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Oct 31, 2025
Smucker Q2 2026 Earnings Report
Smucker reported solid revenue growth and a return to profitability in Q2 FY26.
Key Takeaways
The J.M. Smucker Co. delivered a strong Q2 with increased net sales and positive net income, driven by effective pricing strategies and cost management.
Net sales rose to $2.33 billion, up 3% from the prior year.
EPS turned positive at $2.26, compared to a loss last year.
Net income reached $241.3 million, reversing a prior year loss.
Strong pricing offset volume declines and cost inflation.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Smucker raised its FY26 net sales outlook and narrowed EPS guidance amid ongoing market challenges.
Positive Outlook
- FY26 net sales now expected to rise 3.5% to 4.5%
- Adjusted EPS guidance narrowed to $8.75–$9.25
- Free cash flow maintained at $975 million
- Expecting strong adjusted gross margin of ~35%
- Focus on organic growth and cost discipline
Challenges Ahead
- Ongoing input cost inflation remains a risk
- Volume/mix expected to continue declining
- Contract manufacturing sales loss post-pet divestiture
- Tariffs and trade headwinds could impact margins
- Regulatory and consumer behavior shifts pose uncertainty
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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