Company Analysis

The J.M. Smucker Company (SJM)

NYSE: SJM · Canned, Fruits, Veg, Preserves, Jams & Jellies · Orrville, OH · filing with the SEC since 1994
Grade5.3
◀ Past 5.5● Present 4.7▶ Future 5.9
1 est.
The companyfiscal 2026, as filed
Revenue$9.05B+3.7%
Net income-$139M+88.7%
Earnings per share$-1.30+88.8%
Operating cash flow$1.47B+21.7%
Cash$58.6M-16.2%
Debt$6.54B-7.0%
Shareholders’ equity$5.54B-8.9%
Shares, dilutedn/a
Return on equity-2.5%
The recordfrom its filings
Filings in 202678
Newest filingOct 2 · 4
Annual reportJun 9, 2026
Quarterly reportAug 26, 2026
Next report due10-Q by Dec 10
Insider sales, 12 months$17.6M
Insider buys, 12 months$100,000
Patents granted161
Filer categoryLarge accelerated filer
Trailing twelve months to Jul 2026Revenue $9.16BNet income $230MCash from operations $1.91Bthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
17181920212223242526
As filed, in USD. Nothing here is a forecast.

The company now

The J.M. Smucker Co. reported net sales of $2.2 billion, up 5 percent, for the first quarter of its 2027 fiscal year, which ended July 31, 2026 1.

Net income per diluted share was $3.03, against a loss of $0.41 a year earlier 1. Adjusted earnings per share, which leaves out items the company treats as outside normal operations, was $3.24 and included an $0.84 benefit from tariff refunds 12.

Gross profit included tariff refunds of about $115.0 million, which the 10-Q says were recognized in the cost of products sold 13. The 10-Q adds that substantially all requested refunds have been received 3.

Chief executive Mark Smucker said the quarter exceeded the company's expectations for both net sales and adjusted earnings per share 1. The company now expects net sales to fall 1.0 to 2.0 percent for the year and adjusted earnings per share of $10.50 to $11.00 1.

Reuters reported that the earlier forecast was a decline of 3 per cent to 4 per cent 4. The open question is the tariff refunds, which the guidance does not assume will change 1.

As of Nov 3, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

News

Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
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SI Assistanton SJM · research, not advice