The J. M. Smucker Company

SJM Consumer Defensive Packaged Foods

The J. M. Smucker Company’s revenue for fiscal 2026 (year ended April 2026) was $9.1 billion, up 3.72% from fiscal 2025.

Revenue
+5.02%
EPS
+841.5%
Free cash flow
+511.7%
Total debt
−15.7%

Quarter to July 2026, against a year earlier

131.00 2.25 −1.69%
Market cap
$14.2B
P/E
62.1×
Fwd P/E
14.5×
Dividend yield
3.31%
F-score
4/9
Altman Z
1.17
Beneish M
−2.74
Dividend safety
41/100

The J. M. Smucker Company (SJM) SEC filings, changes and red flags

Red flags

  • Covenant breach

    The J. M. Smucker Company’s 10-Q reports a breach of a debt covenant, or a waiver to avoid one

    Voortman Contingency: In December 2020, Hostess Brands asserted claims for indemnification against the Sellers under the terms of the Purchase Agreement pursuant to which Hostess Brands acquired Voortman.

    10-Q filed · The filing · sec.gov

  • Officer departure

    The J. M. Smucker Company reported the departure of an officer or director

    8-K filed · The filing · sec.gov

  • Impairment

    The J. M. Smucker Company recorded a goodwill impairment of $507.5 million in fiscal Q3 2026

    10-Q filed · The filing · sec.gov

Filings

Form Period Filed What it reports Flags
10-Q Jul 31, 2026 P1I2: 15 added · 29 removed · 23 modified
P2I1A: no comparison — incorporated by reference
Covenant breach
8-K Aug 26, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Aug 12, 2026 5.07 Submission of matters to a vote of security holders
10-K Apr 30, 2026 1: 4 added · 7 removed · 42 modified
1A: 5 added · 15 removed · 53 modified
7: 14 added · 24 removed · 55 modified
8-K Jun 9, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Feb 26, 2026 5.02 Departure or appointment of directors or officers Officer departure
8-K Feb 24, 2026 5.02 Departure or appointment of directors or officers; 7.01 Regulation FD disclosure
10-Q Jan 31, 2026 Impairment
8-K Feb 26, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Feb 9, 2026 5.02 Departure or appointment of directors or officers; 8.01 Other events; 9.01 Financial statements and exhibits
10-Q Oct 31, 2025 P1I2: 6 added · 2 removed · 29 modified
P2I1A: no comparison — incorporated by reference
8-K Nov 25, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Jul 31, 2025 P1I2: 6 added · 38 removed · 33 modified
P2I1A: no comparison — incorporated by reference
8-K Aug 27, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-K Apr 30, 2025 1: no comparison — no earlier filing on file
1A: no comparison — no earlier filing on file
7: no comparison — no earlier filing on file
8-K Jun 10, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Jan 31, 2025 P1I2: no comparison — the earlier filing's text is no longer kept
P2I1A: no comparison — the earlier filing's Item cannot be compared
8-K Feb 27, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Oct 31, 2024
8-K Nov 26, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Jul 31, 2024
8-K Aug 28, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Jun 6, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Feb 27, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Dec 5, 2023 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits

From the company’s filings on sec.gov. Red flags are raised by rules over the filings’ own data and text; they are not investment advice.