Q4 FY2026 EarningsQ4 FY26 results were mixed as revenue slightly beat expectations, but profitability missed consensus significantly. Revenue reached $280.4M (+4.2% YoY) vs. the $274.9M expected, driven by a 1.4% volume recovery. However, Diluted EPS of $0.71 fell sharply below the $1.17 consensus due to a 240 bps contraction in gross margin and $2.7M in recall-related charges. Despite the quarterly miss, management raised total 2026 dividends by 75% to $3.50 per share, reflecting long-term balance sheet confidence.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: John B. Sanfilippo & Son(JBSS) the Revenue is 280.43 M (--%), Beat estimate;the EBIT is 12.42 M (--%), Miss estimate;the EPS is 0.71 (-38.26%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.28B--
0.27B--
+0.01B--%
EBITMiss expectations
0.01B--
0.02B--
-0.01B--%
EPSMiss expectations
0.7138.26%
1.17251.96%
-0.462540.22%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf