JBSS Q4 EPS Falls 38% on Recall Costs and Margin Pressure; Full-Year EPS Up 4.6%
JBSS sits 32% above its 52-week low of $59.07.
Summary
JBSS reported Q4 diluted EPS of $0.71, down 38.3% year-over-year, hurt by recall costs and higher expenses. Full-year EPS rose 4.6% to $5.26 on record sales of $1.18 billion.
Key Events · Earnings and Guidance · JBSS
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Q4 EPS Misses on Recall and Cost Pressures
Diluted EPS fell 38.3% to $0.71 from $1.15 a year ago, driven by a $2.7 million recall charge, higher input and freight costs, and manufacturing inefficiencies.
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Full-Year Results Show Growth
Fiscal 2026 net sales rose 6.2% to $1.18 billion and diluted EPS increased 4.6% to $5.26, with gross profit up 3.8% to $211.2 million.
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Gross Margin Compression
Q4 gross margin declined to 15.7% from 18.1%, reflecting recall costs, higher customer claims, and elevated ingredient and freight expenses.
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Balance Sheet Remains Solid
Total debt of $83.2 million against stockholders' equity of $379.9 million; cash of $1.1 million and inventories of $245.8 million.
Analysis · JBSS · Manufacturing
Fourth-quarter earnings dropped sharply due to a $2.7 million recall charge, higher input and freight costs, and manufacturing inefficiencies. Full-year results were solid with record sales and EPS growth, but the weak Q4 and margin compression raise concerns about near-term profitability. The company's balance sheet remains strong with low leverage, supporting its dividend program.
How filings like this one have moved
In the 30 days to Oct 19, 2026, 29.4% of the 1386 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.50%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, JBSS was trading at $78.00 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $950.4M. The 52-week trading range was $59.07 to $92.08. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.