SJM maps fiscal 2027 around coffee cost relief, Uncrustables growth and Hostess profit gains, even as it guides net sales down 3%-4%.
The J.M. Smucker Company NYSE: SJM may not pay the highest-yielding dividend among S&P 500 companies, but it still offers a sweet payout and is on track for annual increases alongside share price appreciation. The net result will be a double-digit compound annual growth rate (CAGR) over the subsequent few years, a tidy return for buy-and-hold investors.
SJM tops Q4 earnings estimates on pricing and lower spending, but sales miss as coffee and baked goods volumes slip.
The J. M. Smucker Company (SJM) Q4 2026 Earnings Call Transcript
J M Smucker Co (NYSE:SJM) reported stronger-than-expected fourth-quarter results on Tuesday, with its coffee business leading a broad earnings beat that sent shares up roughly 12%. The Orrville, Ohio-based packaged food company posted net sales of $2.27 billion for the three months ended April 30, 2026, a 6% increase from the same period a year earlier and ahead of analyst estimates.
The headline numbers for Smucker (SJM) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
The The J. M. Smucker Company delivered strong Q4 results, beating EPS and revenue estimates, and reaffirmed a Buy rating based on valuation and technicals. SJM offers a high free cash flow yield (9%) and a 4.3% dividend, with shares trading over 20% below fair value using a conservative 13x P/E. FY 2027 guidance projects adjusted EPS of $9.75–$10.25 and $1.0 billion in free cash flow, despite a 3–4% expected sales dip.
Smucker (SJM) came out with quarterly earnings of $2.77 per share, beating the Zacks Consensus Estimate of $2.65 per share. This compares to earnings of $2.31 per share a year ago.
J. M. Smucker NYSE: SJM reported stronger fourth-quarter results and outlined expectations for fiscal 2027, with management emphasizing growth in key brands, improving profitability and continued debt reduction.
J.M. Smucker guided for sales to decline in the coming year as it leans away from price increases, looking instead to drive volume growth in key areas and improve profitability.
The packaged-food company reports better-than-expected quarterly earnings but mixed guidance for fiscal 2027.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Smucker (SJM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2026.