SJM The J.M. Smucker Company Common Stock
NYSE · Food Products · SEC EDGAR에서 보기 ↗ 종가 10월 6, 2026 10-K/10-Q 8월 26, 2026SJM 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
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The J.M. Smucker Company Common Stock 정보 위키백과 회사 개요
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:
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
10년 성과 매출, 순이익, 마진 및 EPS 추세
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
| 지표 | 5년 추세 | SJM | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| P/E (TTM) | 54.65년 평균 ≈-45.1 | ≈-45.1 | 28.7 | 고평가 | |
| P/S (TTM) | 1.45년 평균 ≈1.6 | ≈1.6 | 1.1 | 고평가 | |
| P/B (MRQ) | 2.25년 평균 ≈1.9 | ≈1.9 | 2.0 | 고평가 | |
| 주가 / FCF (TTM) | 7.95년 평균 ≈17.2 | ≈17.2 | · | · | |
| 주가 / 현금 흐름 (TTM) | 6.55년 평균 ≈10.7 | ≈10.7 | 7.1 | 적정 가치 | |
| 주가 / 유형 장부 가치 (MRQ) | 99.2 | · | · | · |
동종 기업 중앙값은 지표별로 표준화된 기준으로 계산되며, 이 주식에 표시된 TTM/MRQ 기준과 항상 일치하지 않을 수 있습니다.
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
| 지표 | 5년 추세 | SJM | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 매출 총이익률 (TTM) | 38.7%5년 평균 ≈35.4% | ≈35.4% | 32.4% | 최상위권 | |
| 영업이익률 (TTM) | 9.0%5년 평균 ≈5.4% | ≈5.4% | 9.3% | 최상위권 | |
| EBITDA Margin (EBITDA 마진) | 4.0%5년 평균 ≈5.4% | ≈5.4% | 10.4% | 최상위권 | |
| 세전 마진 (TTM) | 4.6%5년 평균 ≈2.0% | ≈2.0% | 7.9% | 최상위권 | |
| 순이익률 (TTM) | 2.5%5년 평균 ≈0.06% | ≈0.06% | 5.6% | 최상위권 | |
| ROA (TTM) | 1.4%5년 평균 ≈0.04% | ≈0.04% | 3.5% | 약함 | |
| ROE (TTM) | 3.9%5년 평균 ≈-1.0% | ≈-1.0% | 7.6% | 약함 | |
| ROIC | 6.4%5년 평균 ≈6.8% | ≈6.8% | 7.5% | 동일 |
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
| 지표 | 5년 추세 | SJM | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 (MRQ) | 1.25년 평균 ≈0.8 | ≈0.8 | 0.3 | 높은 부채 | |
| 유동비율 (MRQ) | 0.95년 평균 ≈0.9 | ≈0.9 | 1.1 | 낮은 유동성 | |
| Quick Ratio (당좌 비율) | 0.35년 평균 ≈0.3 | ≈0.3 | 0.3 | 낮은 유동성 | |
| 장기 부채 / 자기 자본 (MRQ) | 1.15년 평균 ≈0.9 | ≈0.9 | 0.8 | 높은 부채 |
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
| 지표 | 5년 추세 | SJM | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Revenue YoY (매출 YoY) | 3.7%5년 평균 ≈2.6% | ≈2.6% | · | · | |
| Revenue CAGR 3Y (매출 CAGR 3년) | 2.0%5년 평균 ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 5Y (매출 CAGR 5년) | 2.5% | · | · | · | |
| EPS CAGR 3Y (EPS CAGR 3년) | -2.9% | · | · | · | |
| Net Income CAGR 3Y (순이익 CAGR 3년) | -5.3% | · | · | · |
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
| 지표 | 5년 추세 | SJM | 5년 평균 | 동종업계 중앙값 | 결론 |
|---|---|---|---|---|---|
| Asset Turnover (자산 회전율) | 0.55년 평균 ≈0.5 | ≈0.5 | 0.7 | 약함 | |
| Inventory Turnover (재고 회전율) | 5.25년 평균 ≈5.1 | ≈5.1 | 6.0 | 약함 | |
| Receivables Turnover (매출 채권 회전율) | 14.25년 평균 ≈13.9 | ≈13.9 | 14.7 | 동일 | |
| Revenue / Employee (연간 매출액 ÷ 직원 수(yfinance 보고 인원수). 파생 — 저장된 SEC-XBRL 개념이 아님.) | ≈$1.1M | · | · | · |
가치 · ≈ 5년 평균 · 산업 중앙값 · 중앙값 대비 평가
배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR
| 배당락일 | 금액 | 통화 | 수익률 |
|---|---|---|---|
| 8월 14, 2026 | $1.12 | USD | ≈3.6% |
| 5월 15, 2026 | $1.10 | USD | ≈4.4% |
| 2월 13, 2026 | $1.10 | USD | ≈4.0% |
| 11월 14, 2025 | $1.10 | USD | ≈4.0% |
| 8월 15, 2025 | $1.10 | USD | ≈3.9% |
| 5월 16, 2025 | $1.08 | USD | ≈3.8% |
| 2월 14, 2025 | $1.08 | USD | ≈4.2% |
| 11월 15, 2024 | $1.08 | USD | ≈4.0% |
| 8월 16, 2024 | $1.08 | USD | ≈3.6% |
| 5월 16, 2024 | $1.06 | USD | ≈3.7% |
