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SJM · J M SMUCKER Co · Earnings Call Transcripts & Audio

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$118.91 -1.79 (-1.48%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$12.93B
Shares
106.82M
Volume · Sep 30 1.19M Avg daily vol (3M) 1.39M

J M SMUCKER Co Earnings Call Transcripts

Quarterly earnings calls for J M SMUCKER Co (SJM), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲7.6% $2.21B $191.10M '23 Q2 22-11-21 ▲7.7% $2.22B $208.50M '23 Q3 23-02-28 ▲9.9% $2.23B −$600.70M '23 Q4 23-06-06 ▼3.6% $1.81B $183.60M '24 Q1 23-08-29 ▼12.1% $1.94B $194.90M '24 Q2 23-12-05 ▲0.6% $2.23B $120.40M '24 Q3 24-02-27 ▼1.3% $2.21B $245.10M '24 Q4 24-06-06 ▲17.7% $2.13B $185.00M '25 Q1 24-08-28 ▲17.2% $2.27B −$24.50M '25 Q2 24-11-26 ▼1.9% $2.19B −$662.30M '25 Q3 25-02-27 ▼2.8% $2.14B −$729.00M '25 Q4 25-06-10 ▼0.6% $2.11B −$43.90M '26 Q1 25-08-27 ▲2.6% $2.33B $241.30M '26 Q2 25-11-25 ▲7% $2.34B −$724.20M '26 Q3 26-02-26 ▲5.8% $2.27B $388.10M '26 Q4 26-06-09 LATEST ▲5% $2.22B $324.30M '27 Q1 26-08-26
Conference
Investor event
2026-09-08
J M SMUCKER Co (SJM) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-08
J M SMUCKER Co (SJM) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY27 · Q1
2026-08-26
J M SMUCKER Co (SJM) Q1 2027 Earnings Call Transcript
Positive tone Coffee business and commodity volatility Uncrustables and McCalla/McCullough facility COGS and freight inflation
Revenue
$2.22B
▲ 5% YoY
Diluted EPS
$3.03
Gross margin
44.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q4
2026-06-09
J M SMUCKER Co (SJM) Q4 2026 Earnings Call Transcript
Positive tone Portfolio review Coffee segment outlook Uncrustables and frozen handheld
Revenue
$2.27B*
▲ 5.8% YoY
Gross margin
38.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2026-02-26
J M SMUCKER Co (SJM) Q3 2026 Earnings Call Transcript
Balanced tone Coffee segment outlook FY27 guidance and outlook Uncrustables growth
Revenue
$2.34B
▲ 7% YoY
Diluted EPS
$-6.79
Gross margin
35.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Capital Markets Day
Investor event
2026-02-18
J M SMUCKER Co (SJM) February 2026 Capital Markets Day Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2025-11-25
J M SMUCKER Co (SJM) Q2 2026 Earnings Call Transcript
Positive tone Coffee tariffs and pricing Sweet Baked Snacks / Hostess turnaround Cost discipline / SG&A and marketing
Revenue
$2.33B
▲ 2.6% YoY
Diluted EPS
$2.26
Gross margin
37.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-08-27
J M SMUCKER Co (SJM) Q1 2026 Earnings Call Transcript
Balanced tone Tariff impact on guidance Coffee segment pricing and tariffs GLP-1 drugs impact on categories
Revenue
$2.11B
▼ 0.6% YoY
Diluted EPS
$-0.41
▼ 123.6% YoY
Gross margin
22.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-06-10
J M SMUCKER Co (SJM) Q4 2025 Earnings Call Transcript
Positive tone Sweet Baked Snacks / Hostess Underperformance Uncrustables Growth Platform Pet Brands (Milk-Bone and Meow Mix)
Revenue
$2.14B*
▼ 2.8% YoY
Gross margin
38.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-02-27
J M SMUCKER Co (SJM) Q3 2025 Earnings Call Transcript
Positive tone Guidance raise Café Bustelo momentum Hostess / Sweet Baked Snacks challenges
Revenue
$2.19B
▼ 1.9% YoY
Diluted EPS
$-6.22
▼ 650.4% YoY
Gross margin
40.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2024-11-26
J M SMUCKER Co (SJM) Q2 2025 Earnings Call Transcript
Positive tone Pet Portfolio Dynamics Coffee Pricing Hostess Brand Performance
Revenue
$2.27B
▲ 17.2% YoY
Diluted EPS
$-0.23
▼ 112.1% YoY
Gross margin
39.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-08-28
J M SMUCKER Co (SJM) Q1 2025 Earnings Call Transcript
Balanced tone Sweet Baked Snacks / Hostess Coffee Pricing and Costs Pet Snacks / Dog Treats
Revenue
$2.13B
▲ 17.7% YoY
Diluted EPS
