NASDAQ$JJSF

J&J Snack Foods Corp · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

J&J Snack Foods Corp reported net sales of $454.3 million and net earnings of $44.2 million for Q3 2025.

Net sales rose 3.3% year-over-year to $454.3 million, driven by growth in Food Service and Frozen Beverages segments. Operating income increased 20.9% to $60.6 million, aided by a $10.6 million insurance gain from the Holly Ridge plant fire. Gross margin contracted 60 basis points to 33.0% amid product mix shifts and foreign exchange headwinds.

  • Q3 net sales reached $454.3 million, up 3.3% from prior year, led by Food Service (+4.8%) and Frozen Beverages (+6.1%).
  • Operating income grew 20.9% to $60.6 million, supported by a $10.6 million insurance recovery gain offset by a $1.5 million intangible impairment.
  • Gross profit margin declined 60 bps to 33.0% due to unfavorable mix and currency impacts in Frozen Beverages.
  • Diluted EPS increased to $2.26 from $1.87, with net earnings rising 21.9% to $44.2 million.

Headline financials

Total Revenue

$454M

Previous: $440M+3.3%
EPS (adj)

$2.26

Previous: $1.87+20.9%
Gross Profit Margin

33.0%

No prior period
Marketing Expenses % of Sales

7.5%

No prior period
Distribution Costs % of Sales

9.8%

No prior period
Administrative Expenses % of Sales

4.4%

No prior period
Effective Tax Rate

27.2%

No prior period
Capital Expenditures

-$22.7M

Previous: -$19.7M-15.1%
Net Income

$44.2M

Previous: $36.3M+21.9%
Operating Income

$60.6M

Previous: $50.1M+20.9%
Gross Profit

$150M

Previous: $148M+1.5%
Cash & Equivalents

$77.4M

Previous: $64M+20.8%

Revenue & EPS history

J&J Snack Foods · Revenue · Quarterly

$454M

Q3 2025+3.3%vs Q3 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

J&J Snack Foods · $454M total across 3 segments · Q3 2025

  • Food Service
    $277M
  • Frozen Beverages
    $113M
  • Retail Supermarket
    $63.9M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.2%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+1.0%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+16.1%

Q2 2024

Best reaction

-15.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2026+0.2%-16.9%-10.9%
Q1 2026-15.4%-13.3%-10.1%
Q4 2025+1.1%+9.3%+13.9%
Q2 2025-11.8%-11.8%-13.8%
Q1 2025-6.5%-7.8%+4.0%
Q4 2024-4.8%-5.5%-4.0%
Q3 2024+1.7%+1.5%+2.4%
Q2 2024+16.1%+18.2%+18.0%
Q1 2024-9.6%-7.5%-10.1%
Q4 2023+2.9%+3.7%+4.1%
Q3 2023+7.8%+9.3%+3.2%
Q2 2023+3.2%+6.3%+0.5%
Q1 2023-4.2%-5.6%-6.1%
Q4 2022+7.8%+11.2%+11.0%
Q3 2022+0.0%+3.5%+7.9%
Q2 2022-11.4%-17.4%-15.9%
Q1 2022-1.0%-0.3%+8.8%
Q4 2021-1.8%-6.7%-2.3%
Q3 2021-0.0%-1.4%-2.9%
Q2 2021-2.5%-1.1%+4.1%
Q1 2021+7.7%-0.3%+2.1%
Q4 2020-1.5%+14.8%+3.2%
Q3 2020-1.9%-4.2%+3.1%
Q2 2020+7.3%+4.8%+17.0%
Q1 2020-11.5%-11.0%-7.9%
Q4 2019-4.9%-4.5%-0.8%
Q3 2019+13.0%+11.1%+15.4%
Q2 2019+0.8%+3.5%+2.7%
Q1 2019+8.5%+7.1%+5.7%
Q4 2018-1.3%-2.6%-2.2%
Q3 2018-5.5%-7.8%-6.4%
Q2 2018-5.0%-4.6%+3.3%
Q1 2018-6.5%-7.9%-9.7%
Q4 2017+4.2%+8.5%+14.6%
Q3 2017-5.3%-4.6%-7.3%
Q2 2017+1.3%+0.1%-1.3%
Q1 2017+0.6%+1.4%+2.5%
Q4 2016-3.4%-1.7%+2.0%
Q3 2016+0.4%+0.4%+0.2%
Q2 2016-0.1%
Q1 2016-1.2%
Q4 2015-7.3%
Q3 2015+5.4%
Q2 2015+2.9%
Q1 2015-14.0%
Q4 2014+0.2%
Q3 2014+2.5%
Q2 2014-2.1%
Q1 2014+8.4%
Q4 2013-2.8%
Q3 2013-1.4%
Q2 2013+2.4%
Q1 2013+3.5%
Q4 2012+2.1%
Q3 2012-1.1%
Q2 2012+10.3%
Q1 2011-4.9%
Q1 2012-4.9%
Q4 2009+2.7%
Q2 2011+2.7%
Q4 2011+2.7%
Q3 2011+3.8%
Q3 2010+3.8%
Q4 2010+3.8%
Q2 2010+1.6%

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