SJM The J.M. Smucker Company Common Stock
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The J.M. Smucker Company, also known as Smucker's, is an American manufacturer of food and beverage products. Headquartered in Orrville, Ohio, the company was founded in 1897 as a maker of apple butter. J.M. Smucker currently has three major business units: consumer foods, pet foods, and coffee. Its flagship brand, Smucker's, produces fruit preserves, peanut butter, syrups, frozen crustless sandwiches, and ice cream toppings.
Among J.M. Smucker's other food and coffee brands are Café Bustelo, Carnation Milk (Canada), Crosse & Blackwell, Dunkin', Five Roses (Canada), Folgers, Golden Temple (Canada), Jif, Knott's Berry Farm, Laura Scudder's, Robin Hood (Canada), Santa Cruz Organic, and Smucker's Uncrustables. Pet food brands include Meow Mix and Milk-Bone, among others. In 2023, Smuckers acquired Hostess Brands, the makers of Twinkies, in a $5.6 billion cash and stock deal. Listed on the New York Stock Exchange (ticker symbol: SJM), J.M. Smucker ranks 426th on the Fortune 500, with an estimated 2022 market value of $14.6 billion.
History
Founding (1897–1958)
The J.M. Smucker Company was founded in 1897 by Jerome Monroe Smucker. Smucker was born on December 5, 1858, in Orrville, Ohio, and much of his life was spent as a farmer in Orrville. In 1897 Smucker built a cider mill in Orrville. The company, which came to produce jellies, jams, and other food items, has stated that he used apples from local Orrville trees planted by Johnny Appleseed in the early nineteenth century. Smucker prepared apple butter and sold it from the back of a horse-drawn wagon.
The company was incorporated in 1921. At the time, the company sold preserves and jellies, and by 1928 was distributing in Ohio, Pennsylvania, and Indiana. After the company recorded losses in 1932 and 1933, in 1935 Smucker's eldest son Willard established a Smucker's plant in the state of Washington for pre-processing apples, which were then shipped to Orrville to be cooked. After introducing its trademark glass jar in 1939, annual sales reached $1 million. In 1940, Smucker's introduced its first line of ice cream toppings, and two years later began distributing its products nationally. During World War II, the company faced shortages of labor, glass, and fruit. In 1946, Smucker's earned the designation "U.S. Grade A Fancy" after it paid U.S. Department of Agriculture inspectors to "oversee every aspect of its production".
National expansion and IPO (1959–1984)
The company went public in 1959, and the following year J.M. Smucker opened a manufacturing plant in Salinas, California that increased its production capacity by 40%. In 1960, Paul Smucker became president and the company hired Wyse Advertising of Cleveland to produce radio spots. J.M. Smucker was then listed on the New York Stock Exchange (NYSE) in 1965.
1963 saw J.M. Smucker's acquisition of the jams and jellies company Mary Ellen. Profits increased between 1959 and 1969 before dropping in 1970. Between 1973 and 1980, J.M. Smucker implemented cost-cutting measures to increase profit margins, acquiring manufacturing operations in Oregon, Tennessee and California and consolidating packing operations. In 1978, J.M. Smucker debuted a low sugar "spread" that was so low in sugar the Food and Drug Administration wouldn't allow Smucker's to market it as a jam. J.M. Smucker acquired gourmet preserves company Dickinson's in 1979, and by 1980, J.M. Smucker was the number one jams and jellies company in the United States, with over 25% of the market in the United States.
In 1981, Timothy Smucker was named president and the company purchased Magic Shell the following year. After purchasing the pickle companies Wooster Preserving Co. and the H.W. Madison Co. in the 1960s, the company sold its unsuccessful pickle line in the early 1980s. J.M. Smucker in 1984 continued to be traded on the NYSE, with the Smucker family retaining a 30% interest in the business. That year J.M. Smucker acquired the juices company Knudsen & Sons.
Diversification and growth (1980s–2016)
In the late 1980s, the company began expanding internationally under CEO Richard Smucker, acquiring brands in Canada, the United States, Australia, and Europe. In 1987 J.M. Smucker purchased R-Line Foods, and in 1988 the company acquired the Canadian toppings brand Shirriff which made products such as Good Morning Marmalade. J.M. Smucker's sales reached $367 million in 1989. In 1989 J.M. Smucker purchased the Australian company Henry Jones Foods, later selling it in 2004 to SPC Ardmona. By 1993, 8% of J.M. Smucker's annual sales were international.
The peanut butter company Laura Scudder's and the juice company After the Fall were purchased in 1994, and that year J.M. Smucker also changed advertising agencies from Wyse Advertising to the Leo Burnett Company. The annual Peanut Butter Festival in the town of New Bethlehem, Pennsylvania is co-sponsored by Smucker's. First held in 1996, the festival was held in New Bethlehem because the Smucker's peanut butter factory was the lead employer in the area at the time. In 1998, J.M. Smucker acquired the peanut butter company Adams, as well as the maker of the Incredible Uncrustables frozen crustless sandwich, MenUSAver. J.M. Smucker renamed the product Uncrustables. J.M. Smucker acquired Jif and Crisco in 2002.
By 2004, the company was still headquartered in Orrville, Ohio and had been family-run for four generations. Between 1998 and 2004, the company had appeared on Fortune magazine's annual listing of the 100 Best Companies to Work For in the United States each year, ranking number one in 2004. That year the company purchased International Multifoods Corporation. Among the acquired brands in the deal were Pillsbury, Hungry Jack, Pet, Bick's pickles and condiments, and Canadian flour companies Golden Temple, and Robin Hood. In 2006, White Lily Brand was acquired. In 2007, the Canadian flour company Five Roses was acquired. That same year, the company also acquired King Kelly Orange Marmalade, Eagle Family Foods, which brought in the brands Eagle Brand/Borden milk products, None Such mincemeat, and Kava coffee.
In 2008, J.M. Smucker joined the Standard & Poor's 500 Index. That May, J.M. Smucker announced it had bought the food division of Knott's Berry Farm from ConAgra Foods, while Cedar Fair continued to own the theme park itself. That year it also purchased the frozen produce company Europe's Best in Canada and the milk brand Carnation. On November 6, 2008, J.M. Smucker purchased the Folgers coffee brand division from Procter & Gamble for $3.3 billion, acquiring brands such as Millstone Coffee in the process. The Reverse Morris Trust merger doubled J.M. Smucker's size.
In 2010, J.M. Smucker acquired Rowland Coffee Roasters, makers of Latin coffee brands, followed by the North American coffee and tea operations of Sara Lee in 2011. J.M. Smucker acquired Big Heart Pet Brands in 2015 for $5.8 billion, bringing in brands such as Milk Bone, Meow Mix, Kibbles ‘n Bits and Pup-Peroni. Also that year, J.M. Smucker announced it would sell its canned milk operations in the United States to Eagle Family Foods Group LLC. In February 2015, J.M Smucker and Keurig partnered together on making K-Cup packs of Dunkin' coffee. Mark Smucker was named CEO in 2016.
Recent (2017–present)
After an antitrust lawsuit filed by the Federal Trade Commission (FTC) in early March 2018, ConAgra Brands Inc. and J. M. Smucker Co. cancelled a deal for Smucker to purchase the Wesson cooking oil brand. The FTC claimed that Smuckers would have controlled at least 70% of the market for branded canola and vegetable oils. As part of a strategy to focus on pet food, coffee, and snacking, on August 31, 2018, J.M. Smucker announced it had sold its baking business in the United States to Brynwood Partners for $375 million, including the brands Pillsbury, Martha White, Hungry Jack, White Lily, and Jim Dandy. The baking business in Canada was retained. The company acquired Ainsworth Pet Nutrition in 2018, including the brands Better Than! Treats, Dad's Pet Care, and Rachael Ray Nutrish, and in October 2018, J.M. Smucker consolidated its $580 million marketing business into Publicis Groupe.
During the COVID-19 pandemic many J.M. Smucker employees began remote work. J.M. Smucker began providing "pay and benefits to employees to avoid furloughs," creating employee hardship and sick leave programs. By August 2020, its international and away-from-home segment had seen a quarterly sales decline of 9%. The Smucker's brand had seen a 25% quarterly increase in sales, Uncrustables had seen a 35% jump, and Crisco had seen a 50% increase. In September 2020, the company announced a new logo and corporate brand identity, with aims to distinguish Smucker the company from Smucker's brand food items. J.M. Smucker Company was shortened to J.M. Smucker Co. In December 2020 J.M. Smucker sold Crisco to B&G Foods for $550 million, part of the company's ongoing plan to divest of baking products in the United States. Overall in 2020, J.M. Smucker had $7.8 billion in net sales, with free cash flow growing 26% from 2019 to $985.5 million. Its US retail consumer foods unit saw a 22% jump in annual profits, while coffee rose 11% and pet food rose 6%. After selling Natural Balance Pet Foods to Nexus Capital for $50 million in Jan. 2021, in early 2022, the company sold R.W. Knudsen and truRoots to Nexus Capital. The deal included an agreement for Nexus Capital to license Santa Cruz Organic beverages, although not the brand's food items. The deal was estimated at $110 million. In January 2024, the Knott's Berry Farm grocery brand was discontinued due to low sales.
