SJMJ M SMUCKER Co
Canned, Fruits, Veg, Preserves, Jams & Jellies
- Revenue
- $9.1B
- 3.7% YoY
- Operating margin
- 4.0%
- 152% YoY
- EBITDA
- $707M
- 281% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 9.2×
- $6.5B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear32% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear32% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $8.0B | $8.5B | $8.2B | $8.7B | $9.1B | 3.7% |
| Operating income | $1.0B | $158M | $1.3B | −$674M | $360M | 153% |
| Net income | $632M | −$91M | $744M | −$1.2B | −$139M | 89% |
| Operating cash flow | $1.1B | $1.2B | $1.2B | $1.2B | $1.5B | 22% |
| Capex | $418M | $477M | $587M | $394M | $317M | 19% |
| Stock-based comp | $22M | $26M | $24M | $30M | $24M | 21% |
| Buybacks | $270M | $368M | $373M | $3M | $6M | 70% |
| Dividends | $418M | $430M | $438M | $455M | $465M | 2.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $11M | $6M | 88 | 92 |
| FY2025 | $11M | $8M | 101 | 104 |
| FY2024 | $10M | $4M | 96 | 111 |
| FY2023 | $11M | $12M | 125 | 125 |
| FY2022 | $9M | $8M | 108 | 113 |