earnings
confidence high
sentiment positive
materiality 0.75
JBSS Q2 fiscal 2026 EPS up 31.9% to $1.53; net sales +4.6% to $314.8M
SANFILIPPO JOHN B & SON INC
2025-Q2 EPS reported
$3.12
revenue$613,460,000
- Diluted EPS $1.53, up 31.9% from $1.16 in prior year Q2; gross margin improved to 18.8% from 17.4%.
- Net sales $314.8M (+4.6% YoY) driven by 15.8% higher selling prices; sales volume fell 9.7% to 87M lbs.
- Consumer channel volume down 8.4%; branded sales hurt by distribution loss of Orchard Valley Harvest at major non-food customer.
- Commercial Ingredients volume nearly flat (-1.1%); contract manufacturing down 26.5% on lower granola volume.
- Declared special dividend of $1.00 per share at start of Q3; concurrent with largest capex initiative in company history.