The J M Smucker Company
0L7F.L
$99.82 -0.52%
Exchange: LSE | Sector: Consumer Defensive | Industry: Packaged Foods
Q1 2025
Published: Aug 28, 2024

Earnings Highlights

  • Revenue of $2.13B up 17.7% year-over-year
  • EPS of $1.74 decreased by 2.8% from previous year
  • Gross margin of 37.5%
  • Net income of 185.00M
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0L7F.L
Company 0L7F.L

Executive Summary

The J. M. Smucker Company delivered a solid QQ1 2025 in USD with meaningful top-line momentum and improved gross profit versus year-ago levels, but quarter-over-quarter profitability showed dilution from the prior period. Revenue of $2.126 billion rose roughly 17.7% year over year, supported by favorable mix and pricing actions, while gross profit reached $797.2 million (gross margin 37.5%). Operating income was $349.5 million (operating margin 16.4%), and net income stood at $185.0 million with EPS of $1.74. Despite the positive YoY trajectory, QoQ figures were softer, reflecting ongoing input cost pressures and mix dynamics that moderated margins. Free cash flow was $49.2 million, with cash from operating activities of $172.9 million and capital expenditures of $123.7 million, underscoring the company’s ability to generate cash to support dividends and service debt, albeit with a high absolute debt load.

Key Performance Indicators

Revenue
Increasing
2.13B
QoQ: -3.65% | YoY: 17.72%
Gross Profit
Increasing
797.20M
37.51% margin
QoQ: -12.71% | YoY: 21.75%
Operating Income
Increasing
349.50M
QoQ: -13.92% | YoY: 15.16%
Net Income
Increasing
185.00M
QoQ: -24.52% | YoY: 0.76%
EPS
Decreasing
1.74
QoQ: -24.68% | YoY: -2.79%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 2,113.30 -0.41 -0.6% View
Q4 2025 2,143.80 -6.85 -2.8% View
Q3 2025 2,186.00 -6.21 -1.9% View
Q2 2025 2,271.20 -0.23 +17.2% View
Q1 2025 2,125.10 1.74 +17.7% View