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The J.M. Smucker Company

Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · rok obrotowy: Q1 2027 · opublikowano 26 sie 2026 i 9 cze 2026

Net income down 16.4% on the previous quarter, guidance raised. Management sounded cautious, in its script and in answers to analysts.

1 · Liczby

−16,4%

Zysk netto vs I kw. 2026

Prognoza podniesiona

Zysk netto 324,3 mln vs 388,1 mln

Przychody −2,2%

2 · Jak mówił zarząd

Ostrożny

Less upbeat than 96% of company calls

Answers to analysts: restrained, in line with the script.

Similar to last call.

3 · Co się wyróżniło

The J.M. Smucker Company revised its outlook to mid-single digits for the total company and total venture following the addition of Uncrustables.

Między wierszami

Prognoza ↑

Freight and commodity costs drove inflation above initial expectations coming into the year.

Cytat ze źródła
“And when you think of that sort of underlying mid-single-digit inflation, we're seeing an increase from our initial expectations coming into the year, largely driven by freight and some commodity...”
Prognoza

The company revised its outlook to mid-single digits for the total company and total venture following the addition of Uncrustables.
Słabnie

Peanut butter activity is normal after intentionally not repeating some earlier promotions.

Cytat ze źródła
“You know, we are not seeing unusual activity In the peanut butter category, specifically, obviously, we are--we are the leader... ...component of our frozen handheld and spreads and what I would tell you is you know, having chosen not to repeat some of the promotional activity the behavior of the categories themselves as well as within them continues to be mostly rational. And some of the softness that you have seen in the peanut butter category was in part driven by some volatility.”

Wycena

Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2026-04-30), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.

Aktualna cena

$116.23

zamknięcie z 2026-10-05

Rynek zakłada wzrost o i

+5,4% przez 10 lat

Wartość godziwa / akcję

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Kupuj poniżej

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Cena vs wartość godziwa

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Cena vs cena zakupu

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Wzrost FCF / rok i Stopa dyskontowa i Wzrost rezydualny i Margines bezpieczeństwa i

Ton

Jak optymistyczny był język w porównaniu z innymi spółkamii. Kropka: II kw. 2026. Pierścień: I kw. 2026.

Prezentacja Ostrożny (wcześniej ostrożny)

Odpowiedzi analitykom Powściągliwy (wcześniej optymistyczny)

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“Our strategy is working and the strong foundation we have established gives us confidence in our ability to deliver long-term growth and increase shareholder value.”

“And so just the combination of all of those things has led to also stronger distribution gains and our Away From Home business is performing well, still building out our...”

“And then Milk-Bone also had a good quarter, returning it to volume growth that was supported by innovation, winning in the soft and chewy segment, good marketing there.”

Liczby

USD · SEC EDGAR XBRL (10-Q, period end 2026-07-31)

Pozycja	II kw. 2026period end 2026-07-31	I kw. 2026period end 2026-04-30	Zmiana	II kw. 2025	r/r
Przychody	2,22 mld	2,27 mld	−2,2%	2,11 mld	+5,0%
Zysk brutto ze sprzedaży	979,6 mln	862,1 mln	+13,6%	474,7 mln	+106,4%
Zysk operacyjny	511,6 mln	444,5 mln	+15,1%	45,6 mln	+1021,9%
Zysk netto	324,3 mln	388,1 mln	−16,4%	-43,9 mln	Zysk zamiast straty
Zysk na akcję	3,03	3,64	−16,8%	-0,41	Zysk zamiast straty

Tematy

Najczęściej omawiane teraz

Nowe As you can see or you may have read, J.M. Smucker is increasing preproduction expenses for the year in support of...
Nowe There were a couple of bright spots, honestly, Donettes has been performing really well, outperforming, particularly in the larger bag...
J.M. Smucker continues to be very prudent in its volume mix assumptions for the coffee portfolio as it moves forward.
Andrew, yes, J.M. Smucker did receive an $0.84 benefit from tariff refunds in its first quarter, and it is choosing to...
J.M. Smucker delivered a nice first quarter, both from a top line momentum standpoint and also the profitability flow through as...

Zniknęło od I kw. 2026

Słabnie J.M. Smucker will really begin to experience the deflation associated with green coffee in its second quarter onward just to give...
Słabnie J.M. Smucker thinks that those are generally 1 off events and it will continue to focus on its leadership position in...
Zniknęło In closing, I would like to thank J.M. Smucker's employees for their unwavering focus dedication and outstanding contributions.
Słabnie I encourage you to read the full disclosure concerning forward looking statements and details on J.M. Smucker's non GAAP measures in...