Inferra AI / Company / SJM
J.M. Smucker Company
SJM · Consumer Staples
Last earnings Aug 26, 2026
Key results
EPSquarter
$1.90
Adjusted earnings per share was $1.90, a decrease of 22 percent.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Free cash flowquarter
$94.9
Free cash flow was ($94.9) million compared to $49.2 million in the prior year.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Free cash flow was ($94.9) million, compared to $49.2 million in the prior year, reflecting the decrease in cash provided by operating activities, partially offset by a decrease in capital expenditures as compared to the prior year.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Retail Coffee Net revenuequarter
$717.2
Retail Coffee Net Sales Segment Profit Segment Profit Margin FY26 Q1 Results $717.2 $134.2 18.7% Increase (decrease) vs.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Spreads Net revenuequarter
$484.7
Retail Frozen Handheld and Spreads Net Sales Segment Profit Segment Profit Margin FY26 Q1 Results $484.7 $114.3 23.6% Increase (decrease) vs.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Pet Foods Net revenuequarter
$368.0
Retail Pet Foods Net Sales Segment Profit Segment Profit Margin FY26 Q1 Results $368.0 $101.3 27.5% Increase (decrease) vs.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Baked Snacks Net revenuequarter
$253.2
Sweet Baked Snacks Net Sales Segment Profit Segment Profit Margin FY26 Q1 Results $253.2 $34.2 13.5% Increase (decrease) vs.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
From Home Net revenuequarter
$290.2
International and Away From Home Net Sales Segment Profit Segment Profit Margin FY26 Q1 Results $290.2 $65.5 22.6% Increase (decrease) vs.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
AI analysis
Q1 FY2026 · reported Aug 27, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $1.90 | — | — |
| Free cash flow | $94.9 | — | — |
| Retail Coffee Net revenue | $717.2 | — | — |
| Spreads Net revenue | $484.7 | — | — |
| Pet Foods Net revenue | $368.0 | — | — |
| Baked Snacks Net revenue | $253.2 | — | — |
| From Home Net revenue | $290.2 | — | — |
Guidance · company-stated
“increase vs. prior year 3.0% to 5.0% 2.0%”
“$8.50”
“(in millions) $975.0 $875.0”
“(in millions) $325.0 $325.0”
“23.8 % 23.7 %”
Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.
Cash flow & capex
Capital allocation
Cash Flow and Debt Cash used for operating activities was $10.6 million, compared to cash provided by operating activities of $172.9 million in the prior year, primarily reflecting lower net income (loss) and the related impacts to income and other taxes, partially offset by less cash required to fund working capital requirements.
Event summary
Announces Fiscal 2026 First Quarter Results
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Net sales: “Net sales increase vs. prior year 3.0% to 5.0% 2.0%”
Adjusted earnings per share: “Adjusted earnings per share $8.50”
Free cash flow: “Free cash flow (in millions) $975.0 $875.0”
Capital expenditures: “Capital expenditures (in millions) $325.0 $325.0”
tax rate: “tax rate 23.8 % 23.7 %”
Net sales (“OUTLOOK”)
“Net sales increase vs. prior year 3.0% to 5.0% 2.0%”
Adjusted earnings per share (“OUTLOOK”)
“Adjusted earnings per share $8.50”
Free cash flow (“OUTLOOK”)
“Free cash flow (in millions) $975.0 $875.0”
Capital expenditures (“OUTLOOK”)
“Capital expenditures (in millions) $325.0 $325.0”
tax rate (“OUTLOOK”)
“tax rate 23.8 % 23.7 %”
Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.
Capital allocation
Cash Flow and Debt Cash used for operating activities was $10.6 million, compared to cash provided by operating activities of $172.9 million in the prior year, primarily reflecting lower net income (loss) and the related impacts to income and other taxes, partially offset by less cash required to fund working capital requirements.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Free cash flow was ($94.9) million, compared to $49.2 million in the prior year, reflecting the decrease in cash provided by operating activities, partially offset by a decrease in capital expenditures as compared to the prior year.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Free cash flow is now expected to be approximately $975.0 million at the midpoint of our adjusted earnings per share guidance range, with capital expenditures of $325.0 million.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
10 Table of Contents Note 6: Debt and Financing Arrangements The following table summarizes the components of our long-term debt.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
In March 2025, we entered into a $ 650.0 senior unsecured delayed-draw Term Loan Credit Agreement ( Term Loan ).
