John B. Sanfilippo & Son, Inc., operating across the United States through its subsidiary JBSS Ventures, LLC, specializes in the processing and ...
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$0.95 per share
Est. EPS $1.72 · Revenue $306.92M · 1 analysts
Est. EPS $1.51 · Revenue $321.89M · 1 analysts
Est. EPS $1.48 · Revenue $286.28M · 1 analysts
$0.95 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.2B | +6.2% | -0.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $61.9M | +5.1% | -50.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +18.0% | -2.3% | -17.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +7.4% | -3.3% | -53.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +5.3% | -1.0% | -49.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $35.7M | +277.3% | +146.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.0% | +266.9% | +146.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 28.8% | +1.6% | +13.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.08x | -6.3% | -9.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $658.6M | +10.2% | +1.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 5.26 vs 5.73 | -8.1% | 0.70 vs 1.17 | -40.3% |
| Revenue Surprise | $1.2B vs $1.2B | +0.5% | $280.4M vs $274.9M | +2.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | SANFILIPPO JASPER BRIAN JR | director, 10 percent owner, officer: COO, President | Common Stock | A | 4,698 | — |
| Aug 18, 2026 | Pellegrino Frank S | officer: CFO & EVP, Finance and Admin | Common Stock | A | 2,584 | — |
| Aug 18, 2026 | Pronitcheva Julia A | officer: SVP Human Resources | Common Stock | A | 986 | — |
| Aug 18, 2026 | SANFILIPPO JEFFREY T | director, 10 percent owner, officer: Chief Executive Officer | Common Stock | A | 4,698 | — |
| Aug 18, 2026 | Finn Michael J | officer: VP, Corporate Controller | Common Stock | A | 517 | — |
Operator: Good day, and welcome to the John B. Sanfilippo and Sons Inc. Fourth Quarter and Full Year 26 Operating Results Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. To ask a question, you will need to press *11 on your touch tone telephone. Please note this call may be recorded. I would like to turn the call over to Jeffrey T. Sanfilippo, chief executive officer. Please go ahead. Jeffrey T. Sanfilippo: Thank you, Michael. Good morning, everyone. And welcome to our fiscal 2026 fourth quarter earnings conference call. Thank you for joining us. On the call with me today is Frank S. Pellegrino, our CFO; and Jasper Sanfilippo, our COO. We may make some forward-looking statements today. These statements are based on our current expectations as they involve certain risks and uncertainties. The factors that could negatively impact results are explained in the various SEC filings that we have made Including Forms 10 ks and 10 Q. We encourage you to refer to the filings to learn more about these risks and uncertainties are inherent in our business. Now I will turn to results. I am pleased to report on a strong fiscal 2026 with net sales reaching a record $1.2 billion and diluted earnings per share increasing 4.6% for the full year. Achieving record net sales and earnings growth in a challenging consumer and cost environment is a testament to the strength of our business the dedication of our team, and the depth of our customer relationships. In addition, we remain committed to returning capital to our shareholders. During the 2026 calendar year, we increased our annual dividend by 5.6% to $0.95 per share and declared a special dividend of $1.05 per share representing a 75% increase from the prior year Both dividends will be paid on 09/09/2026 bringing total dividends paid during the 2026 calendar year to $3.50 per share. This year marks our 15th consecutive year of returning capital to shareholders through dividends and the 9th consecutive year of increasing our annual dividend, reflecting the strength of our balance sheet, our consistent cash generation, and our ongoing commitment to creating long term shareholder value. While our bottom line results for the most recent fourth quarter did not match last year's results, we were encouraged to see a return to growth in our company wide sales volume. After 5 consecutive quarters of decline. Fourth quarter profitability was impacted by several challenges including higher than anticipated input and transportation costs manufacturing inefficiencies associated with the continued onboarding of a large contract manufacturing customer and certain customer related charges, We are actively responding to these increased costs executing mitigation plans to manage unexpected customer charges, and improving operational efficiencies as we move into fiscal 2027. There are 3 key priorities for JBSS in the coming …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jasper Sanfilippo Jr. | Chief Operating Officer, President, Secretary & Director | USD 963,282 | Male | 1968 | Active |
Jeffrey T. Sanfilippo | Chairman & Chief Executive Officer | USD 952,607 | Male | 1963 | Active |
Frank S. Pellegrino | Chief Financial Officer, Executive Vice President of Finance & Administration and Treasurer | USD 615,849 | Male | 1974 | Active |
Julia A. Pronitcheva | Senior Vice President of Human Resources | USD 373,165 | Female | 1976 | Active |
Michael J. Finn | Vice President & Corporate Controller | USD 307,643 | Male | 1976 | Active |
Brenda Cannon | Vice President of Regulatory Compliance | — | Female | 1955 | Active |
Robyn E. Marshall | Accounting Manager | — | — | — | Active |
Sean W. Anderson | Vice President of Operations | — | — | — | Active |
Michael D. Campagna | Vice President of Food Safety, Quality & Regulatory Compliance | — | — | — | Active |
John B. Sanfilippo & Son NASDAQ: JBSS outlined plans to expand its snack bar manufacturing business while continuing to build on its private-label nut and trail mix operations, during a presentation at the IDEAS Conference.
John B. Sanfilippo & Son remains a Buy after a Q4 earnings-driven selloff, as near-term headwinds obscure strong future growth drivers. Q4 results were impacted by high oil prices and a one-off product recall, but volume growth returned, signaling resilient demand and operational progress. I expect the upcoming bar production expansion, launching late 2026, to drive 5% annual sales growth and 7% EPS growth through the decade.
John B. Sanfilippo & Son, Inc. (JBSS) Q4 2026 Earnings Call Transcript
John B. Sanfilippo & Son NASDAQ: JBSS reported record fiscal 2026 net sales of $1.2 billion and a 4.6% increase in diluted earnings per share, although fourth-quarter profitability declined as higher costs, recall-related expenses and customer charges pressured margins.
Sanfilippo & Son (JBSS) came out with quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $1.15 per share a year ago.
