SJM
The J. M. Smucker·NYSE
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SJM fundamentals
The J. M. Smucker (SJM) released its earnings on Feb 26, 2026: revenue was 2.34B (YoY +7.02%), beat estimates; EPS was 2.38 (YoY -8.81%), beat estimates.
Revenue / YoY
2.34B
+7.02%
EPS / YoY
2.38
-8.81%
Report date
Feb 26, 2026
SJM Earnings Call Summary for Q3,2026
- Elliott Engagement Progress: Constructive discussions focus on operational efficiency, portfolio management, and governance, with Board additions supporting strategic alignment.
- Coffee Margin Improvement: Deflation benefits expected to drive mid-20s segment profit margin in Q4, offsetting tariff headwinds.
- Hostess Challenges: Q3 underperformance due to category trends and operational issues, with Q4 improvement anticipated but long-term stabilization uncertain.
- Amortization Impact: Hostess trademark amortization increased to $210 million annually, reflecting revised growth expectations.
- Uncrustables Growth: 10% sales growth driven by distribution expansion and innovation, with continued focus on category leadership.
Earnings
EPS
Revenue
Revenue & Expenses
SJM has released its 2026 Q3 earnings report, with revenue of 2.34B, reflecting a YoY change of 7.02%, and net profit of -724.20M, showing a YoY change of -9.35%. The Sankey diagram below clearly presents SJM's revenue sources and cost distribution.
Key Indicators
The J. M. Smucker (SJM) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
The J. M. Smucker (SJM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
The J. M. Smucker (SJM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Cash Flow
The J. M. Smucker (SJM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does The J. M. Smucker (SJM) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track The J. M. Smucker (SJM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is the revenue and EPS growth rate for The J. M. Smucker year over year?What is the market's earnings forecast for The J. M. Smucker next quarter?What is The J. M. Smucker's latest dividend and current dividend yield?What is The J. M. Smucker's gross profit margin?Did The J. M. Smucker beat or miss consensus estimates last quarter?What factors drove the changes in The J. M. Smucker's revenue and profit?What were the key takeaways from The J. M. Smucker’s earnings call?What guidance did The J. M. Smucker's management provide for the next earnings period?
