SJM The J.M. Smucker Company Common Stock
NYSE · Food Products · Wyświetl na SEC EDGAR ↗ zamknij Paź 5, 2026 10-K/10-Q Sie 26, 2026SJM Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
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O The J.M. Smucker Company Common Stock Przegląd firmy z Wikipedii
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:
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | SJM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 54.3średnia z 5 lat ≈-45.1 | ≈-45.1 | 28.7 | Zawyżona wycena | |
| P/S (TTM) | 1.4średnia z 5 lat ≈1.6 | ≈1.6 | 1.1 | Zawyżona wycena | |
| P/B (MRQ) | 2.2średnia z 5 lat ≈1.9 | ≈1.9 | 2.0 | Zawyżona wycena | |
| Cena / FCF (TTM) | 7.8średnia z 5 lat ≈17.2 | ≈17.2 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 6.5średnia z 5 lat ≈10.7 | ≈10.7 | 7.1 | Wartość godziwa | |
| Cena / Wartość księgowa materialna (MRQ) | 98.7 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | SJM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 38.7%średnia z 5 lat ≈35.4% | ≈35.4% | 32.4% | Najwyższa półka | |
| Marża Operacyjna (TTM) | 9.0%średnia z 5 lat ≈5.4% | ≈5.4% | 9.3% | Najwyższa półka | |
| EBITDA Margin (Marża EBITDA) | 4.0%średnia z 5 lat ≈5.4% | ≈5.4% | 10.4% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 4.6%średnia z 5 lat ≈2.0% | ≈2.0% | 7.9% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 2.5%średnia z 5 lat ≈0.06% | ≈0.06% | 5.6% | Najwyższa półka | |
| ROA (TTM) | 1.4%średnia z 5 lat ≈0.04% | ≈0.04% | 3.5% | Słaby | |
| ROE (TTM) | 3.9%średnia z 5 lat ≈-1.0% | ≈-1.0% | 7.6% | Słaby | |
| ROIC | 6.4%średnia z 5 lat ≈6.8% | ≈6.8% | 7.5% | Zgodnie z |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | SJM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 1.2średnia z 5 lat ≈0.8 | ≈0.8 | 0.3 | Wysokie zadłużenie | |
| Wskaźnik bieżący (MRQ) | 0.9średnia z 5 lat ≈0.9 | ≈0.9 | 1.1 | Niska płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 0.3średnia z 5 lat ≈0.3 | ≈0.3 | 0.3 | Niska płynność | |
| Dług długoterminowy / Kapitał własny (MRQ) | 1.1średnia z 5 lat ≈0.9 | ≈0.9 | 0.8 | Wysokie zadłużenie |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | SJM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 3.7%średnia z 5 lat ≈2.6% | ≈2.6% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 2.0%średnia z 5 lat ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 2.5% | · | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | -2.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | -5.3% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | SJM | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.5średnia z 5 lat ≈0.5 | ≈0.5 | 0.7 | Słaby | |
| Inventory Turnover (Rotacja zapasów) | 5.2średnia z 5 lat ≈5.1 | ≈5.1 | 6.0 | Słaby | |
| Receivables Turnover (Rotacja należności) | 14.2średnia z 5 lat ≈13.9 | ≈13.9 | 14.7 | Zgodnie z | |
| Revenue / Employee (Przychody / pracownika) | ≈$1.1M | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Sie 14, 2026 | $1,12 | USD | ≈3.6% |
| Maj 15, 2026 | $1,10 | USD | ≈4.4% |
| Lut 13, 2026 | $1,10 | USD | ≈4.0% |
| Lis 14, 2025 | $1,10 | USD | ≈4.0% |
| Sie 15, 2025 | $1,10 | USD | ≈3.9% |
| Maj 16, 2025 | $1,08 | USD | ≈3.8% |
| Lut 14, 2025 | $1,08 | USD | ≈4.2% |
| Lis 15, 2024 | $1,08 | USD | ≈4.0% |
| Sie 16, 2024 | $1,08 | USD | ≈3.6% |
| Maj 16, 2024 | $1,06 | USD | ≈3.7% |
| Lut 15, 2024 | $1,06 | USD | ≈3.4% |
| Lis 16, 2023 | $1,06 | USD | ≈3.7% |
| Sie 17, 2023 | $1,06 | USD | ≈2.9% |
