What to Expect From J.M. Smucker's Q3 2025 Earnings Report
The J. M. Smucker Company (SJM), headquartered in Orrville, Ohio, is a leading manufacturer and marketer of branded food products, primarily in the U.S. and Canada. Commanding a market cap of $10.9 billion, the company is best known for its iconic fruit spreads, including Smucker's jams and jellies. It is expected to announce its fiscal third-quarter earnings for 2025 on Tuesday, Feb. 25.
Ahead of the event, analysts expect SJM to report a profit of $2.36 per share on a diluted basis, down 4.8% from $2.48 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in all of its last four quarterly reports. Its EPS of $2.76 in the recent quarter surpassed the consensus estimate by 10%.
For fiscal 2025, analysts expect SJM to report an EPS of $9.89, down marginally from $9.94 in fiscal 2023. Nevertheless, its EPS is expected to rebound in 2026, rising 6.1% year over year to $10.49.
SJM stock has plummeted 19.9% over the past year, significantly trailing the S&P 500’s ($SPX) 25% gains and the Consumer Staples Select Sector SPDR Fund’s (XLP) 7.7% gains over the same time frame.
J. M. Smucker’s shares have underperformed the broader market over the past year due to a decline in its coffee segment from rising competition and supply chain issues. Additionally, the company has faced cash flow concerns, with reduced cash from operations and a lower cash balance, raising doubts about future investments and dividend sustainability.
On Nov. 26, SJM shares jumped over 5% after reporting its Q2 results. While its adjusted EPS of $2.76 surpassed Wall Street expectations of $2.51, the company’s revenue was $2.3 billion, matching Wall Street forecasts. SJM expects full-year adjusted EPS to be between $9.70 and $10.10.
Analysts’ consensus opinion on SJM stock is skeptical, with a “Hold” rating overall. Out of 14 analysts covering the stock, three advise a “Strong Buy” rating, 10 recommend a “Hold,” and the remaining analyst appoints it a “Strong Sell.”
The average analyst price target for SJM is $126.86, indicating a 22.6% potential upside from the current levels.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.