| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 8.71B | 8.73B | 8.18B | 8.53B | 8.00B | 8.00B |
| Gross Profit | 3.06B | 3.38B | 3.12B | 2.80B | 2.70B | 3.14B |
| EBITDA | -452.10M | -155.60M | 1.69B | 573.80M | 1.46B | 1.80B |
| Net Income | -1.46B | -1.23B | 744.00M | -91.30M | 631.70M | 876.30M |
Balance Sheet | ||||||
| Total Assets | 17.74B | 17.56B | 20.27B | 14.99B | 16.05B | 16.28B |
| Cash, Cash Equivalents and Short-Term Investments | 39.30M | 69.90M | 62.00M | 1.14B | 169.90M | 334.30M |
| Total Debt | 8.08B | 7.76B | 8.55B | 4.42B | 4.61B | 4.91B |
| Total Liabilities | 11.82B | 11.48B | 12.58B | 7.70B | 7.91B | 8.16B |
| Stockholders Equity | 5.93B | 6.08B | 7.69B | 7.29B | 8.14B | 8.12B |
Cash Flow | ||||||
| Free Cash Flow | 672.50M | 816.60M | 642.90M | 717.00M | 718.80M | 1.26B |
| Operating Cash Flow | 1.03B | 1.21B | 1.23B | 1.19B | 1.14B | 1.56B |
| Investing Cash Flow | -125.80M | -100.30M | -3.96B | 262.60M | -355.50M | 311.10M |
| Financing Cash Flow | -901.70M | -1.10B | 2.14B | -964.60M | -944.50M | -1.94B |
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | $17.13B | 22.84 | 13.92% | 2.82% | 1.64% | -1.83% | |
| ― | $24.84B | 9.10 | 30.98% | 5.20% | -3.26% | 25.58% | |
| ― | $8.93B | 15.42 | 15.64% | 5.20% | 6.40% | 6.17% | |
| ― | $8.65B | 10.20 | 9.65% | 8.06% | -4.11% | 72.17% | |
| ― | $11.82B | 17.24 | 9.46% | 5.40% | 0.65% | -3.76% | |
| ― | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
| ― | $11.18B | ― | -21.32% | 4.25% | 2.54% | -293.39% |
The recent earnings call for J.M. Smucker Company revealed a mixed sentiment among stakeholders. While there were notable positive developments in the coffee segment, free cash flow, and specific brands such as Uncrustables and Milk Bone, these were counterbalanced by challenges including increased tariffs, soft first-quarter earnings, and volume declines in sweet baked snacks. This mixed sentiment reflects the company’s ongoing efforts to navigate both opportunities and obstacles in the current market environment.
The J.M. Smucker Company, a leading food manufacturer known for its diverse range of brands including Folgers, Jif, and Smucker’s, operates in the food and beverage sector, offering products across North America. In its fiscal 2026 first-quarter earnings report, the company announced a slight decrease in net sales by 1% to $2.1 billion, influenced by recent divestitures. Despite this, the company saw a 2% increase in net sales when excluding these divestitures and foreign currency impacts. Adjusted earnings per share fell by 22% to $1.90, and the company reported a net loss per diluted share of $0.41. Cash flow from operations also saw a significant decline, with cash used for operating activities amounting to $10.6 million, compared to cash provided of $172.9 million in the previous year. The company’s operating income dropped by 87% to $45.6 million, primarily due to increased commodity costs and unfavorable volume/mix. However, the company updated its full-year fiscal 2026 outlook, raising its net sales growth expectations to 3.0% to 5.0%, reflecting confidence in its brand portfolio and strategic initiatives. Looking ahead, J.M. Smucker remains focused on investing in key growth platforms to drive long-term growth and enhance shareholder value, despite the dynamic external environment.
On August 13, 2025, The J. M. Smucker Company held its Annual Meeting of Shareholders virtually, where 89,904,202 shares were represented. Key outcomes included the election of nine directors for a one-year term, the ratification of Ernst & Young LLP as the independent accounting firm for the fiscal year ending April 30, 2026, and the approval of the company’s executive compensation plan. These decisions reflect the company’s ongoing governance and operational strategies, impacting its leadership structure and financial oversight.
The most recent analyst rating on (SJM) stock is a Hold with a $121.00 price target. To see the full list of analyst forecasts on JM Smucker stock, see the SJM Stock Forecast page.