Filing Flows › Sanfilippo John B & Son (JBSS) › Q4 FY26 › vs Q3 FY26
Sanfilippo John B & Son (JBSS) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Sanfilippo John B & Son's revenue fell $1.3M (-0.5%) from $282M in Q3 FY26 to $280M in Q4 FY26. Gross margin 15.7% against 19.1% (-3.3 pts).
Sanfilippo John B & Son, Q4 FY26: revenue $280M (+4% year over year), operating margin 4.4%, net earnings $8.4M, operating cash flow $29.0M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 15.7% | 19.1% | -3.3 pts |
| Operating margin | 4.4% | 8.4% | -4.0 pts |
| Net margin | 3.0% | 6.0% | -3.0 pts |
| Free cash flow margin | 3.5% | -7.6% | +11.2 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $280M | $282M | −$1.3M | -0.5% |
| Gross profit | $44.1M | $53.8M | −$9.6M | -18% |
| Cost of revenue | $236M | $228M | $8.3M | +4% |
| Operating profit | $12.4M | $23.8M | −$11.4M | -48% |
| Operating expenses | $31.7M | $30.0M | $1.7M | +6% |
| Pre-tax earnings | $11.1M | $22.3M | −$11.2M | -50% |
| Other expense, net | $1.3M | $1.5M | −$168K | -11% |
| Sales & marketing | $20.7M | $19.3M | $1.4M | +7% |
| General & admin | $11.1M | $10.7M | $346K | +3% |
| Net earnings | $8.4M | $16.8M | −$8.4M | -50% |
| Income tax | $2.7M | $5.4M | −$2.8M | -50% |
| Depreciation & amortization | $7.0M | $7.0M | −$53K | -0.8% |
| Share-based compensation | $1.2M | $708K | $472K | +67% |
| Working capital & other | $12.4M | −$24.4M | $36.8M | — |
| Operating cash flow | $29.0M | $197K | $28.8M | 147× |
| Free cash flow (OCF − capex) | $9.9M | −$21.5M | $31.4M | — |
| Capital expenditures | $19.1M | $21.7M | −$2.6M | -12% |
Questions
How much did Sanfilippo John B & Son's revenue grow quarter over quarter in Q4 FY26?
Sanfilippo John B & Son's revenue fell $1.3M (-0.5%) from $282M in Q3 FY26 to $280M in Q4 FY26. Gross margin 15.7% against 19.1% (-3.3 pts).