Snapshot
J M SMUCKER Co reported $2.27B of revenue in Q4 2026, up 5.8% year over year, with diluted EPS of $3.64 and an operating margin of 19.6%.
- Revenue
- $2.27B
- YoY growth
- +5.8%
- Diluted EPS
- $3.64
- Operating margin
- 19.6%
$2.27B
Revenue
+5.8%
YoY growth
$3.64
Diluted EPS
19.6%
Operating margin
01 Key takeaways
What management said
- •Tucker Marshall, Chief Financial Officer and Executive Vice President, Frozen Handheld and Spreads and Sweet Baked Snacks, will then provide a detailed analysis of the financial results in our fiscal year 2027 outlook.
- •During the fourth quarter, the company completed its annual evaluation of operating segments and, as a result, the away from home business met the criteria to be presented as a reportable segment.
- •The company has updated its presentation of segment results accordingly, and prior year amounts have been modified to reflect this change.
- •Eastern Time today for a live question and answer session with management to further discuss our fourth quarter results and next year's outlook for fiscal year 2027.
- •We are pleased with our fiscal year 2026 results, as we have exceeded the midpoint of our original guidance for the year while effectively navigating a dynamic external environment.
- •This is our seventh consecutive year of comparable top-line growth when excluding contract manufacturing sales related to divested pet food brands.
- •We exceeded our free cash flow expectations, generating $1.2 billion, which enabled us to pay down more debt than originally anticipated.
- •We will continue to prioritize disciplined capital deployment, and as we reduce debt, we will evaluate opportunities for share repurchases.
- •We are carrying meaningful momentum into fiscal year 2027 with strategic priorities that position the company to deliver strong near-term results while driving long-term growth.
- •Total company net sales increased 6%, driven by growth in the coffee, away from home, pet foods, and frozen handheld and spread segments.
- •We also delivered segment profit growth across all of our reportable segments, reflecting disciplined execution and cost management.
- •As a result of our net sales and profit growth, adjusted earnings per share increased 20% versus the prior year.
SourcesCompany financials · earnings call
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