JBSS
John B. Sanfilippo & Son, Inc.76.20
-0.81-1.05%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Q&A reaffirms bar equipment progress
Q&A was thin, with one analyst probing bar equipment and pricing, largely reaffirming prepared remarks on production ramp and cost pass-through. Management confirmed 85% of new bar gear on site or en route from Europe, vouched for quality via manufacturer visits and tests, targeting July 2026 startup. They detailed pricing lags: 6-month retailer reviews, then 60-90 days for brand hikes. No walk-backs or fresh risks surfaced. Questions were few and friendly. Investors will eye bar execution amid volume softness.
Key Stats
Market Cap
887.29MP/E (TTM)
13.56Basic EPS (TTM)
5.62Dividend Yield
0.01%Recent Filings
10-Q
Q2 FY2026 results
John B. Sanfilippo & Son posted Q2 FY2026 net sales of $314.8M, up 4.6% y/y, yet volumes fell 9.7% on higher prices amid soft demand; gross margin expanded to 18.8% from 17.4%, driving operating income to $26.0M (up 34.1% y/y) and diluted EPS to $1.53 (up 32.0% y/y). YTD sales hit $613.5M (+6.3% y/y), operating income $53.0M (+45.6% y/y), EPS $3.12 (+44.4% y/y), fueled by consumer channel strength (83.6% of sales). Operating cash flow surged to $94.6M on inventory drawdown, funding $47.3M capex; cash $2.4M, revolver drawn $10M with $134.7M available. Debt stands low at $32.1M. Volumes softened across nuts and bars.
8-K
Q2 sales up, EPS surges 32%
8-K
Annual meeting elects directors
John B. Sanfilippo & Son held its 2025 Annual Meeting on October 29, electing Pamela Forbes Lieberman, Ellen C. Taaffe, and Mercedes Romero as Common Stock directors amid split votes—Lieberman and Taaffe prevailed, Romero fell short. Class A directors, all Sanfilippo and Valentine family members, passed unanimously. Stockholders ratified PwC as 2026 auditors with 99.8% support and backed executive pay on a say-on-pay vote. Family control holds firm.
8-K
Q1 sales up 8.1%, EPS +59%
John B. Sanfilippo & Son kicked off fiscal 2026 with net sales up 8.1% to $298.7 million, fueled by 8.9% higher selling prices despite a 0.7% volume dip to 90.5 million pounds. Gross profit rose 16.2% to $54.1 million; diluted EPS soared 59% to $1.59. Commercial ingredients and contract manufacturing volumes surged, offsetting consumer channel weakness. Sustaining EPS gains looks tough amid snack market headwinds.
8-K
Declares $1 special dividend
John B. Sanfilippo & Son declared a $1.00 per share special cash dividend on common and Class A shares, returning ~$11.7 million to stockholders. Payable December 30, 2025, to record holders on December 1. Strong recent quarters enabled this cash return. Risks include sales declines and raw material costs.
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