| Maj 11, 2023 | $1,02 | USD | ≈2.6% |
| Lut 9, 2023 | $1,02 | USD | ≈2.8% |
| Lis 9, 2022 | $1,02 | USD | ≈2.7% |
| Sie 11, 2022 | $1,02 | USD | ≈3.0% |
| Maj 12, 2022 | $0,99 | USD | ≈2.7% |
| Lut 10, 2022 | $0,99 | USD | ≈2.9% |
| Lis 10, 2021 | $0,99 | USD | ≈3.0% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 31 marca 2027 | Sie 26, 2026 | $3.24 | $2.24 | 44.7% |
| 31 grudnia 2026 | Cze 9, 2026 | $2.77 | $2.66 | 4.0% |
| 30 września 2026 | $2.40 | $2.24 | 7.2% | |
| 30 czerwca 2026 | $2.77 | $2.66 | 4.0% | |
| 31 marca 2026 | $2.38 | $2.30 | 3.6% | |
| 31 grudnia 2025 | $2.10 | $2.12 | -1.1% | |
| 30 września 2025 | $1.90 | $1.95 | -2.7% | |
| 30 czerwca 2025 | $2.31 | $2.27 | 2.0% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 |
Stopy Wzrostu
| Wskaźnik | Trend | 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% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 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 |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · | · | · |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 |
Wycena (TTM)
| Wskaźnik | Trend | 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 |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Przychody | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B |
| Marża Brutto % | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% |
| Marża Operacyjna % | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% |
| Zysk netto | $-139M | $-1.23B | $744M | $-91M | $632M |
| Rozwodniony EPS | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 |
| Wskaźnik | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 |
| Wskaźnik bieżący | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 |
| Wskaźnik Szybkości | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 |
| Wskaźnik | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.16B | $817M | $643M | $717M | $719M |
Właściciele instytucjonalni (13F) 958 emitentów · $11.9B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 149 (+12 vs poprzedni kw.) | 68 (-31 vs poprzedni kw.) | 355 (+63 vs poprzedni kw.) | 259 (-14 vs poprzedni kw.) | +60K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 218 592 293 | 12 458 770 | 10,27% | Akcje |
| BlackRock, Inc. | $831 367 797 | 7 389 936 | 7,01% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $764 404 088 | 6 794 703 | 6,44% | Akcje |
| STATE STREET CORP | $739 485 788 | 6 573 207 | 6,23% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554 986 013 | 4 933 209 | 4,68% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $516 564 400 | 4 591 379 | 4,35% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $326 667 223 | 2 908 832 | 2,75% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $314 315 550 | 2 793 916 | 2,65% | Akcje |
| CITADEL ADVISORS LLC | $302 724 113 | 2 690 881 | 2,55% | Akcje |
| Invesco Ltd. | $264 927 940 | 2 354 915 | 2,23% | Akcje |
| GOLDMAN SACHS GROUP INC | $244 649 299 | 2 174 660 | 2,06% | Akcje |
| FMR LLC | $216 240 365 | 1 922 137 | 1,82% | Akcje |
| MORGAN STANLEY | $211 533 079 | 1 880 292 | 1,78% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $208 097 540 | 1 849 756 | 1,75% | Akcje |
| ARIEL INVESTMENTS, LLC | $202 372 988 | 1 798 871 | 1,71% | Akcje |
| ProShare Advisors LLC | $191 139 190 | 1 699 015 | 1,61% | Akcje |
| RWC Asset Management LLP | $174 972 488 | 1 555 311 | 1,48% | Akcje |
| NORGES BANK | $169 971 863 | 1 510 861 | 1,43% | Akcje |
| Qube Research & Technologies Ltd | $144 127 238 | 1 281 131 | 1,22% | Akcje |
