SJM The J.M. Smucker Company Common Stock
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关于 The J.M. Smucker Company Common Stock 公司概况(来自维基百科)
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:
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
10年表现 收入、净利润、利润率和每股收益趋势
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
| 指标 | 5年趋势 | SJM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E (TTM) | 55.05年均值 ≈-45.1 | ≈-45.1 | 28.7 | 估值过高 | |
| P/S (TTM) | 1.45年均值 ≈1.6 | ≈1.6 | 1.1 | 估值过高 | |
| 市净率 (MRQ) | 2.25年均值 ≈1.9 | ≈1.9 | 2.0 | 估值过高 | |
| 股价/自由现金流 (TTM) | 7.95年均值 ≈17.2 | ≈17.2 | · | · | |
| 市现率 (TTM) | 6.65年均值 ≈10.7 | ≈10.7 | 7.1 | 公允价值 | |
| 市净率(有形资产) (MRQ) | 99.9 | · | · | · |
同行中位数按每项指标的标准化基础计算,可能与本股票显示的TTM/MRQ基础不完全匹配。
盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
| 指标 | 5年趋势 | SJM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 毛利率 (TTM) | 38.7%5年均值 ≈35.4% | ≈35.4% | 32.4% | 顶尖 | |
| 营业利润率 (TTM) | 9.0%5年均值 ≈5.4% | ≈5.4% | 9.3% | 顶尖 | |
| EBITDA Margin (息税折旧摊销前利润率) | 4.0%5年均值 ≈5.4% | ≈5.4% | 10.4% | 顶尖 | |
| 税前利润率 (TTM) | 4.6%5年均值 ≈2.0% | ≈2.0% | 7.9% | 顶尖 | |
| 净利润率 (TTM) | 2.5%5年均值 ≈0.06% | ≈0.06% | 5.6% | 顶尖 | |
| ROA (TTM) | 1.4%5年均值 ≈0.04% | ≈0.04% | 3.5% | 弱 | |
| ROE (TTM) | 3.9%5年均值 ≈-1.0% | ≈-1.0% | 7.6% | 弱 | |
| ROIC | 6.4%5年均值 ≈6.8% | ≈6.8% | 7.5% | 持平 |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
| 指标 | 5年趋势 | SJM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 负债/股东权益比率 (MRQ) | 1.25年均值 ≈0.8 | ≈0.8 | 0.3 | 高负债 | |
| 流动比率 (MRQ) | 0.95年均值 ≈0.9 | ≈0.9 | 1.1 | 低流动性 | |
| Quick Ratio (速动比率) | 0.35年均值 ≈0.3 | ≈0.3 | 0.3 | 低流动性 | |
| 长期负债/股东权益 (MRQ) | 1.15年均值 ≈0.9 | ≈0.9 | 0.8 | 高负债 |
成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
| 指标 | 5年趋势 | SJM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 3.7%5年均值 ≈2.6% | ≈2.6% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 2.0%5年均值 ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 2.5% | · | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率(3年)) | -2.9% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率(3年)) | -5.3% | · | · | · |
资本效率 资产周转率、库存周转率、应收账款周转率
| 指标 | 5年趋势 | SJM | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.55年均值 ≈0.5 | ≈0.5 | 0.7 | 弱 | |
| Inventory Turnover (库存周转率) | 5.25年均值 ≈5.1 | ≈5.1 | 6.0 | 弱 | |
| Receivables Turnover (应收账款周转率) | 14.25年均值 ≈13.9 | ≈13.9 | 14.7 | 持平 | |
| Revenue / Employee (年营业收入 ÷ 员工人数(报告的 headcount,yfinance)。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$1.1M | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
股息 收益率、派息率、股息历史、5年CAGR
| 除息日 | 金额 | 货币 | 收益率 |
|---|---|---|---|
| 八月 14, 2026 | $1.12 | USD | ≈3.6% |
| 五月 15, 2026 | $1.10 | USD | ≈4.4% |
| 二月 13, 2026 | $1.10 | USD | ≈4.0% |
| 十一月 14, 2025 | $1.10 | USD | ≈4.0% |
| 八月 15, 2025 | $1.10 | USD | ≈3.9% |
| 五月 16, 2025 | $1.08 | USD | ≈3.8% |
| 二月 14, 2025 | $1.08 | USD | ≈4.2% |
| 十一月 15, 2024 | $1.08 | USD | ≈4.0% |
| 八月 16, 2024 | $1.08 | USD | ≈3.6% |
| 五月 16, 2024 | $1.06 | USD | ≈3.7% |
| 二月 15, 2024 | $1.06 | USD | ≈3.4% |
| 十一月 16, 2023 | $1.06 | USD | ≈3.7% |
| 八月 17, 2023 | $1.06 | USD | ≈2.9% |
| 五月 11, 2023 | $1.02 | USD | ≈2.6% |
| 二月 9, 2023 | $1.02 | USD | ≈2.8% |
| 十一月 9, 2022 | $1.02 | USD | ≈2.7% |
| 八月 11, 2022 | $1.02 | USD | ≈3.0% |
| 五月 12, 2022 | $0.99 | USD | ≈2.7% |
| 二月 10, 2022 | $0.99 | USD | ≈2.9% |
| 十一月 10, 2021 | $0.99 | USD | ≈3.0% |