| 2월 15, 2024 | $1.06 | USD | ≈3.4% |
| 11월 16, 2023 | $1.06 | USD | ≈3.7% |
| 8월 17, 2023 | $1.06 | USD | ≈2.9% |
| 5월 11, 2023 | $1.02 | USD | ≈2.6% |
| 2월 9, 2023 | $1.02 | USD | ≈2.8% |
| 11월 9, 2022 | $1.02 | USD | ≈2.7% |
| 8월 11, 2022 | $1.02 | USD | ≈3.0% |
| 5월 12, 2022 | $0.99 | USD | ≈2.7% |
| 2월 10, 2022 | $0.99 | USD | ≈2.9% |
| 11월 10, 2021 | $0.99 | USD | ≈3.0% |
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
| 기간 | 보고서 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|---|
| 2027년 3월 31일 | 8월 26, 2026 | $3.24 | $2.24 | 44.7% |
| 2026년 12월 31일 | 6월 9, 2026 | $2.77 | $2.66 | 4.0% |
| 2026년 9월 30일 | $2.40 | $2.24 | 7.2% | |
| 2026년 6월 30일 | $2.77 | $2.66 | 4.0% | |
| 2026년 3월 31일 | $2.38 | $2.30 | 3.6% | |
| 2025년 12월 31일 | $2.10 | $2.12 | -1.1% | |
| 2025년 9월 30일 | $1.90 | $1.95 | -2.7% | |
| 2025년 6월 30일 | $2.31 | $2.27 | 2.0% |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서
| 지표 | 추세 | 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 |
대차대조표
| 지표 | 추세 | 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 |
현금 흐름
| 지표 | 추세 | 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 |
수익성
| 지표 | 추세 | 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% |
유동성 및 지급능력
| 지표 | 추세 | 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 |
효율성
| 지표 | 추세 | 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 |
주당
| 지표 | 추세 | 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 |
성장률
| 지표 | 추세 | 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% | · | · | · | · | · | · | · | · | · | · |
가치 평가 (TTM)
| 지표 | 추세 | 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 |
손익계산서
| 지표 | 추세 | 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 |
대차대조표
| 지표 | 추세 | 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 |
현금 흐름
| 지표 | 추세 | 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 | · | · | · |
수익성
| 지표 | 추세 | 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% |
유동성 및 지급능력
| 지표 | 추세 | 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 |
효율성
| 지표 | 추세 | 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 |
주당
| 지표 | 추세 | 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 |
가치 평가 (TTM)
| 지표 | 추세 | 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 |
최신 기간은 왼쪽에 · null 값은 ·로 표시
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
| 지표 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 매출 | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B |
| 매출 총이익률 % | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% |
| 영업이익률 % | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% |
| 순이익 | $-139M | $-1.23B | $744M | $-91M | $632M |
| 희석 EPS | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 |
| 지표 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 |
| 유동비율 | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 |
| 당좌 비율 | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 |
| 지표 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 잉여현금흐름 | $1.16B | $817M | $643M | $717M | $719M |
기관 투자자 (13F) 958개의 제출자 · $11.9B 전체 · 기준일 2026년 9월 30일
분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 149 (+12 이전 분기 대비) | 68 (-31 이전 분기 대비) | 355 (+63 이전 분기 대비) | 259 (-14 이전 분기 대비) | +60K |
Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.
