Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+0.85%
$132.01
100% positive prob.
5-Day Prediction
+3.35%
$135.29
100% positive prob.
20-Day Prediction
+4.71%
$137.06
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | BUY | +0.85% | +3.35% | +4.71% | 99.9% | Pending |
| Q1 2026 | BUY | +0.44% | +3.37% | +5.46% | 100.0% | +3.20% |
| Q4 2025 | SELL | -0.37% | -2.34% | -4.55% | 78.3% | -4.02% |
SEC 8-K filings with transcript text
Aug 26, 2026 · 100% conf.
1D
+0.85%
$132.01
Act: +0.72%
5D
+3.35%
$135.29
20D
+4.71%
$137.06
2 sjm20260826exhibit991.htm
Document
Exhibit 99.1
The J.M. Smucker Co. Announces Fiscal Year 2027 First Quarter Results and Updates Full-Year Fiscal 2027 Outlook
ORRVILLE, Ohio, Aug. 26, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced results for the first quarter ended July 31, 2026, of its 2027 fiscal year. All comparisons are to the first quarter of the prior fiscal year, unless otherwise noted.
•Net sales was $2.2 billion, an increase of $106.0 million, or 5 percent.
•Net income per diluted share was $3.03. Adjusted earnings per share was $3.24, an increase of 71 percent, which included an $0.84 benefit from tariff refunds received in the quarter.
•Cash provided by operating activities was $425.7 million compared to cash used for operating activities of $10.6 million in the prior year.
•Free cash flow was $337.3 million compared to ($94.9) million in the prior year.
•The Company updated its fiscal 2027 outlook, with net sales now expected to decrease 1.0 to 2.0 percent, adjusted earnings per share to range from $10.50 to $11.00, and free cash flow of approximately $1.1 billion.
“Our first quarter results exceeded our expectations for both net sales and adjusted earnings per share, demonstrating continued momentum across the Company,” said Mark Smucker, Chief Executive Officer, President and Chair of the Board. “Our performance reflects the strength of our differentiated portfolio, disciplined execution against our strategic priorities, and the investments we continue to make in our brands and capabilities.”
“Based on our strong first quarter performance and expectations for the remainder of the year, we are increasing our net sales, adjusted earnings per share, and free cash flow outlook for the fiscal year. We are focused on advancing our strategic priorities of driving organic volume growth across our key platforms, improving profitability and accelerating earnings growth, and maintaining a disciplined approach to capital deployment. We remain confident in our ability to deliver long-term growth and increase shareholder value.”
Three Months Ended July 31,
20262025% Increase (Decrease)
(Dollars and shares in millions, except per share data)
Net sales$2,219.3 $2,113.3 5 %
Operating income$511.6 $45.6 n/m
Adjusted operating income540.7 370.3 46 %
Net income (loss) per common share – assuming dilution $3.03 ($0.41)n/m
Adjusted earnings per share – assuming dilution$3.24 $1.90 71 %
Weighted-average shares outstanding – assuming dilution107.1 106.6 — %
Net Sales
Net sales increased $106.0 million, or 5 percent. The increase in net sales reflects a 4 percentage point increase from net price realization, primarily driven by higher net pricing for coffee. Net sales also reflects a 1 percentage point increase from volume/mix, primarily driven by increases for Uncrustables® sandwiches and coffee, partially offset by decreases for sweet baked goods and peanut butter.
Operating Income
Gross profit increased $504.9 million, or 106 percent. The increase primarily reflects lower costs, including a net favorable impact of derivative gains and losses, as well as tariff refunds, higher net price realization, and favorable volume/mix. Gross profit included tariff refunds received of approximately $115.0 million during the quarter. Operating income increased $466.0 million, primarily reflecting the increase in gross profit, partially offset by an increase in selling, distribution, and administrative (“SD&A”) expenses.
Adjusted gross profit increased $207.0 million, or 28 percent. The difference between adjusted gross profit and generally accepted accounting principles (“GAAP”) results reflects the exclusion of the change in net cumulative unallocated derivative gains and losses and special project costs. Adjusted operating income increased $170.4 million, or 46 percent, which further reflects the exclusion of amortization expense and other special project costs as compared to GAAP operating income.
Interest Expense and Income Taxes
Net interest expense decreased $17.9 million, primarily due to reduced debt outstanding as compared to the prior year. Net interest expense included $4.0 million of interest income associated with the receipt of tariff refunds during the quarter.
The effective income tax rate was 24.2 percent in the quarter, as compared to 22.3 percent in the prior year. The increase in the effective income tax rate was primarily due to the impact of the loss before income taxes in the prior year. The adjusted effective income tax rate was 24.2 percent in the quarter and the prior year.
Cash Flow and Debt
Cash provided by operating activities was $425.7 million, compared to cash used for operating activities of $10.6 million in the prior year, primarily reflecting higher net income (loss) adjusted for noncash items and less cash required to fund working capi
Jun 9, 2026 · 100% conf.
1D
+0.44%
$112.88
Act: +4.15%
5D
+3.37%
$116.18
Act: +3.20%
20D
+5.46%
$118.53
Act: -1.35%
2 sjm06092026exhibit991.htm
Document
Exhibit 99.1
The J.M. Smucker Co. Announces Fiscal Year 2026 Fourth Quarter Results and Provides Full-Year Fiscal 2027 Outlook
ORRVILLE, Ohio, June 9, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced results for the fourth quarter of its fiscal year ending April 30, 2026. Financial results for the fourth quarter and fiscal year reflect the divestiture of certain Sweet Baked Snacks value brands on March 3, 2025, and the divestiture of the Voortman® business on December 2, 2024. All comparisons are to the fourth quarter of the prior fiscal year, unless otherwise noted.