收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2027年3月31日 | 八月 26, 2026 | $3.24 | $2.24 | 44.7% |
| 2026年12月31日 | 六月 9, 2026 | $2.77 | $2.66 | 4.0% |
| 2026年9月30日 | $2.40 | $2.24 | 7.2% | |
| 2026年6月30日 | $2.77 | $2.66 | 4.0% | |
| 2026年3月31日 | $2.38 | $2.30 | 3.6% | |
| 2025年12月31日 | $2.10 | $2.12 | -1.1% | |
| 2025年9月30日 | $1.90 | $1.95 | -2.7% | |
| 2025年6月30日 | $2.31 | $2.27 | 2.0% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 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 |
资产负债表
| 指标 | 趋势 | 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 |
现金流
| 指标 | 趋势 | 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 |
盈利能力
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% | 39.2% | 38.5% | 37.2% | 38.6% | 38.4% | 38.0% | 34.6% | |
| Operating Margin | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% | 17.3% | 15.7% | 11.8% | 14.1% | 14.0% | 14.7% | 13.6% | |
| Net Margin | -1.5% | -14.1% | 9.1% | -1.1% | 7.9% | 10.9% | 10.0% | 6.6% | 18.2% | 8.0% | 8.8% | 6.1% | |
| Pretax Margin | -0.69% | -12.0% | 12.2% | -0.11% | 10.5% | 14.6% | 13.2% | 8.9% | 11.7% | 11.9% | 12.5% | 9.2% | |
| EBITDA Margin | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% | 17.3% | 15.7% | 11.8% | 14.1% | 14.0% | 14.7% | 13.6% | |
| ROA | -0.82% | -6.5% | 4.2% | -0.59% | 3.9% | 5.3% | 4.6% | 3.2% | 8.6% | 3.8% | 4.2% | 2.7% | |
| ROE | -2.4% | -18.9% | 9.8% | -1.2% | 7.7% | 10.7% | 9.5% | 6.4% | 18.2% | 8.6% | 9.8% | 5.7% | |
| ROIC | 6.4% | -5.8% | 6.1% | 21.4% | 6.1% | 8.1% | 6.7% | 4.9% | 12.7% | 5.7% | 6.5% | 3.8% |
流动性与偿付能力
| 指标 | 趋势 | 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 |
效率
| 指标 | 趋势 | 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 |
每股
| 指标 | 趋势 | 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 |
增长率
| 指标 | 趋势 | 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% | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 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 |
损益表
| 指标 | 趋势 | 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 |
资产负债表
| 指标 | 趋势 | 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 |
现金流
| 指标 | 趋势 | 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 | · | · | · |
盈利能力
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.1% | · | 35.4% | 37.3% | 22.5% | · | 40.2% | 39.0% | 37.5% | · | 36.9% | 37.4% | 36.3% | · | 34.1% | 31.8% | |
| Operating Margin | 23.1% | · | -23.4% | 18.0% | 2.2% | · | -27.2% | 7.5% | 16.4% | · | 13.3% | 15.4% | 16.8% | · | 14.3% | 13.3% | |
| Net Margin | 14.6% | · | -31.0% | 10.4% | -2.1% | · | -30.3% | -1.1% | 8.7% | · | 5.4% | 10.1% | 10.2% | · | 9.4% | 8.7% | |
| Pretax Margin | 19.3% | · | -27.9% | 13.7% | -2.7% | · | -30.3% | 2.9% | 11.6% | · | 8.8% | 12.9% | 13.2% | · | 12.4% | 11.5% | |
| EBITDA Margin | 23.1% | · | -23.4% | 18.0% | 2.2% | · | -27.2% | 7.5% | 16.4% | · | 13.3% | 15.4% | 16.8% | · | 14.3% | 13.3% | |
| ROA | 1.9% | · | -4.2% | 1.3% | -0.23% | · | -3.4% | -0.13% | 1.1% | · | 0.66% | 1.1% | 1.2% | · | 1.3% | 1.2% | |
| ROE | 5.5% | · | -11.9% | 3.5% | -0.64% | · | -9.2% | -0.33% | 2.5% | · | 1.5% | 2.5% | 2.4% | · | 2.5% | 2.3% | |
| ROIC | 3.1% | · | -4.9% | 2.3% | 0.25% | · | -4.0% | -0.39% | 1.6% | · | 1.1% | 1.6% | 2.1% | · | 1.9% | 1.7% |
流动性与偿付能力
| 指标 | 趋势 | 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 |
效率