Hostess Brands acquisition
On 11 September 2023, J.M. Smucker announced an acquisition of Hostess Brands for $5.6 billion in cash and stock. This will bring several snack brands, including Twinkies, CupCakes, DingDongs, HoHos, Fruit Pies, CoffeeCakes, MiniMuffins, and Voortman cookies, along with seven manufacturing and distribution facilities, and 3,000 employees to J.M. Smucker. The acquisition was completed in November 2023.
Current brands
J.M. Smucker's four major business units are consumer foods, pet food, snacks, and coffee. The company is particularly known as a marketer and manufacturer of products such as fruit spreads, peanut butter, ice cream toppings, sweetened condensed milk, and health and natural foods and beverages. The Smucker's flagship brand manufactures and sells its own brands of fruit preserves, jelly, peanut butter including Smucker's Goober PB&J, syrups, ice cream toppings including Smucker's Magic Shell, and the Uncrustables sealed crustless sandwich. In Canada, the Smucker's name is only used for ice cream toppings and preserves.
J.M. Smucker brands currently include:
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | SJM | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 54.8media 5 anni ≈-45.1 | ≈-45.1 | 28.7 | Sopravvalutato | |
| P/S (TTM) | 1.4media 5 anni ≈1.6 | ≈1.6 | 1.1 | Sopravvalutato | |
| P/B (MRQ) | 2.2media 5 anni ≈1.9 | ≈1.9 | 2.0 | Sopravvalutato | |
| Prezzo / FCF (TTM) | 7.9media 5 anni ≈17.2 | ≈17.2 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 6.6media 5 anni ≈10.7 | ≈10.7 | 7.1 | Valore equo | |
| Prezzo / Valore contabile tangibile (MRQ) | 99.5 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | SJM | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 38.7%media 5 anni ≈35.4% | ≈35.4% | 32.4% | Di prim'ordine | |
| Margine Operativo (TTM) | 9.0%media 5 anni ≈5.4% | ≈5.4% | 9.3% | Di prim'ordine | |
| EBITDA Margin (Margine EBITDA) | 4.0%media 5 anni ≈5.4% | ≈5.4% | 10.4% | Di prim'ordine | |
| Margine ante imposte (TTM) | 4.6%media 5 anni ≈2.0% | ≈2.0% | 7.9% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 2.5%media 5 anni ≈0.06% | ≈0.06% | 5.6% | Di prim'ordine | |
| ROA (TTM) | 1.4%media 5 anni ≈0.04% | ≈0.04% | 3.5% | Debole | |
| ROE (TTM) | 3.9%media 5 anni ≈-1.0% | ≈-1.0% | 7.6% | Debole | |
| ROIC | 6.4%media 5 anni ≈6.8% | ≈6.8% | 7.5% | In linea |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | SJM | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto (MRQ) | 1.2media 5 anni ≈0.8 | ≈0.8 | 0.3 | Debito elevato | |
| Rapporto corrente (MRQ) | 0.9media 5 anni ≈0.9 | ≈0.9 | 1.1 | Bassa liquidità | |
| Quick Ratio | 0.3media 5 anni ≈0.3 | ≈0.3 | 0.3 | Bassa liquidità | |
| Debito a lungo termine / Patrimonio netto (MRQ) | 1.1media 5 anni ≈0.9 | ≈0.9 | 0.8 | Debito elevato |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | SJM | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 3.7%media 5 anni ≈2.6% | ≈2.6% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 2.0%media 5 anni ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 2.5% | · | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | -2.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | -5.3% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | SJM | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.5media 5 anni ≈0.5 | ≈0.5 | 0.7 | Debole | |
| Inventory Turnover (Rotazione delle scorte) | 5.2media 5 anni ≈5.1 | ≈5.1 | 6.0 | Debole | |
| Receivables Turnover (Rotazione dei crediti) | 14.2media 5 anni ≈13.9 | ≈13.9 | 14.7 | In linea | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$1.1M | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Ago 14, 2026 | $1,12 | USD | ≈3.6% |
| Mag 15, 2026 | $1,10 | USD | ≈4.4% |
| Feb 13, 2026 | $1,10 | USD | ≈4.0% |
| Nov 14, 2025 | $1,10 | USD | ≈4.0% |
| Ago 15, 2025 | $1,10 | USD | ≈3.9% |
| Mag 16, 2025 | $1,08 | USD | ≈3.8% |
| Feb 14, 2025 | $1,08 | USD | ≈4.2% |
| Nov 15, 2024 | $1,08 | USD | ≈4.0% |
| Ago 16, 2024 | $1,08 | USD | ≈3.6% |
| Mag 16, 2024 | $1,06 | USD | ≈3.7% |
| Feb 15, 2024 | $1,06 | USD | ≈3.4% |
| Nov 16, 2023 | $1,06 | USD | ≈3.7% |
| Ago 17, 2023 | $1,06 | USD | ≈2.9% |
| Mag 11, 2023 | $1,02 | USD | ≈2.6% |
| Feb 9, 2023 | $1,02 | USD | ≈2.8% |
| Nov 9, 2022 | $1,02 | USD | ≈2.7% |
| Ago 11, 2022 | $1,02 | USD | ≈3.0% |
| Mag 12, 2022 | $0,99 | USD | ≈2.7% |
| Feb 10, 2022 | $0,99 | USD | ≈2.9% |
| Nov 10, 2021 | $0,99 | USD | ≈3.0% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 31 Marzo 2027 | Ago 26, 2026 | $3.24 | $2.24 | 44.7% |
| 31 Dicembre 2026 | Giu 9, 2026 | $2.77 | $2.66 | 4.0% |
| 30 Settembre 2026 | $2.40 | $2.24 | 7.2% | |
| 30 Giugno 2026 | $2.77 | $2.66 | 4.0% | |
| 31 Marzo 2026 | $2.38 | $2.30 | 3.6% | |
| 31 Dicembre 2025 | $2.10 | $2.12 | -1.1% | |
| 30 Settembre 2025 | $1.90 | $1.95 | -2.7% | |
| 30 Giugno 2025 | $2.31 | $2.27 | 2.0% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B | $8.00B | $7.80B | $7.84B | $7.36B | $7.39B | $7.81B | $5.69B | |
| Cost of Revenue | $6.02B | $5.34B | $5.06B | $5.73B | $5.30B | $4.86B | $4.80B | $4.92B | $4.52B | $4.56B | $4.84B | $3.72B | |
| Gross Profit | $3.03B | $3.38B | $3.12B | $2.80B | $2.70B | $3.14B | $3.00B | $2.92B | $2.84B | $2.84B | $2.97B | $1.97B | |
| R&D Expense | · | · | · | · | · | · | · | · | · | $58M | $59M | $32M | |
| SG&A Expense | $1.50B | $1.53B | $1.45B | $1.46B | $1.36B | $1.52B | $1.47B | $1.51B | $1.36B | $1.38B | $1.51B | $1.03B | |
| Operating Income | $360M | $-674M | $1.31B | $158M | $1.02B | $1.39B | $1.22B | $929M | $1.04B | $1.04B | $1.15B | $772M | |
| Other Non-op | $-41M | $-14M | $-26M | $-15M | $-19M | $-38M | $-7M | $-19M | $-9M | $-1M | $4M | $4M | |
| Pretax Income | $-62M | $-1.05B | $996M | $-9M | $844M | $1.17B | $1.03B | $702M | $861M | $878M | $978M | $523M | |
| Income Tax | $76M | $184M | $252M | $82M | $212M | $296M | $247M | $187M | $-478M | $286M | $289M | $178M | |
| Net Income | $-139M | $-1.23B | $744M | $-91M | $632M | $876M | $780M | $514M | $1.34B | $592M | $689M | $345M | |
| EPS (Basic) | $-1.30 | $-11.57 | $7.14 | $-0.86 | $5.84 | $7.79 | $6.84 | $4.52 | $11.79 | $5.11 | $5.77 | $3.33 | |
| EPS (Diluted) | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 | $7.79 | $6.84 | $4.52 | $11.78 | $5.10 | $5.76 | $3.33 | |
| Shares (Basic) | · | · | · | · | 107,900,000 | 112,000,000 | 113,400,000 | 113,100,000 | 113,000,000 | 115,500,000 | 118,900,000 | 103,038,271 | |
| Shares (Diluted) | · | · | · | · | 108,400,000 | 112,000,000 | 113,400,000 | 113,100,000 | 113,000,000 | 115,600,000 | 119,000,000 | 103,043,554 | |
| EBITDA | $360M | $-674M | $1.31B | $158M | $1.02B | $1.39B | $1.22B | $929M | $1.04B | $1.03B | $1.15B | $772M |
Stato Patrimoniale
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $101M | $193M | $167M | $110M | $126M | |
