FINHUB Insights

SJM · Q3 FY26 · Nov 1, 2025 – Jan 31, 2026

J.M. Smucker Q3 FY26: where the revenue came from and where it went

J.M. Smucker Q3 FY26: revenue $2.3B (+7% year over year). Net profit $-0.7B. Largest cohort U.S.Retail Coffee $0.9B. The whole income statement as a sankey diagram from the SEC filing.

Period
Nov 1, 2025 – Jan 31, 2026
Reported
Feb 26, 2026 10-Q
Sankey diagram of J.M. Smucker's income statement for Q3 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 +7% year over year
Gross profit$0.8B 35% margin
Operating profit$-0.5B -23% margin
Net profit$-0.7B -31% margin

The numbers

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Jan 31, 2026).
ItemValueShare of revenueYear 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−1.565%
Gross profit0.835% margin−5pp
SG&A−0.416%−1pp
G&A−0.13%+0pp
Other−0.940%+0pp
Operating profit-0.5-23% margin+4pp
Tax−0.1
Interest & other costs−0.1
Net profit-0.7-31%−1pp
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