John B. Sanfilippo & Son, Inc.(JBSS)Earnings, Financials & Key RatiosJohn B. Sanfilippo & Son, Inc. (JBSS) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q3
while the company maintains a healthy liquidity position with a current ratio of 2.30, the erratic EPS growth and significant swings in free cash flow suggest that the current 17.31 P/E ratio may not fully account for ongoing commodity-related margin risks.
John B. Sanfilippo & Son, Inc. (JBSS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
John B. Sanfilippo & Son, Inc. (JBSS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $1.43vs $1.16+23.3% | $282Mvs $261M+8.0% |
| Q1 2026 | Jan 29, 2026 | $1.53vs $1.36+12.5% | $315Mvs $313M+0.4% |
| Q4 2025 | Oct 29, 2025 | $1.59vs $1.28+24.2% | $299Mvs $274M+9.0% |
| Q3 2025 | Aug 20, 2025 | $1.15 | $269M |
Recent stock market news and headlines for John B. Sanfilippo & Son, Inc. (JBSS)
John B. Sanfilippo & Son, Inc. is transitioning from traditional nut sales to focus on contract manufacturing and protein bar production. Despite retail sales declines from inflation, JBSS is executing a substantial capex plan to drive profitability in higher-margin sectors. The market is currently mispricing JBSS by overlooking the transformative impact of its capital investments.
John B. Sanfilippo & Son (JBSS) is evolving from a private-label nut processor to a broader snack manufacturer, with expanding bar production capabilities. JBSS delivered record sales in fiscal 2025 and Q3 FY2026, but volume growth lags, and recent margin compression reflects commodity cost pressures and pricing strategy. Operating cash flow rebounded in fiscal 2026, with capex peaking at $95 million as JBSS invests in bar capacity and production infrastructure.
Key metrics vs top competitors for John B. Sanfilippo & Son, Inc. (JBSS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $88.31 | $1.03B | 17.56 | 3.79% | 5.32% | 17.25% | 2.36% | |
| $54.51 | $2.68B | 20.65 | 13.01% | 17.63% | 16.98% | — | |
| $13.17 | $1.19B | 12.91 | 8.98% | -7.46% | -6.15% | — | |
| $68.00 | $2.32B | 24.29 | -2.21% | 1.17% | 9.47% | — | |
| $122.25 | $3.92B | 23.33 | 2.49% | 13.46% | 18.37% | — | |
| $0.59 | $53.66M | -0.10 | -10.17% | -35.47% | -140.7% | — |
John B. Sanfilippo & Son, Inc. (JBSS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
John B. Sanfilippo & Son, Inc. (JBSS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 29, 2026·SEC
Mar 30, 2026·SEC
Jan 29, 2026·SEC
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John B. Sanfilippo & Son, Inc. (JBSS) stock FAQ — growth, dividends, profitability & financials explained
John B. Sanfilippo & Son, Inc. (JBSS) reported $1.16B in revenue for fiscal year 2025. This represents a 319% increase from $277.7M in 1996.
John B. Sanfilippo & Son, Inc. (JBSS) grew revenue by 3.8% over the past year. Growth has been modest.
Yes, John B. Sanfilippo & Son, Inc. (JBSS) is profitable, generating $67.1M in net income for fiscal year 2025 (5.3% net margin).
Yes, John B. Sanfilippo & Son, Inc. (JBSS) pays a dividend with a yield of 2.36%. This makes it attractive for income-focused investors.
John B. Sanfilippo & Son, Inc. (JBSS) has a return on equity (ROE) of 17.2%. This is reasonable for most industries.
John B. Sanfilippo & Son, Inc. (JBSS) generated $48.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