| Receivables | $656M | $619M | $736M | $598M | $525M | $534M | $551M | $504M | $386M | $439M | $450M | $430M | |
| Inventory | $1.13B | $1.21B | $1.04B | $1.01B | $1.09B | $960M | $895M | $910M | $854M | $906M | $899M | $1.16B | |
| Other Current Assets | $132M | $248M | $130M | $108M | $226M | $114M | $135M | $110M | $122M | $131M | $114M | $265M | |
| Current Assets | $1.97B | $2.15B | $1.97B | $2.86B | $2.01B | $1.94B | $1.97B | $1.63B | $1.55B | $1.64B | $1.57B | $1.98B | |
| PP&E (Net) | $3.03B | $3.08B | $3.07B | $2.24B | $2.13B | $2.00B | $1.97B | $1.91B | $1.73B | $1.62B | $1.63B | $1.68B | |
| PP&E (Gross) | $5.63B | $5.42B | $5.17B | $4.16B | $4.11B | $3.84B | $3.74B | $3.53B | $3.26B | $2.98B | $2.80B | $2.70B | |
| Accum. Depreciation | $2.59B | $2.34B | $2.10B | $1.92B | $1.98B | $1.84B | $1.77B | $1.62B | $1.53B | $1.36B | $1.18B | $1.02B | |
| Goodwill | $5.21B | $5.71B | $7.65B | $5.22B | $6.02B | $6.02B | $6.30B | $6.31B | $5.94B | $6.08B | $6.09B | $6.01B | |
| Intangibles | $5.68B | $6.35B | $7.26B | $4.43B | $5.65B | $6.04B | $6.43B | $6.72B | $5.92B | $6.15B | $6.49B | $6.95B | |
| Other Non-current Assets | $11.21B | $12.34B | $15.23B | $9.89B | $11.91B | $12.34B | $13.03B | $13.17B | $12.02B | $12.38B | $12.78B | $13.14B | |
| Total Assets | $16.22B | $17.56B | $20.27B | $14.99B | $16.05B | $16.28B | $16.97B | $16.71B | $15.30B | $15.64B | $15.98B | $16.81B | |
| Accounts Payable | $1.18B | $1.29B | $1.34B | $1.39B | $1.19B | $1.03B | $782M | $591M | $512M | $477M | $459M | $403M | |
| Short-term Debt | $421M | $641M | $591M | $0 | $180M | $82M | $248M | $426M | $144M | $454M | $284M | $226M | |
| Current Liabilities | $2.54B | $2.65B | $3.76B | $1.99B | $1.95B | $2.87B | $1.59B | $2.34B | $1.03B | $1.83B | $1.21B | $1.02B | |
| Capital Leases | $125M | $84M | $144M | $77M | $76M | $113M | $120M | $0 | · | · | · | · | |
| Deferred Tax | $1.46B | $1.55B | $1.74B | $1.14B | $1.33B | $1.35B | $1.35B | $1.40B | $1.38B | $2.17B | $2.23B | $2.40B | |
| Other Non-current Liabilities | $160M | $60M | $66M | $72M | $80M | $97M | $98M | $110M | $105M | $88M | $88M | $91M | |
| Total Liabilities | $10.68B | $11.48B | $12.58B | $7.70B | $7.91B | $8.16B | $8.78B | $8.74B | $7.41B | $8.79B | $8.98B | $9.72B | |
| Long-term Debt | $6.54B | $7.04B | $7.77B | $4.31B | $4.31B | $4.67B | $5.37B | $5.48B | $4.69B | $4.94B | $5.15B | $5.94B | |
| Total Debt | $6.96B | $7.68B | $8.36B | $0 | $4.49B | $4.75B | $5.62B | $5.91B | $4.83B | $5.40B | $5.43B | $6.17B | |
| Retained Earnings | $-101M | $502M | $2.19B | $2.13B | $2.89B | $2.85B | $2.75B | $2.37B | $2.24B | $1.24B | $1.27B | $1.16B | |
| AOCI | $-134M | $-184M | $-235M | $-239M | $-237M | $-277M | $-379M | $-182M | $-117M | $-143M | $-148M | $-110M | |
| Stockholders' Equity | $5.54B | $6.08B | $7.69B | $7.29B | $8.14B | $8.12B | $8.19B | $7.97B | $7.89B | $6.85B | $7.01B | $7.09B | |
| Liabilities + Equity | $16.22B | $17.56B | $20.27B | $14.99B | $16.05B | $16.28B | $16.97B | $16.71B | $15.30B | $15.64B | $15.98B | $16.81B | |
| Shares Outstanding | 106,700,000 | 106,425,081 | 106,194,281 | 104,398,618 | 106,458,317 | 108,339,057 | 114,072,726 | 113,742,296 | 113,572,840 | 113,439,553 | 116,306,894 | 119,577,333 |
Flusso di cassa
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $24M | $30M | $24M | $26M | $22M | $29M | $27M | $21M | $15M | $22M | $35M | $24M | |
| Deferred Tax | $-103M | $-108M | $-40M | $-191M | $-38M | $-14M | $8M | $-94M | $-803M | $-79M | $-95M | $8M | |
| Amort. of Intangibles | $211M | $219M | $191M | $207M | $224M | $233M | $236M | $240M | $207M | $207M | $208M | $110M | |
| Restructuring | $21M | $36M | $130M | $5M | $8M | $21M | $16M | $64M | $45M | · | $0 | $15M | |
| Operating Cash Flow | $1.47B | $1.21B | $1.23B | $1.19B | $1.14B | $1.56B | $1.25B | $1.14B | $1.22B | $1.06B | $1.46B | $739M | |
| CapEx | $317M | $394M | $586M | $477M | $418M | $307M | $269M | $360M | $322M | $192M | $201M | $248M | |
| Investing Cash Flow | $-259M | $-100M | $-3.96B | $256M | $-356M | $311M | $-272M | $-1.92B | $-278M | · | · | · | |
| Debt Issued | $0 | $650M | $4.29B | $0 | $798M | $0 | $798M | $1.50B | $800M | $0 | $0 | $5.38B | |
| Net Debt Issued | $-500M | $-650M | $2.49B | $0 | $-359M | $-700M | $-102M | $800M | $-251M | $-200M | $-800M | $1.19B | |
| Stock Repurchased | $6M | $3M | $373M | $368M | $270M | $678M | $4M | $5M | $7M | $438M | $441M | $24M | |
| Net Stock Activity | $-6M | $-3M | $-373M | $-368M | $-270M | $-678M | $-4M | $-5M | $-7M | $-438M | $-441M | $-24M | |
| Dividends Paid | $465M | $455M | $438M | $430M | $418M | $403M | $397M | $378M | $350M | $339M | $317M | $254M | |
| Financing Cash Flow | $-1.23B | $-1.10B | $2.14B | $-965M | $-944M | $-1.94B | $-689M | $699M | $-922M | · | · | · | |
| Net Change in Cash | $-11M | $8M | $-594M | $486M | $-164M | $-57M | $290M | $-91M | $26M | $57M | $-16M | $-28M | |
| Taxes Paid | $42M | $332M | $316M | $255M | $233M | $333M | $227M | $251M | $337M | $367M | $290M | $199M | |
| Free Cash Flow | $1.16B | $817M | $643M | $717M | $719M | $1.26B | $986M | $781M | $896M | $867M | $1.26B | $486M |
Redditività
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% | 39.2% | 38.5% | 37.2% | 38.6% | 38.4% | 38.0% | 34.6% | |
| Operating Margin | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% | 17.3% | 15.7% | 11.8% | 14.1% | 14.0% | 14.7% | 13.6% | |
| Net Margin | -1.5% | -14.1% | 9.1% | -1.1% | 7.9% | 10.9% | 10.0% | 6.6% | 18.2% | 8.0% | 8.8% | 6.1% | |
| Pretax Margin | -0.69% | -12.0% | 12.2% | -0.11% | 10.5% | 14.6% | 13.2% | 8.9% | 11.7% | 11.9% | 12.5% | 9.2% | |
| EBITDA Margin | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% | 17.3% | 15.7% | 11.8% | 14.1% | 14.0% | 14.7% | 13.6% | |
| ROA | -0.82% | -6.5% | 4.2% | -0.59% | 3.9% | 5.3% | 4.6% | 3.2% | 8.6% | 3.8% | 4.2% | 2.7% | |
| ROE | -2.4% | -18.9% | 9.8% | -1.2% | 7.7% | 10.7% | 9.5% | 6.4% | 18.2% | 8.6% | 9.8% | 5.7% | |
| ROIC | 6.4% | -5.8% | 6.1% | 21.4% | 6.1% | 8.1% | 6.7% | 4.9% | 12.7% | 5.7% | 6.5% | 3.8% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 | 0.7 | 1.2 | 0.7 | 1.5 | 0.9 | 1.3 | 2.0 | |
| Quick Ratio | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.6 | 0.3 | 0.5 | 0.5 | |
| Debt / Equity | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 | 0.6 | 0.7 | 0.7 | 0.6 | 0.8 | 0.8 | 0.9 | |
| LT Debt / Equity | 1.2 | 1.2 | 0.9 | · | 0.5 | 0.4 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | 0.8 |
Efficienza
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.4 | |
| Inventory Turnover | 5.2 | 4.8 | 4.9 | 5.5 | 5.2 | 5.2 | 5.3 | 5.6 | 5.1 | 5.0 | 4.7 | 3.6 | |
| Receivables Turnover | 14.2 | 12.9 | 12.3 | 15.2 | 15.1 | 14.8 | 14.8 | 17.6 | 17.9 | 16.6 | 17.7 | 15.4 |
Per Azione
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.98 | $57.15 | $72.45 | $69.84 | $76.46 | $74.99 | $71.80 | $70.08 | $69.48 | $60.39 | $60.26 | $59.27 | |
