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Sentiment · FY2027 Q1
As of FY2026 Q4, the Tellvest earnings-call sentiment score for J.M. Smucker Company (The) (SJM) is 8/10.
J.M. Smucker closed fiscal 2026 with GAAP net sales up 5.80% to $2.27 billion and a strong fourth quarter that management called a great quarter, with adjusted EPS of $2.77 up 20% (GAAP EPS swung to a positive $3.64 as the prior year's roughly $980 million Hostess impairment rolled off). The beat was driven by coffee profit recovery as green coffee deflation begins to flow, Uncrustables reaching billion-dollar scale, and over-delivery in frozen handheld and pet. For fiscal 2027 the company introduced guidance for the first time, calling for about $0.85 of adjusted EPS growth year over year even as net sales are guided down 3% to 4% on giving back coffee pricing through trade. Capital allocation was a bright spot, with almost $1.2 billion of free cash flow (a company high), continued debt paydown, and a path toward 3x leverage from 3.8 times. Sweet Baked Snacks and spreads remain works in progress, with Hostess profitability improving but top-line growth still out, and management modeling deflation elasticities prudently given a cautious consumer.
Scored from J.M. Smucker Company (The)’s FY2026 Q4 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $2.27B | +17.2% | $-0.23 | -112.1% | 39.0% | 7.5% | -1.1% | $317M |
| FY2025 Q3 | $2.19B | -1.9% | $-6.21 | -644.7% | 40.2% | -27.2% | -30.3% | $151M |
| FY2025 Q4 | $2.14B | -2.8% | $-6.85 | -397.8% | 38.4% | -27.9% | -34.0% | $299M |
| FY2026 Q1 | $2.11B | -0.6% | $-0.41 | -123.6% | 22.5% | 2.2% | -2.1% | $-95M |
| FY2026 Q2 | $2.33B | +2.6% | $2.26 | +1082.6% | 33.6% | 16.5% | 10.4% | $280M |
| FY2026 Q3 | $2.34B | +7.0% | $-6.79 | -9.3% | 35.8% | 20.2% | -31.0% | $487M |
| FY2026 Q4 | $2.27B | +5.8% | $3.64 | +153.1% | 41.5% | -23.9% | 17.1% | $484M |
| FY2027 Q1 | $2.22B | +5.0% | $3.03 | +839.0% | 44.1% | 23.1% | 14.6% | $337M |