---
schema_version: "secwatch.filing_event.v1"
accession: "0000091419-26-000079"
form_type: "8-K"
ticker: "SJM"
cik: "0000091419"
company_name: "J M SMUCKER Co"
filed_at: "2026-08-26T11:02:27+00:00"
generated_at: "2026-08-26T11:05:08.816853+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Smucker beats Q1: adj EPS $3.24 (+71%), raises FY27 guidance

## Summary
- Q1 net sales $2.22B up 5% YoY; adj EPS $3.24 vs $1.90, 71% increase incl $0.84 tariff refund benefit.
- Operating cash flow $425.7M vs ($10.6M) prior; free cash flow $337.3M vs ($94.9M).
- FY27 guidance raised: adj EPS $10.50-$11.00 (prev $9.75-$10.25); net sales decrease narrowed to 1-2% from 3-4%.
- Coffee segment sales up 13% to $807.8M, profit up 124% on tariff refunds; sweet baked snacks down 7%.
- FY27 free cash flow outlook raised to ~$1.1B (prev $1.0B); capex unchanged at $325M.

## SEC filing metadata
- accession: 0000091419-26-000079
- form_type: 8-K
- ticker: SJM
- cik: 0000091419
- company_name: J M SMUCKER Co
- filed_at: 2026-08-26T11:02:27+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/91419/000009141926000079/0000091419-26-000079-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/91419/000009141926000079/sjm-20260826.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000091419-26-000079
- JSON: https://secwatch.observer/filing/0000091419-26-000079.json
- Plain text: https://secwatch.observer/filing/0000091419-26-000079.txt

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