| Balyasny Asset Management L.P. | $127 943 325 | 1 137 274 | 1,08% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124 843 613 | 1 109 721 | 1,05% | Akcje |
| DEUTSCHE BANK AG\ | $115 174 352 | 1 023 772 | 0,97% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $108 085 838 | 960 763 | 0,91% | Akcje |
| JANE STREET GROUP, LLC | $107 177 625 | 952 690 | 0,90% | Akcje |
| Bank of New York Mellon Corp | $103 113 311 | 916 563 | 0,87% | Akcje |
| NORTHERN TRUST CORP | $102 856 727 | 914 282 | 0,87% | Akcje |
| BANK OF AMERICA CORP /DE/ | $101 161 517 | 899 213 | 0,85% | Akcje |
| TWO SIGMA ADVISERS, LP | $87 568 511 | 895 292 | 0,74% | Akcje |
| STALEY CAPITAL ADVISERS INC | $84 674 025 | 752 658 | 0,71% | Akcje |
| Amundi | $83 124 129 | 738 879 | 0,70% | Akcje |
| Point72 Asset Management, L.P. | $77 595 863 | 689 741 | 0,65% | Akcje |
| FIRST TRUST ADVISORS LP | $73 729 169 | 655 371 | 0,62% | Akcje |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69 906 662 | 612 070 | 0,59% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $66 914 325 | 594 794 | 0,56% | Akcje |
| UBS Group AG | $66 082 839 | 587 403 | 0,56% | Akcje |
| NewEdge Advisors, LLC | $63 460 739 | 564 096 | 0,54% | Akcje |
| WELLS FARGO & COMPANY/MN | $63 170 431 | 561 515 | 0,53% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59 523 750 | 529 100 | 0,50% | Opcja kupna |
| Stonegate Investment Group, LLC | $57 535 348 | 529 791 | 0,49% | Akcje |
| Vest Financial, LLC | $57 058 988 | 507 191 | 0,48% | Akcje |
| JANE STREET GROUP, LLC | $55 496 250 | 493 300 | 0,47% | Opcja kupna |
| ROYAL BANK OF CANADA | $50 691 000 | 450 592 | 0,43% | Akcje |
| Advisors Capital Management, LLC | $50 374 315 | 447 771 | 0,42% | Akcje |
| PRUDENTIAL FINANCIAL INC | $44 821 013 | 398 409 | 0,38% | Akcje |
| NOMURA ASSET MANAGEMENT CO LTD | $44 100 563 | 392 005 | 0,37% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $44 060 473 | 391 649 | 0,37% | Akcje |
| JPMORGAN CHASE & CO | $38 931 516 | 331 045 | 0,33% | Akcje |
| BARCLAYS PLC | $38 846 142 | 345 299 | 0,33% | Akcje |
| MAI Capital Management | $35 080 040 | 311 823 | 0,30% | Akcje |
| Douglas Lane & Associates, LLC | $31 446 956 | 279 529 | 0,27% | Akcje |
Aktywiści i właściciele 5%+ 9 akcji
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| 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 zgłoszenia | 25 września 2015 | · | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| Vestar/Blue Investments I L.P., Vestar Associates V, L.P., Vestar Managers V Ltd., Daniel S. O’Connell ×3 zgłoszenia | 25 września 2015 | · | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| Blue Holdings I, L.P., Blue Holdings GP, LLC ×3 zgłoszenia | 25 września 2015 | · | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| AlpInvest US Holdings, LLC, AlpInvest Partners Blue Co-Invest LLC ×2 zgłoszenia | 16 lipca 2015 | · | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| Centerview Capital, L.P., Centerview Capital GP, L.P., Centerview Capital GP, LLC, Centerview Capital Holdings, LLC ×2 zgłoszenia | 15 lipca 2015 | · | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| Richard K. Smucker | 9 lipca 2004 | · | Pierwotne zgłoszenie | · | SEC |
| Timothy P. Smucker | 9 lipca 2004 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca | 22 października 2001 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca | 22 października 2001 | · | Pierwotne zgłoszenie | · | 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.
