SJM · J M SMUCKER Co
$118.91
-1.79 (-1.48%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$12.93B
Shares
106.82M
Volume · Sep 30
1.19M
Avg daily vol (3M)
1.39M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$120.70
Open$119.41
Day$118.88–121.17
52W close$89.53–132.34
Avg vol 30d1.4M
Short int4.7M · 4.4% float · 3.6d
Short vol65%
Last earningsAug 26, 2026
DataJan 2020–Sep 2026
Filing10-Q · Aug 26
Up next
Next earnings call
Nov 26, 2026
Est · unconfirmed
· in 8 wks
filed Aug 26, 2026
call held Aug 26, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$9.16B
Trailing 12 months
Net income (TTM)
$229.50M
Trailing 12 months
Revenue growth YoY
+5.0%
Year over year
Operating margin
9.0%
Trailing 12 months
P / E (TTM)
56.4
Trailing earnings · reciprocal yield 1.8%
FCF yield
12.3%
TTM · current market cap
Return on invested capital
3.7%
Trailing 12 months
Net cash
−$6.50B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.1%
Year over year · fewer shares
Price change (1Y)
+12.3%
Trailing year
Short interest
4.4%
Latest settlement · 3.6 days to cover
AI Brief
Q1 FY27 earnings call · Aug 26, 2026
Q1 FY27
TL;DR. Smucker reported a 5% net sales increase and 71% adjusted EPS growth in Q1 FY27, boosted by an $0.84 tariff refund benefit, and raised its full-year FY27 guidance for net sales, adjusted EPS, and free cash flow.
Bullish
- + Company raised full-year FY27 adjusted EPS outlook to $10.50-$11.00 from $9.75-$10.25.
- + Company raised full-year FY27 net sales guidance to a decline of only 1.0-2.0% from a prior expected decline of 3.0-4.0%.
- + Company raised full-year FY27 free cash flow outlook to approximately $1.1 billion from $1.0 billion.
- + Leverage goal of 3x achieved ahead of expectations in Q1, providing flexibility for share repurchases.
Bearish
- − Sweet Baked Snacks segment net sales declined 7% with segment profit down 13% on volume/mix declines of 8 percentage points.
- − Full-year FY27 net sales is still expected to decline 1-2% versus prior year.
- − Mid-single-digit COGS inflation expected, approximately 100 bps higher than prior expectations, driven by freight and other ingredients.
- − Guidance assumes no further tariff impacts beyond the $115 million already received in Q1, creating downside risk.
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 16 · calm
Equity put/call 0.38
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+11%
above
Price vs 50-day avg
−1%
below
RSI (14)
44
neutral
MACD trend
Negative
52-week position
73%
mid-range
Momentum
relative strength
1-month return
−8%
trailing
6-month return
+29%
trailing
YTD return
+23%
this year
Relative strength
+16%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $122 › 200d $108 — 50d above 200d
Institutional flow
Accumulating
+9% holders QoQ · +149 funds added
Insider flow
Distributing
Net -$13.9M over 90 days · 100% sells
Short interest
Rising
4.43% of float · ▲ +5.0% MoM · 3.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
893 holders — mid 3-yr range
Squeeze score
58
elevated · 0–100
Fundamentals
Revenue growth
+4%
Y/Y
Gross margin
34%
contracting
EPS growth
+89%
Y/Y
Free cash flow
$1.2B
Balance sheet
$6.5B
net debt
Quant / Vol
risk profile
Volatility
28%
annualized · 1-yr
Max drawdown
−23%
past year
ATR
2.3%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 26, 2026
Net sales decrease vs. prior year
· full-year fiscal 2027
Initiated
-2% – -1%
Adjusted earnings per share
· full-year fiscal 2027
Non-GAAP
Initiated
$10.50 – $11.00
Free cash flow
· full-year fiscal 2027
Non-GAAP
Initiated
$1.1B
Capital expenditures
· full-year fiscal 2027
Initiated
$325M
Interest expense
· full-year fiscal 2027
Initiated
$335M
Adjusted gross profit margin
· full-year fiscal 2027
Non-GAAP
Initiated
38.75%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+11%
Bullish
Price vs 50-day avg
−1%
Neutral
RSI (14)
44
Neutral
MACD trend
Negative
Bearish
52-week position
73%
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $122 › 200d $108 — 50d above 200d
Institutional flow
Accumulating
+9% holders QoQ · +149 funds added
Insider flow
Distributing
Net -$13.9M over 90 days · 100% sells
Short interest
Rising
4.43% of float · ▲ +5.0% MoM · 3.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
893 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $90
Now $121 · 73%
Range high $132
vs 200-day avg +11%
vs 50-day avg -1%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings per share – assuming dilution non-GAAP | $3.24 | Three Months Ended July 31, 2026 | — |
| Adjusted gross profit non-GAAP | $950.2M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross profit $979.6M
-$29.4M Change in net cumulative unallocated derivative gains and losses
+$0M Cost of products sold – special project costs
= Adjusted gross profit $950.2M
|
|||
| Adjusted gross profit margin non-GAAP | 42.8% | Three Months Ended July 31, 2026 | — |
| Adjusted income non-GAAP | $346.5M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) $324.3M
+$103.6M Income tax expense (benefit)
+$57.9M Amortization
-$29.4M Change in net cumulative unallocated derivative gains and losses
+$0M Cost of products sold – special project costs
+$0.6M Other special project costs
-$110.5M Income taxes, as adjusted
= Adjusted income $346.5M
|
|||
| Adjusted operating income non-GAAP | $540.7M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating income $511.6M
+$57.9M Amortization
-$29.4M Change in net cumulative unallocated derivative gains and losses
+$0M Cost of products sold – special project costs
+$0.6M Other special project costs
= Adjusted operating income $540.7M
|
|||
| Adjusted operating income margin non-GAAP | 24.4% | Three Months Ended July 31, 2026 | — |
| Capital expenditures | $88.4M | the first three months of 2027 filing | — |
| Dividend payments | $116.8M | the first three months of 2027 filing | — |
| Dividends declared per share | $1.12 | the first three months of 2027 filing | — |
| EBITDA (as adjusted) non-GAAP | $637.7M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) $324.3M
+$103.6M Income tax expense (benefit)
+$82.3M Interest expense – net
+$69.6M Depreciation
+$57.9M Amortization
= EBITDA (as adjusted) $637.7M
|
|||
| EBITDA (as adjusted) margin non-GAAP | 28.7% | Three Months Ended July 31, 2026 | — |
| Free cash flow | $337.3M | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by (used for) operating activities $425.7M
-$88.4M Additions to property, plant, and equipment
= Free cash flow $337.3M
|
|||
| Net sales excluding foreign currency exchange non-GAAP | $2.22B | three months ended July 31, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net sales 2.22B
+1.3M Foreign currency exchange
= Net sales excluding foreign currency exchange 2.22B
|
|||
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Packaged Foods — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SJM
this stock
J M SMUCKER Co
|
$12.93B | +23.4% | +3.7% | — | 4.4% |
|
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|
$38.06B | -21.2% | — | — | 1.2% |
|
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|
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|
GIS
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|
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|
MKC
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|
$12.89B | -28.9% | +1.7% | 8.0 | 5.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SJM | -0.3% | -8.0% | +28.7% | -8.0% | +23.4% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | +0.9% | -7.6% | +15.6% | -7.6% | +11.3% |
Capital returns
Buyback program
· as of Jul 31, 2026
Authorized
shares 1.10M
Spent (derived)
shares 0
Remaining
shares 1.10M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.