$1.74
▼ 2.8% YoY
Gross margin
37.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-06-06
J M SMUCKER Co (SJM) Q4 2024 Earnings Call Transcript
Confident tone Fiscal 2025 Guidance Hostess Brands Acquisition & Integration Pet Foods Portfolio
Revenue
$2.21B*
▼ 1.3% YoY
Gross margin
41.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-02-27
J M SMUCKER Co (SJM) Q3 2024 Earnings Call Transcript
Confident tone Coffee segment performance Pet Food momentum Uncrustables and Frozen Handheld growth
Revenue
$2.23B
▲ 0.6% YoY
Diluted EPS
$1.13
▼ 42.1% YoY
Gross margin
36.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2023-12-05
J M SMUCKER Co (SJM) Q2 2024 Earnings Call Transcript
Revenue
$1.94B
▼ 12.1% YoY
Diluted EPS
$1.90
▲ 6.1% YoY
Gross margin
37.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-08-29
J M SMUCKER Co (SJM) Q1 2024 Earnings Call Transcript
Revenue
$1.81B
▼ 3.6% YoY
Diluted EPS
$1.79
▲ 73.8% YoY
Gross margin
36.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-06-06
J M SMUCKER Co (SJM) Q4 2023 Earnings Call Transcript
Revenue
$2.23B*
▲ 9.9% YoY
Gross margin
35.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-02-28
J M SMUCKER Co (SJM) Q3 2023 Earnings Call Transcript
Revenue
$2.22B
▲ 7.7% YoY
Diluted EPS
$1.95
▲ 204.7% YoY
Gross margin
34.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2022-11-21
J M SMUCKER Co (SJM) Q2 2023 Earnings Call Transcript
Revenue
$2.21B
▲ 7.6% YoY
Diluted EPS
$1.79
▼ 5.8% YoY
Gross margin
31.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-08-23
J M SMUCKER Co (SJM) Q1 2023 Earnings Call Transcript
Revenue
$1.87B
▲ 0.8% YoY
Diluted EPS
$1.03
▼ 27.5% YoY
Gross margin
29.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-06-07
J M SMUCKER Co (SJM) Q4 2022 Earnings Call Transcript
Revenue
$2.03B*
▲ 5.9% YoY
Gross margin
32.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-03-01
J M SMUCKER Co (SJM) Q3 2022 Earnings Call Transcript
Revenue
$2.06B
▼ 0.9% YoY
Diluted EPS
$0.64
▼ 72.4% YoY
Gross margin
33.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2021-11-23
J M SMUCKER Co (SJM) Q2 2022 Earnings Call Transcript
Revenue
$2.05B
▲ 0.8% YoY
Diluted EPS
$1.90
▼ 5.9% YoY
Gross margin
34.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-08-26
J M SMUCKER Co (SJM) Q1 2022 Earnings Call Transcript
Revenue
$1.86B
▼ 5.8% YoY
Diluted EPS
$1.42
▼ 31.7% YoY
Gross margin
34.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-06-03
J M SMUCKER Co (SJM) Q4 2021 Earnings Call Transcript
Revenue
$1.92B*
▼ 8.2% YoY
Gross margin
38.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-02-25
J M SMUCKER Co (SJM) Q3 2021 Earnings Call Transcript
Revenue
$2.08B
▲ 5.3% YoY
Diluted EPS
$2.32
▲ 41.5% YoY
Gross margin
39.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2020-11-24
J M SMUCKER Co (SJM) Q2 2021 Earnings Call Transcript
Revenue
$2.03B
▲ 3.9% YoY
Diluted EPS
$2.02
▲ 9.2% YoY
Gross margin
40.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-08-25
J M SMUCKER Co (SJM) Q1 2021 Earnings Call Transcript
Revenue
$1.97B
▲ 10.8% YoY
Diluted EPS
$2.08
▲ 52.9% YoY
Gross margin
39.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-06-04
J M SMUCKER Co (SJM) Q4 2020 Earnings Call Transcript
Revenue
$2.09B
▲ 10% YoY
Diluted EPS
$1.98
▲ 214.3% YoY
Gross margin
37.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-02-26
J M SMUCKER Co (SJM) Q3 2020 Earnings Call Transcript
Revenue
$1.97B
▼ 2% YoY
Diluted EPS
$1.64
▲ 53.3% YoY
Gross margin
38.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2019-08-27
J M SMUCKER Co (SJM) Q1 2020 Earnings Call Transcript
Revenue
$1.78B
▼ 6.5% YoY
Diluted EPS
$1.36
▲ 16.2% YoY
Gross margin
39.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–31 of 31 earnings calls
Key facts CIK 91419 CUSIP 832696405 13F (30d) 24 filings 13 filers Visit website Investor relations