earnings
confidence high
sentiment neutral
materiality 0.70
Smucker Q3 adj EPS $2.38 (-9% YoY); net sales up 7% to $2.34B; FY26 EPS outlook reaffirmed
J M SMUCKER Co
2026-Q3 EPS reported
-$4.94
revenue$6,782,800,000
- Net sales $2.34B (+7% YoY, +8% comparable); net loss per share $6.79 on $548M noncash impairment charge.
- Adjusted EPS $2.38 vs $2.61 YoY (-9%); segment profit down in Coffee (-5%) and Sweet Baked Snacks (-78%).
- Full-year guidance: net sales growth narrowed to 3.5-4.0%, adj EPS $8.75-9.25, free cash flow $975M.
- February fire at Emporia, KS facility reduced net sales midpoint; Coffee segment profit fell on higher commodity costs and tariffs.
- Cash from operations $558.5M vs $239.4M; free cash flow $487M vs $151.3M.