +8.2% | +7.0% |
| 1Y | +21.1% | +22.9% | -1.7% |
| Metric | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Net sales | $9.05B+3.7% | $8.73B+6.7% | $8.18B-4.1% | $8.53B+6.6% | $8.00B |
| Cost of products sold | $6.02B+12.6% | $5.34B+5.5% | $5.06B-11.6% | $5.73B+8.1% | $5.30B |
| Gross Profit | $3.03B-10.3% | $3.38B+8.6% | $3.12B+11.2% | $2.80B+3.7% | $2.70B |
| Selling, distribution, and administrative expenses | $1.50B-2.1% | $1.53B+5.7% | $1.45B-0.6% | $1.46B+7.0% | $1.36B |
| Amortization | $210.6M-4.0% | $219.3M+14.8% | $191.1M-7.6% | $206.9M-7.5% | $223.6M |
| Goodwill impairment charges | $507.5M-69.5% | $1.66B | $0 | $0 | — |
| Other intangible assets impairment charges | $454.2M+41.5% | $320.9M | $0 | $0-100.0% | $150.4M |
| Other special project costs | $21.1M-41.1% | $35.8M-72.5% | $130.2M+2670.2% | $4.7M-41.3% | $8.0M |
| Loss (gain) on divestitures – net | $0-100.0% | $310.1M+2303.9% | $12.9M-98.7% | $1.02B+10709.4% | -$9.6M |
| Other operating expense (income) – net | -$15.7M+13.3% | -$18.1M-162.0% | $29.2M+171.6% | -$40.8M+26.9% | -$55.8M |
| Operating Income (Loss) | $360.2M+153.5% | -$673.9M-151.6% | $1.31B+729.1% | $157.5M-84.6% | $1.02B |
| Interest expense – net | -$381.2M+1.9% | -$388.7M-47.1% | -$264.3M-73.9% | -$152.0M+5.5% | -$160.9M |
| Other debt gains (charges) – net | $0-100.0% | $30.2M+254.9% | -$19.5M | $0 | $0 |
| Other income (expense) – net | -$41.4M-187.5% | -$14.4M+43.8% | -$25.6M-74.1% | -$14.7M+23.0% | -$19.1M |
| Income (Loss) Before Income Taxes | -$62.4M+94.0% | -$1.05B-205.1% | $996.4M+10930.4% | -$9.2M-101.1% | $843.8M |
| Income tax expense | $76.3M-58.5% | $184.0M-27.1% | $252.4M+207.4% | $82.1M-61.3% | $212.1M |
| Net Income (Loss) | -$138.7M+88.7% | -$1.23B-265.4% | $744.0M+914.9% | -$91.3M-114.5% | $631.7M |
| Net Income (Loss) (in dollars per share) | -$1.30+100.0% | -$11570000.00-262.0% | $7140000.00+930.2% | -$860000.00-114.7% | $5840000.00 |
| Net Income (Loss) - Assuming Dilution (in dollars per share) | -$1.30+100.0% | -$11570000.00-262.3% | $7130000.00+929.1% | -$860000.00-114.8% | $5830000.00 |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
J.M. Smucker beat Q4 expectations with adjusted EPS of $2.77, up 20%, on $2.3B revenue, while providing FY2027 guidance of $9.75-$10.25 adjusted EPS
“Our strong fourth quarter results demonstrate the continued strength of our focused strategy and portfolio enhancement efforts, which have transformed the Company over time.”
| Trade Date | Filed | Owner | Role | Type | Shares | Price | Value | Owned After | ||
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-11 | 2026-06-12 | Knudsen Jeannette L | Chief Legal Officer | Sale | 5,550 | $116.29 | $645K | 16.0K | View | |
| 2026-03-10 | 2026-03-11 | SMUCKER MARK T | Director & CEO, Chair of Board | Sale | 231 | $108.97 | $25K | 12.8K | View | |
| 2026-03-02 | 2026-03-03 | AMIN TARANG | Director | Purchase | 880 | $113.41 | $100K | 4,705 | View |
Informational purposes only, not investment advice.