The earnings call presented a mixed performance with strong highlights in net sales growth, EPS improvement, and operational efficiency. However, these positive aspects were counterbalanced by challenges in sales volume declines, increased commodity costs, and specific category struggles, particularly in private label bars and recipe nuts.

Company Guidance

During the fiscal 2025 fourth quarter earnings call, John B. Sanfilippo & Son, Inc. highlighted several key metrics reflecting their financial performance and strategic initiatives. The company reported a record net sales of $1.11 billion for the year, with year-over-year diluted EPS growth of 49.6% and 33.7% in the third and fourth quarters, respectively. Despite a slight 0.2% decrease in fourth-quarter net sales to $269.1 million, the company achieved a 6% increase in the weighted average sales price per pound due to higher commodity costs for most nuts except pecans. Net income for the fourth quarter was $13.5 million, or $1.15 per diluted share, compared to $10 million, or $0.86 per diluted share, in the previous year. The company increased its annual dividend by 5.9% to $0.90 per share and declared a special dividend of $0.60 per share. Additionally, operating expenses decreased to 10.6% of net sales from 13.1% due to lower incentive compensation and freight expenses. Looking forward, the company aims to accelerate volume growth by expanding its private brand bar portfolio and rebuilding its nut and trail business, despite ongoing challenges such as tariffs, inflation, and volatile commodity costs.

Record Net Sales

Net sales increased to a record $1.11 billion for fiscal 2025, surpassing the $1 billion mark for 2 consecutive years.

Earnings Per Share Growth

Year-over-year diluted EPS growth of 49.6% and 33.7% in the third and fourth quarters, respectively.

Dividend Increase

Annual dividend increased by 5.9% to $0.90 per share, with a special dividend of $0.60 per share declared.

Operational Efficiency

Enhancements in spending discipline and increased efficiencies in operations contributed positively to financial performance.

Contract Manufacturing Growth

Sales volume in the contract manufacturing distribution channel increased by 18.7%.

John B Sanfilippo & Son (JBSS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JBSS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2026 (Q1)	- / -	0.995	―	―	―
Aug 26, 2025	2025 (Q4)	- / 1.15	0.86	34.07% (+0.29)	―
Apr 30, 2025	2025 (Q3)	- / 1.72	1.152	49.05% (+0.57)	―
Jan 29, 2025	2025 (Q2)	- / 1.16	1.64	-29.27% (-0.48)	―
Oct 30, 2024	2025 (Q1)	- / 0.99	1.51	-34.11% (-0.52)	―
Aug 20, 2024	2024 (Q4)	- / 0.86	1.26	-31.75% (-0.40)
May 01, 2024	2024 (Q3)	- / 1.15	1.35	-14.67% (-0.20)	―
Jan 31, 2024	2024 (Q2)	- / 1.64	1.45	13.10% (+0.19)	―
Oct 31, 2023	2024 (Q1)	- / 1.51	1.34	12.69% (+0.17)	―
Aug 23, 2023	2023 (Q4)	- / 1.26	1.5	-16.00% (-0.24)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JBSS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$64.33	$65.64	+2.04%
Apr 30, 2025	$64.70	$61.40	-5.10%
Jan 29, 2025	$84.57	$75.58	-10.63%
Oct 30, 2024	$89.98	$80.56	-10.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does John B. Sanfilippo & Son (JBSS) report earnings?

John B. Sanfilippo & Son (JBSS) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is John B. Sanfilippo & Son (JBSS) earnings time?

John B. Sanfilippo & Son (JBSS) earnings time is at Nov 04, 2025, After Close (Confirmed).

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