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
Borrowings under the Term Loan bear interest on the prevailing Secured Overnight Financing Rate ( SOFR ) and are payable at the end of the borrowing term.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
Strategy & priorities
We remain focused on investing in our key growth platforms which will enable us to deliver long-term growth and increase shareholder value.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Our performance was driven by the strength of our differentiated portfolio, disciplined execution against our strategic priorities, and continued investment in our brands and capabilities.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
To support continued growth and navigate these evolving market conditions, we remain focused on executing our company-wide transformation initiative, which is designed to translate our continuous improvement mindset into sustainable productivity gains.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
Risks & headwinds
Forward-Looking Statements This press release contains forward-looking statements, such as projected net sales, operating results, earnings, and cash flows that are subject to risks and uncertainties that could cause actual results to differ materially from future results expressed or implied by those forward-looking statements.
SEC original ↗J.M. Smucker Company — Earnings release (8-K exhibit)EX-99Aug 27, 2025
Legal Proceedings 32 Item 1A.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
Note 12: Contingencies We, like other food manufacturers, are from time to time subject to various administrative, regulatory, and other legal proceedings arising in the ordinary course of business.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
We are currently a defendant in a variety of such legal proceedings, and while we cannot predict with certainty the ultimate results of these proceedings or potential settlements associated with these or other matters, we have accrued losses for certain contingent liabilities that we have determined are probable and reasonably estimable at July 31, 2026.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
Class Action Lawsuits: We are defendants in a series of putative class action lawsuits that were transferred to the U.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
Tariff Refunds: In April 2026, we initiated claims for refunds on tariffs previously paid under the International Emergency Economic Powers Act ( IEEPA ) on certain imported goods.
SEC original ↗J.M. Smucker Company — 10-Q Quarterly report10-QAug 26, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 10-QSJM
Aug 26, 2026
- 8-KSJM
Aug 26, 2026
- 8-KSJM
Aug 17, 2026
- Q1 2026
- 10-KSJM
Jun 9, 2026
- 8-KSJM
Jun 9, 2026
- Q4 2025
- 8-KSJM
Mar 3, 2026
- 8-KSJM
Feb 26, 2026
- 10-QSJM
Feb 26, 2026
- 8-KSJM
Feb 26, 2026
- 8-KSJM
Feb 10, 2026
- Q3 2025
- 10-QSJM
Nov 25, 2025
- 8-KSJM
Nov 25, 2025
- Q2 2025
- 10-QSJM
Aug 27, 2025
- 8-KSJM
Aug 27, 2025
- 8-KSJM
Aug 18, 2025
- Q1 2025
- 10-KSJM
Jun 18, 2025
- 8-KSJM
Jun 10, 2025
- 8-KSJM
Apr 30, 2025
- Q4 2024
- 8-KSJM
Mar 7, 2025
- 10-QSJM
Feb 27, 2025
- 8-KSJM
Feb 27, 2025
- Q3 2024
- 8-KSJM
Dec 17, 2024
- 8-KSJM
Dec 3, 2024
- 10-QSJM
Nov 26, 2024
- 8-KSJM
Nov 26, 2024
- Q2 2024
- 10-QSJM
Aug 28, 2024
- 8-KSJM
Aug 28, 2024
- 8-KSJM
Aug 15, 2024
- Q1 2024
- 10-KSJM
Jun 18, 2024
- 8-KSJM
Jun 6, 2024
Earnings releases
11 documentsPresentations
0 documentsNo presentations for J.M. Smucker Company are held in this edition of the library.
Transcripts
0 documentsNo transcripts for J.M. Smucker Company are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention J.M. Smucker Company by name or ticker. A mention is counted once per document, from the document text the library holds.
“ Interest expense – net (82.3) (100.2) (18) % Other income (expense) – net (1.4)… …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.”
“) % 4.0 % (7.7) % Interest expense – net (87.9) (94.2) (7) % (381.2) (388.7) (2) % … …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”
See also the earnings calendar for every tracked company’s next earnings date.