| 指标 | 趋势 | 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 |
每股
| 指标 | 趋势 | 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 |
估值 (TTM)
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.16B | · | $8.93B | $8.77B | $8.71B | · | $8.79B | $8.83B | $8.50B | · | $8.21B | $8.19B | $8.46B | · | $8.33B | $8.17B | |
| Net Income TTM | $230M | · | $-1.26B | $-1.19B | $-1.46B | · | $-257M | $526M | $745M | · | $-102M | $-14M | $-18M | · | $712M | $573M | |
| Market Cap | $12.74B | · | $11.19B | $11.05B | $11.45B | · | $11.37B | $12.08B | $12.55B | · | $13.97B | $11.63B | $15.38B | · | $16.29B | $16.06B | |
| P/E | 55.7 | · | -8.9 | -9.2 | -7.8 | · | -44.5 | 22.9 | 16.7 | · | -162.4 | 11384.0 | -1506.5 | · | 23.0 | 28.3 | |
| P/S | 1.4 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.5 | · | 1.7 | 1.4 | 1.8 | · | 2.0 | 2.0 | |
| P/B | 2.2 | · | 2.1 | 1.8 | 1.9 | · | 1.6 | 1.6 | 1.6 | · | 1.8 | 1.6 | 2.2 | · | 2.0 | 2.0 | |
| P / Cash Flow | 29.9 | · | · | · | -1080.5 | · | · | · | 72.6 | · | · | · | 70.6 | · | · | · | |
| Dividend Yield | 3.7% | · | 4.1% | 4.2% | 4.0% | · | 4.0% | 3.7% | 3.5% | · | 3.1% | 3.7% | 2.8% | · | 2.6% | 2.7% | |
| Earnings Yield | 1.8% | · | -11.2% | -10.8% | -12.8% | · | -2.2% | 4.4% | 6.0% | · | -0.62% | 0.01% | -0.07% | · | 4.3% | 3.5% | |
| Payout Ratio | 36.0% | · | · | · | -260.6% | · | · | · | 60.6% | · | · | · | 57.3% | · | · | · | |
| Annual Payout | $467M | · | $462M | $460M | $458M | · | $453M | $451M | $444M | · | $434M | $430M | $430M | · | $429M | $428M |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度,近5年
| 指标 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 收入 | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B |
| 毛利率 % | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% |
| 营业利润率 % | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% |
| 净收入 | $-139M | $-1.23B | $744M | $-91M | $632M |
| 稀释后每股收益 (EPS) | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 |
| 指标 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 |
| 流动比率 | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 |
| 速动比率 | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 |
| 指标 | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| 自由现金流 | $1.16B | $817M | $643M | $717M | $719M |
机构持有人 (13F) 958 家申报者 · $11.9B 总计 · 截至 2026年9月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 149 (+12 与上一季度对比) | 68 (-31 与上一季度对比) | 355 (+63 与上一季度对比) | 259 (-14 与上一季度对比) | +60K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1218592293 | 12458770 | 10.27% | 股份 |
| BlackRock, Inc. | $831367797 | 7389936 | 7.01% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $764404088 | 6794703 | 6.44% | 股份 |
| STATE STREET CORP | $739485788 | 6573207 | 6.23% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554986013 | 4933209 | 4.68% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $516564400 | 4591379 | 4.35% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $326667223 | 2908832 | 2.75% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $314315550 | 2793916 | 2.65% | 股份 |
| CITADEL ADVISORS LLC | $302724113 | 2690881 | 2.55% | 股份 |
| Invesco Ltd. | $264927940 | 2354915 | 2.23% | 股份 |
| GOLDMAN SACHS GROUP INC | $244649299 | 2174660 | 2.06% | 股份 |
| FMR LLC | $216240365 | 1922137 | 1.82% | 股份 |
| MORGAN STANLEY | $211533079 | 1880292 | 1.78% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $208097540 | 1849756 | 1.75% | 股份 |
