The J M Smucker Company
0L7F.L
$99.82 -0.52%
Exchange: LSE | Sector: Consumer Defensive | Industry: Packaged Foods
Q2 2025
Published: Nov 26, 2024

Earnings Highlights

  • Revenue of $2.27B up 17.2% year-over-year
  • EPS of $-0.23 decreased by 112% from previous year
  • Gross margin of 39.0%
  • Net income of -24.50M
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0L7F.L
Company 0L7F.L

Executive Summary

The J M Smucker Company reported QQ2 2025 results that showcased revenue expansion and an improvement in gross margin, but the quarter culminated in a net loss due to elevated financing and non-operating expenses. Revenue rose 17.16% year-over-year to $2.271B, with gross profit of $886.1M and a gross margin of 39.01%. Operating income totaled $169.7M, yet net income was negative $24.5M (-1.08% net margin) as total other expenses and interest expenses weighed on the bottom line. Free cash flow generated was $317.2M, supported by $404.2M of operating cash flow and capital expenditures of $87M. The company reduced debt via principal repayments but ended the period with a sizable net debt of approximately $8.33B and a current ratio of 0.58, signaling liquidity pressures in the near term. Management commentary is not available in the provided data (earnings transcript not supplied), limiting direct quotes; nonetheless, the quarter reinforces Smucker’s resilience through a diversified brand portfolio and sizable operating cash flow, while highlighting the importance of deleveraging and margin optimization going forward.

Key Performance Indicators

Revenue
Increasing
2.27B
QoQ: 6.87% | YoY: 17.16%
Gross Profit
Increasing
886.10M
39.01% margin
QoQ: 11.15% | YoY: 22.36%
Operating Income
Decreasing
169.70M
QoQ: -51.44% | YoY: -43.23%
Net Income
Decreasing
-24.50M
QoQ: -113.24% | YoY: -112.57%
EPS
Decreasing
-0.23
QoQ: -113.22% | YoY: -112.04%

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