| 기관 | 가치 | 주식 | % 추적된 13F 중 | 유형 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,218,592,293 | 12,458,770 | 10.27% | 주식 |
| BlackRock, Inc. | $831,367,797 | 7,389,936 | 7.01% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $764,404,088 | 6,794,703 | 6.44% | 주식 |
| STATE STREET CORP | $739,485,788 | 6,573,207 | 6.23% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554,986,013 | 4,933,209 | 4.68% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $516,564,400 | 4,591,379 | 4.35% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $326,667,223 | 2,908,832 | 2.75% | 주식 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $314,315,550 | 2,793,916 | 2.65% | 주식 |
| CITADEL ADVISORS LLC | $302,724,113 | 2,690,881 | 2.55% | 주식 |
| Invesco Ltd. | $264,927,940 | 2,354,915 | 2.23% | 주식 |
| GOLDMAN SACHS GROUP INC | $244,649,299 | 2,174,660 | 2.06% | 주식 |
| FMR LLC | $216,240,365 | 1,922,137 | 1.82% | 주식 |
| MORGAN STANLEY | $211,533,079 | 1,880,292 | 1.78% | 주식 |
| AQR CAPITAL MANAGEMENT LLC | $208,097,540 | 1,849,756 | 1.75% | 주식 |
| ARIEL INVESTMENTS, LLC | $202,372,988 | 1,798,871 | 1.71% | 주식 |
| ProShare Advisors LLC | $191,139,190 | 1,699,015 | 1.61% | 주식 |
| RWC Asset Management LLP | $174,972,488 | 1,555,311 | 1.48% | 주식 |
| NORGES BANK | $169,971,863 | 1,510,861 | 1.43% | 주식 |
| Qube Research & Technologies Ltd | $144,127,238 | 1,281,131 | 1.22% | 주식 |
| Balyasny Asset Management L.P. | $127,943,325 | 1,137,274 | 1.08% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124,843,613 | 1,109,721 | 1.05% | 주식 |
| DEUTSCHE BANK AG\ | $115,174,352 | 1,023,772 | 0.97% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $108,085,838 | 960,763 | 0.91% | 주식 |
| JANE STREET GROUP, LLC | $107,177,625 | 952,690 | 0.90% | 주식 |
| Bank of New York Mellon Corp | $103,113,311 | 916,563 | 0.87% | 주식 |
| NORTHERN TRUST CORP | $102,856,727 | 914,282 | 0.87% | 주식 |
| BANK OF AMERICA CORP /DE/ | $101,161,517 | 899,213 | 0.85% | 주식 |
| TWO SIGMA ADVISERS, LP | $87,568,511 | 895,292 | 0.74% | 주식 |
| STALEY CAPITAL ADVISERS INC | $84,674,025 | 752,658 | 0.71% | 주식 |
| Amundi | $83,124,129 | 738,879 | 0.70% | 주식 |
| Point72 Asset Management, L.P. | $77,595,863 | 689,741 | 0.65% | 주식 |
| FIRST TRUST ADVISORS LP | $73,729,169 | 655,371 | 0.62% | 주식 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69,906,662 | 612,070 | 0.59% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $66,914,325 | 594,794 | 0.56% | 주식 |
| UBS Group AG | $66,082,839 | 587,403 | 0.56% | 주식 |
| NewEdge Advisors, LLC | $63,460,739 | 564,096 | 0.54% | 주식 |
| WELLS FARGO & COMPANY/MN | $63,170,431 | 561,515 | 0.53% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59,523,750 | 529,100 | 0.50% | 콜 옵션 |
| Stonegate Investment Group, LLC | $57,535,348 | 529,791 | 0.49% | 주식 |
| Vest Financial, LLC | $57,058,988 | 507,191 | 0.48% | 주식 |
| JANE STREET GROUP, LLC | $55,496,250 | 493,300 | 0.47% | 콜 옵션 |
| ROYAL BANK OF CANADA | $50,691,000 | 450,592 | 0.43% | 주식 |
| Advisors Capital Management, LLC | $50,374,315 | 447,771 | 0.42% | 주식 |
| PRUDENTIAL FINANCIAL INC | $44,821,013 | 398,409 | 0.38% | 주식 |
| NOMURA ASSET MANAGEMENT CO LTD | $44,100,563 | 392,005 | 0.37% | 주식 |
| RAYMOND JAMES FINANCIAL INC | $44,060,473 | 391,649 | 0.37% | 주식 |
| JPMORGAN CHASE & CO | $38,931,516 | 331,045 | 0.33% | 주식 |
| BARCLAYS PLC | $38,846,142 | 345,299 | 0.33% | 주식 |
| MAI Capital Management | $35,080,040 | 311,823 | 0.30% | 주식 |
| Douglas Lane & Associates, LLC | $31,446,956 | 279,529 | 0.27% | 주식 |
행동주의자 및 5% 이상 소유자 9 보유
SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.
| 제출자 | 제출됨 | 지분 | 상태 | 목적 | 제출 |
|---|---|---|---|---|---|
| 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 제출 서류 | 2015년 9월 25일 | · | 최초 제출 | 자본 구조 | SEC |
| Vestar/Blue Investments I L.P., Vestar Associates V, L.P., Vestar Managers V Ltd., Daniel S. O’Connell ×3 제출 서류 | 2015년 9월 25일 | · | 최초 제출 | 자본 구조 | SEC |
| Blue Holdings I, L.P., Blue Holdings GP, LLC ×3 제출 서류 | 2015년 9월 25일 | · | 최초 제출 | 자본 구조 | SEC |
| AlpInvest US Holdings, LLC, AlpInvest Partners Blue Co-Invest LLC ×2 제출 서류 | 2015년 7월 16일 | · | 최초 제출 | 자본 구조 | SEC |
| Centerview Capital, L.P., Centerview Capital GP, L.P., Centerview Capital GP, LLC, Centerview Capital Holdings, LLC ×2 제출 서류 | 2015년 7월 15일 | · | 최초 제출 | 자본 구조 | SEC |
| Richard K. Smucker | 2004년 7월 9일 | · | 최초 제출 | · | SEC |
| Timothy P. Smucker | 2004년 7월 9일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2001년 10월 22일 | · | 최초 제출 | · | SEC |
| 미공개 보고자 | 2001년 10월 22일 | · | 최초 제출 | · | 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.
