J.M. Smucker

SJM · Consumer Staples · Market cap $13.1B

Q4 FY26 Apr 30, 2026 reported Jun 9, 2026

Revenue$2.3B +6% year over year

Gross profit$0.9B

Operating profit$0.4B

Net profit$0.4B 17% margin

Numbers and detail

All figures in billions of U.S. dollars, for Q4 FY26 (period ends Apr 30, 2026).
Item	Value	Share of revenue	Year over year
Revenue	2.3	100%	+6%
Sweet Baked Snacks	1	43%	−18%
Away From Home	0.9	39%
Other	0.4	17%	−63%
Cost of revenue	−1.4	61%
Gross profit	0.9	38% margin	+0pp
SG&A	−0.4	16%	−2pp
G&A	−0.1	4%	+0pp
Operating profit	0.4	20% margin	+48pp
Interest & other costs	−0.1
Net profit	0.4	17%	+51pp

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Jan 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	2.3	100%	+7%
U.S.Retail Coffee	0.9	39%	+23%
U.S.Retail Frozen Handheld and…	0.5	22%	+2%
U.S.Retail Pet Foods	0.4	17%	−1%
All Other Segments	0.3	13%	+12%
Sweet Baked Snacks	0.2	9%	−19%
Cost of revenue	−1.5	65%
Gross profit	0.8	35% margin	−5pp
SG&A	−0.4	16%	−1pp
G&A	−0.1	3%	+0pp
Other	−0.9	40%	+0pp
Operating profit	-0.5	-23% margin	+4pp
Tax	−0.1
Interest & other costs	−0.1
Net profit	-0.7	-31%	−1pp

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Oct 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	2.3	100%	+3%
U.S.Retail Coffee	0.8	35%	+21%
U.S.Retail Frozen Handheld and…	0.5	22%	−5%
U.S.Retail Pet Foods	0.4	17%	−7%
All Other Segments	0.4	17%	+9%
Sweet Baked Snacks	0.3	13%	−19%
Cost of revenue	−1.5	65%
Gross profit	0.9	37% margin	−2pp
SG&A	−0.4	17%	+0pp
G&A	−0.1	4%	+0pp
Operating profit	0.4	18% margin	+10pp
Tax	−0.1
Interest & other costs	−0.1
Net profit	0.2	10%	+11pp

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Jul 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	2.1	100%	−1%
U.S.Retail Coffee	0.7	33%	+15%
U.S.Retail Frozen Handheld and…	0.5	24%	−2%
U.S.Retail Pet Foods	0.4	19%	−8%
All Other Segments	0.3	14%	+7%
Sweet Baked Snacks	0.3	14%	−24%
Cost of revenue	−1.6	76%
Gross profit	0.5	22% margin	−15pp
SG&A	−0.4	18%	+0pp
G&A	−0.1	4%	+0pp
Operating profit	0	2% margin	−14pp
Net profit	0	-2%	−11pp

Quarter by quarter

Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q4 FY26	Apr 30, 2026	Jun 9, 2026	$2.3B	+6%	17%	$0.4B	17%
Q3 FY26	Nov 1, 2025 – Jan 31, 2026	Feb 26, 2026	$2.3B	+7%	-22%	$-0.7B	-31%
Q2 FY26	Aug 1 – Oct 31, 2025	Nov 25, 2025	$2.3B	+3%	17%	$0.2B	10%
Q1 FY26	May 1 – Jul 31, 2025	Aug 27, 2025	$2.1B	−1%	0%	$0B	-2%