SJM The J.M. Smucker Company Common Stock
NYSE · Food Products · SEC EDGAR で表示 ↗ 終値 10月 2, 2026 10-K/10-Q 8月 26, 2026SJM 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
SJM 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
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The J.M. Smucker Company Common Stock について Wikipediaからの企業概要
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:
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?
| 指標 | 5年トレンド | SJM | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | 54.85年平均 ≈-45.1 | ≈-45.1 | 28.7 | 割高 | |
| P/S (TTM) | 1.45年平均 ≈1.6 | ≈1.6 | 1.1 | 割高 | |
| 株価純資産倍率 (MRQ) | 2.25年平均 ≈1.9 | ≈1.9 | 2.0 | 割高 | |
| 株価FCF倍率 (TTM) | 7.95年平均 ≈17.2 | ≈17.2 | · | · | |
| 株価収益率(P/CF) (TTM) | 6.65年平均 ≈10.7 | ≈10.7 | 7.1 | 適正価格 | |
| 株価純資産倍率(P/TB) (MRQ) | 99.5 | · | · | · |
同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
| 指標 | 5年トレンド | SJM | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 粗利益率 (TTM) | 38.7%5年平均 ≈35.4% | ≈35.4% | 32.4% | トップクラス | |
| 営業利益率 (TTM) | 9.0%5年平均 ≈5.4% | ≈5.4% | 9.3% | トップクラス | |
| EBITDA Margin (EBITDAマージン) | 4.0%5年平均 ≈5.4% | ≈5.4% | 10.4% | トップクラス | |
| 税引前利益率 (TTM) | 4.6%5年平均 ≈2.0% | ≈2.0% | 7.9% | トップクラス | |
| 純利益率 (TTM) | 2.5%5年平均 ≈0.06% | ≈0.06% | 5.6% | トップクラス | |
| ROA (TTM) | 1.4%5年平均 ≈0.04% | ≈0.04% | 3.5% | 弱い | |
| ROE (TTM) | 3.9%5年平均 ≈-1.0% | ≈-1.0% | 7.6% | 弱い | |
| ROIC | 6.4%5年平均 ≈6.8% | ≈6.8% | 7.5% | 同水準 |
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
| 指標 | 5年トレンド | SJM | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 負債資本倍率 (MRQ) | 1.25年平均 ≈0.8 | ≈0.8 | 0.3 | 高負債 | |
| 流動比率 (MRQ) | 0.95年平均 ≈0.9 | ≈0.9 | 1.1 | 低流動性 | |
| Quick Ratio (クイックレシオ) | 0.35年平均 ≈0.3 | ≈0.3 | 0.3 | 低流動性 | |
| 長期負債/株主資本 (MRQ) | 1.15年平均 ≈0.9 | ≈0.9 | 0.8 | 高負債 |
成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR
| 指標 | 5年トレンド | SJM | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益(前年比)) | 3.7%5年平均 ≈2.6% | ≈2.6% | · | · | |
| Revenue CAGR 3Y (収益(3年CAGR)) | 2.0%5年平均 ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 5Y (収益(5年CAGR)) | 2.5% | · | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | -2.9% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | -5.3% | · | · | · |
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
| 指標 | 5年トレンド | SJM | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Asset Turnover (総資産回転率) | 0.55年平均 ≈0.5 | ≈0.5 | 0.7 | 弱い | |
| Inventory Turnover (棚卸資産回転率) | 5.25年平均 ≈5.1 | ≈5.1 | 6.0 | 弱い | |
| Receivables Turnover (売掛金回転率) | 14.25年平均 ≈13.9 | ≈13.9 | 14.7 | 同水準 | |
| Revenue / Employee (年間売上高 ÷ 従業員数(yfinanceの報告ヘッドカウント)。派生値 — SEC-XBRLの保存概念ではありません。) | ≈$1.1M | · | · | · |
バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価
配当金 利回り、配当性向、配当履歴、5年CAGR
| 権利落ち日 | 金額 | 通貨 | 利回り |
|---|---|---|---|
| 8月 14, 2026 | $1.12 | USD | ≈3.6% |
| 5月 15, 2026 | $1.10 | USD | ≈4.4% |
| 2月 13, 2026 | $1.10 | USD | ≈4.0% |
| 11月 14, 2025 | $1.10 | USD | ≈4.0% |
| 8月 15, 2025 | $1.10 | USD | ≈3.9% |
| 5月 16, 2025 | $1.08 | USD | ≈3.8% |
| 2月 14, 2025 | $1.08 | USD | ≈4.2% |
| 11月 15, 2024 | $1.08 | USD | ≈4.0% |
| 8月 16, 2024 | $1.08 | USD | ≈3.6% |
| 5月 16, 2024 | $1.06 | USD | ≈3.7% |
| 2月 15, 2024 | $1.06 | USD | ≈3.4% |
| 11月 16, 2023 | $1.06 | USD | ≈3.7% |
| 8月 17, 2023 | $1.06 | USD | ≈2.9% |
| 5月 11, 2023 | $1.02 | USD | ≈2.6% |
