FINHUB Insights

SJM · Q2 FY26 · Aug 1 – Oct 31, 2025

J.M. Smucker Q2 FY26: where the revenue came from and where it went

J.M. Smucker Q2 FY26: revenue $2.3B (+3% year over year). Net profit $0.2B. Largest cohort U.S.Retail Coffee $0.8B. The whole income statement as a sankey diagram from the SEC filing.

Period
Aug 1 – Oct 31, 2025
Reported
Nov 25, 2025 10-Q
Sankey diagram of J.M. Smucker's income statement for Q2 FY26: revenue of $2.3 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$2.3B +3% year over year
Gross profit$0.9B 37% margin
Operating profit$0.4B 18% margin
Net profit$0.2B 10% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Oct 31, 2025).
ItemValueShare of revenueYear 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−1.565%
Gross profit0.937% margin−2pp
SG&A−0.417%+0pp
G&A−0.14%+0pp
Operating profit0.418% margin+10pp
Tax−0.1
Interest & other costs−0.1
Net profit0.210%+11pp
Filing on EDGAR More quarters of SJM

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

Older quarters