| Revenue / Share | · | · | · | · | $73.79 | $71.45 | $68.79 | $69.30 | $65.11 | $63.96 | $65.66 | · | |
| Cash Flow / Share | · | · | · | · | $10.48 | $13.97 | $11.07 | $10.09 | $10.78 | $9.16 | $12.26 | · | |
| Cash / Share | · | · | · | · | · | · | · | $0.89 | $1.70 | $1.47 | $0.94 | $1.05 | |
| Dividend / Share | $4.40 | $4.32 | $4.24 | $4.08 | $3.96 | $3.60 | $3.52 | $3.40 | $3.12 | $3.00 | $2.68 | $2.56 | |
| EPS (TTM) | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 | $7.79 | $6.84 | $4.52 | $11.78 | $5.10 | $5.76 | $3.33 |
Tassi di Crescita
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | 6.7% | -4.1% | 6.6% | -0.05% | 2.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.0% | 2.9% | 0.73% | 3.0% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | 2.3% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | · | -25.2% | 13.9% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | -2.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | · | -27.9% | 12.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | -5.3% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 2.9% | 2.8% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B | $8.00B | $7.80B | $7.84B | $7.36B | $7.39B | $7.81B | $5.69B | |
| Net Income TTM | $-139M | $-1.23B | $744M | $-91M | $632M | $876M | $780M | $514M | $1.34B | $592M | $689M | $345M | |
| Market Cap | $10.46B | $12.37B | $12.20B | $16.12B | $14.58B | $14.19B | $13.11B | $13.95B | $12.96B | $14.38B | $14.77B | $13.86B | |
| Enterprise Value | · | · | · | · | · | · | · | $19.76B | $17.60B | $19.61B | $20.09B | $19.91B | |
| P/E | -75.4 | -10.0 | 16.1 | -179.5 | 23.5 | 16.8 | 16.8 | 27.1 | 9.7 | 24.8 | 22.0 | 34.8 | |
| P/S | 1.2 | 1.4 | 1.5 | 1.9 | 1.8 | 1.8 | 1.7 | 1.8 | 1.8 | 1.9 | 1.9 | 2.4 | |
| P/B | 1.9 | 2.0 | 1.6 | 2.2 | 1.8 | 1.7 | 1.6 | 1.8 | 1.6 | 2.1 | 2.1 | 2.0 | |
| P / Cash Flow | 7.1 | 10.2 | 9.9 | 13.5 | 12.8 | 9.1 | 10.4 | 12.2 | 10.6 | 13.6 | 10.1 | 18.9 | |
| P / FCF | 9.0 | 15.2 | 19.0 | 22.5 | 20.3 | 11.3 | 13.3 | 17.9 | 14.5 | 16.6 | 11.8 | 28.6 | |
| EV / EBITDA | · | · | · | · | · | · | · | 21.3 | 17.0 | 19.0 | 17.5 | 25.8 | |
| EV / FCF | · | · | · | · | · | · | · | 25.3 | 19.6 | 22.6 | 16.0 | 41.0 | |
| EV / Revenue | · | · | · | · | · | · | · | 2.5 | 2.4 | 2.7 | 2.6 | 3.5 | |
| Dividend Yield | 4.4% | 3.7% | 3.6% | 2.7% | 2.9% | 2.8% | 3.0% | 2.7% | 2.7% | 2.4% | 2.1% | 1.8% | |
| Earnings Yield | -1.3% | -10.0% | 6.2% | -0.56% | 4.3% | 5.9% | 5.9% | 3.7% | 10.3% | 4.0% | 4.5% | 2.9% | |
| Payout Ratio | -335.0% | -37.0% | 58.8% | -471.2% | 66.2% | 46.0% | 50.9% | 73.5% | 26.2% | 57.3% | 46.0% | 73.6% | |
| Annual Payout | $465M | $455M | $438M | $430M | $418M | $403M | $397M | $378M | $350M | $339M | $317M | $254M |
Conto Economico
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.22B | $2.27B | $2.34B | $2.33B | $2.11B | $2.14B | $2.19B | $2.27B | $2.13B | $2.21B | $2.23B | $1.94B | $1.81B | $2.23B | $2.22B | $2.21B | |
| Cost of Revenue | $1.24B | $1.41B | $1.51B | $1.46B | $1.64B | $1.32B | $1.31B | $1.39B | $1.33B | $1.29B | $1.41B | $1.21B | $1.15B | $1.44B | $1.46B | $1.50B | |
| Gross Profit | $980M | $862M | $828M | $870M | $475M | $823M | $878M | $886M | $797M | $913M | $823M | $724M | $655M | $792M | $756M | $701M | |
| SG&A Expense | $410M | $358M | $363M | $398M | $377M | $381M | $368M | $391M | $390M | $425M | $374M | $334M | $314M | $376M | $381M | $354M | |
| Operating Income | $512M | $444M | $-548M | $418M | $46M | $-599M | $-594M | $170M | $350M | $406M | $297M | $299M | $304M | $-634M | $318M | $293M | |
| Other Non-op | $-1M | $-29M | $-9M | $-2M | $-2M | $-4M | $-3M | $-4M | $-3M | $4M | $-2M | $5M | $-33M | $-10M | $-5M | $-800.0K | |
| Pretax Income | $428M | $328M | $-652M | $318M | $-56M | $-697M | $-662M | $67M | $246M | $313M | $196M | $249M | $238M | $-679M | $275M | $253M | |
| Income Tax | $104M | $-60M | $72M | $77M | $-13M | $32M | $-200.0K | $91M | $61M | $68M | $75M | $54M | $55M | $-78M | $67M | $62M | |
| Net Income | $324M | $388M | $-724M | $241M | $-44M | $-729M | $-662M | $-24M | $185M | $245M | $120M | $195M | $184M | $-601M | $208M | $191M | |
| EPS (Basic) | $3.04 | $3.64 | $-6.79 | $2.26 | $-0.41 | $-6.86 | $-6.22 | $-0.23 | $1.74 | $2.30 | $1.14 | $1.91 | $1.79 | $-5.64 | $1.96 | $1.79 | |
| EPS (Diluted) | $3.03 | $3.64 | $-6.79 | $2.26 | $-0.41 | $-6.86 | $-6.22 | $-0.23 | $1.74 | $2.31 | $1.13 | $1.90 | $1.79 | $-5.63 | $1.95 | $1.79 | |
| Shares (Basic) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 106,500,000 | 106,500,000 | |
| Shares (Diluted) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 107,000,000 | 106,900,000 | |
| EBITDA | $512M | · | $-548M | $418M | $46M | · | $-594M | $170M | $350M | · | $297M | $299M | $304M | · | $318M | $293M |
Stato Patrimoniale
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $616M | $656M | $646M | $675M | $643M | $619M | $654M | $805M | $735M | $736M | $790M | $588M | $592M | · | $534M | $610M | |
| Inventory | $1.19B | $1.13B | $1.17B | $1.35B | $1.39B | $1.21B | $1.09B | $1.08B | $1.14B | $1.04B | $988M | $1.08B | $1.09B | · | $1.24B | $1.36B | |
| Other Current Assets | $146M | $132M | $119M | $233M | $333M | $248M | $188M | $117M | $169M | $130M | $111M | $135M | $110M | · | $148M | $256M | |
| Current Assets | $1.99B | $1.97B | $1.99B | $2.33B | $2.40B | $2.15B | $1.98B | $2.06B | $2.08B | $1.97B | $1.92B | $5.86B | $2.50B | · | $2.03B | $2.25B | |
| PP&E (Net) | $3.02B | $3.03B | $3.00B | $3.02B | $3.05B | $3.08B | $3.05B | $3.09B | $3.10B | $3.07B | $3.00B | $2.39B | $2.29B | · | $2.27B | $2.20B | |
| PP&E (Gross) | $5.67B | $5.63B | $5.59B | $5.53B | $5.46B | $5.42B | $5.34B | $5.31B | $5.27B | $5.17B | $5.04B | $4.38B | $4.24B | · | $4.30B | $4.22B | |
| Accum. Depreciation | $2.66B | $2.59B | $2.59B | $2.50B | $2.41B | $2.34B | $2.28B | $2.23B | $2.17B | $2.10B | $2.04B | $1.99B | $1.95B | · | $2.03B | $2.02B | |
| Goodwill | $5.20B | $5.21B | $5.20B | $5.71B | $5.71B | $5.71B | $6.57B | $7.40B | $7.65B | $7.65B | $7.67B | $5.21B | $5.22B | $5.22B | $6.01B | $6.01B | |
| Intangibles | $5.62B | $5.68B | $5.74B | $6.25B | $6.30B | $6.35B | $6.51B | $6.78B | $7.20B | $7.26B | $7.31B | $4.35B | $4.39B | · | $5.48B | $5.54B | |
| Other Non-current Assets | $11.20B | $11.21B | $11.27B | $12.28B | $12.29B | $12.34B | $13.40B | $14.88B | $15.17B | $15.23B | $15.32B | $9.87B | $9.93B | · | $11.72B | $11.77B | |
| Total Assets | $16.20B | $16.22B | $16.27B | $17.63B | $17.74B | $17.56B | $18.43B | $20.02B | $20.35B | $20.27B | $20.25B | $18.12B | $14.71B | $14.99B | $16.02B | $16.22B | |
| Accounts Payable | $1.21B | $1.18B | $1.13B | $1.11B | $1.23B | $1.29B | $1.13B | $1.23B | $1.24B | $1.34B | $1.25B | $1.25B | $1.30B | · | $1.23B | $1.26B | |
| Short-term Debt | $194M | $421M | $487M | $748M | $952M | $641M | $462M | $488M | $697M | $591M | $418M | · | · | · | $0 | $302M | |