| 2月 9, 2023 | $1.02 | USD | ≈2.8% |
| 11月 9, 2022 | $1.02 | USD | ≈2.7% |
| 8月 11, 2022 | $1.02 | USD | ≈3.0% |
| 5月 12, 2022 | $0.99 | USD | ≈2.7% |
| 2月 10, 2022 | $0.99 | USD | ≈2.9% |
| 11月 10, 2021 | $0.99 | USD | ≈3.0% |
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | レポート | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|---|
| 2027年3月31日 | 8月 26, 2026 | $3.24 | $2.24 | 44.7% |
| 2026年12月31日 | 6月 9, 2026 | $2.77 | $2.66 | 4.0% |
| 2026年9月30日 | $2.40 | $2.24 | 7.2% | |
| 2026年6月30日 | $2.77 | $2.66 | 4.0% | |
| 2026年3月31日 | $2.38 | $2.30 | 3.6% | |
| 2025年12月31日 | $2.10 | $2.12 | -1.1% | |
| 2025年9月30日 | $1.90 | $1.95 | -2.7% | |
| 2025年6月30日 | $2.31 | $2.27 | 2.0% |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書
| 指標 | トレンド | 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 |
貸借対照表
| 指標 | トレンド | 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 |
キャッシュフロー
| 指標 | トレンド | 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 |
収益性
| 指標 | トレンド | 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% |
流動性と支払能力
| 指標 | トレンド | 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 |
効率性
| 指標 | トレンド | 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 |
1株あたり
| 指標 | トレンド | 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 |
成長率
| 指標 | トレンド | 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% | · | · | · | · | · | · | · | · | · | · |
バリュエーション(TTM)
| 指標 | トレンド | 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 |
損益計算書
| 指標 | トレンド | 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 |
貸借対照表
| 指標 | トレンド | 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 |
キャッシュフロー
| 指標 | トレンド | 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 | · | · | · |
収益性
| 指標 | トレンド | 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% |
流動性と支払能力
| 指標 | トレンド | 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 |
効率性
| 指標 | トレンド | 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 |
1株あたり
| 指標 | トレンド | 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 |
バリュエーション(TTM)
| 指標 | トレンド | 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 |
最新期間は左側 · null値は・として表示
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
| 指標 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 収益 | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B |
| 粗利益率 % | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% |
| 営業利益率 % | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% |
| 純利益 | $-139M | $-1.23B | $744M | $-91M | $632M |
| 希薄化後EPS | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 |
| 指標 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 負債資本倍率 | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 |
| 流動比率 | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 |
| クイックレシオ | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 |
| 指標 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $1.16B | $817M | $643M | $717M | $719M |
機関投資家(13F) 958 提出者 · $11.9B合計 · 時点 2026年9月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 149 (+12 前期比) | 68 (-31 前期比) | 355 (+63 前期比) | 259 (-14 前期比) | +60K |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,218,592,293 | 12,458,770 | 10.27% | 株式数 |
| BlackRock, Inc. | $831,367,797 | 7,389,936 | 7.01% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $764,404,088 | 6,794,703 | 6.44% | 株式数 |