Insiderzy spółki 59 insiderów · 33 dyrektorzy generalni · 26 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Mark T Smucker | CEO, Chair of Board | 31 sierpnia 2026 M | 101 386 | 0 | 4 | $-12 691 380 |
| Tucker H Marshall | Chief Financial Officer | 28 sierpnia 2026 M | 38 699 | 0 | 3 | $-2 843 659 |
| John P Brase | President and COO | 16 czerwca 2025 F | 74 436 | 0 | 0 | $0 |
| David J Lemmon | President, Pet Food | 1 października 2019 L | 8 246 | 0 | 0 | $0 |
| Barry C Dunaway | President, Pet Food and Snacks | 14 czerwca 2018 A | 32 247 | 0 | 0 | $0 |
| Steven Oakland | Vice Chair and President | 22 czerwca 2017 S | 47 667 | 0 | 0 | $0 |
| Paul Smucker Wagstaff | President | 4 grudnia 2014 D | 69 239 | 0 | 0 | $0 |
| Robert D Ferguson | Chief Product Supply Officer | 1 września 2026 F | 35 174 | 0 | 1 | $-333 938 |
| Jill R Penrose | Chief People Officer | 1 września 2026 F | 14 334 | 0 | 1 | $-583 500 |
| Jeannette L Knudsen | Chief Legal Officer | 1 września 2026 F | 15 251 | 0 | 2 | $-1 146 353 |
| Katherine Marie Williams | Chief Marketing Officer | 11 czerwca 2026 A | 12 848 | 0 | 0 | $0 |
| Amy C Held | Chief Transformation Officer | 31 sierpnia 2023 M | 5 972 | 0 | 0 | $0 |
| Geoff E Tanner | Chief Commercial & Marketing | 25 sierpnia 2022 M | 9 745 | 0 | 0 | $0 |
| Mark R Belgya | Vice Chair | 27 sierpnia 2020 S | 17 630 | 0 | 0 | $0 |
| Kevin G Jackson | Senior Vice President | 12 września 2019 S | 3 223 | 0 | 0 | $0 |
| Joseph Stanziano | Senior Vice President | 26 czerwca 2019 S | 14 857 | 0 | 0 | $0 |
| Tina R Floyd | Senior Vice President | 14 czerwca 2019 A | 12 775 | 0 | 0 | $0 |
| John W Denman | Vice President, HR Operations | 15 kwietnia 2016 S | 13 650 | 0 | 0 | $0 |
| Tamara Jean Fynan | Vice President | 30 marca 2016 S | 3 091 | 0 | 0 | $0 |
| John F Mayer | Vice President | 8 września 2015 S | 23 262 | 0 | 0 | $0 |
| Julia L Sabin | Vice President | 31 sierpnia 2015 S | 8 261 | 0 | 0 | $0 |
| James A Brown | Vice President | 12 czerwca 2015 A | 8 922 | 0 | 0 | $0 |
| Dennis J Armstrong | Senior Vice President | 12 czerwca 2015 F | 10 264 | 0 | 0 | $0 |
| Christopher P Resweber | Senior Vice President | 12 czerwca 2015 A | 26 743 | 0 | 0 | $0 |
| Kenneth A Miller | Vice President | 9 czerwca 2014 F | 4 830 | 0 | 0 | $0 |
| Andrew G Platt | Vice President | 10 września 2013 S | 22 649 | 0 | 0 | $0 |
| Albert W Yeagley | Vice President | 29 sierpnia 2012 S | 558 | 0 | 0 | $0 |
| Ann M Harlan | Vice President | 11 marca 2011 S | 10 618 | 0 | 0 | $0 |
| Donald D Hurrle SR | Retired Vice President | 30 listopada 2009 G | 22 765 | 0 | 0 | $0 |
| John D Milliken | Vice President | 6 lipca 2007 S | 3 318 | 0 | 0 | $0 |
| Robert E Ellis | Vice President | 25 czerwca 2007 S | 8 652 | 0 | 0 | $0 |
| Fred A Duncan | Vice President | 31 sierpnia 2006 F | 58 494 | 0 | 0 | $0 |
| Richard G Jirsa | Vice President | 22 czerwca 2006 S | 10 000 | 0 | 0 | $0 |
| Mercedes Abramo | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| Bruce Chung | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| Kirk Perry | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| Jay L Henderson | Dyrektor | 1 października 2026 A | 3 000 | 0 | 0 | $0 |
| Susan Chapman-Hughes | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| Dawn C Willoughby | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| Tarang Amin | Dyrektor | 1 października 2026 A | 4 705 | 1 | 0 | $99 801 |
| Jonathan E Johnson III | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| Jodi Taylor | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| David V Singer | Dyrektor | 1 października 2026 A | · | 0 | 0 | $0 |
| Alex Shumate | Dyrektor | 1 października 2024 A | 0 | 0 | 0 | $0 |
| Paul J Dolan | Dyrektor | 3 lipca 2023 A | · | 0 | 0 | $0 |
| SMUCKER TIMOTHY P | Dyrektor | 29 marca 2023 M | 31 510 | 0 | 0 | $0 |
| Sandra Pianalto | Dyrektor | 3 października 2022 A | 250 | 0 | 0 | $0 |
| Nancy Lopez Knight | Dyrektor | 30 marca 2021 S | 1 | 0 | 0 | $0 |
| Gary A Oatey | Dyrektor | 1 lipca 2020 A | 6 000 | 0 | 0 | $0 |
| Kathryn W Dindo | Dyrektor | 1 października 2019 A | 500 | 0 | 0 | $0 |
| Elizabeth Valk Long | Dyrektor | 1 lipca 2019 A | 945 | 0 | 0 | $0 |
| David J West | Dyrektor | 24 czerwca 2016 S | 206 790 | 0 | 0 | $0 |