| Current Liabilities | $2.29B | $2.54B | $2.36B | $2.63B | $2.95B | $2.65B | $3.29B | $3.56B | $3.76B | $3.76B | $2.47B | $1.83B | $1.95B | · | $1.74B | $2.06B | |
| Capital Leases | $159M | $125M | $126M | $126M | $91M | $84M | $90M | $118M | $134M | $144M | $151M | $133M | $141M | · | $56M | $59M | |
| Deferred Tax | $1.46B | $1.46B | $1.54B | $1.61B | $1.57B | $1.55B | $1.59B | $1.66B | $1.74B | $1.74B | $1.77B | $1.12B | $1.13B | · | $1.32B | $1.33B | |
| Other Non-current Liabilities | $150M | $65M | $164M | $162M | $160M | $60M | $161M | $159M | $165M | $66M | $178M | $172M | $174M | · | $249M | $244M | |
| Total Liabilities | $10.45B | $10.68B | $11.03B | $11.57B | $11.82B | $11.48B | $11.52B | $12.39B | $12.58B | $12.58B | $12.69B | $11.03B | $7.71B | · | $7.68B | $8.00B | |
| Long-term Debt | $6.54B | $6.54B | $6.84B | $7.04B | $7.04B | $7.04B | $7.39B | $7.78B | $7.77B | $7.77B | $8.12B | $7.77B | $4.32B | · | $4.31B | $4.31B | |
| Total Debt | $6.74B | · | $7.33B | $7.79B | $7.99B | · | $7.85B | $8.26B | $8.47B | · | $8.54B | $7.77B | $4.32B | · | $4.31B | $4.61B | |
| Retained Earnings | $104M | $-101M | $-373M | $468M | $344M | $502M | $1.35B | $2.12B | $2.26B | $2.19B | $2.06B | $2.05B | $1.96B | · | $3.08B | $2.98B | |
| AOCI | $-139M | $-134M | $-168M | $-183M | $-182M | $-184M | $-197M | $-239M | $-232M | $-235M | $-227M | $-240M | $-229M | · | $-237M | $-247M | |
| Stockholders' Equity | $5.75B | $5.54B | $5.24B | $6.06B | $5.93B | $6.08B | $6.91B | $7.63B | $7.77B | $7.69B | $7.56B | $7.09B | $7.00B | $7.29B | $8.34B | $8.22B | |
| Liabilities + Equity | $16.20B | $16.22B | $16.27B | $17.63B | $17.74B | $17.56B | $18.43B | $20.02B | $20.35B | $20.27B | $20.25B | $18.12B | $14.71B | · | $16.02B | $16.22B | |
| Shares Outstanding | 106,800,000 | 106,661,858 | 106,700,000 | 106,700,000 | 106,700,000 | 106,425,081 | 106,400,000 | 106,400,000 | 106,400,000 | 106,194,281 | 106,200,000 | 102,200,000 | 102,100,000 | 104,398,618 | 106,600,000 | 106,600,000 |
Flusso di cassa
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $12M | $3M | $2M | $9M | $9M | $5M | $9M | $7M | $9M | $8M | $2M | $9M | $5M | $14M | $6M | $-3M | |
| Deferred Tax | $-400.0K | $-92M | $-76M | $40M | $24M | $-45M | $-87M | $21M | $3M | $-18M | $-6M | $-7M | $-9M | $-191M | $0 | $0 | |
| Amort. of Intangibles | $58M | $60M | $50M | $50M | $50M | $54M | $54M | $56M | $56M | $56M | $56M | $40M | $40M | $40M | $56M | $56M | |
| Restructuring | $600.0K | $4M | $5M | $6M | $6M | $8M | $10M | $11M | $7M | $24M | $99M | $7M | $0 | $2M | $600.0K | $700.0K | |
| Operating Cash Flow | $426M | $579M | $558M | $346M | $-11M | $394M | $239M | $404M | $173M | $428M | $406M | $177M | $218M | $444M | $585M | $205M | |
| CapEx | $88M | $95M | $72M | $66M | $84M | $95M | $88M | $87M | $124M | $131M | $157M | $149M | $150M | $145M | $142M | $102M | |
| Investing Cash Flow | $-86M | $-85M | $16M | $8M | $-198M | $-82M | $207M | $-53M | $-172M | $-103M | $-3.57B | $-142M | $-152M | $563M | $-98M | $-138M | |
| Debt Issued | · | · | · | · | · | $650M | $0 | · | · | $0 | $800M | · | · | $0 | $0 | · | |
| Stock Repurchased | $6M | $400.0K | $200.0K | $400.0K | $5M | $200.0K | $400.0K | $100.0K | $3M | $300.0K | $100.0K | $400.0K | $372M | $360M | $100.0K | $100.0K | |
| Net Stock Activity | $-6M | · | · | · | $-5M | · | · | · | $-3M | · | · | · | $-372M | · | · | · | |
| Dividends Paid | $117M | $117M | $117M | $117M | $114M | $114M | $114M | $114M | $112M | $112M | $112M | $108M | $105M | $108M | $108M | $108M | |
| Financing Cash Flow | $-354M | $-489M | $-586M | $-330M | $178M | $-292M | $-447M | $-341M | $-23M | $-298M | $-428M | $3.35B | $-481M | $-455M | $-411M | $-191M | |
| Net Change in Cash | $-15M | $6M | $-10M | $24M | $-31M | $23M | $-2M | $10M | $-22M | $26M | $-3.59B | $3.38B | $-415M | $552M | $77M | $-124M | |
| Free Cash Flow | $337M | · | · | · | $-95M | · | · | · | $49M | · | · | · | $68M | · | · | · |
Redditività
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.1% | · | 35.4% | 37.3% | 22.5% | · | 40.2% | 39.0% | 37.5% | · | 36.9% | 37.4% | 36.3% | · | 34.1% | 31.8% | |
| Operating Margin | 23.1% | · | -23.4% | 18.0% | 2.2% | · | -27.2% | 7.5% | 16.4% | · | 13.3% | 15.4% | 16.8% | · | 14.3% | 13.3% | |
| Net Margin | 14.6% | · | -31.0% | 10.4% | -2.1% | · | -30.3% | -1.1% | 8.7% | · | 5.4% | 10.1% | 10.2% | · | 9.4% | 8.7% | |
| Pretax Margin | 19.3% | · | -27.9% | 13.7% | -2.7% | · | -30.3% | 2.9% | 11.6% | · | 8.8% | 12.9% | 13.2% | · | 12.4% | 11.5% | |
| EBITDA Margin | 23.1% | · | -23.4% | 18.0% | 2.2% | · | -27.2% | 7.5% | 16.4% | · | 13.3% | 15.4% | 16.8% | · | 14.3% | 13.3% | |
| ROA | 1.9% | · | -4.2% | 1.3% | -0.23% | · | -3.4% | -0.13% | 1.1% | · | 0.66% | 1.1% | 1.2% | · | 1.3% | 1.2% | |
| ROE | 5.5% | · | -11.9% | 3.5% | -0.64% | · | -9.2% | -0.33% | 2.5% | · | 1.5% | 2.5% | 2.4% | · | 2.5% | 2.3% | |
| ROIC | 3.1% | · | -4.9% | 2.3% | 0.25% | · | -4.0% | -0.39% | 1.6% | · | 1.1% | 1.6% | 2.1% | · | 1.9% | 1.7% |
Liquidità e Solvibilità
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | · | 0.8 | 0.9 | 0.8 | · | 0.6 | 0.6 | 0.6 | · | 0.8 | 3.2 | 1.3 | · | 1.2 | 1.1 | |
| Quick Ratio | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | |
| Debt / Equity | 1.2 | · | 1.4 | 1.3 | 1.3 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 0.6 | · | 0.5 | 0.6 | |
| LT Debt / Equity | 1.1 | · | 1.3 | 1.2 | 1.2 | · | 0.9 | 0.9 | 0.9 | · | 1.1 | 1.1 | 0.6 | · | 0.5 | 0.5 |
Efficienza
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Inventory Turnover | 1.0 | · | 1.3 | 1.2 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.3 | 1.0 | 1.0 | · | 1.3 | 1.2 | |
| Receivables Turnover | 3.5 | · | 3.6 | 3.1 | 3.1 | · | 3.0 | 3.3 | 3.2 | · | 3.4 | 3.2 | 3.0 | · | 4.0 | 3.5 |
Per Azione
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $53.85 | · | $49.07 | $56.80 | $55.54 | · | $64.92 | $71.74 | $73.02 | · | $71.19 | $69.36 | $68.59 | · | $78.19 | $77.09 | |
| Revenue / Share | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $20.71 | $20.63 | |
| Dividend / Share | $1.12 | $1.10 | $1.10 | $1.10 | $1.10 | $1.08 | $1.08 | $1.08 | $1.08 | $1.06 | $1.06 | $1.06 | $1.06 | $1.02 | $1.02 | $1.02 | |
| EPS (TTM) | $2.14 | · | $-11.80 | $-11.23 | $-13.72 | · | $-2.40 | $4.95 | $7.08 | · | $-0.81 | $0.01 | $-0.10 | · | $6.64 | $5.33 |
Valutazione (TTM)
| Metrica | Tendenza | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.16B | · | $8.93B | $8.77B | $8.71B | · | $8.79B | $8.83B | $8.50B | · | $8.21B | $8.19B | $8.46B | · | $8.33B | $8.17B | |
| Net Income TTM | $230M | · | $-1.26B | $-1.19B | $-1.46B | · | $-257M | $526M | $745M | · | $-102M | $-14M | $-18M | · | $712M | $573M | |
| Market Cap | $12.74B | · | $11.19B | $11.05B | $11.45B | · | $11.37B | $12.08B | $12.55B | · | $13.97B | $11.63B | $15.38B | · | $16.29B | $16.06B | |
