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.
EPS
Actual | 2.35 | 2.57 | 2.37 | 2.39 | 2.45 | 1.89 | 1.9 | 2.43 | 2.33 | 2.23 | 1.67 | 2.4 | 2.21 | 2.64 | 2.21 | 2.59 | 2.48 | 2.66 | 2.44 | 2.76 | 2.61 | 2.31 | 1.9 | 2.1 | 2.38 | |||||||||||||||
Forecast | 2.2257 | 2.2757 | 1.6747 | 2.2273 | 2.1932 | 1.6687 | 1.885 | 2.0458 | 2.0912 | 1.8799 | 1.2723 | 2.1841 | 2.1347 | 2.414 | 2.0165 | 2.4696 | 2.2708 | 2.3452 | 2.1694 | 2.51 | 2.3652 | 2.2435 | 1.9323 | 2.1021 | 2.2743 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.58% | +12.93% | +41.52% | +7.30% | +11.71% | +13.26% | +0.80% | +18.78% | +11.42% | +18.62% | +31.26% | +9.89% | +3.53% | +9.36% | +9.60% | +4.88% | +9.21% | +13.42% | +12.47% | +9.96% | +10.35% | +2.96% | -1.67% | -0.10% | +4.65% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.97B | 2.09B | 1.97B | 2.03B | 2.08B | 1.92B | 1.86B | 2.05B | 2.06B | 2.03B | 1.87B | 2.21B | 2.22B | 2.23B | 1.81B | 1.94B | 2.23B | 2.21B | 2.13B | 2.27B | 2.19B | 2.14B | 2.11B | 2.33B | 2.34B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.97B | 2.04B | 1.81B | 2.01B | 2.01B | 1.88B | 1.80B | 1.95B | 2.04B | 1.98B | 1.87B | 2.17B | 2.22B | 2.17B | 1.84B | 1.95B | 2.22B | 2.24B | 2.13B | 2.27B | 2.23B | 2.18B | 2.12B | 2.32B | 2.32B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.01% | +2.33% | +8.72% | +1.08% | +3.53% | +2.27% | +3.49% | +4.92% | +0.71% | +2.83% | +0.07% | +1.41% | -0.05% | +2.90% | -1.76% | -0.36% | +0.42% | -1.59% | -0.39% | +0.23% | -1.76% | -1.88% | -0.14% | +0.44% | +0.71% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for The J. M. Smucker year over year?What is The J. M. Smucker's gross profit margin?What were the key takeaways from The J. M. Smucker's earnings call?Did The J. M. Smucker beat or miss consensus estimates last quarter?What is The J. M. Smucker's latest dividend and current dividend yield?What is the market's earnings forecast for The J. M. Smucker next quarter?What does The J. M. Smucker do and what are its main business segments?What were the key takeaways from The J. M. Smucker’s earnings call?
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