회사 내부자 59 명의 내부자 · 33 임원 · 26 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Mark T Smucker | CEO, Chair of Board | 2026년 8월 31일 M | 101,386 | 0 | 4 | $-12,691,380 |
| Tucker H Marshall | Chief Financial Officer | 2026년 8월 28일 M | 38,699 | 0 | 3 | $-2,843,659 |
| John P Brase | President and COO | 2025년 6월 16일 F | 74,436 | 0 | 0 | $0 |
| David J Lemmon | President, Pet Food | 2019년 10월 1일 L | 8,246 | 0 | 0 | $0 |
| Barry C Dunaway | President, Pet Food and Snacks | 2018년 6월 14일 A | 32,247 | 0 | 0 | $0 |
| Steven Oakland | Vice Chair and President | 2017년 6월 22일 S | 47,667 | 0 | 0 | $0 |
| Paul Smucker Wagstaff | President | 2014년 12월 4일 D | 69,239 | 0 | 0 | $0 |
| Robert D Ferguson | Chief Product Supply Officer | 2026년 9월 1일 F | 35,174 | 0 | 1 | $-333,938 |
| Jill R Penrose | Chief People Officer | 2026년 9월 1일 F | 14,334 | 0 | 1 | $-583,500 |
| Jeannette L Knudsen | Chief Legal Officer | 2026년 9월 1일 F | 15,251 | 0 | 2 | $-1,146,353 |
| Katherine Marie Williams | Chief Marketing Officer | 2026년 6월 11일 A | 12,848 | 0 | 0 | $0 |
| Amy C Held | Chief Transformation Officer | 2023년 8월 31일 M | 5,972 | 0 | 0 | $0 |
| Geoff E Tanner | Chief Commercial & Marketing | 2022년 8월 25일 M | 9,745 | 0 | 0 | $0 |
| Mark R Belgya | Vice Chair | 2020년 8월 27일 S | 17,630 | 0 | 0 | $0 |
| Kevin G Jackson | Senior Vice President | 2019년 9월 12일 S | 3,223 | 0 | 0 | $0 |
| Joseph Stanziano | Senior Vice President | 2019년 6월 26일 S | 14,857 | 0 | 0 | $0 |
| Tina R Floyd | Senior Vice President | 2019년 6월 14일 A | 12,775 | 0 | 0 | $0 |
| John W Denman | Vice President, HR Operations | 2016년 4월 15일 S | 13,650 | 0 | 0 | $0 |
| Tamara Jean Fynan | Vice President | 2016년 3월 30일 S | 3,091 | 0 | 0 | $0 |
| John F Mayer | Vice President | 2015년 9월 8일 S | 23,262 | 0 | 0 | $0 |
| Julia L Sabin | Vice President | 2015년 8월 31일 S | 8,261 | 0 | 0 | $0 |
| James A Brown | Vice President | 2015년 6월 12일 A | 8,922 | 0 | 0 | $0 |
| Dennis J Armstrong | Senior Vice President | 2015년 6월 12일 F | 10,264 | 0 | 0 | $0 |
| Christopher P Resweber | Senior Vice President | 2015년 6월 12일 A | 26,743 | 0 | 0 | $0 |
| Kenneth A Miller | Vice President | 2014년 6월 9일 F | 4,830 | 0 | 0 | $0 |
| Andrew G Platt | Vice President | 2013년 9월 10일 S | 22,649 | 0 | 0 | $0 |
| Albert W Yeagley | Vice President | 2012년 8월 29일 S | 558 | 0 | 0 | $0 |
| Ann M Harlan | Vice President | 2011년 3월 11일 S | 10,618 | 0 | 0 | $0 |
| Donald D Hurrle SR | Retired Vice President | 2009년 11월 30일 G | 22,765 | 0 | 0 | $0 |
| John D Milliken | Vice President | 2007년 7월 6일 S | 3,318 | 0 | 0 | $0 |
| Robert E Ellis | Vice President | 2007년 6월 25일 S | 8,652 | 0 | 0 | $0 |
| Fred A Duncan | Vice President | 2006년 8월 31일 F | 58,494 | 0 | 0 | $0 |
| Richard G Jirsa | Vice President | 2006년 6월 22일 S | 10,000 | 0 | 0 | $0 |
| Mercedes Abramo | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| Bruce Chung | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| Kirk Perry | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| Jay L Henderson | 이사 | 2026년 10월 1일 A | 3,000 | 0 | 0 | $0 |
