Filing Flows › J&J Snack Foods (JJSF) › Q3 FY26 › vs Q2 FY26
J&J Snack Foods (JJSF) Q3 FY26 vs Q2 FY26 (quarter over quarter)
J&J Snack Foods's revenue rose $81.1M (+24%) from $345M in Q2 FY26 to $426M in Q3 FY26. The biggest changes: Product +$81.5M (+26%); Machine Sales −$337K (-3%); Other Products +$4K (+0.5%). Gross margin 35.5% against 28.8% (+6.7 pts).
J&J Snack Foods, Q3 FY26: revenue $426M (-6% year over year), operating margin 10.9%, net earnings $35.3M, operating cash flow $48.8M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 35.5% | 28.8% | +6.7 pts |
| Operating margin | 10.9% | 0.5% | +10.3 pts |
| Net margin | 8.3% | 0.5% | +7.8 pts |
| Free cash flow margin | 7.2% | -0.1% | +7.4 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Product | $394M | $313M | $81.5M | +26% |
| Repair and Maintenance Service | $21.0M | $21.0M | −$2K | 0% |
| Machine Sales | $9.6M | $10.0M | −$337K | -3% |
| Other Products | $847K | $843K | $4K | +0.5% |
| Revenue | $426M | $345M | $81.1M | +24% |
| Gross profit | $151M | $99.3M | $51.7M | +52% |
| Cost of revenue | $275M | $246M | $29.4M | +12% |
| Operating profit | $46.3M | $1.8M | $44.5M | 26× |
| Operating expenses | $105M | $97.5M | $7.3M | +7% |
| Pre-tax earnings | $46.0M | $2.3M | $43.7M | 20× |
| Sales & marketing | $34.6M | $30.1M | $4.5M | +15% |
| General & admin | $20.1M | $21.2M | −$1.1M | -5% |
| Other operating costs | $50.0M | $46.2M | $3.8M | +8% |
| Net earnings | $35.3M | $1.7M | $33.7M | 21× |
| Income tax | $10.7M | $656K | $10.0M | 16× |
| Depreciation & amortization | $18.8M | $18.9M | −$129K | -0.7% |
| Share-based compensation | $1.6M | $1.7M | −$99K | -6% |
| Working capital & other | $6.9M | $6.6M | $305K | +5% |
| Operating cash flow | $48.8M | $15.7M | $33.1M | +211% |
| Free cash flow (OCF − capex) | $30.7M | −$502K | $31.2M | — |
| Capital expenditures | $18.1M | $16.2M | $1.9M | +12% |
Questions
How much did J&J Snack Foods's revenue grow quarter over quarter in Q3 FY26?
J&J Snack Foods's revenue rose $81.1M (+24%) from $345M in Q2 FY26 to $426M in Q3 FY26.
What drove J&J Snack Foods's revenue change in Q3 FY26?
Product +$81.5M (+26%); Machine Sales −$337K (-3%); Other Products +$4K (+0.5%).