| Vincent C Byrd | Dyrektor | 13 czerwca 2016 S | 69 670 | 0 | 0 | $0 |
| Robert B Heisler JR | Dyrektor | 1 października 2015 A | 100 | 0 | 0 | $0 |
| Douglas R Cowan | Dyrektor | 21 lutego 2014 P | 11 000 | 0 | 0 | $0 |
| William H Steinbrink | Dyrektor | 2 października 2012 A | 40 | 0 | 0 | $0 |
| Charles S Mechem JR | Dyrektor | 25 lipca 2006 M | 4 549 | 0 | 0 | $0 |
| Richard K Smucker | · | 30 września 2025 G | 559 259 | 0 | 0 | $0 |
| Richard F Troyak | · | 14 grudnia 2007 S | 11 075 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 106 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| RSPS · Invesco Exchange-Traded Fund Trust | 2,98% | 108 783 SH | 2 października 2026 | Dziennie |
| PBJ · Invesco Exchange-Traded Fund Trust | 2,69% | 19 599 SH | 2 października 2026 | Dziennie |
| CVSM · Elevation Series Trust | 2,30% | 18 183 NS | 31 lipca 2026 | N-PORT |
| CVGD · Elevation Series Trust | 2,02% | 23 456 NS | 31 lipca 2026 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1,90% | 519 165 SH | 2 października 2026 | Dziennie |
| PSL · Invesco Exchange-Traded Fund Trust | 1,90% | 12 612 SH | 2 października 2026 | Dziennie |
| RDIV · Invesco Exchange-Traded Fund Trust … | 1,82% | 219 597 SH | 2 października 2026 | Dziennie |
| KNG · First Trust Exchange-Traded Fund IV | 1,65% | 489 916 NS | 31 lipca 2026 | N-PORT |
| PEY · Invesco Exchange-Traded Fund Trust | 1,42% | 132 019 SH | 2 października 2026 | Dziennie |
| CVAR · ETF Opportunities Trust | 1,10% | 3 954 NS | 31 lipca 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,61% | 744 334 NS | 31 lipca 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0,61% | 72 741 NS | 31 lipca 2026 | N-PORT |
| IYK · iShares Trust | 0,59% | 66 949 SH | 11 września 2026 | Dziennie |
| VDC · VANGUARD WORLD FUND | 0,58% | 477 733 SH | 19 sierpnia 2026 | Dziennie |
| IQSM · New York Life Investments ETF Trust | 0,54% | 15 041 NS | 31 lipca 2026 | N-PORT |
| RCGE · EA Series Trust | 0,53% | 4 477 NS | 31 lipca 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,40% | 276 735 NS | 31 lipca 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,36% | 13 976 NS | 31 lipca 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,36% | 13 913 NS | 31 lipca 2026 | N-PORT |
| KXI · iShares Trust | 0,35% | 30 808 SH | 11 września 2026 | Dziennie |
| BKMC · BNY Mellon ETF Trust | 0,31% | 16 818 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 46 040 NS | 31 lipca 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,24% | 1 475 417 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,21% | 49 022 SH | 11 września 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,19% | 246 976 NS | 31 lipca 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,19% | 1 582 719 SH | 2 października 2026 | Dziennie |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0,18% | 6 078 000 | 1 października 2026 | Dziennie |
| SMMD · iShares Trust | 0,18% | 55 737 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,17% | 11 887 SH | 2 października 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,14% | 2 324 099 SH | 19 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,14% | 10 459 SH | 19 sierpnia 2026 | Dziennie |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 9 324 NS | 31 lipca 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,13% | 175 000 | 2 października 2026 | Dziennie |
| IWS · iShares Trust | 0,12% | 156 511 SH | 11 września 2026 | Dziennie |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0,12% | 3 740 000 | 2 października 2026 | Dziennie |
| WSML · iShares Trust | 0,12% | 6 561 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,12% | 21 216 NS | 31 lipca 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0,11% | 5 256 000 | 2 października 2026 | Dziennie |
| IWR · iShares Trust | 0,09% | 428 826 SH | 11 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,08% | 3 562 NS | 31 lipca 2026 | N-PORT |
| XOEF · iShares Trust | 0,07% | 134 SH | 11 września 2026 | Dziennie |
| DFUV · Dimensional ETF Trust | 0,07% | 91 548 NS | 31 lipca 2026 | N-PORT |
| DIVB · iShares Trust | 0,06% | 10 768 SH | 11 września 2026 | Dziennie |