| Susan Chapman-Hughes | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| Dawn C Willoughby | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| Tarang Amin | 이사 | 2026년 10월 1일 A | 4,705 | 1 | 0 | $99,801 |
| Jonathan E Johnson III | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| Jodi Taylor | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| David V Singer | 이사 | 2026년 10월 1일 A | · | 0 | 0 | $0 |
| Alex Shumate | 이사 | 2024년 10월 1일 A | 0 | 0 | 0 | $0 |
| Paul J Dolan | 이사 | 2023년 7월 3일 A | · | 0 | 0 | $0 |
| SMUCKER TIMOTHY P | 이사 | 2023년 3월 29일 M | 31,510 | 0 | 0 | $0 |
| Sandra Pianalto | 이사 | 2022년 10월 3일 A | 250 | 0 | 0 | $0 |
| Nancy Lopez Knight | 이사 | 2021년 3월 30일 S | 1 | 0 | 0 | $0 |
| Gary A Oatey | 이사 | 2020년 7월 1일 A | 6,000 | 0 | 0 | $0 |
| Kathryn W Dindo | 이사 | 2019년 10월 1일 A | 500 | 0 | 0 | $0 |
| Elizabeth Valk Long | 이사 | 2019년 7월 1일 A | 945 | 0 | 0 | $0 |
| David J West | 이사 | 2016년 6월 24일 S | 206,790 | 0 | 0 | $0 |
| Vincent C Byrd | 이사 | 2016년 6월 13일 S | 69,670 | 0 | 0 | $0 |
| Robert B Heisler JR | 이사 | 2015년 10월 1일 A | 100 | 0 | 0 | $0 |
| Douglas R Cowan | 이사 | 2014년 2월 21일 P | 11,000 | 0 | 0 | $0 |
| William H Steinbrink | 이사 | 2012년 10월 2일 A | 40 | 0 | 0 | $0 |
| Charles S Mechem JR | 이사 | 2006년 7월 25일 M | 4,549 | 0 | 0 | $0 |
| Richard K Smucker | · | 2025년 9월 30일 G | 559,259 | 0 | 0 | $0 |
| Richard F Troyak | · | 2007년 12월 14일 S | 11,075 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 106 ETF 보유
가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.
| 펀드 | 비중 | 단위 | 기준일 | 출처 |
|---|---|---|---|---|
| RSPS · Invesco Exchange-Traded Fund Trust | 3.00% | 108,929 SH | 2026년 10월 5일 | 일간 |
| PBJ · Invesco Exchange-Traded Fund Trust | 2.70% | 19,599 SH | 2026년 10월 5일 | 일간 |
| CVSM · Elevation Series Trust | 2.30% | 18,183 NS | 2026년 7월 31일 | N-PORT |
| CVGD · Elevation Series Trust | 2.02% | 23,456 NS | 2026년 7월 31일 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1.92% | 518,359 SH | 2026년 10월 5일 | 일간 |
| PSL · Invesco Exchange-Traded Fund Trust | 1.90% | 12,612 SH | 2026년 10월 5일 | 일간 |
| RDIV · Invesco Exchange-Traded Fund Trust … | 1.84% | 219,597 SH | 2026년 10월 5일 | 일간 |
| KNG · First Trust Exchange-Traded Fund IV | 1.65% | 489,916 NS | 2026년 7월 31일 | N-PORT |
| PEY · Invesco Exchange-Traded Fund Trust | 1.44% | 131,851 SH | 2026년 10월 5일 | 일간 |
| CVAR · ETF Opportunities Trust | 1.10% | 3,954 NS | 2026년 7월 31일 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.61% | 744,334 NS | 2026년 7월 31일 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0.61% | 72,741 NS | 2026년 7월 31일 | N-PORT |
| IYK · iShares Trust | 0.59% | 66,949 SH | 2026년 9월 11일 | 일간 |
| VDC · VANGUARD WORLD FUND | 0.58% | 477,733 SH | 2026년 8월 19일 | 일간 |
| IQSM · New York Life Investments ETF Trust | 0.54% | 15,041 NS | 2026년 7월 31일 | N-PORT |
| RCGE · EA Series Trust | 0.53% | 4,477 NS | 2026년 7월 31일 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.40% | 276,735 NS | 2026년 7월 31일 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 13,976 NS | 2026년 7월 31일 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 13,913 NS | 2026년 7월 31일 | N-PORT |
| KXI · iShares Trust | 0.35% | 30,808 SH | 2026년 9월 11일 | 일간 |