Fourth Quarter Highlights
•Net sales for the quarter was $2.3 billion, an increase of $124.3 million, or 6 percent. Net sales excluding the divestiture and foreign currency exchange increased 6 percent.
•Net income per diluted share was $3.64 in the quarter. Adjusted earnings per share was $2.77, an increase of 20 percent.
•Cash provided by operations for the quarter was $579.2 million compared to $393.9 million in the prior year.
•Free cash flow was $483.9 million for the quarter compared to $298.9 million in the prior year.
Fiscal Year 2026 Highlights
•Net sales for the fiscal year was $9.1 billion, an increase of 4 percent. Fiscal year 2026 net sales excluding the divestitures and foreign currency exchange increased 5 percent.
•Net loss per diluted share for the fiscal year was $1.30. Adjusted earnings per share was $9.15, a decrease of 10 percent.
•Cash provided by operations for the fiscal year was $1.5 billion compared to $1.2 billion in the prior year.
•Free cash flow for the fiscal year was $1.2 billion compared to $816.6 million in the prior year.
•Return of cash to shareholders through dividends was $464.7 million for the fiscal year.
•Total debt repayment for the fiscal year was $720.0 million.
Fiscal Year 2027 Outlook Highlights
•The Company provided its fiscal year 2027 outlook, with net sales expected to decrease 3.0 to 4.0 percent, adjusted earnings per share to range from $9.75 to $10.25, and free cash flow of approximately $1.0 billion.
"Our strong fourth quarter results demonstrate the continued strength of our focused strategy and portfolio enhancement efforts, which have transformed the Company over time,” said Mark Smucker, Chief Executive Officer, President and Chair of the Board. "We delivered positive net sales and earnings growth in the quarter, while navigating a dynamic external environment, and we are entering fiscal year 2027 with meaningful momentum."
"Looking ahead, our strategic priorities for the fiscal year are to — drive focused organic volume growth across our key platforms, improve profitability and accelerate earnings growth, and maintain a disciplined approach to capital deployment. Our strategy is working, and the strong foundation we have established gives us confidence in our ability to drive long-term growth and create shareholder value."
Three Months Ended April 30,
20262025% Increase (Decrease)
(Dollars and shares in millions, except per share data)
Net sales$2,268.1 $2,143.8 6 %
Operating income (loss)$444.5 ($599.1)n/m
Adjusted operating income482.1 422.4 14 %
Net income (loss) per common share – assuming dilution$3.64 ($6.85)n/m
Adjusted earnings per share – assuming dilution2.77 2.31 20 %
Weighted-average shares outstanding – assuming dilution106.9 106.4 — %
Net Sales
Net sales increased $124.3 million, or 6 percent. Excluding $5.1 million of noncomparable net sales in the prior year related to the divestiture of certain Sweet Baked Snacks value brands and $3.1 million of favorable foreign currency exchange, net sales increased $126.3 million, or 6 percent.
The increase in comparable net sales reflects a 10 percentage point increase from net price realization, primarily driven by higher net pricing for coffee and sweet baked goods. Comparable net sales also reflects a 4 percentage point decrease from volume/mix, primarily driven by decreases for coffee and sweet baked goods, partially offset by an increase for Uncrustables® sandwiches.
Operating Income
Gross profit increased $38.8 million, or 5 percent. The increase primarily reflects higher net price realization, partially offset by higher costs, inclusive of commodity costs and tariffs, and unfavorable volume/mix. Operating income increased $1,043.6 million, primarily reflecting the lapping of noncash impairment charges related to the goodwill of the Sweet Baked Snacks reporting unit and Hostess® brand trademark in the prior year, the increase in gross profit, and a decrease in selling, distribution, and administrative ("SD&A") expenses.
Adjusted gross profit increased $31.1 million, or 4 percent. The difference between adjusted gross profit and generally accepted accounting principles ("GAAP") results reflects the exclusion of the change in net cumu
Feb 26, 2026 · 78% conf.
1D
-0.37%
$115.58
Act: -0.61%
5D
-2.34%
$113.29
Act: -4.02%
20D
-4.55%
$110.72
sjm-202602260000091419false00000914192026-02-262026-02-26
Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934
Date of report (Date of earliest event reported): February 26, 2026
(Exact name of registrant as specified in charter)
Ohio001-0511134-0538550 (State or other jurisdiction of(Commission(IRS Employer incorporation or organization)file number)Identification No.)
One Strawberry Lane Orrville,Ohio44667-0280 (Address of principal executive offices)(Zip code)
Registrant’s telephone number, including area code: (330) 682-3000
Not Applicable (Former name or former address and former fiscal year, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading symbol(s)Name of each exchange on which registered Common shares, no par valueSJMNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging Growth Company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨
Item 2.02 Results of Operations and Financial Condition.
On February 26, 2026, The J. M. Smucker Company (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended January 31, 2026. A copy of the press release is attached to this Current Report on Form 8-K as Exhibit 99.1 and is incorporated herein by reference.
The information in this Current Report on Form 8-K, including the exhibit attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, and shall not be deemed incorporated by reference into any filing under the Exchange Act or the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01 Financial Statements and Exhibits.
(d)Exhibits
Exhibit Number Exhibit Description
99.1 Press Release, dated February 26, 2026
104The cover page of this Current Report on Form 8-K, formatted in Inline XBRL
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
By:/s/ Tucker H. Marshall Tucker H. Marshall Chief Financial Officer | Executive Vice President, Frozen Handheld and Spreads and Sweet Baked Snacks
Date: February 26, 2026
This page provides The J.M. Smucker Company (SJM) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on SJM's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.