| ARIEL INVESTMENTS, LLC | $202372988 | 1798871 | 1.71% | 股份 |
| ProShare Advisors LLC | $191139190 | 1699015 | 1.61% | 股份 |
| RWC Asset Management LLP | $174972488 | 1555311 | 1.48% | 股份 |
| NORGES BANK | $169971863 | 1510861 | 1.43% | 股份 |
| Qube Research & Technologies Ltd | $144127238 | 1281131 | 1.22% | 股份 |
| Balyasny Asset Management L.P. | $127943325 | 1137274 | 1.08% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124843613 | 1109721 | 1.05% | 股份 |
| DEUTSCHE BANK AG\ | $115174352 | 1023772 | 0.97% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $108085838 | 960763 | 0.91% | 股份 |
| JANE STREET GROUP, LLC | $107177625 | 952690 | 0.90% | 股份 |
| Bank of New York Mellon Corp | $103113311 | 916563 | 0.87% | 股份 |
| NORTHERN TRUST CORP | $102856727 | 914282 | 0.87% | 股份 |
| BANK OF AMERICA CORP /DE/ | $101161517 | 899213 | 0.85% | 股份 |
| TWO SIGMA ADVISERS, LP | $87568511 | 895292 | 0.74% | 股份 |
| STALEY CAPITAL ADVISERS INC | $84674025 | 752658 | 0.71% | 股份 |
| Amundi | $83124129 | 738879 | 0.70% | 股份 |
| Point72 Asset Management, L.P. | $77595863 | 689741 | 0.65% | 股份 |
| FIRST TRUST ADVISORS LP | $73729169 | 655371 | 0.62% | 股份 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69906662 | 612070 | 0.59% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $66914325 | 594794 | 0.56% | 股份 |
| UBS Group AG | $66082839 | 587403 | 0.56% | 股份 |
| NewEdge Advisors, LLC | $63460739 | 564096 | 0.54% | 股份 |
| WELLS FARGO & COMPANY/MN | $63170431 | 561515 | 0.53% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59523750 | 529100 | 0.50% | 买入期权 |
| Stonegate Investment Group, LLC | $57535348 | 529791 | 0.49% | 股份 |
| Vest Financial, LLC | $57058988 | 507191 | 0.48% | 股份 |
| JANE STREET GROUP, LLC | $55496250 | 493300 | 0.47% | 买入期权 |
| ROYAL BANK OF CANADA | $50691000 | 450592 | 0.43% | 股份 |
| Advisors Capital Management, LLC | $50374315 | 447771 | 0.42% | 股份 |
| PRUDENTIAL FINANCIAL INC | $44821013 | 398409 | 0.38% | 股份 |
| NOMURA ASSET MANAGEMENT CO LTD | $44100563 | 392005 | 0.37% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $44060473 | 391649 | 0.37% | 股份 |
| JPMORGAN CHASE & CO | $38931516 | 331045 | 0.33% | 股份 |
| BARCLAYS PLC | $38846142 | 345299 | 0.33% | 股份 |
| MAI Capital Management | $35080040 | 311823 | 0.30% | 股份 |
| Douglas Lane & Associates, LLC | $31446956 | 279529 | 0.27% | 股份 |
激进投资者及 5%+ 股东 9 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| 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 申报 | 2015年9月25日 | · | 初始申报 | 资本结构 | SEC |
| Vestar/Blue Investments I L.P., Vestar Associates V, L.P., Vestar Managers V Ltd., Daniel S. O’Connell ×3 申报 | 2015年9月25日 | · | 初始申报 | 资本结构 | SEC |
| Blue Holdings I, L.P., Blue Holdings GP, LLC ×3 申报 | 2015年9月25日 | · | 初始申报 | 资本结构 | SEC |
| AlpInvest US Holdings, LLC, AlpInvest Partners Blue Co-Invest LLC ×2 申报 | 2015年7月16日 | · | 初始申报 | 资本结构 | SEC |
| Centerview Capital, L.P., Centerview Capital GP, L.P., Centerview Capital GP, LLC, Centerview Capital Holdings, LLC ×2 申报 | 2015年7月15日 | · | 初始申报 | 资本结构 | SEC |
| Richard K. Smucker | 2004年7月9日 | · | 初始申报 | · | SEC |
| Timothy P. Smucker | 2004年7月9日 | · | 初始申报 | · | SEC |
| 未披露的报告人 | 2001年10月22日 | · | 初始申报 | · | SEC |
| 未披露的报告人 | 2001年10月22日 | · | 初始申报 | · | 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.