| P/E | 55.7 | · | -8.9 | -9.2 | -7.8 | · | -44.5 | 22.9 | 16.7 | · | -162.4 | 11384.0 | -1506.5 | · | 23.0 | 28.3 | |
| P/S | 1.4 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.5 | · | 1.7 | 1.4 | 1.8 | · | 2.0 | 2.0 | |
| P/B | 2.2 | · | 2.1 | 1.8 | 1.9 | · | 1.6 | 1.6 | 1.6 | · | 1.8 | 1.6 | 2.2 | · | 2.0 | 2.0 | |
| P / Cash Flow | 29.9 | · | · | · | -1080.5 | · | · | · | 72.6 | · | · | · | 70.6 | · | · | · | |
| Dividend Yield | 3.7% | · | 4.1% | 4.2% | 4.0% | · | 4.0% | 3.7% | 3.5% | · | 3.1% | 3.7% | 2.8% | · | 2.6% | 2.7% | |
| Earnings Yield | 1.8% | · | -11.2% | -10.8% | -12.8% | · | -2.2% | 4.4% | 6.0% | · | -0.62% | 0.01% | -0.07% | · | 4.3% | 3.5% | |
| Payout Ratio | 36.0% | · | · | · | -260.6% | · | · | · | 60.6% | · | · | · | 57.3% | · | · | · | |
| Annual Payout | $467M | · | $462M | $460M | $458M | · | $453M | $451M | $444M | · | $434M | $430M | $430M | · | $429M | $428M |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Ricavi | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B |
| Margine Lordo % | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% |
| Margine Operativo % | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% |
| Utile netto | $-139M | $-1.23B | $744M | $-91M | $632M |
| EPS Diluito | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 |
| Metrica | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 |
| Rapporto corrente | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 |
| Quick Ratio | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 |
| Metrica | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $1.16B | $817M | $643M | $717M | $719M |
Proprietari istituzionali (13F) 958 filer · $11.9B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 149 (+12 vs trimestre precedente) | 68 (-31 vs trimestre precedente) | 355 (+63 vs trimestre precedente) | 259 (-14 vs trimestre precedente) | +60K |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1.218.592.293 | 12.458.770 | 10,27% | Azioni |
| BlackRock, Inc. | $831.367.797 | 7.389.936 | 7,01% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $764.404.088 | 6.794.703 | 6,44% | Azioni |
| STATE STREET CORP | $739.485.788 | 6.573.207 | 6,23% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554.986.013 | 4.933.209 | 4,68% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $516.564.400 | 4.591.379 | 4,35% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $326.667.223 | 2.908.832 | 2,75% | Azioni |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $314.315.550 | 2.793.916 | 2,65% | Azioni |
| CITADEL ADVISORS LLC | $302.724.113 | 2.690.881 | 2,55% | Azioni |
| Invesco Ltd. | $264.927.940 | 2.354.915 | 2,23% | Azioni |
| GOLDMAN SACHS GROUP INC | $244.649.299 | 2.174.660 | 2,06% | Azioni |
| FMR LLC | $216.240.365 | 1.922.137 | 1,82% | Azioni |
| MORGAN STANLEY | $211.533.079 | 1.880.292 | 1,78% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $208.097.540 | 1.849.756 | 1,75% | Azioni |
| ARIEL INVESTMENTS, LLC | $202.372.988 | 1.798.871 | 1,71% | Azioni |
| ProShare Advisors LLC | $191.139.190 | 1.699.015 | 1,61% | Azioni |
| RWC Asset Management LLP | $174.972.488 | 1.555.311 | 1,48% | Azioni |
| NORGES BANK | $169.971.863 | 1.510.861 | 1,43% | Azioni |
| Qube Research & Technologies Ltd | $144.127.238 | 1.281.131 | 1,22% | Azioni |
| Balyasny Asset Management L.P. | $127.943.325 | 1.137.274 | 1,08% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124.843.613 | 1.109.721 | 1,05% | Azioni |
| DEUTSCHE BANK AG\ | $115.174.352 | 1.023.772 | 0,97% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $108.085.838 | 960.763 | 0,91% | Azioni |
| JANE STREET GROUP, LLC | $107.177.625 | 952.690 | 0,90% | Azioni |
| Bank of New York Mellon Corp | $103.113.311 | 916.563 | 0,87% | Azioni |
| NORTHERN TRUST CORP | $102.856.727 | 914.282 | 0,87% | Azioni |
| BANK OF AMERICA CORP /DE/ | $101.161.517 | 899.213 | 0,85% | Azioni |
| TWO SIGMA ADVISERS, LP | $87.568.511 | 895.292 | 0,74% | Azioni |
| STALEY CAPITAL ADVISERS INC | $84.674.025 | 752.658 | 0,71% | Azioni |
| Amundi | $83.124.129 | 738.879 | 0,70% | Azioni |
| Point72 Asset Management, L.P. | $77.595.863 | 689.741 | 0,65% | Azioni |
| FIRST TRUST ADVISORS LP | $73.729.169 | 655.371 | 0,62% | Azioni |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69.906.662 | 612.070 | 0,59% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $66.914.325 | 594.794 | 0,56% | Azioni |
| UBS Group AG | $66.082.839 | 587.403 | 0,56% | Azioni |
| NewEdge Advisors, LLC | $63.460.739 | 564.096 | 0,54% | Azioni |
| WELLS FARGO & COMPANY/MN | $63.170.431 | 561.515 | 0,53% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59.523.750 | 529.100 | 0,50% | Opzione Call |
| Stonegate Investment Group, LLC | $57.535.348 | 529.791 | 0,49% | Azioni |
| Vest Financial, LLC | $57.058.988 | 507.191 | 0,48% | Azioni |
| JANE STREET GROUP, LLC | $55.496.250 | 493.300 | 0,47% | Opzione Call |
| ROYAL BANK OF CANADA | $50.691.000 | 450.592 | 0,43% | Azioni |
| Advisors Capital Management, LLC | $50.374.315 | 447.771 | 0,42% | Azioni |
| PRUDENTIAL FINANCIAL INC | $44.821.013 | 398.409 | 0,38% | Azioni |
| NOMURA ASSET MANAGEMENT CO LTD | $44.100.563 | 392.005 | 0,37% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $44.060.473 | 391.649 | 0,37% | Azioni |
| JPMORGAN CHASE & CO | $38.931.516 | 331.045 | 0,33% | Azioni |
| BARCLAYS PLC | $38.846.142 | 345.299 | 0,33% | Azioni |
| MAI Capital Management | $35.080.040 | 311.823 | 0,30% | Azioni |
| Douglas Lane & Associates, LLC | $31.446.956 | 279.529 | 0,27% | Azioni |
Attivisti e proprietari del 5%+ 9 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| KKR 2006 Fund L.P., KKR Associates 2006 L.P., KKR 2006 GP LLC, KKR Fund Holdings L.P., KKR Fund Holdings GP Limited, KKR Group Holdings L.P., KKR Group Limited, KKR & Co. L.P., KKR Management LLC, Henry R. Kravis, George R. Roberts ×3 depositi | 25 Settembre 2015 | · | Deposito iniziale | Struttura del capitale | SEC |
| Vestar/Blue Investments I L.P., Vestar Associates V, L.P., Vestar Managers V Ltd., Daniel S. O’Connell ×3 depositi | 25 Settembre 2015 | · | Deposito iniziale | Struttura del capitale | SEC |
| Blue Holdings I, L.P., Blue Holdings GP, LLC ×3 depositi | 25 Settembre 2015 | · | Deposito iniziale | Struttura del capitale | SEC |
| AlpInvest US Holdings, LLC, AlpInvest Partners Blue Co-Invest LLC ×2 depositi | 16 Luglio 2015 | · | Deposito iniziale | Struttura del capitale | SEC |
| Centerview Capital, L.P., Centerview Capital GP, L.P., Centerview Capital GP, LLC, Centerview Capital Holdings, LLC ×2 depositi | 15 Luglio 2015 | · | Deposito iniziale | Struttura del capitale | SEC |
| Richard K. Smucker | 09 Luglio 2004 | · | Deposito iniziale | · | SEC |