| STATE STREET CORP | $739,485,788 | 6,573,207 | 6.23% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554,986,013 | 4,933,209 | 4.68% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $516,564,400 | 4,591,379 | 4.35% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $326,667,223 | 2,908,832 | 2.75% | 株式数 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $314,315,550 | 2,793,916 | 2.65% | 株式数 |
| CITADEL ADVISORS LLC | $302,724,113 | 2,690,881 | 2.55% | 株式数 |
| Invesco Ltd. | $264,927,940 | 2,354,915 | 2.23% | 株式数 |
| GOLDMAN SACHS GROUP INC | $244,649,299 | 2,174,660 | 2.06% | 株式数 |
| FMR LLC | $216,240,365 | 1,922,137 | 1.82% | 株式数 |
| MORGAN STANLEY | $211,533,079 | 1,880,292 | 1.78% | 株式数 |
| AQR CAPITAL MANAGEMENT LLC | $208,097,540 | 1,849,756 | 1.75% | 株式数 |
| ARIEL INVESTMENTS, LLC | $202,372,988 | 1,798,871 | 1.71% | 株式数 |
| ProShare Advisors LLC | $191,139,190 | 1,699,015 | 1.61% | 株式数 |
| RWC Asset Management LLP | $174,972,488 | 1,555,311 | 1.48% | 株式数 |
| NORGES BANK | $169,971,863 | 1,510,861 | 1.43% | 株式数 |
| Qube Research & Technologies Ltd | $144,127,238 | 1,281,131 | 1.22% | 株式数 |
| Balyasny Asset Management L.P. | $127,943,325 | 1,137,274 | 1.08% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124,843,613 | 1,109,721 | 1.05% | 株式数 |
| DEUTSCHE BANK AG\ | $115,174,352 | 1,023,772 | 0.97% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $108,085,838 | 960,763 | 0.91% | 株式数 |
| JANE STREET GROUP, LLC | $107,177,625 | 952,690 | 0.90% | 株式数 |
| Bank of New York Mellon Corp | $103,113,311 | 916,563 | 0.87% | 株式数 |
| NORTHERN TRUST CORP | $102,856,727 | 914,282 | 0.87% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $101,161,517 | 899,213 | 0.85% | 株式数 |
| TWO SIGMA ADVISERS, LP | $87,568,511 | 895,292 | 0.74% | 株式数 |
| STALEY CAPITAL ADVISERS INC | $84,674,025 | 752,658 | 0.71% | 株式数 |
| Amundi | $83,124,129 | 738,879 | 0.70% | 株式数 |
| Point72 Asset Management, L.P. | $77,595,863 | 689,741 | 0.65% | 株式数 |
| FIRST TRUST ADVISORS LP | $73,729,169 | 655,371 | 0.62% | 株式数 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69,906,662 | 612,070 | 0.59% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $66,914,325 | 594,794 | 0.56% | 株式数 |
| UBS Group AG | $66,082,839 | 587,403 | 0.56% | 株式数 |
| NewEdge Advisors, LLC | $63,460,739 | 564,096 | 0.54% | 株式数 |
| WELLS FARGO & COMPANY/MN | $63,170,431 | 561,515 | 0.53% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59,523,750 | 529,100 | 0.50% | コールオプション |
| Stonegate Investment Group, LLC | $57,535,348 | 529,791 | 0.49% | 株式数 |
| Vest Financial, LLC | $57,058,988 | 507,191 | 0.48% | 株式数 |
| JANE STREET GROUP, LLC | $55,496,250 | 493,300 | 0.47% | コールオプション |
| ROYAL BANK OF CANADA | $50,691,000 | 450,592 | 0.43% | 株式数 |
| Advisors Capital Management, LLC | $50,374,315 | 447,771 | 0.42% | 株式数 |
| PRUDENTIAL FINANCIAL INC | $44,821,013 | 398,409 | 0.38% | 株式数 |
| NOMURA ASSET MANAGEMENT CO LTD | $44,100,563 | 392,005 | 0.37% | 株式数 |
| RAYMOND JAMES FINANCIAL INC | $44,060,473 | 391,649 | 0.37% | 株式数 |
| JPMORGAN CHASE & CO | $38,931,516 | 331,045 | 0.33% | 株式数 |
| BARCLAYS PLC | $38,846,142 | 345,299 | 0.33% | 株式数 |
| MAI Capital Management | $35,080,040 | 311,823 | 0.30% | 株式数 |
| Douglas Lane & Associates, LLC | $31,446,956 | 279,529 | 0.27% | 株式数 |