| BKMC · BNY Mellon ETF Trust | 0.31% | 16,818 NS | 2026년 7월 31일 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 46,040 NS | 2026년 7월 31일 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.24% | 1,475,417 SH | 2026년 8월 19일 | 일간 |
| ESML · iShares Trust | 0.21% | 49,022 SH | 2026년 9월 11일 | 일간 |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 1,578,579 SH | 2026년 10월 5일 | 일간 |
| DFAS · Dimensional ETF Trust | 0.19% | 246,976 NS | 2026년 7월 31일 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.18% | 6,038,000 | 2026년 10월 5일 | 일간 |
| SMMD · iShares Trust | 0.18% | 55,737 SH | 2026년 9월 11일 | 일간 |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.17% | 11,887 SH | 2026년 10월 5일 | 일간 |
| VB · VANGUARD INDEX FUNDS | 0.14% | 2,324,099 SH | 2026년 8월 19일 | 일간 |
| VFVA · VANGUARD WELLINGTON FUND | 0.14% | 10,459 SH | 2026년 8월 19일 | 일간 |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 9,324 NS | 2026년 7월 31일 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.13% | 175,000 | 2026년 10월 5일 | 일간 |
| IWS · iShares Trust | 0.12% | 156,511 SH | 2026년 9월 11일 | 일간 |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.12% | 3,740,000 | 2026년 10월 2일 | 일간 |
| WSML · iShares Trust | 0.12% | 6,561 SH | 2026년 9월 11일 | 일간 |
| TILT · FlexShares Trust | 0.12% | 21,216 NS | 2026년 7월 31일 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.11% | 5,194,000 | 2026년 10월 5일 | 일간 |
| IWR · iShares Trust | 0.09% | 428,826 SH | 2026년 9월 11일 | 일간 |
| DXUV · Dimensional ETF Trust | 0.08% | 3,562 NS | 2026년 7월 31일 | N-PORT |
| XOEF · iShares Trust | 0.07% | 134 SH | 2026년 9월 11일 | 일간 |
| DFUV · Dimensional ETF Trust | 0.07% | 91,548 NS | 2026년 7월 31일 | N-PORT |
| DIVB · iShares Trust | 0.06% | 10,768 SH | 2026년 9월 11일 | 일간 |
| LRGF · iShares Trust | 0.06% | 18,153 SH | 2026년 9월 11일 | 일간 |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 49,473 SH | 2026년 10월 5일 | 일간 |
| DCOR · Dimensional ETF Trust | 0.06% | 15,857 NS | 2026년 7월 31일 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 10,333 NS | 2026년 7월 31일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 216,721 NS | 2026년 7월 31일 | N-PORT |
| NUSC · Nushares ETF Trust | 0.05% | 5,833 NS | 2026년 7월 31일 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 4,454 SH | 2026년 10월 5일 | 일간 |
| VYM · VANGUARD WHITEHALL FUNDS | 0.05% | 418,344 SH | 2026년 8월 19일 | 일간 |
| PFM · Invesco Exchange-Traded Fund Trust | 0.05% | 3,037 SH | 2026년 10월 5일 | 일간 |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.04% | 37,053 SH | 2026년 10월 5일 | 일간 |
| IVE · iShares Trust | 0.04% | 177,803 SH | 2026년 9월 11일 | 일간 |
| IUSV · iShares Trust | 0.04% | 93,667 SH | 2026년 9월 11일 | 일간 |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.04% | 24,418 SH | 2026년 8월 19일 | 일간 |
| DSI · iShares Trust | 0.04% | 16,105 SH | 2026년 9월 11일 | 일간 |
| IWD · iShares Trust | 0.03% | 231,880 SH | 2026년 9월 11일 | 일간 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 63,122 SH | 2026년 8월 19일 | 일간 |
| EGLE · Global X Funds | 0.03% | 5 NS | 2026년 7월 31일 | N-PORT |
| CATH · Global X Funds | 0.03% | 2,962 NS | 2026년 7월 31일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 25,582 NS | 2026년 7월 31일 | N-PORT |