| Timothy P. Smucker | 09 Luglio 2004 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata | 22 Ottobre 2001 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata | 22 Ottobre 2001 | · | Deposito iniziale | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insider aziendali 59 insider · 33 dirigenti · 26 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Mark T Smucker | CEO, Chair of Board | 31 Agosto 2026 M | 101.386 | 0 | 4 | $-12.691.380 |
| Tucker H Marshall | Chief Financial Officer | 28 Agosto 2026 M | 38.699 | 0 | 3 | $-2.843.659 |
| John P Brase | President and COO | 16 Giugno 2025 F | 74.436 | 0 | 0 | $0 |
| David J Lemmon | President, Pet Food | 01 Ottobre 2019 L | 8.246 | 0 | 0 | $0 |
| Barry C Dunaway | President, Pet Food and Snacks | 14 Giugno 2018 A | 32.247 | 0 | 0 | $0 |
| Steven Oakland | Vice Chair and President | 22 Giugno 2017 S | 47.667 | 0 | 0 | $0 |
| Paul Smucker Wagstaff | President | 04 Dicembre 2014 D | 69.239 | 0 | 0 | $0 |
| Robert D Ferguson | Chief Product Supply Officer | 01 Settembre 2026 F | 35.174 | 0 | 1 | $-333.938 |
| Jill R Penrose | Chief People Officer | 01 Settembre 2026 F | 14.334 | 0 | 1 | $-583.500 |
| Jeannette L Knudsen | Chief Legal Officer | 01 Settembre 2026 F | 15.251 | 0 | 2 | $-1.146.353 |
| Katherine Marie Williams | Chief Marketing Officer | 11 Giugno 2026 A | 12.848 | 0 | 0 | $0 |
| Amy C Held | Chief Transformation Officer | 31 Agosto 2023 M | 5.972 | 0 | 0 | $0 |
| Geoff E Tanner | Chief Commercial & Marketing | 25 Agosto 2022 M | 9.745 | 0 | 0 | $0 |
| Mark R Belgya | Vice Chair | 27 Agosto 2020 S | 17.630 | 0 | 0 | $0 |
| Kevin G Jackson | Senior Vice President | 12 Settembre 2019 S | 3.223 | 0 | 0 | $0 |
| Joseph Stanziano | Senior Vice President | 26 Giugno 2019 S | 14.857 | 0 | 0 | $0 |
| Tina R Floyd | Senior Vice President | 14 Giugno 2019 A | 12.775 | 0 | 0 | $0 |
| John W Denman | Vice President, HR Operations | 15 Aprile 2016 S | 13.650 | 0 | 0 | $0 |
| Tamara Jean Fynan | Vice President | 30 Marzo 2016 S | 3.091 | 0 | 0 | $0 |
| John F Mayer | Vice President | 08 Settembre 2015 S | 23.262 | 0 | 0 | $0 |
| Julia L Sabin | Vice President | 31 Agosto 2015 S | 8.261 | 0 | 0 | $0 |
| James A Brown | Vice President | 12 Giugno 2015 A | 8.922 | 0 | 0 | $0 |
| Dennis J Armstrong | Senior Vice President | 12 Giugno 2015 F | 10.264 | 0 | 0 | $0 |
| Christopher P Resweber | Senior Vice President | 12 Giugno 2015 A | 26.743 | 0 | 0 | $0 |
| Kenneth A Miller | Vice President | 09 Giugno 2014 F | 4.830 | 0 | 0 | $0 |
| Andrew G Platt | Vice President | 10 Settembre 2013 S | 22.649 | 0 | 0 | $0 |
| Albert W Yeagley | Vice President | 29 Agosto 2012 S | 558 | 0 | 0 | $0 |
| Ann M Harlan | Vice President | 11 Marzo 2011 S | 10.618 | 0 | 0 | $0 |
| Donald D Hurrle SR | Retired Vice President | 30 Novembre 2009 G | 22.765 | 0 | 0 | $0 |
| John D Milliken | Vice President | 06 Luglio 2007 S | 3.318 | 0 | 0 | $0 |
| Robert E Ellis | Vice President | 25 Giugno 2007 S | 8.652 | 0 | 0 | $0 |
| Fred A Duncan | Vice President | 31 Agosto 2006 F | 58.494 | 0 | 0 | $0 |
| Richard G Jirsa | Vice President | 22 Giugno 2006 S | 10.000 | 0 | 0 | $0 |
| Mercedes Abramo | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| Bruce Chung | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| Kirk Perry | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| Jay L Henderson | Direttore | 01 Ottobre 2026 A | 3.000 | 0 | 0 | $0 |
| Susan Chapman-Hughes | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| Dawn C Willoughby | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| Tarang Amin | Direttore | 01 Ottobre 2026 A | 4.705 | 1 | 0 | $99.801 |
| Jonathan E Johnson III | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| Jodi Taylor | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| David V Singer | Direttore | 01 Ottobre 2026 A | · | 0 | 0 | $0 |
| Alex Shumate | Direttore | 01 Ottobre 2024 A | 0 | 0 | 0 | $0 |
| Paul J Dolan | Direttore | 03 Luglio 2023 A | · | 0 | 0 | $0 |
| SMUCKER TIMOTHY P | Direttore | 29 Marzo 2023 M | 31.510 | 0 | 0 | $0 |
| Sandra Pianalto | Direttore | 03 Ottobre 2022 A | 250 | 0 | 0 | $0 |
| Nancy Lopez Knight | Direttore | 30 Marzo 2021 S | 1 | 0 | 0 | $0 |
| Gary A Oatey | Direttore | 01 Luglio 2020 A | 6.000 | 0 | 0 | $0 |
| Kathryn W Dindo | Direttore | 01 Ottobre 2019 A | 500 | 0 | 0 | $0 |
| Elizabeth Valk Long | Direttore | 01 Luglio 2019 A | 945 | 0 | 0 | $0 |
| David J West | Direttore | 24 Giugno 2016 S | 206.790 | 0 | 0 | $0 |
| Vincent C Byrd | Direttore | 13 Giugno 2016 S | 69.670 | 0 | 0 | $0 |
| Robert B Heisler JR | Direttore | 01 Ottobre 2015 A | 100 | 0 | 0 | $0 |
| Douglas R Cowan | Direttore | 21 Febbraio 2014 P | 11.000 | 0 | 0 | $0 |
| William H Steinbrink | Direttore | 02 Ottobre 2012 A | 40 | 0 | 0 | $0 |
| Charles S Mechem JR | Direttore | 25 Luglio 2006 M | 4.549 | 0 | 0 | $0 |
| Richard K Smucker | · | 30 Settembre 2025 G | 559.259 | 0 | 0 | $0 |
| Richard F Troyak | · | 14 Dicembre 2007 S | 11.075 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 106 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| RSPS · Invesco Exchange-Traded Fund Trust | 3,04% | 108.783 SH | 01 Ottobre 2026 | Giornaliero |
| PBJ · Invesco Exchange-Traded Fund Trust | 2,78% | 19.599 SH | 01 Ottobre 2026 | Giornaliero |
| CVSM · Elevation Series Trust | 2,30% | 18.183 NS | 31 Luglio 2026 | N-PORT |
| CVGD · Elevation Series Trust | 2,02% | 23.456 NS | 31 Luglio 2026 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1,95% | 519.165 SH | 01 Ottobre 2026 | Giornaliero |
| RDIV · Invesco Exchange-Traded Fund Trust … | 1,87% | 219.597 SH | 01 Ottobre 2026 | Giornaliero |
| KNG · First Trust Exchange-Traded Fund IV | 1,65% | 489.916 NS | 31 Luglio 2026 | N-PORT |
| PSL · Invesco Exchange-Traded Fund Trust | 1,58% | 10.212 SH | 01 Ottobre 2026 | Giornaliero |
| PEY · Invesco Exchange-Traded Fund Trust | 1,46% | 132.019 SH | 01 Ottobre 2026 | Giornaliero |
| CVAR · ETF Opportunities Trust | 1,10% | 3.954 NS | 31 Luglio 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,61% | 744.334 NS | 31 Luglio 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0,61% | 72.741 NS | 31 Luglio 2026 | N-PORT |
| IYK · iShares Trust | 0,59% | 66.949 SH | 11 Settembre 2026 | Giornaliero |
| VDC · VANGUARD WORLD FUND | 0,58% | 477.733 SH | 19 Agosto 2026 | Giornaliero |
| IQSM · New York Life Investments ETF Trust | 0,54% | 15.041 NS | 31 Luglio 2026 | N-PORT |
| RCGE · EA Series Trust | 0,53% | 4.477 NS | 31 Luglio 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,40% | 276.735 NS | 31 Luglio 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,36% | 13.976 NS | 31 Luglio 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,36% | 13.913 NS | 31 Luglio 2026 | N-PORT |
| KXI · iShares Trust | 0,35% | 30.808 SH | 11 Settembre 2026 | Giornaliero |
| BKMC · BNY Mellon ETF Trust | 0,31% | 16.818 NS | 31 Luglio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 46.040 NS | 31 Luglio 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,24% | 1.475.417 SH | 19 Agosto 2026 | Giornaliero |
