The J.M. Smucker Company said net sales for the 3 months ended April 30, 2026 were $2,268.1 million, an increase of 6%, and net income per diluted share was $3.64, while adjusted earnings per diluted share were $2.77, an increase of 20%.

1. 01

   The J.M. Smucker Company said net sales for the 3 months ended April 30, 2026 were $2,268.1 million, an increase of 6%, and net income per diluted share was $3.64, while adjusted earnings per diluted share were $2.77, an increase of 20%.

2. 02

   The company said U.S. Retail Coffee net sales for Q4 were $92.0 million, an increase of 12%. Net price realization contributed 21 percentage points to net sales while volume/mix decreased net sales by 8 percentage points, and segment profit margin was 25.8%.

3. 03

   The J.M. Smucker Company said cash provided by operating activities for fiscal year 2026 ended April 30, 2026 was $1,473.6 million, and free cash flow, after capital expenditures of $317.4 million, was $1,156.2 million compared to $816.6 million in the prior year.

4. 04

   The company said it expects net sales for fiscal year 2027 to decrease 3.0 to 4.0%, adjusted earnings per share to range from $9.75 to $10.25, and free cash flow to be approximately $1.0 billion. The company said this guidance does not assume any impacts from new or changes to existing tariffs, or tariff refunds.

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Original filing

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