公司内部人士 59 位内幕人士 · 33 位高管 · 26 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Mark T Smucker | CEO, Chair of Board | 2026年8月31日 M | 101386 | 0 | 4 | $-12691380 |
| Tucker H Marshall | Chief Financial Officer | 2026年8月28日 M | 38699 | 0 | 3 | $-2843659 |
| John P Brase | President and COO | 2025年6月16日 F | 74436 | 0 | 0 | $0 |
| David J Lemmon | President, Pet Food | 2019年10月1日 L | 8246 | 0 | 0 | $0 |
| Barry C Dunaway | President, Pet Food and Snacks | 2018年6月14日 A | 32247 | 0 | 0 | $0 |
| Steven Oakland | Vice Chair and President | 2017年6月22日 S | 47667 | 0 | 0 | $0 |
| Paul Smucker Wagstaff | President | 2014年12月4日 D | 69239 | 0 | 0 | $0 |
| Robert D Ferguson | Chief Product Supply Officer | 2026年9月1日 F | 35174 | 0 | 1 | $-333938 |
| Jill R Penrose | Chief People Officer | 2026年9月1日 F | 14334 | 0 | 1 | $-583500 |
| Jeannette L Knudsen | Chief Legal Officer | 2026年9月1日 F | 15251 | 0 | 2 | $-1146353 |
| Katherine Marie Williams | Chief Marketing Officer | 2026年6月11日 A | 12848 | 0 | 0 | $0 |
| Amy C Held | Chief Transformation Officer | 2023年8月31日 M | 5972 | 0 | 0 | $0 |
| Geoff E Tanner | Chief Commercial & Marketing | 2022年8月25日 M | 9745 | 0 | 0 | $0 |
| Mark R Belgya | Vice Chair | 2020年8月27日 S | 17630 | 0 | 0 | $0 |
| Kevin G Jackson | Senior Vice President | 2019年9月12日 S | 3223 | 0 | 0 | $0 |
| Joseph Stanziano | Senior Vice President | 2019年6月26日 S | 14857 | 0 | 0 | $0 |
| Tina R Floyd | Senior Vice President | 2019年6月14日 A | 12775 | 0 | 0 | $0 |
| John W Denman | Vice President, HR Operations | 2016年4月15日 S | 13650 | 0 | 0 | $0 |
| Tamara Jean Fynan | Vice President | 2016年3月30日 S | 3091 | 0 | 0 | $0 |
| John F Mayer | Vice President | 2015年9月8日 S | 23262 | 0 | 0 | $0 |
| Julia L Sabin | Vice President | 2015年8月31日 S | 8261 | 0 | 0 | $0 |
| James A Brown | Vice President | 2015年6月12日 A | 8922 | 0 | 0 | $0 |
| Dennis J Armstrong | Senior Vice President | 2015年6月12日 F | 10264 | 0 | 0 | $0 |
| Christopher P Resweber | Senior Vice President | 2015年6月12日 A | 26743 | 0 | 0 | $0 |
| Kenneth A Miller | Vice President | 2014年6月9日 F | 4830 | 0 | 0 | $0 |
| Andrew G Platt | Vice President | 2013年9月10日 S | 22649 | 0 | 0 | $0 |
| Albert W Yeagley | Vice President | 2012年8月29日 S | 558 | 0 | 0 | $0 |
| Ann M Harlan | Vice President | 2011年3月11日 S | 10618 | 0 | 0 | $0 |
| Donald D Hurrle SR | Retired Vice President | 2009年11月30日 G | 22765 | 0 | 0 | $0 |
| John D Milliken | Vice President | 2007年7月6日 S | 3318 | 0 | 0 | $0 |
| Robert E Ellis | Vice President | 2007年6月25日 S | 8652 | 0 | 0 | $0 |
| Fred A Duncan | Vice President | 2006年8月31日 F | 58494 | 0 | 0 | $0 |
| Richard G Jirsa | Vice President | 2006年6月22日 S | 10000 | 0 | 0 | $0 |
| Mercedes Abramo | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Bruce Chung | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Kirk Perry | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Jay L Henderson | 董事 | 2026年10月1日 A | 3000 | 0 | 0 | $0 |
