earnings
confidence high
sentiment positive
materiality 0.75
JBSS Q3 EPS up 49.6% to $1.72 despite 4% sales drop to $260.9M
SANFILIPPO JOHN B & SON INC
2026-Q3 EPS reported
$3.87
revenue$838,170,000
- Net sales fell $11.0M to $260.9M; sales volume down 7.9% to 84.7M pounds.
- Gross profit rose 13.7% to $55.9M; gross margin expanded 3.3 pts to 21.4%.
- Diluted EPS increased 49.6% to $1.72; driven by inventory valuation adjustments from rising commodity costs.
- CEO cites ~$90M capex plan through fiscal 2026 for U.S. production expansion.
- Import tariffs on ~15-20% of raw materials monitored; supply chain solutions being developed.