<p><strong>J.M. Smucker 公司</strong> (NYSE: SJM] 于周二发布了乐观的 2026 财年第四季度 业绩。</p>
<p>调整后的每股收益为 2.77 美元，超过分析师预期的 2.64 美元。净销售额同比增长 6%，达到 22.68 亿美元，略高于市场共识预期的 22.60 亿美元。</p>
<p>J.M. Smucker 预计 2027 财年的调整后每股收益为 9.75 美元至 10.25 美元，而分析师的预期为 9.79 美元。公司预测全年销售额为 86.89 亿美元至 87.79 亿美元，低于华尔街共识预期的 91.07 亿美元。</p>
<p>管理层预计 2027 财年的净销售额将下降 3% 至 4%，原因是价格优惠减少以及销量和产品组合趋势疲软。公司还计划通过大约 5 亿美元的债务偿还，将杠杆率降低至 EBITDA 的三倍左右。管理层表示，随着杠杆率下降，未来可能会进行股票回购。</p>
<p>Smucker 股票在盘前交易中上涨 0.1%，至 112.50 美元。</p>
<p>这些分析师在盈利公告后对 Smucker 的目标价格进行了调整。</p>
<ul>
<li>美国银行证券分析师 Bryan Spillane 维持该股票的买入评级，并将目标价格从 130 美元上调至 132 美元。</li>
<li>摩根士丹利分析师 Megan Alexander 维持该股票的持平评级，并将目标价格从 106 美元上调至 110 美元。</li>
</ul>
<p><strong>考虑购买 SJM 股票吗？以下是分析师的看法：</strong></p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/06/10083439/image-239-1024x459.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/06/10083439/image-239-1024x459.png"/></p>
<p><em>图片来源于 Shutterstock</em></p>

斯马克

<p>J.M. Smucker 报告了强劲的第四季度收益，每股收益为 2.77 美元，销售增长 6%，超出预期。然而，2027 财年的指引显示，预计销售和收益低于市场共识。美银和摩根士丹利的分析师在报告发布后上调了目标价，指出尽管面临短期挑战，如销量疲软和价格优势，但公司表现依然稳健</p>

<p><strong>The J.M. Smucker Co</strong>. (NYSE: SJM) reported upbeat fiscal fourth-quarter 2026 results on Tuesday.</p>
<div class="lb-trans"><p><strong>J.M. Smucker 公司</strong> (NYSE: SJM] 于周二发布了乐观的 2026 财年第四季度 业绩。</p>
</div><p>Adjusted earnings came in at $2.77 per share, ahead of analysts' estimates of $2.64 per share. Net sales increased 6% year over year to $2.268 billion, slightly above the consensus estimate of $2.260 billion.</p>
<div class="lb-trans"><p>调整后的每股收益为 2.77 美元，超过分析师预期的 2.64 美元。净销售额同比增长 6%，达到 22.68 亿美元，略高于市场共识预期的 22.60 亿美元。</p>
</div><p>J.M. Smucker expects fiscal 2027 adjusted earnings of $9.75 to $10.25 per share, compared with analysts' estimates of $9.79 per share. The company forecast full-year sales of $8.689 billion to $8.779 billion, below the Wall Street consensus estimate of $9.107 billion.</p>
<div class="lb-trans"><p>J.M. Smucker 预计 2027 财年的调整后每股收益为 9.75 美元至 10.25 美元，而分析师的预期为 9.79 美元。公司预测全年销售额为 86.89 亿美元至 87.79 亿美元，低于华尔街共识预期的 91.07 亿美元。</p>
</div><p>Management expects net sales to decline 3% to 4% in fiscal 2027, citing lower pricing benefits and weaker volume and mix trends. The company also plans to reduce leverage to about three times EBITDA by fiscal 2027 through roughly $500 million in debt repayments. Management said future share repurchases could follow as leverage declines.</p>
<div class="lb-trans"><p>管理层预计 2027 财年的净销售额将下降 3% 至 4%，原因是价格优惠减少以及销量和产品组合趋势疲软。公司还计划通过大约 5 亿美元的债务偿还，将杠杆率降低至 EBITDA 的三倍左右。管理层表示，随着杠杆率下降，未来可能会进行股票回购。</p>
</div><p>Smucker shares rose 0.1% to $112.50 in pre-market trading.</p>
<div class="lb-trans"><p>Smucker 股票在盘前交易中上涨 0.1%，至 112.50 美元。</p>
</div><p>These analysts made changes to their price targets on Smucker following earnings announcement.</p>
<div class="lb-trans"><p>这些分析师在盈利公告后对 Smucker 的目标价格进行了调整。</p>
</div><ul>
<li>B of A Securities analyst Bryan Spillane maintained the stock with a Buy and raised the price target from $130 to $132.</li>
<li>Morgan Stanley analyst Megan Alexander maintained the stock with an Equal-Weight rating and raised the price target from $106 to $110.</li>
</ul>
<div class="lb-trans"><ul>
<li>美国银行证券分析师 Bryan Spillane 维持该股票的买入评级，并将目标价格从 130 美元上调至 132 美元。</li>
<li>摩根士丹利分析师 Megan Alexander 维持该股票的持平评级，并将目标价格从 106 美元上调至 110 美元。</li>
</ul>
</div><p><strong>Considering buying SJM stock? Here’s what analysts think:</strong></p>
<div class="lb-trans"><p><strong>考虑购买 SJM 股票吗？以下是分析师的看法：</strong></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/06/10083439/image-239-1024x459.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/06/10083439/image-239-1024x459.png"/></p>
<p><em>Photo via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源于 Shutterstock</em></p>
</div>

These Analysts Boost Their Forecasts On JM Smucker Following Q4 Earnings

benzinga_article

摩根士丹利

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

在斯马克公布第四季度财报后，这些分析师上调了他们的预测