| LRGF · iShares Trust | 0,06% | 18 153 SH | 11 września 2026 | Dziennie |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 49 467 SH | 2 października 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,06% | 15 857 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,05% | 10 333 NS | 31 lipca 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 216 721 NS | 31 lipca 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,05% | 5 833 NS | 31 lipca 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 4 454 SH | 2 października 2026 | Dziennie |
| VYM · VANGUARD WHITEHALL FUNDS | 0,05% | 418 344 SH | 19 sierpnia 2026 | Dziennie |
| PFM · Invesco Exchange-Traded Fund Trust | 0,05% | 3 037 SH | 2 października 2026 | Dziennie |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,04% | 36 981 SH | 2 października 2026 | Dziennie |
| IVE · iShares Trust | 0,04% | 177 803 SH | 11 września 2026 | Dziennie |
| IUSV · iShares Trust | 0,04% | 93 667 SH | 11 września 2026 | Dziennie |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,04% | 24 418 SH | 19 sierpnia 2026 | Dziennie |
| DSI · iShares Trust | 0,04% | 16 105 SH | 11 września 2026 | Dziennie |
| IWD · iShares Trust | 0,03% | 231 880 SH | 11 września 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 63 122 SH | 19 sierpnia 2026 | Dziennie |
| EGLE · Global X Funds | 0,03% | 5 NS | 31 lipca 2026 | N-PORT |
| CATH · Global X Funds | 0,03% | 2 962 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 25 582 NS | 31 lipca 2026 | N-PORT |
| CHRI · Global X Funds | 0,02% | 16 NS | 31 lipca 2026 | N-PORT |
| TOPC · iShares Trust | 0,02% | 62 SH | 11 września 2026 | Dziennie |
| XVV · iShares Trust | 0,02% | 1 255 SH | 11 września 2026 | Dziennie |
| XYLG · Global X Funds | 0,02% | 121 NS | 31 lipca 2026 | N-PORT |
| XCLR · Global X Funds | 0,02% | 6 NS | 31 lipca 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0,02% | 2 770 963 SH | 19 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 3 219 698 SH | 19 sierpnia 2026 | Dziennie |
| VFMF · VANGUARD WELLINGTON FUND | 0,02% | 1 183 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 17 290 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 8 817 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,02% | 23 622 SH | 19 sierpnia 2026 | Dziennie |
| PTLC · Pacer Funds Trust | 0,02% | 5 422 NS | 31 lipca 2026 | N-PORT |
| IVV · iShares Trust | 0,02% | 1 344 231 SH | 11 września 2026 | Dziennie |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 8 012 SH | 2 października 2026 | Dziennie |
| XYLD · Global X Funds | 0,02% | 5 312 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,02% | 33 413 NS | 31 lipca 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,02% | 632 SH | 2 października 2026 | Dziennie |
| IYY · iShares Trust | 0,02% | 4 541 SH | 11 września 2026 | Dziennie |
| SPUU · Direxion Shares ETF Trust | 0,02% | 403 NS | 31 lipca 2026 | N-PORT |
| XRMI · Global X Funds | 0,02% | 76 NS | 31 lipca 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,02% | 2 569 NS | 31 lipca 2026 | N-PORT |
| IWB · iShares Trust | 0,02% | 71 327 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,02% | 137 743 SH | 11 września 2026 | Dziennie |
| XTR · Global X Funds | 0,02% | 7 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,02% | 28 113 SH | 11 września 2026 | Dziennie |
| PHDG · Invesco Actively Managed Exchange-T… | 0,02% | 85 SH | 2 października 2026 | Dziennie |
| HCMT · Direxion Shares ETF Trust | 0,02% | 744 NS | 31 lipca 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0,01% | 8 339 NS | 31 lipca 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,01% | 1 804 SH | 2 października 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 91 081 SH | 19 sierpnia 2026 | Dziennie |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| VCEB · VANGUARD WORLD FUND | · | · | 30 lipca 2026 | Dziennie |
| ISCB · iShares Trust | · | 4 728 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 23 257 SH | 11 września 2026 | Dziennie |
| SMMV · iShares Trust | · | 12 187 SH | 19 sierpnia 2026 | Dziennie |
SJM Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
16 analityków · 2026-10-02Średnia cel $142.12 +22,3%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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% |
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