---
schema_version: "secwatch.filing_event.v1"
accession: "0000091419-26-000047"
form_type: "8-K"
ticker: "SJM"
cik: "0000091419"
company_name: "J M SMUCKER Co"
filed_at: "2026-06-09T11:05:54+00:00"
generated_at: "2026-06-09T11:11:05.745900+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Smucker Q4 net sales $2.3B (+6%), adj EPS $2.77 (+20%); FY2027 adj EPS guidance $9.75-$10.25

## Summary
- Q4 net sales $2.27B, up 6% YoY; net price realization +10pp, volume/mix -4pp.
- Q4 adjusted EPS $2.77 vs $2.31 (+20%); GAAP EPS $3.64 reflects lapping of prior-year impairments.
- FY2027 outlook: net sales decrease 3%-4%, adj EPS $9.75-$10.25 (up 7%-12%), FCF ~$1.0B.
- Segment: US Retail Coffee net sales +12%; Frozen Handheld & Spreads profit +37%; Pet Foods profit +18%; Sweet Baked Snacks net sales -5%; Away From Home net sales +15%.
- Q4 cash from operations $579M, FCF $484M; FY2026 debt repayment $720M; dividends $464.7M.

## SEC filing metadata
- accession: 0000091419-26-000047
- form_type: 8-K
- ticker: SJM
- cik: 0000091419
- company_name: J M SMUCKER Co
- filed_at: 2026-06-09T11:05:54+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/sjm-20260609.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000091419-26-000047
- JSON: https://secwatch.observer/filing/0000091419-26-000047.json
- Plain text: https://secwatch.observer/filing/0000091419-26-000047.txt

## Key facts
- Earnings Releases
  J M SMUCKER Co reported fourth quarter results: revenue $2,268.1, EPS $2.77.
  - Period: fourth quarter
  - Revenue: $2,268.1
  - EPS: $2.77
  - Result: reported results
  source text: value." FOURTH QUARTER CONSOLIDATED RESULTS Three Months Ended April 30, 2026 2025 % Increase (Decrease) (Dollars and shares in millions, except per share data) Net sales $2,268.1 $2,143.8 6 % Operating income (loss) $444.5 ($599.1) n/m Adjusted operating income 482.1 422.4 14 % Net income (loss) per common share – assuming dilution $3.64 ($6.85) n/m
  evidence_url: https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm
- Earnings Releases
  J M SMUCKER Co reported fourth quarter of its fiscal year ending April 30, 2026 results: revenue $2.3 billion, EPS $3.64.
  - Period: fourth quarter of its fiscal year ending April 30, 2026
  - Revenue: $2.3 billion
  - EPS: $3.64
  - Result: reported results
  source text: 2, 2024. All comparisons are to the fourth quarter of the prior fiscal year, unless otherwise noted. EXECUTIVE SUMMARY Fourth Quarter Highlights • Net sales for the quarter was $2.3 billion, an increase of $124.3 million, or 6 percent. Net sales excluding the divestiture and foreign currency exchange increased 6 percent. • Net income per diluted share was $3.64 in
  evidence_url: https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm
- Earnings Releases
  J M SMUCKER Co reported fiscal year 2027 results: EPS $9.75 to $10.25. Guidance initiated.
  - Period: fiscal year 2027
  - EPS: $9.75 to $10.25
  - Guidance: initiated
  - Result: guidance update
  source text: adjusted earnings per share to range from $9.75 to $10.25
  evidence_url: https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm
- Earnings Releases
  J M SMUCKER Co reported fourth quarter ended April 30, 2026 results: revenue $2,268.1.
  - Period: fourth quarter ended April 30, 2026
  - Revenue: $2,268.1
  - Result: reported results
  source text: shed gives us confidence in our ability to drive long-term growth and create shareholder value." FOURTH QUARTER CONSOLIDATED RESULTS Three Months Ended April 30, 2026 2025 % Increase (Decrease) (Dollars and shares in millions, except per share data) Net sales $2,268.1 $2,143.8 6 % Operating income (loss) $444.5 ($599.1) n/m Adjusted operating income 482.1 422.4 14 % Net income (loss) per common share – assuming dilution $3.64 ($6.85) n/m Adjusted earnings per share – assuming dilution 2.77 2.31 20 % Weighted-average shares outstanding – assuming dilution 106.9 106.4 — % Net Sales Net sales increased $124.3 million, or 6 percent.
  evidence_url: https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm
- Earnings Releases
  J M SMUCKER Co reported fiscal year 2026 results: revenue $9.1 billion, EPS $9.15.
  - Period: fiscal year 2026
  - Revenue: $9.1 billion
  - EPS: $9.15
  - Result: reported results
  source text: the prior year. • Free cash flow was $483.9 million for the quarter compared to $298.9 million in the prior year. Fiscal Year 2026 Highlights • Net sales for the fiscal year was $9.1 billion, an increase of 4 percent. Fiscal year 2026 net sales excluding the divestitures and foreign currency exchange increased 5 percent. • Net loss per diluted share for the fiscal
  evidence_url: https://www.sec.gov/Archives/edgar/data/91419/000009141926000047/0000091419-26-000047-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.