NYSE$SJM

JM Smucker Co · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

J.M. Smucker reported Q2 2026, revenue of $2.18B, net income of $312M, diluted EPS of $2.91.

For Q2 2026, J.M. Smucker reported revenue of $2.18B, net income of $312M, diluted EPS was $2.91. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.

  • Revenue $2.18B.
  • Net income $312M.
  • Diluted EPS $2.91.

Headline financials

Total Revenue

$2.33B

Previous: $2.27B+2.6%
EPS (adj)

$2.91

Previous: -$0.23+1365.2%
U.S. Retail Pet Foods Margin

30.1%

Previous: 27.3%+10.3%
Sweet Baked Snacks Margin

8.5%

Previous: 22.4%-62.1%
Gross Margin

37.3%

Previous: 39.0%-4.4%
U.S. Retail Coffee Margin

18.2%

Previous: 28.8%-36.8%
Capital Expenditures

-$151M

Previous: -$211M+28.5%
Free Cash Flow

$90.7M

Previous: $366M-75.2%
Net Income

$241M

Previous: -$24.5M+1084.9%
Operating Income

$419M

Previous: $170M+146.6%
Gross Profit

$870M

Previous: $886M-1.8%
Total Assets

$17.6B

Previous: $20B-11.9%

Revenue & EPS history

Smucker · Revenue · Quarterly

$2.33B

Q2 2026+2.6%vs Q2 2025
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Smucker · $2.15B total across 5 segments · Q4 2026

  • U.S. Retail Coffee
    $831M
  • U.S. Retail Frozen Handheld and Spreads
    $454M
  • U.S. Retail Pet Foods
    $402M
  • Sweet Baked Snacks
    $237M
  • Away From Home
    $228M

Forward guidance

The release discusses J.M. Smucker's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • J.M. Smucker cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+0.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+0.1%

Avg return

30 days after

49%

34 / 69 earnings

Positive

+10.6%

Q4 2026

Best reaction

-11.5%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+10.6%+14.8%
Q3 2026+9.8%+5.4%-10.7%
Q2 2026-4.7%-0.1%-4.8%
Q1 2026-4.2%-0.1%-1.2%
Q4 2025+0.0%+0.3%+9.4%
Q3 2025-0.0%+0.6%+6.6%
Q2 2025+3.9%+3.7%-2.4%
Q1 2025-5.7%-5.0%+0.4%
Q4 2024+4.2%+2.4%-0.4%
Q3 2024-2.7%-2.2%+0.5%
Q2 2024+4.7%+6.1%+14.4%
Q1 2024+0.7%-0.3%-12.8%
Q4 2023-0.4%+3.1%-0.3%
Q3 2023-1.9%+1.9%+6.4%
Q2 2023+2.1%+3.5%+8.1%
Q1 2023+4.6%+2.8%+3.1%
Q4 2022+3.4%+4.2%+7.8%
Q3 2022-3.0%-0.7%+0.5%
Q2 2022+4.6%+3.6%+5.2%
Q1 2022-2.9%-2.8%-6.4%
Q4 2021+2.9%+0.7%-4.6%
Q3 2021-1.1%-0.2%+13.5%
Q2 2021+1.7%+0.4%+0.0%
Q1 2021+7.7%+5.9%-1.9%
Q4 2020-6.2%-5.4%-8.4%
Q3 2020-1.5%-0.9%-4.4%
Q2 2020+1.6%+1.9%-0.4%
Q1 2020-7.6%-6.9%-3.3%
Q4 2019-0.6%-1.7%-4.6%
Q3 2019+6.4%+4.3%+14.8%
Q2 2019-5.3%-5.4%-14.0%
Q1 2019-9.0%-9.3%-5.4%
Q4 2018-3.8%-0.6%+4.9%
Q3 2018+1.0%-1.5%+2.6%
Q2 2018+7.2%+6.6%+12.1%
Q1 2018-11.5%-11.9%-12.0%
Q4 2017-2.8%-2.0%-11.8%
Q3 2017+3.0%+2.1%+0.5%
Q2 2017-3.9%-2.3%-0.6%
Q1 2017-8.9%-11.0%-11.8%
Q4 2016+8.7%+8.6%+16.1%
Q3 2016+0.7%
Q2 2016+7.9%
Q1 2016+7.7%
Q4 2015-5.8%
Q3 2015+0.7%
Q2 2015-0.8%
Q1 2015-1.7%
Q4 2014+2.8%
Q3 2014+0.2%
Q2 2014-5.1%
Q1 2014-1.5%
Q4 2013-1.0%
Q3 2013-0.4%
Q2 2013-1.0%
Q1 2013+6.7%
Q4 2012-0.4%
Q3 2012-6.5%
Q2 2012+1.5%
Q1 2012-10.2%
Q4 2009+1.1%
Q4 2011+1.1%
Q3 2011-0.0%
Q3 2010-0.0%
Q2 2011+0.4%
Q2 2010+1.1%
Q1 2010+1.1%
Q4 2010+1.1%
Q1 2011+1.1%

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