NASDAQ$JBSS
John B Sanfilippo & Son Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
John B. Sanfilippo & Son Inc reported a 33.7% increase in diluted EPS to $1.15 for Q4 2025 on relatively flat net sales of $269.1 million.
The company achieved diluted EPS growth of 33.7% to $1.15 despite a slight 0.2% decline in net sales to $269.1 million, driven by a 5.9% drop in sales volume offset by a 6.0% rise in weighted average selling price per pound. Gross profit fell 2.4% to $48.8 million while operating expenses decreased significantly, boosting operating income. For the full year, net sales reached a record $1.11 billion with diluted EPS of $5.03.
- Q4 diluted EPS rose 33.7% to $1.15 on net sales of $269.1 million, nearly flat year-over-year.
- Sales volume declined 5.9% to 86.2 million pounds, offset by 6.0% higher weighted average selling prices.
- Gross profit margin compressed to 18.1% from 18.5% due to elevated commodity costs for peanuts and tree nuts.
- Full-year net sales hit a record $1.11 billion while inventory value increased 29.5% to support seasonal demand.
Headline financials
Revenue & EPS history
Sanfilippo · Revenue · Quarterly
$269M
Revenue by segment
Sanfilippo · $208M total across 3 segments · Q3 2021
- Consumer Distribution Channel$162M—77.8%
- Contract Manufacturing$25M—12.0%
- Commercial Ingredients$21.2M—10.2%
Forward guidance
Entering fiscal 2026 with strong momentum, the company plans to pursue sales volume growth across all channels while maintaining cost discipline amid external uncertainties including tariffs, inflation, and commodity costs.
Tailwinds
- Positive momentum with year-over-year diluted EPS growth in Q3 and Q4
- Record net sales surpassing $1 billion for second consecutive year
- Increased annual dividend by 5.9% to $0.90 per share plus special dividend
- Investments in manufacturing capabilities and infrastructure for future growth
Headwinds
- Significant external uncertainties including tariffs, inflation, and unpredictable commodity costs
- Broader macroeconomic challenges requiring agility and responsiveness
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 Q4 2025
+1.6%
Avg return
Earnings day
+0.7%
Avg return
5 days after
+0.6%
Avg return
30 days after
58%
37 / 64 earnings
Positive
+26.6%
Q1 2017
Best reaction
-14.1%
Q1 2019
Worst reaction
| Quarter | Report date | Reaction (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% | |
| Q4 2025 | +1.9% | +2.6% | +0.8% | |
| 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% | — | — | |
| Q4 2011 | +1.5% | — | — | |
| Q1 2012 | +1.5% | — | — | |
| Q3 2010 | -2.6% | — | — |
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