| CHRI · Global X Funds | 0.02% | 16 NS | 2026년 7월 31일 | N-PORT |
| TOPC · iShares Trust | 0.02% | 62 SH | 2026년 9월 11일 | 일간 |
| XVV · iShares Trust | 0.02% | 1,255 SH | 2026년 9월 11일 | 일간 |
| XYLG · Global X Funds | 0.02% | 121 NS | 2026년 7월 31일 | N-PORT |
| XCLR · Global X Funds | 0.02% | 6 NS | 2026년 7월 31일 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 2,770,963 SH | 2026년 8월 19일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 3,219,698 SH | 2026년 8월 19일 | 일간 |
| VFMF · VANGUARD WELLINGTON FUND | 0.02% | 1,183 SH | 2026년 8월 19일 | 일간 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 17,290 SH | 2026년 8월 19일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8,817 SH | 2026년 8월 19일 | 일간 |
| ESGV · VANGUARD WORLD FUND | 0.02% | 23,622 SH | 2026년 8월 19일 | 일간 |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.02% | 8,012 SH | 2026년 10월 5일 | 일간 |
| PTLC · Pacer Funds Trust | 0.02% | 5,422 NS | 2026년 7월 31일 | N-PORT |
| IVV · iShares Trust | 0.02% | 1,344,231 SH | 2026년 9월 11일 | 일간 |
| XYLD · Global X Funds | 0.02% | 5,312 NS | 2026년 7월 31일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 33,413 NS | 2026년 7월 31일 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.02% | 632 SH | 2026년 10월 5일 | 일간 |
| IYY · iShares Trust | 0.02% | 4,541 SH | 2026년 9월 11일 | 일간 |
| SPUU · Direxion Shares ETF Trust | 0.02% | 403 NS | 2026년 7월 31일 | N-PORT |
| XRMI · Global X Funds | 0.02% | 76 NS | 2026년 7월 31일 | N-PORT |
| QDPL · Pacer Funds Trust | 0.02% | 2,569 NS | 2026년 7월 31일 | N-PORT |
| IWB · iShares Trust | 0.02% | 71,327 SH | 2026년 9월 11일 | 일간 |
| ITOT · iShares Trust | 0.02% | 137,743 SH | 2026년 9월 11일 | 일간 |
| XTR · Global X Funds | 0.02% | 7 NS | 2026년 7월 31일 | N-PORT |
| IWV · iShares Trust | 0.02% | 28,113 SH | 2026년 9월 11일 | 일간 |
| PHDG · Invesco Actively Managed Exchange-T… | 0.02% | 85 SH | 2026년 10월 5일 | 일간 |
| HCMT · Direxion Shares ETF Trust | 0.02% | 744 NS | 2026년 7월 31일 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.01% | 8,339 NS | 2026년 7월 31일 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.01% | 1,810 SH | 2026년 10월 5일 | 일간 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 91,081 SH | 2026년 8월 19일 | 일간 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 15일 | 일간 |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 30일 | 일간 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026년 7월 30일 | 일간 |
| VCEB · VANGUARD WORLD FUND | · | · | 2026년 7월 30일 | 일간 |
| ISCB · iShares Trust | · | 4,728 SH | 2026년 9월 11일 | 일간 |
| ISCV · iShares Trust | · | 23,257 SH | 2026년 9월 11일 | 일간 |
| SMMV · iShares Trust | · | 12,187 SH | 2026년 8월 19일 | 일간 |
SJM 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
12개월 목표 주가
16 명의 애널리스트 · 2026-10-02평균 목표 $142.12 +21.7%
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
회계연도 기준, 각 회사의 마지막 회계연도 말 종가 기준 가격입니다.
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| 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% |
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
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