Company Dossier · Consumer Staples
J.M. Smucker Company (The)
- S&P 500
- Russell 1000
What J.M. Smucker Company (The) is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $9.16 billion, up 5.2% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $1.59 billion, up 137% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.32 billion, down 8.6% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to April 30, 2026: $0.01 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 26, 2026): sentiment 0.10 on a −1 to +1 scale (mixed), confidence 0.40 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 1 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed June 9, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $13.9 million on the open market.SEC Form 4
- 890 institutional managers reported a position at June 30, 2026 (+70 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1 (5 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What J.M. Smucker Company (The) is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending57th pct
- Debt raised—
- Buybacks vs capex57th pct
- Hiring filings36th pct
- Deals and private raises41st pct
- Patent publications88th pct
Confident ↔ Hedging
Mixed
- Call sentiment28th pct
- Call confidence13th pct
- Guidance changes78th pct
- Risk factors added72nd pct
- Insider open-market trades23rd pct
- − Call confidence
- + Guidance changes
- − Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver57th pct
- Stress filings48th pct
Credit
How these are built →J.M. Smucker Company (The)'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$6.7B
- Due within a year $0.3B
- Longer term $6.4B
- Default point $3.5B (short + ½ long)
Finance leases included · Jul 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (THE J.M. SMUCKER COMPANY)third_quarter 2026 · $0.2 million
- Oct 19, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)third_quarter 2026 · $0.0 million
- Aug 17, 20268-KShareholder vote resultsItem 5.07
- Jul 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (THE J.M. SMUCKER COMPANY)second_quarter 2026 · $0.3 million
- Jul 17, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)second_quarter 2026 · $0.1 million
- Jun 16, 2026Patent
- Jun 11, 2026Trademark
- Jun 9, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- May 12, 2026Trademark
- Apr 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (THE J.M. SMUCKER COMPANY)first_quarter 2026 · $0.4 million
- Apr 15, 2026Trademark
- Mar 25, 2026Trademark
- Mar 3, 20268-KDirector or officer changeItem 5.02
- Feb 26, 20268-KDirector or officer changeItem 5.02
- Feb 25, 2026Trademark
- Feb 10, 20268-KDirector or officer changeItem 5.02
- Nov 25, 2025Patent
- Aug 18, 20258-KShareholder vote resultsItem 5.07
- Jun 18, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Apr 30, 20258-KDirector or officer changeItem 5.02
- Mar 7, 20258-KMaterial agreement signedItem 1.01
- Oct 30, 2024Risk event
- Jun 18, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
- Feb 20, 2024Patent
- Feb 13, 2024Patent
- Dec 26, 2023PatentPatent granted: COLLAPSIBLE CONTAINERUS 11851246
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Campbell Soup Company CPB | $9.7B | $0.7B | Aug 2, 2026 |
| Post Holdings POST | $8.4B | $0.6B | Jun 30, 2026 |
| McCormick & Company MKC | $7.7B | — | Aug 31, 2026 |
| Conagra Brands CAG | $11.2B | $0.9B | Aug 30, 2026 |
| Hormel Foods HRL | $12.2B | $0.8B | Jul 26, 2026 |
| Hershey Company (The) HSY | $12.2B | $2.2B | Jun 28, 2026 |
| Lamb Weston LW | $6.6B | $0.4B | Aug 30, 2026 |
| Smithfield Foods SFD | $15.5B | — | Jun 28, 2026 |