Every 10-Q that The J.M. Smucker Company (SJM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow SJM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SJM filings page.
J. M. Smucker Co. (SJM) reported a sharp rebound in profitability for the quarter ended July 31, 2026. Net sales rose 5% to $2.22 billion, driven mainly by higher pricing in coffee and growth in Uncrustables and coffee volumes.
Gross profit more than doubled to $979.6 million (44.1% margin) helped by lower costs, favorable derivative results, and about $115 million of tariff refunds. Operating income increased to $511.6 million (23.1% margin) from $45.6 million, while GAAP net income swung to a $324.3 million profit, or $3.03 diluted EPS, from a loss of $43.9 million.
On an adjusted basis, operating income rose 46% to $540.7 million and diluted EPS grew 71% to $3.24. Free cash flow improved to $337.3 million from a negative $94.9 million, supporting dividends of $1.12 per share. Total debt edged down to $6.74 billion, with interest expense lower by 18%.
The J. M. Smucker Company reported higher sales but a deeper loss for the quarter ended January 31, 2026. Net sales rose to $2,339.4 million from $2,186.0 million, driven mainly by higher pricing in coffee, while overall volume slipped, especially in sweet baked goods and fruit spreads.
Gross margin narrowed to 35.4% from 40.2% as commodity costs, tariffs, and unfavorable mix more than offset pricing gains. The company recorded pre-tax impairment charges of $961.7 million, including $507.5 million for Sweet Baked Snacks goodwill and $454.2 million for the Hostess brand trademark, leading to a net loss of $724.2 million, or $(6.79) per share.
On a non-GAAP basis, adjusted operating income fell to $431.6 million and adjusted diluted earnings per share to $2.38. Year-to-date, net cash from operations improved to $894.4 million, while long-term debt stood at $6,841.3 million and shareholders’ equity declined to $5,236.1 million after the impairment charges.
The J. M. Smucker Company reported stronger results for the three months ended October 31, 2025. Net sales rose slightly to $2,330.1 million from $2,271.2 million, while net income swung to a profit of $241.3 million from a loss of $24.5 million a year earlier. Earnings per share were $2.26, compared with a loss of $0.23.
Operating income increased to $418.5 million from $169.7 million, helped by the absence of the prior-year $260.8 million loss on divestitures and a favorable $103.0 million change in unallocated derivative gains and losses. Special project costs tied to divestitures, the Hostess Brands integration, and restructuring totaled $28.6 million in the quarter.
For the six months ended October 31, 2025, net sales were $4,443.4 million versus $4,396.3 million, with net income of $197.4 million versus $160.5 million. Operating cash flow declined to $335.9 million from $577.1 million, while total assets were $17,628.3 million and shareholders’ equity was $6,060.2 million.
The J. M. Smucker Company (SJM) reported material portfolio changes and ongoing integration and restructuring activity in its first quarter of fiscal 2026. The company completed divestitures of certain Sweet Baked Snacks value brands (net proceeds $34.6 million, pre-tax loss $44.2 million) and the Voortman business (net proceeds $291.4 million, pre-tax loss $265.9 million). Integration costs for the Hostess acquisition are expected to total about $190.0 million and remain largely to be incurred through 2026.
Company-wide net sales and segment profits declined in multiple domestic segments, notably a 10% pro forma decline in Sweet Baked Snacks (excluding noncomparable divestiture impact) and weaker volume/mix across coffee, pet foods, and spreads. The firm maintains credit capacity (a $2.0 billion revolving facility and $2.0 billion commercial paper program), is in compliance with covenants, and continues transformation efforts to address inflation and supply-chain pressures.