アクティビストおよび5%超のオーナー 9保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| 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 提出書類 | 2015年9月25日 | · | 初回提出 | 資本構成 | SEC |
| Vestar/Blue Investments I L.P., Vestar Associates V, L.P., Vestar Managers V Ltd., Daniel S. O’Connell ×3 提出書類 | 2015年9月25日 | · | 初回提出 | 資本構成 | SEC |
| Blue Holdings I, L.P., Blue Holdings GP, LLC ×3 提出書類 | 2015年9月25日 | · | 初回提出 | 資本構成 | SEC |
| AlpInvest US Holdings, LLC, AlpInvest Partners Blue Co-Invest LLC ×2 提出書類 | 2015年7月16日 | · | 初回提出 | 資本構成 | SEC |
| Centerview Capital, L.P., Centerview Capital GP, L.P., Centerview Capital GP, LLC, Centerview Capital Holdings, LLC ×2 提出書類 | 2015年7月15日 | · | 初回提出 | 資本構成 | SEC |
| Richard K. Smucker | 2004年7月9日 | · | 初回提出 | · | SEC |
| Timothy P. Smucker | 2004年7月9日 | · | 初回提出 | · | SEC |
| 未開示の報告者 | 2001年10月22日 | · | 初回提出 | · | SEC |
| 未開示の報告者 | 2001年10月22日 | · | 初回提出 | · | 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.
企業インサイダー 59 人のインサイダー · 33人の役員 · 26人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Mark T Smucker | CEO, Chair of Board | 2026年8月31日 M | 101,386 | 0 | 4 | $-12,691,380 |
| Tucker H Marshall | Chief Financial Officer | 2026年8月28日 M | 38,699 | 0 | 3 | $-2,843,659 |
| John P Brase | President and COO | 2025年6月16日 F | 74,436 | 0 | 0 | $0 |
| David J Lemmon | President, Pet Food | 2019年10月1日 L | 8,246 | 0 | 0 | $0 |
| Barry C Dunaway | President, Pet Food and Snacks | 2018年6月14日 A | 32,247 | 0 | 0 | $0 |
| Steven Oakland | Vice Chair and President | 2017年6月22日 S | 47,667 | 0 | 0 | $0 |
| Paul Smucker Wagstaff | President | 2014年12月4日 D | 69,239 | 0 | 0 | $0 |
| Robert D Ferguson | Chief Product Supply Officer | 2026年9月1日 F | 35,174 | 0 | 1 | $-333,938 |
| Jill R Penrose | Chief People Officer | 2026年9月1日 F | 14,334 | 0 | 1 | $-583,500 |
| Jeannette L Knudsen | Chief Legal Officer | 2026年9月1日 F | 15,251 | 0 | 2 | $-1,146,353 |
| Katherine Marie Williams | Chief Marketing Officer | 2026年6月11日 A | 12,848 | 0 | 0 | $0 |
| Amy C Held | Chief Transformation Officer | 2023年8月31日 M | 5,972 | 0 | 0 | $0 |
| Geoff E Tanner | Chief Commercial & Marketing | 2022年8月25日 M | 9,745 | 0 | 0 | $0 |
| Mark R Belgya | Vice Chair | 2020年8月27日 S | 17,630 | 0 | 0 | $0 |
| Kevin G Jackson | Senior Vice President | 2019年9月12日 S | 3,223 | 0 | 0 | $0 |
| Joseph Stanziano | Senior Vice President | 2019年6月26日 S | 14,857 | 0 | 0 | $0 |
| Tina R Floyd | Senior Vice President | 2019年6月14日 A | 12,775 | 0 | 0 | $0 |
| John W Denman | Vice President, HR Operations | 2016年4月15日 S | 13,650 | 0 | 0 | $0 |
| Tamara Jean Fynan | Vice President | 2016年3月30日 S | 3,091 | 0 | 0 | $0 |
| John F Mayer | Vice President | 2015年9月8日 S | 23,262 | 0 | 0 | $0 |
| Julia L Sabin | Vice President | 2015年8月31日 S | 8,261 | 0 | 0 | $0 |
| James A Brown | Vice President | 2015年6月12日 A | 8,922 | 0 | 0 | $0 |
| Dennis J Armstrong | Senior Vice President | 2015年6月12日 F | 10,264 | 0 | 0 | $0 |
| Christopher P Resweber | Senior Vice President | 2015年6月12日 A | 26,743 | 0 | 0 | $0 |
| Kenneth A Miller | Vice President | 2014年6月9日 F | 4,830 | 0 | 0 | $0 |
| Andrew G Platt | Vice President | 2013年9月10日 S | 22,649 | 0 | 0 | $0 |
| Albert W Yeagley | Vice President | 2012年8月29日 S | 558 | 0 | 0 | $0 |
