Filing Flows › Consumer Staples › J M Smucker (SJM)
J M Smucker (SJM) earnings and revenue breakdown
Latest: Q1 FY27 · 10-Q filed Aug 26, 2026 · J M Smucker (SJM) Q1 FY27 earnings results →
Q1 FY27 Revenue up 5% year over year to $2.2B · 15¢ of every $1 of revenue kept as net profit · operating margin 23.1%
J M Smucker made $2.2B in Q1 FY27 (+5% Y/Y): U.S. Retail Coffee $808M, U.S. Retail Frozen Handheld and Spreads $499M, U.S. Retail Pet Foods $372M. Operating margin 23.1%, net earnings $324M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 26, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $2.2B in Q1 FY27, up 5% year over year and down 2% from the previous quarter. U.S. Retail Coffee was the largest line at 36% of revenue. U.S. Retail Coffee added $0.09B year over year (up 13%), 85% of the total change. Sweet Baked Snacks declined 7%.
Gross margin was 44.1%, up 21.7 points from Q1 FY26. Operating profit was $0.51B, a 23.1% margin (up 20.9 points year over year). Of the extra revenue versus Q1 FY26, 440% reached operating profit, above the 2% margin then. Operating expenses grew 9% against revenue growth of 5%. The fastest-growing cost line was Other operating costs (+11%). Net earnings were $0.32B. The effective tax rate was 24.2%.
Operating cash flow was $0.43B, 131% of net earnings. Non-cash charges added back $0.13B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.04B. Capital expenditures of $0.09B left free cash flow of $0.34B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q1 FY27 | 10-Q | Aug 26, 2026 | $2.2B | +5% | 23.1% | $324M | $426M |
| Q4 FY26 | 10-K | Jun 9, 2026 | $2.3B | +6% | 19.6% | $388M | $579M |
| Q3 FY26 | 10-Q | Feb 26, 2026 | $2.3B | +7% | -23.4% | −$724M | $558M |
| Q2 FY26 | 10-Q | Nov 25, 2025 | $2.3B | +3% | 18.0% | $241M | $346M |
| Q1 FY26 | 10-Q | Aug 27, 2025 | $2.1B | -0.6% | 2.2% | −$43.9M | −$10.6M |
| Q4 FY25 | 10-K | Jun 18, 2025 | $2.1B | -3% | -27.9% | −$729M | $394M |
| Q3 FY25 | 10-Q | Feb 27, 2025 | $2.2B | -2% | -27.2% | −$662M | $239M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
About J M Smucker
The Company: The J. M. Smucker Company (“Company,” “registrant,” “we,” “us,” or “our”), often referred to as Smucker’s (a registered trademark), was established in 1897 and incorporated in Ohio in 1921. We operate principally in one industry, the manufacturing and marketing of branded food and beverage products on a worldwide basis, although the majority of our sales are in the United States (“U.S.”). Operations outside the U.S. are principally in Canada, although our products are exported to other countries as well. Net sales outside the U.S., subject to foreign currency translation, represented 4 percent of consolidated net sales for 2026. Our branded food and beverage products include a strong portfolio of trusted, iconic, market-leading brands that are sold to consumers primarily through retail outlets in North America.
In its own words, from its 10-K, filed Jun 9, 2026.
J M Smucker against its Canned, Fruits, Veg, Preserves, Jams & Jellies peers
The largest companies of the same SEC industry, each at its latest quarter.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SJM J M Smucker | Q1 FY27 | $2.2B | +5% | 23.1% |
| SENEA Seneca Foods | Q2 FY27 | $493M | +7% | 7.6% |
Source: J M Smucker 10-Q on SEC EDGAR · CIK 91419 · Canned, Fruits, Veg, Preserves, Jams & Jellies
13F: who owns SJM and who is buying
More on SJM
- How J M Smucker makes money: revenue by segment
- J M Smucker next earnings date and what analysts expect
- J M Smucker stock forecast, price target and fair value
- Who owns J M Smucker stock: holders, funds and Congress trades
- Is J M Smucker a takeover target? LBO and rumors
- J M Smucker recalls, complaints and regulation
History
Every quarter: Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results
- J M Smucker guidance history: guided vs reported
- J M Smucker gross margin by quarter
- J M Smucker operating margin by quarter
- J M Smucker net income by quarter
- J M Smucker free cash flow by quarter
- J M Smucker capital expenditures by quarter
- J M Smucker U.S. Retail Coffee revenue by quarter
- J M Smucker U.S. Retail Frozen Handheld and Spreads revenue by quarter
- J M Smucker U.S. Retail Pet Foods revenue by quarter