Sanfilippo John B & SON (JBSS) Q4 FY2026 earnings: revenue $280 million, up 4.2% on the year

Sanfilippo John B & SON Inc. (JBSS) reported revenue of $280 million for Q4 FY2026, the quarter ended 25 June 2026, up 4.2% on the same quarter a year earlier. Net income was $8 million, down 37.9% on the year, and diluted earnings per share $0.71. The figures are the company's own, from the 10-K it filed with the SEC on 19 August 2026.

Revenue$280 millionup 4.2%

Net income$8 milliondown 37.9%

Diluted EPS$0.71

QuarterQ4 FY2026ended 25 June 2026

What management said

Record net sales and EPS growth: Net sales reached record $1.18 billion, up 6.2%, and diluted EPS increased 4.6% to $5.26 per share in fiscal 2026, demonstrating earnings growth in challenging consumer and cost environment.
Recall-related costs and input prices: $2.7 million recall-related costs for dry milk powder from third-party manufacturer used in seasonings, combined with higher commodity acquisition costs for peanuts and tree nuts, significantly pressured Q4 gross profit.
Manufacturing inefficiencies from contract customer: Manufacturing inefficiencies associated with onboarding large contract manufacturing customer added in Q2 of prior year contributed to Q4 profitability challenges alongside higher snack bar ingredient costs.

Read the earnings call summary

The quarter, against the one before and a year earlier

Line	Q4 FY2026	Q3 FY2026	Q4 FY2025	Change on the year
Revenue	280	282	269	+4.2%
Cost of revenue	236	228	220	+7.3%
Gross profit	44.1	53.8	48.8	-9.5%
Gross margin	15.7%	19.1%	18.1%
Operating income	12.4	23.8	20.1	-38.3%
Operating margin	4.4%	8.4%	7.5%
Interest expense	0.4	0.5	1.2	-65.3%
Pre-tax income	11.1	22.3	18.1	-38.7%
Income tax	2.7	5.4	4.6	-41.2%
Effective tax rate	24.3%	24.4%	25.3%
Net income	8.4	16.8	13.5	-37.9%
Net margin	3.0%	6.0%	5.0%
Diluted EPS	$0.71	$1.43	$1.15	-38.3%

$ million except per share.

Fourth quarters are the year less the first three quarters. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow and capital returned

Line	Q4 FY2026	Q3 FY2026	Q4 FY2025	Change on the year
Operating cash flow	29.0	0.2	36.5	-20.6%
Capital expenditure	19.1	21.7	13.5	+41.6%
Free cash flow	9.9	-21.5	23.0	-57.0%
Free cash flow margin	3.5%	-7.6%	8.6%
Cash from investing	-18.7	-21.2	-13.5	n/a
Cash from financing	-10.5	19.9	-23.8	n/a
Depreciation and amortisation	7.0	7.0	7.0	-0.7%
Share-based compensation	1.2	0.7	1.0	+13.8%
Dividends paid	17.6	11.7	0.0	n/a
Diluted shares, weighted	12m	12m	12m	+0.8%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet at quarter end

Line	Q4 FY2026	Q3 FY2026	Q4 FY2025	Change on the year
Shareholders' equity	380	388	361	+5.3%
Debt	49.8	44.7	73.1	-31.8%
Operating lease liabilities	20.6	21.9	24.2	-14.8%
Other liabilities	208	196	140	+49.1%
Total liabilities and equity	659	651	598	+10.2%
Fixed assets	256	241	178	+43.6%
Goodwill	11.8	11.8	11.8	+0.0%
Intangible assets	3.4	3.6	4.4	-23.5%
Cash and equivalents	1.1	1.3	0.6	+96.1%
Receivables	84.3	85.2	76.7	+10.0%
Inventory	246	253	255	-3.4%
Other assets	56.2	54.8	71.4	-21.3%
Total assets	659	651	598	+10.2%

Questions

What was Sanfilippo John B & SON's revenue in Q4 FY2026?

Sanfilippo John B & SON (JBSS) reported revenue of $280 million for Q4 FY2026, the quarter ended 25 June 2026, up 4.2% on the same quarter a year earlier.

How much did Sanfilippo John B & SON earn in Q4 FY2026?

Net income for Q4 FY2026 was $8 million, down 37.9% on the year, and diluted earnings per share $0.71.

When did Sanfilippo John B & SON report Q4 FY2026 results?

Sanfilippo John B & SON filed its 10-K for the year that ended with the quarter on 19 August 2026; the fourth quarter is the year less the first three.

Quarterly results, the last 12 quarters

	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026	Q4 FY2026 *
Revenue	234	291	272	270	276	301	261	269	299	315	282	280
Cost of revenue	177	233	223	220	230	249	205	220	245	256	228	236
Gross profit	57.0	57.9	49.2	50.0	46.5	52.3	55.9	48.8	54.1	59.2	53.8	44.1
Gross margin	24%	20%	18%	19%	17%	17%	21%	18%	18%	19%	19%	16%
Operating income	24.6	27.6	18.4	14.7	17.0	19.4	28.2	20.1	27.0	26.0	23.8	12.4
Operating margin	10%	9%	7%	5%	6%	6%	11%	7%	9%	8%	8%	4%
Interest expense	0.2	1.1	0.8	0.5	0.5	0.8	1.1	1.2	1.0	0.5	0.5	0.4
Pre-tax income	23.6	25.9	16.9	13.5	15.7	17.9	26.1	18.1	25.1	24.5	22.3	11.1
Tax rate	26%	26%	20%	26%	26%	24%	23%	25%	25%	27%	24%	24%
Net income	17.6	19.2	13.5	10.0	11.7	13.6	20.2	13.5	18.7	18.0	16.8	8.4
Net margin	8%	7%	5%	4%	4%	5%	8%	5%	6%	6%	6%	3%
Diluted EPS	$1.51	$1.64	$1.15	$0.86	$1.00	$1.16	$1.72	$1.15	$1.59	$1.53	$1.43	$0.71
Operating cash flow	21.9	39.3	5.3	35.2	8.9	11.0	-25.9	36.5	32.1	62.5	0.2	29.0
Capital expenditure	6.0	4.9	6.6	10.8	11.9	13.6	11.7	13.5	24.9	22.4	21.7	19.1
Free cash flow	15.9	34.4	-1.3	24.4	-3.0	-2.7	-37.6	23.0	7.3	40.0	-21.5	9.9
Dividends paid	23.2	0.0	0.0	11.6	24.4	0.0	0.0	0.0	17.5	0.0	11.7	17.6
Filing	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Source

10-K for the period ended 25 June 2026, filed 19 August 2026, accession 0001193125-26-356919: the filing on EDGAR. All of Sanfilippo John B & SON Inc.'s filings: EDGAR company page.

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