| Ann M Harlan | Vice President | 2011年3月11日 S | 10,618 | 0 | 0 | $0 |
| Donald D Hurrle SR | Retired Vice President | 2009年11月30日 G | 22,765 | 0 | 0 | $0 |
| John D Milliken | Vice President | 2007年7月6日 S | 3,318 | 0 | 0 | $0 |
| Robert E Ellis | Vice President | 2007年6月25日 S | 8,652 | 0 | 0 | $0 |
| Fred A Duncan | Vice President | 2006年8月31日 F | 58,494 | 0 | 0 | $0 |
| Richard G Jirsa | Vice President | 2006年6月22日 S | 10,000 | 0 | 0 | $0 |
| Mercedes Abramo | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Bruce Chung | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Kirk Perry | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Jay L Henderson | 取締役 | 2026年10月1日 A | 3,000 | 0 | 0 | $0 |
| Susan Chapman-Hughes | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Dawn C Willoughby | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Tarang Amin | 取締役 | 2026年10月1日 A | 4,705 | 1 | 0 | $99,801 |
| Jonathan E Johnson III | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Jodi Taylor | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| David V Singer | 取締役 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Alex Shumate | 取締役 | 2024年10月1日 A | 0 | 0 | 0 | $0 |
| Paul J Dolan | 取締役 | 2023年7月3日 A | · | 0 | 0 | $0 |
| SMUCKER TIMOTHY P | 取締役 | 2023年3月29日 M | 31,510 | 0 | 0 | $0 |
| Sandra Pianalto | 取締役 | 2022年10月3日 A | 250 | 0 | 0 | $0 |
| Nancy Lopez Knight | 取締役 | 2021年3月30日 S | 1 | 0 | 0 | $0 |
| Gary A Oatey | 取締役 | 2020年7月1日 A | 6,000 | 0 | 0 | $0 |
| Kathryn W Dindo | 取締役 | 2019年10月1日 A | 500 | 0 | 0 | $0 |
| Elizabeth Valk Long | 取締役 | 2019年7月1日 A | 945 | 0 | 0 | $0 |
| David J West | 取締役 | 2016年6月24日 S | 206,790 | 0 | 0 | $0 |
| Vincent C Byrd | 取締役 | 2016年6月13日 S | 69,670 | 0 | 0 | $0 |
| Robert B Heisler JR | 取締役 | 2015年10月1日 A | 100 | 0 | 0 | $0 |
| Douglas R Cowan | 取締役 | 2014年2月21日 P | 11,000 | 0 | 0 | $0 |
| William H Steinbrink | 取締役 | 2012年10月2日 A | 40 | 0 | 0 | $0 |
| Charles S Mechem JR | 取締役 | 2006年7月25日 M | 4,549 | 0 | 0 | $0 |
| Richard K Smucker | · | 2025年9月30日 G | 559,259 | 0 | 0 | $0 |
| Richard F Troyak | · | 2007年12月14日 S | 11,075 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ
ETF保有状況 106のETFが保有
ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| RSPS · Invesco Exchange-Traded Fund Trust | 2.98% | 108,783 SH | 2026年10月2日 | 日次 |
| PBJ · Invesco Exchange-Traded Fund Trust | 2.69% | 19,599 SH | 2026年10月2日 | 日次 |
| CVSM · Elevation Series Trust | 2.30% | 18,183 NS | 2026年7月31日 | N-PORT |
| CVGD · Elevation Series Trust | 2.02% | 23,456 NS | 2026年7月31日 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1.90% | 519,165 SH | 2026年10月2日 | 日次 |
| PSL · Invesco Exchange-Traded Fund Trust | 1.90% | 12,612 SH | 2026年10月2日 | 日次 |
| RDIV · Invesco Exchange-Traded Fund Trust … | 1.82% | 219,597 SH | 2026年10月2日 | 日次 |
| KNG · First Trust Exchange-Traded Fund IV | 1.65% | 489,916 NS | 2026年7月31日 | N-PORT |
| PEY · Invesco Exchange-Traded Fund Trust | 1.42% | 132,019 SH | 2026年10月2日 | 日次 |
| CVAR · ETF Opportunities Trust | 1.10% | 3,954 NS | 2026年7月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.61% | 744,334 NS | 2026年7月31日 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0.61% | 72,741 NS | 2026年7月31日 | N-PORT |
| IYK · iShares Trust | 0.59% | 66,949 SH | 2026年9月11日 | 日次 |
| VDC · VANGUARD WORLD FUND | 0.58% | 477,733 SH | 2026年8月19日 | 日次 |