| ESML · iShares Trust | 0,21% | 49.022 SH | 11 Settembre 2026 | Giornaliero |
| RSP · Invesco Exchange-Traded Fund Trust | 0,20% | 1.586.289 SH | 01 Ottobre 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,19% | 246.976 NS | 31 Luglio 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,18% | 6.078.000 | 01 Ottobre 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,18% | 11.866 SH | 01 Ottobre 2026 | Giornaliero |
| SMMD · iShares Trust | 0,18% | 55.737 SH | 11 Settembre 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,14% | 2.324.099 SH | 19 Agosto 2026 | Giornaliero |
| VFVA · VANGUARD WELLINGTON FUND | 0,14% | 10.459 SH | 19 Agosto 2026 | Giornaliero |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 9.324 NS | 31 Luglio 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,13% | 175.000 | 01 Ottobre 2026 | Giornaliero |
| IWS · iShares Trust | 0,12% | 156.511 SH | 11 Settembre 2026 | Giornaliero |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,12% | 3.740.000 | 01 Ottobre 2026 | Giornaliero |
| WSML · iShares Trust | 0,12% | 6.561 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,12% | 21.216 NS | 31 Luglio 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,11% | 5.212.000 | 01 Ottobre 2026 | Giornaliero |
| IWR · iShares Trust | 0,09% | 428.826 SH | 11 Settembre 2026 | Giornaliero |
| DXUV · Dimensional ETF Trust | 0,08% | 3.562 NS | 31 Luglio 2026 | N-PORT |
| XOEF · iShares Trust | 0,07% | 134 SH | 11 Settembre 2026 | Giornaliero |
| DFUV · Dimensional ETF Trust | 0,07% | 91.548 NS | 31 Luglio 2026 | N-PORT |
| DIVB · iShares Trust | 0,06% | 10.768 SH | 11 Settembre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 49.467 SH | 01 Ottobre 2026 | Giornaliero |
| LRGF · iShares Trust | 0,06% | 18.153 SH | 11 Settembre 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,06% | 15.857 NS | 31 Luglio 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 4.446 SH | 01 Ottobre 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,05% | 10.333 NS | 31 Luglio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 216.721 NS | 31 Luglio 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,05% | 5.833 NS | 31 Luglio 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 418.344 SH | 19 Agosto 2026 | Giornaliero |
| PFM · Invesco Exchange-Traded Fund Trust | 0,05% | 3.037 SH | 01 Ottobre 2026 | Giornaliero |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,05% | 37.017 SH | 01 Ottobre 2026 | Giornaliero |
| IVE · iShares Trust | 0,04% | 177.803 SH | 11 Settembre 2026 | Giornaliero |
| IUSV · iShares Trust | 0,04% | 93.667 SH | 11 Settembre 2026 | Giornaliero |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,04% | 24.418 SH | 19 Agosto 2026 | Giornaliero |
| DSI · iShares Trust | 0,04% | 16.105 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,03% | 231.880 SH | 11 Settembre 2026 | Giornaliero |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 63.122 SH | 19 Agosto 2026 | Giornaliero |
| EGLE · Global X Funds | 0,03% | 5 NS | 31 Luglio 2026 | N-PORT |
| CATH · Global X Funds | 0,03% | 2.962 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 25.582 NS | 31 Luglio 2026 | N-PORT |
| CHRI · Global X Funds | 0,02% | 16 NS | 31 Luglio 2026 | N-PORT |
| TOPC · iShares Trust | 0,02% | 62 SH | 11 Settembre 2026 | Giornaliero |
| XVV · iShares Trust | 0,02% | 1.255 SH | 11 Settembre 2026 | Giornaliero |
| XYLG · Global X Funds | 0,02% | 121 NS | 31 Luglio 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 8.036 SH | 01 Ottobre 2026 | Giornaliero |
| XCLR · Global X Funds | 0,02% | 6 NS | 31 Luglio 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0,02% | 2.770.963 SH | 19 Agosto 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 3.219.698 SH | 19 Agosto 2026 | Giornaliero |
| VFMF · VANGUARD WELLINGTON FUND | 0,02% | 1.183 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 17.290 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 8.817 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,02% | 23.622 SH | 19 Agosto 2026 | Giornaliero |
| PTLC · Pacer Funds Trust | 0,02% | 5.422 NS | 31 Luglio 2026 | N-PORT |
| IVV · iShares Trust | 0,02% | 1.344.231 SH | 11 Settembre 2026 | Giornaliero |
| XYLD · Global X Funds | 0,02% | 5.312 NS | 31 Luglio 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,02% | 632 SH | 01 Ottobre 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,02% | 33.413 NS | 31 Luglio 2026 | N-PORT |
| IYY · iShares Trust | 0,02% | 4.541 SH | 11 Settembre 2026 | Giornaliero |
| SPUU · Direxion Shares ETF Trust | 0,02% | 403 NS | 31 Luglio 2026 | N-PORT |
| XRMI · Global X Funds | 0,02% | 76 NS | 31 Luglio 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,02% | 2.569 NS | 31 Luglio 2026 | N-PORT |
| IWB · iShares Trust | 0,02% | 71.327 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,02% | 137.743 SH | 11 Settembre 2026 | Giornaliero |
| XTR · Global X Funds | 0,02% | 7 NS | 31 Luglio 2026 | N-PORT |
| IWV · iShares Trust | 0,02% | 28.113 SH | 11 Settembre 2026 | Giornaliero |
| PHDG · Invesco Actively Managed Exchange-T… | 0,02% | 85 SH | 01 Ottobre 2026 | Giornaliero |
| HCMT · Direxion Shares ETF Trust | 0,02% | 744 NS | 31 Luglio 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0,01% | 8.339 NS | 31 Luglio 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,01% | 1.798 SH | 01 Ottobre 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 91.081 SH | 19 Agosto 2026 | Giornaliero |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 Luglio 2026 | Giornaliero |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 Luglio 2026 | Giornaliero |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 Luglio 2026 | Giornaliero |
| VCEB · VANGUARD WORLD FUND | · | · | 30 Luglio 2026 | Giornaliero |
| ISCB · iShares Trust | · | 4.728 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 23.257 SH | 11 Settembre 2026 | Giornaliero |
| SMMV · iShares Trust | · | 12.187 SH | 19 Agosto 2026 | Giornaliero |
SJM Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
16 analisti · 2026-10-02Target medio $142.12 +21,3%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| SJM | $10.46B | -75.4 | 3.7% | -1.5% | -2.4% | 33.5% |
| HSY | $36.91B | 91.4 | 4.4% | 7.5% | 19.3% | 33.6% |
| KHC | $28.57B | -4.9 | -3.5% | -23.4% | -12.9% | 33.3% |
| TSN | · | 40.7 | 2.1% | 0.87% | 2.6% | 6.5% |
| GIS | · | -211.3 | -5.5% | -0.48% | -1.1% | · |
| MKC | $1.01B | 23.0 | 1.7% | 11.5% | 14.3% | 37.9% |
| HRL | · | 27.4 | 1.6% | 4.0% | 6.0% | 15.6% |
| SFD | $8.82B | 8.9 | 9.8% | 6.4% | 15.6% | 13.5% |
| PPC | $9.46B | 8.8 | 3.5% | 5.9% | 27.3% | 12.8% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
Ultime notizie Notizie recenti che menzionano questa società
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