--- title: "John B. Sanfilippo & Son | 8-K: FY2026 Q3 Revenue: USD 281.78 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/284636449.md" datetime: "2026-04-29T20:16:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284636449.md) - [en](https://longbridge.com/en/news/284636449.md) - [zh-HK](https://longbridge.com/zh-HK/news/284636449.md) --- # John B. Sanfilippo & Son | 8-K: FY2026 Q3 Revenue: USD 281.78 M Revenue: As of FY2026 Q3, the actual value is USD 281.78 M. EPS: As of FY2026 Q3, the actual value is USD 1.43. EBIT: As of FY2026 Q3, the actual value is USD 24.31 M. ### Third Quarter Fiscal 2026 Financial Highlights #### Net Sales John B. Sanfilippo & Son, Inc. reported net sales of $281.8 million, an increase of 8.0% or $20.9 million, for the third quarter of fiscal 2026, compared to $260.907 million in the prior year’s comparable quarter. This increase was primarily driven by an 8.3% increase in the weighted average selling price per pound. #### Sales Volume Sales volume declined slightly to 84.4 million pounds. **Consumer Distribution Channel:** Sales volume decreased by 4.5%, mainly due to a 5.3% decline in private brand sales and negative impacts on nuts and trail mix sales from elevated retail prices and reduced promotional activity. **Commercial Ingredients Distribution Channel:** Sales volume increased by 14.3%, driven by higher food service sales volume at existing customers, sales to two new customers, and increased sales of peanut crushing stock. **Contract Manufacturing Distribution Channel:** Sales volume increased by 16.5%, primarily due to increased snack nut sales to a significant new customer, partially offset by decreased granola sales volume. #### Gross Profit Gross profit decreased by 3.8% to $53.8 million, down from $55.893 million in the prior year. The gross margin declined to 19.1% from 21.4%. This decrease was mainly due to significantly lower inventory valuation adjustments compared to the prior year quarter, partially offset by higher net sales. #### Operating Expenses, Net Total operating expenses increased $2.3 million to $29.986 million, compared to $27.696 million in the prior year, primarily due to higher incentive compensation expenses. Total operating expenses as a percentage of net sales remained unchanged at 10.6%. Selling expenses were $19.262 million, up from $18.630 million in the prior year. Administrative expenses were $10.724 million, up from $9.066 million in the prior year. #### Income from Operations Income from operations was $23.785 million, down from $28.197 million in the prior year. #### Other Expenses, Net Total other expense, net, was $1.488 million, down from $2.055 million in the prior year. Interest expense decreased to $523 thousand from $1,055 thousand. Rental and miscellaneous expense, net, was $576 thousand, down from $638 thousand. Pension expense (excluding service costs) was $389 thousand, up from $362 thousand. #### Income Before Income Taxes Income before income taxes was $22.297 million, down from $26.142 million in the prior year. #### Income Tax Expense Income tax expense was $5.449 million, down from $5.989 million in the prior year. #### Net Income Net income was $16.848 million, down from $20.153 million in the prior year. #### Inventory The value of total inventories on hand at the end of the current third quarter decreased $5.2 million, or 2.0%. This decrease was primarily due to lower commodity acquisition costs for walnuts and peanuts, as well as lower on-hand quantities of pecans, walnuts, and almonds. The weighted average cost per pound of raw nut and dried fruit input stock on hand increased 10.5% year over year. ### Nine Month Fiscal 2026 Financial Highlights #### Net Sales Net sales increased 6.8% to $895.2 million, primarily attributable to an 11.0% increase in weighted average selling price per pound, partially offset by a 3.7% decrease in sales volume. #### Sales Volume Sales volume decreased 3.7%, primarily due to lower sales volume in the consumer channel, partially offset by an increase in the commercial ingredients channel. #### Gross Profit Margin Gross profit margin increased from 18.5% to 18.7% of net sales, mainly attributable to aligning pricing more closely with commodity acquisition costs and the absence of a one-time pricing concession recognized in the prior period. #### Operating Expenses Operating expenses remained essentially flat at $90.3 million. ### Outlook / Guidance John B. Sanfilippo & Son, Inc. noted early signs of stabilizing consumer sentiment, despite ongoing uncertainty from rising global tensions impacting energy prices and supply chain dynamics. The company plans to maintain a nimble mindset and remains focused on executing its strategy to drive sustainable long-term value. ### Related Stocks - [JBSS.US](https://longbridge.com/en/quote/JBSS.US.md) ## Related News & Research - [John B. Sanfilippo & Son, Inc. Voluntarily Recalls Snack Mix Products Due to Possible Health Risk | JBSS Stock News](https://longbridge.com/en/news/285267526.md) - [Snack Food Suppliers Join the ReposiTrak Traceability Network® Queue | TRAK Stock News](https://longbridge.com/en/news/286908146.md) - [Today is the last day Delta will offer free snacks on short flights. 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