| IQSM · New York Life Investments ETF Trust | 0.54% | 15,041 NS | 2026年7月31日 | N-PORT |
| RCGE · EA Series Trust | 0.53% | 4,477 NS | 2026年7月31日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.40% | 276,735 NS | 2026年7月31日 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 13,976 NS | 2026年7月31日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 13,913 NS | 2026年7月31日 | N-PORT |
| KXI · iShares Trust | 0.35% | 30,808 SH | 2026年9月11日 | 日次 |
| BKMC · BNY Mellon ETF Trust | 0.31% | 16,818 NS | 2026年7月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 46,040 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.24% | 1,475,417 SH | 2026年8月19日 | 日次 |
| ESML · iShares Trust | 0.21% | 49,022 SH | 2026年9月11日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.19% | 246,976 NS | 2026年7月31日 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 1,582,719 SH | 2026年10月2日 | 日次 |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.18% | 6,078,000 | 2026年10月1日 | 日次 |
| SMMD · iShares Trust | 0.18% | 55,737 SH | 2026年9月11日 | 日次 |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.17% | 11,887 SH | 2026年10月2日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.14% | 2,324,099 SH | 2026年8月19日 | 日次 |
| VFVA · VANGUARD WELLINGTON FUND | 0.14% | 10,459 SH | 2026年8月19日 | 日次 |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 9,324 NS | 2026年7月31日 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.13% | 175,000 | 2026年10月2日 | 日次 |
| IWS · iShares Trust | 0.12% | 156,511 SH | 2026年9月11日 | 日次 |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.12% | 3,740,000 | 2026年10月2日 | 日次 |
| WSML · iShares Trust | 0.12% | 6,561 SH | 2026年9月11日 | 日次 |
| TILT · FlexShares Trust | 0.12% | 21,216 NS | 2026年7月31日 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.11% | 5,256,000 | 2026年10月2日 | 日次 |
| IWR · iShares Trust | 0.09% | 428,826 SH | 2026年9月11日 | 日次 |
| DXUV · Dimensional ETF Trust | 0.08% | 3,562 NS | 2026年7月31日 | N-PORT |
| XOEF · iShares Trust | 0.07% | 134 SH | 2026年9月11日 | 日次 |
| DFUV · Dimensional ETF Trust | 0.07% | 91,548 NS | 2026年7月31日 | N-PORT |
| DIVB · iShares Trust | 0.06% | 10,768 SH | 2026年9月11日 | 日次 |
| LRGF · iShares Trust | 0.06% | 18,153 SH | 2026年9月11日 | 日次 |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 49,467 SH | 2026年10月2日 | 日次 |
| DCOR · Dimensional ETF Trust | 0.06% | 15,857 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 10,333 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 216,721 NS | 2026年7月31日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.05% | 5,833 NS | 2026年7月31日 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 4,454 SH | 2026年10月2日 | 日次 |
| VYM · VANGUARD WHITEHALL FUNDS | 0.05% | 418,344 SH | 2026年8月19日 | 日次 |
| PFM · Invesco Exchange-Traded Fund Trust | 0.05% | 3,037 SH | 2026年10月2日 | 日次 |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.04% | 36,981 SH | 2026年10月2日 | 日次 |
| IVE · iShares Trust | 0.04% | 177,803 SH | 2026年9月11日 | 日次 |
| IUSV · iShares Trust | 0.04% | 93,667 SH | 2026年9月11日 | 日次 |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.04% | 24,418 SH | 2026年8月19日 | 日次 |
| DSI · iShares Trust | 0.04% | 16,105 SH | 2026年9月11日 | 日次 |
| IWD · iShares Trust | 0.03% | 231,880 SH | 2026年9月11日 | 日次 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 63,122 SH | 2026年8月19日 | 日次 |