| Susan Chapman-Hughes | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Dawn C Willoughby | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Tarang Amin | 董事 | 2026年10月1日 A | 4705 | 1 | 0 | $99801 |
| Jonathan E Johnson III | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Jodi Taylor | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| David V Singer | 董事 | 2026年10月1日 A | · | 0 | 0 | $0 |
| Alex Shumate | 董事 | 2024年10月1日 A | 0 | 0 | 0 | $0 |
| Paul J Dolan | 董事 | 2023年7月3日 A | · | 0 | 0 | $0 |
| SMUCKER TIMOTHY P | 董事 | 2023年3月29日 M | 31510 | 0 | 0 | $0 |
| Sandra Pianalto | 董事 | 2022年10月3日 A | 250 | 0 | 0 | $0 |
| Nancy Lopez Knight | 董事 | 2021年3月30日 S | 1 | 0 | 0 | $0 |
| Gary A Oatey | 董事 | 2020年7月1日 A | 6000 | 0 | 0 | $0 |
| Kathryn W Dindo | 董事 | 2019年10月1日 A | 500 | 0 | 0 | $0 |
| Elizabeth Valk Long | 董事 | 2019年7月1日 A | 945 | 0 | 0 | $0 |
| David J West | 董事 | 2016年6月24日 S | 206790 | 0 | 0 | $0 |
| Vincent C Byrd | 董事 | 2016年6月13日 S | 69670 | 0 | 0 | $0 |
| Robert B Heisler JR | 董事 | 2015年10月1日 A | 100 | 0 | 0 | $0 |
| Douglas R Cowan | 董事 | 2014年2月21日 P | 11000 | 0 | 0 | $0 |
| William H Steinbrink | 董事 | 2012年10月2日 A | 40 | 0 | 0 | $0 |
| Charles S Mechem JR | 董事 | 2006年7月25日 M | 4549 | 0 | 0 | $0 |
| Richard K Smucker | · | 2025年9月30日 G | 559259 | 0 | 0 | $0 |
| Richard F Troyak | · | 2007年12月14日 S | 11075 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖
ETF持仓 由 106 只交易所交易基金持有
权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| RSPS · Invesco Exchange-Traded Fund Trust | 2.98% | 108783 SH | 2026年10月2日 | 每日 |
| PBJ · Invesco Exchange-Traded Fund Trust | 2.69% | 19599 SH | 2026年10月2日 | 每日 |
| CVSM · Elevation Series Trust | 2.30% | 18183 NS | 2026年7月31日 | N-PORT |
| CVGD · Elevation Series Trust | 2.02% | 23456 NS | 2026年7月31日 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trus... | 1.90% | 519165 SH | 2026年10月2日 | 每日 |
| PSL · Invesco Exchange-Traded Fund Trust | 1.90% | 12612 SH | 2026年10月2日 | 每日 |
| RDIV · Invesco Exchange-Traded Fund Trus... | 1.82% | 219597 SH | 2026年10月2日 | 每日 |
| KNG · First Trust Exchange-Traded Fund IV | 1.65% | 489916 NS | 2026年7月31日 | N-PORT |
| PEY · Invesco Exchange-Traded Fund Trust | 1.42% | 132019 SH | 2026年10月2日 | 每日 |
| CVAR · ETF Opportunities Trust | 1.10% | 3954 NS | 2026年7月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.61% | 744334 NS | 2026年7月31日 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0.61% | 72741 NS | 2026年7月31日 | N-PORT |
| IYK · iShares Trust | 0.59% | 66949 SH | 2026年9月11日 | 每日 |
| VDC · VANGUARD WORLD FUND | 0.58% | 477733 SH | 2026年8月19日 | 每日 |
| IQSM · New York Life Investments ETF Trust | 0.54% | 15041 NS | 2026年7月31日 | N-PORT |
| RCGE · EA Series Trust | 0.53% | 4477 NS | 2026年7月31日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.40% | 276735 NS | 2026年7月31日 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund ... | 0.36% | 13976 NS | 2026年7月31日 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund ... | 0.36% | 13913 NS | 2026年7月31日 | N-PORT |
