Filing Flows › J M Smucker (SJM) › Q4 FY26 › vs Q4 FY25
J M Smucker (SJM) Q4 FY26 vs Q4 FY25 (year over year)
J M Smucker's revenue rose $124M (+6%) from $2.1B in Q4 FY25 to $2.3B in Q4 FY26. Gross margin 38.0% against 38.4% (-0.4 pts).
J M Smucker, Q4 FY26: revenue $2.3B (+6% year over year), operating margin 19.6%, net earnings $388M, operating cash flow $579M. The chart draws each line against Q4 FY25, the increases inside each band.
Margins
| Q4 FY26 | Q4 FY25 | Change | |
|---|---|---|---|
| Gross margin | 38.0% | 38.4% | -0.4 pts |
| Operating margin | 19.6% | -27.9% | +47.5 pts |
| Net margin | 17.1% | -34.0% | +51.1 pts |
| Free cash flow margin | 21.3% | 13.9% | +7.4 pts |
Every line
| Line | Q4 FY26 | Q4 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $2.3B | $2.1B | $124M | +6% |
| Gross profit | $862M | $823M | $38.8M | +5% |
| Cost of revenue | $1.4B | $1.3B | $85.5M | +6% |
| Operating profit | $444M | −$599M | $1.0B | — |
| Operating expenses | $418M | $1.4B | −$1.0B | -71% |
| Pre-tax earnings | $328M | −$697M | $1.0B | — |
| Other expense, net | $117M | $98.0M | $18.9M | +19% |
| SG&A | $358M | $381M | −$22.8M | -6% |
| Other operating costs | $59.8M | $1.0B | −$982M | -94% |
| Income tax benefit | $60.5M | −$31.9M | $92.4M | — |
| Net earnings | $388M | −$729M | $1.1B | — |
| Depreciation & amortization | $134M | $123M | $11.0M | +9% |
| Share-based compensation | $3.2M | $4.7M | −$1.5M | -32% |
| Working capital & other | $53.5M | $995M | −$941M | -95% |
| Operating cash flow | $579M | $394M | $185M | +47% |
| Free cash flow (OCF − capex) | $484M | $299M | $185M | +62% |
| Capital expenditures | $95.3M | $95.0M | $300K | +0.3% |
Questions
How much did J M Smucker's revenue grow year over year in Q4 FY26?
J M Smucker's revenue rose $124M (+6%) from $2.1B in Q4 FY25 to $2.3B in Q4 FY26. Gross margin 38.0% against 38.4% (-0.4 pts).