| EGLE · Global X Funds | 0.03% | 5 NS | 2026年7月31日 | N-PORT |
| CATH · Global X Funds | 0.03% | 2,962 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 25,582 NS | 2026年7月31日 | N-PORT |
| CHRI · Global X Funds | 0.02% | 16 NS | 2026年7月31日 | N-PORT |
| TOPC · iShares Trust | 0.02% | 62 SH | 2026年9月11日 | 日次 |
| XVV · iShares Trust | 0.02% | 1,255 SH | 2026年9月11日 | 日次 |
| XYLG · Global X Funds | 0.02% | 121 NS | 2026年7月31日 | N-PORT |
| XCLR · Global X Funds | 0.02% | 6 NS | 2026年7月31日 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 2,770,963 SH | 2026年8月19日 | 日次 |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 3,219,698 SH | 2026年8月19日 | 日次 |
| VFMF · VANGUARD WELLINGTON FUND | 0.02% | 1,183 SH | 2026年8月19日 | 日次 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 17,290 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8,817 SH | 2026年8月19日 | 日次 |
| ESGV · VANGUARD WORLD FUND | 0.02% | 23,622 SH | 2026年8月19日 | 日次 |
| PTLC · Pacer Funds Trust | 0.02% | 5,422 NS | 2026年7月31日 | N-PORT |
| IVV · iShares Trust | 0.02% | 1,344,231 SH | 2026年9月11日 | 日次 |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.02% | 8,012 SH | 2026年10月2日 | 日次 |
| XYLD · Global X Funds | 0.02% | 5,312 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 33,413 NS | 2026年7月31日 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.02% | 632 SH | 2026年10月2日 | 日次 |
| IYY · iShares Trust | 0.02% | 4,541 SH | 2026年9月11日 | 日次 |
| SPUU · Direxion Shares ETF Trust | 0.02% | 403 NS | 2026年7月31日 | N-PORT |
| XRMI · Global X Funds | 0.02% | 76 NS | 2026年7月31日 | N-PORT |
| QDPL · Pacer Funds Trust | 0.02% | 2,569 NS | 2026年7月31日 | N-PORT |
| IWB · iShares Trust | 0.02% | 71,327 SH | 2026年9月11日 | 日次 |
| ITOT · iShares Trust | 0.02% | 137,743 SH | 2026年9月11日 | 日次 |
| XTR · Global X Funds | 0.02% | 7 NS | 2026年7月31日 | N-PORT |
| IWV · iShares Trust | 0.02% | 28,113 SH | 2026年9月11日 | 日次 |
| PHDG · Invesco Actively Managed Exchange-T… | 0.02% | 85 SH | 2026年10月2日 | 日次 |
| HCMT · Direxion Shares ETF Trust | 0.02% | 744 NS | 2026年7月31日 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.01% | 8,339 NS | 2026年7月31日 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.01% | 1,804 SH | 2026年10月2日 | 日次 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 91,081 SH | 2026年8月19日 | 日次 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 日次 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 日次 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 日次 |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 日次 |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 日次 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 日次 |
| VCEB · VANGUARD WORLD FUND | · | · | 2026年7月30日 | 日次 |
| ISCB · iShares Trust | · | 4,728 SH | 2026年9月11日 | 日次 |
| ISCV · iShares Trust | · | 23,257 SH | 2026年9月11日 | 日次 |
| SMMV · iShares Trust | · | 12,187 SH | 2026年8月19日 | 日次 |
SJM アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
12ヶ月目標株価
16 アナリスト · 2026-10-02平均値ターゲット $142.12 +21.3%
同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較
FY基準、価格は各社の直近年度末終値。
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| 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% |
最新ニュース この会社に言及した最近の見出し
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