SJMThe J.M. Smucker Company
- Next report
- Nov 24
- Tuesday, in 12 days · before the market opens
- EPS expected
- $2.50
- quarter ending Oct 31, 2026
- Last result
- $3.63Beat
- vs $2.66 expected on Jun 9
- Stock move on it
- +10.44%
- one session
- Price
- $130.83
- +0.72% today · $12.0B cap
Past and upcoming reports
2
| Nov 24, 2026 | Oct 31, 2026 | Before the market opens | $2.50 | not yet | |
| Jun 9, 2026 | Apr 30, 2026 | Time not given | $2.66 | Beat$3.63 | +10.44% |
Pre-earnings read
No pre-earnings read for this report
None for this company right now.
After the report
Jun 9, 2026 report
SJM beats EPS estimates by 37.5% but stock dips slightly amid cautious sales outlook
The J.M. Smucker Company reported Q4 EPS of $3.63 versus $2.64 estimated, a 37.5% beat, but shares fell 0.3% post-earnings. Despite strong EPS growth, revenue growth remains weak at 3.7% TTM, and management signals margin pressures and cautious sales guidance. Institutional ownership remains high at 91.8%, with a forward P/E of 10.8 indicating relative valuation strength.
Reported against expected
BeatReported EPS of $3.63 beat estimates of $2.64 by 37.5%.
Guidance
Management expressed caution on sales growth amid margin pressures, signaling potential challenges ahead.
How the stock reacted
Shares declined 0.3% to $116.49 on the day of the earnings release despite the EPS beat.
What changed
EPS beat estimates by 37.5% with reported $3.63 vs $2.64, but sales growth remains weak at 3.7%.
What the price now assumes
Stock dipped 0.3% reflecting market concern over cautious sales outlook despite EPS beat.
What it means for the business
Maintain neutral bias. watch next quarterly sales update for margin and growth trajectory confirmation.
The next one to three months, as we saw it then
Better case30%
Sales growth stabilizes or improves, margin pressures ease, supporting multiple expansion.
Base case50%
EPS growth remains strong but revenue growth stays modest. cautious guidance persists.
Worse case20%
Sales disappoint further with margin pressures intensifying, leading to valuation multiple compression.
If you hold it
Hold unless next quarter's sales growth falls below 3% or margins deteriorate further.
If you are watching
Consider entry if sales growth exceeds 5% and margins improve. avoid if sales growth remains under 3%.
Scenario odds are a judgement, not measured.