NASDAQ$JBSS

John B Sanfilippo & Son Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

JBSS reported Q3 2026 revenue of $281.8M and net income of $16.8M, with diluted EPS of $1.43.

For Q3 2026, JBSS reported revenue of $281.8M and net income of $16.8M. Management discusses segment performance, costs, and liquidity in the quarterly 10-Q.

  • Revenue of $281.8M for Q3 2026.
  • Net income of $16.8M; diluted EPS $1.43.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$282M

Previous: $261M+8.0%
EPS (adj)

$1.43

Previous: $1.72-16.9%
Capital Expenditures

-$69M

Previous: -$37.2M-85.3%
Net Income

$16.8M

Previous: $20.2M-16.4%
Operating Income

$23.8M

Previous: $28.2M-15.6%
Gross Profit

$53.8M

Previous: $55.9M-3.8%

Revenue & EPS history

Sanfilippo · Revenue · Quarterly

$282M

Q3 2026+8%vs Q3 2025
Beat estimate in 6 of 9 quarters(67%)
ActualEstimate

Revenue by segment

Sanfilippo · $208M total across 3 segments · Q3 2021

  • Consumer Distribution Channel
    $162M
  • Contract Manufacturing
    $25M
  • Commercial Ingredients
    $21.2M

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for JBSS. Management commentary in MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the quarterly filing.
  • Segment or product trends are disclosed where applicable to the business model.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items, impairments, or fair-value marks may distort quarterly comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+1.5%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.6%

Avg return

30 days after

57%

36 / 63 earnings

Positive

+26.6%

Q1 2017

Best reaction

-14.1%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+6.9%+4.8%-2.3%
Q2 2026+7.1%+5.4%+9.3%
Q1 2026+14.9%+14.3%+22.1%
Q3 2025-5.1%-9.5%-6.2%
Q1 2025-11.3%-10.6%-7.2%
Q4 2024-1.4%-8.0%-7.1%
Q3 2024+1.7%-1.0%+1.1%
Q2 2024-2.7%-6.5%-6.9%
Q1 2024-10.4%-9.8%-11.1%
Q4 2023+0.8%-3.2%-4.5%
Q3 2023+8.9%+11.8%+9.8%
Q2 2023+9.0%+10.2%+7.6%
Q1 2023-3.2%+0.2%+0.5%
Q4 2022+13.3%+14.9%+5.3%
Q3 2022-4.5%-6.7%-8.5%
Q2 2022-4.4%-3.2%-2.3%
Q1 2022+1.8%+1.2%+2.5%
Q4 2021-2.1%+0.8%-7.4%
Q3 2021+0.7%+2.7%+5.0%
Q2 2021+2.0%+1.1%+6.4%
Q1 2021-2.3%-4.7%-2.3%
Q4 2020-9.6%-7.5%-16.3%
Q3 2020-3.5%+1.3%+2.2%
Q2 2020+4.0%-3.2%-16.3%
Q1 2020+9.6%+12.7%+6.2%
Q4 2019+9.3%+10.2%+16.1%
Q3 2019+14.1%+10.0%+6.3%
Q2 2019+6.8%+6.3%+7.5%
Q1 2019-14.1%-13.0%-16.3%
Q4 2018-6.4%-8.3%-7.7%
Q3 2018+12.0%+10.4%+21.5%
Q2 2018-5.4%-0.6%-2.2%
Q1 2018-13.9%-15.1%-10.5%
Q4 2017+1.0%-2.0%-0.2%
Q3 2017-9.0%-11.7%-9.8%
Q2 2017-3.0%-5.6%-5.2%
Q1 2017+26.6%+22.6%+31.5%
Q4 2016+12.1%+13.2%+13.4%
Q3 2016-5.9%
Q2 2016+15.2%
Q1 2016+7.7%
Q4 2015+1.4%
Q3 2015+7.3%
Q2 2015-2.7%
Q1 2015-4.9%
Q4 2014+2.4%
Q3 2014+4.3%
Q2 2014+4.1%
Q1 2014-1.5%
Q4 2013+5.7%
Q3 2013-4.4%
Q2 2013-9.7%
Q1 2013+20.3%
Q4 2010-0.3%
Q4 2012-8.1%
Q3 2012+5.0%
Q3 2011+5.0%
Q2 2012+3.0%
Q1 2011+1.5%
Q2 2011+1.5%
Q1 2012+1.5%
Q4 2011+1.5%
Q3 2010-2.6%

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