| KXI · iShares Trust | 0.35% | 30808 SH | 2026年9月11日 | 每日 |
| BKMC · BNY Mellon ETF Trust | 0.31% | 16818 NS | 2026年7月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.27% | 46040 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.24% | 1475417 SH | 2026年8月19日 | 每日 |
| ESML · iShares Trust | 0.21% | 49022 SH | 2026年9月11日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.19% | 246976 NS | 2026年7月31日 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 1582719 SH | 2026年10月2日 | 每日 |
| BSCS · Invesco Exchange-Traded Self-Inde... | 0.18% | 6078000 | 2026年10月1日 | 每日 |
| SMMD · iShares Trust | 0.18% | 55737 SH | 2026年9月11日 | 每日 |
| EQAL · Invesco Exchange-Traded Fund Trus... | 0.17% | 11887 SH | 2026年10月2日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.14% | 2324099 SH | 2026年8月19日 | 每日 |
| VFVA · VANGUARD WELLINGTON FUND | 0.14% | 10459 SH | 2026年8月19日 | 每日 |
| JVAL · J.P. Morgan Exchange-Traded Fund ... | 0.13% | 9324 NS | 2026年7月31日 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trus... | 0.13% | 175000 | 2026年10月2日 | 每日 |
| IWS · iShares Trust | 0.12% | 156511 SH | 2026年9月11日 | 每日 |
| BSCU · Invesco Exchange-Traded Self-Inde... | 0.12% | 3740000 | 2026年10月2日 | 每日 |
| WSML · iShares Trust | 0.12% | 6561 SH | 2026年9月11日 | 每日 |
| TILT · FlexShares Trust | 0.12% | 21216 NS | 2026年7月31日 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Inde... | 0.11% | 5256000 | 2026年10月2日 | 每日 |
| IWR · iShares Trust | 0.09% | 428826 SH | 2026年9月11日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.08% | 3562 NS | 2026年7月31日 | N-PORT |
| XOEF · iShares Trust | 0.07% | 134 SH | 2026年9月11日 | 每日 |
| DFUV · Dimensional ETF Trust | 0.07% | 91548 NS | 2026年7月31日 | N-PORT |
| DIVB · iShares Trust | 0.06% | 10768 SH | 2026年9月11日 | 每日 |
| LRGF · iShares Trust | 0.06% | 18153 SH | 2026年9月11日 | 每日 |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 49467 SH | 2026年10月2日 | 每日 |
| DCOR · Dimensional ETF Trust | 0.06% | 15857 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 10333 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 216721 NS | 2026年7月31日 | N-PORT |
| NUSC · Nushares ETF Trust | 0.05% | 5833 NS | 2026年7月31日 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Inde... | 0.05% | 4454 SH | 2026年10月2日 | 每日 |
| VYM · VANGUARD WHITEHALL FUNDS | 0.05% | 418344 SH | 2026年8月19日 | 每日 |
| PFM · Invesco Exchange-Traded Fund Trust | 0.05% | 3037 SH | 2026年10月2日 | 每日 |
| RWL · Invesco Exchange-Traded Fund Trus... | 0.04% | 36981 SH | 2026年10月2日 | 每日 |
| IVE · iShares Trust | 0.04% | 177803 SH | 2026年9月11日 | 每日 |
| IUSV · iShares Trust | 0.04% | 93667 SH | 2026年9月11日 | 每日 |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.04% | 24418 SH | 2026年8月19日 | 每日 |
| DSI · iShares Trust | 0.04% | 16105 SH | 2026年9月11日 | 每日 |
| IWD · iShares Trust | 0.03% | 231880 SH | 2026年9月11日 | 每日 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 63122 SH | 2026年8月19日 | 每日 |
| EGLE · Global X Funds | 0.03% | 5 NS | 2026年7月31日 | N-PORT |
| CATH · Global X Funds | 0.03% | 2962 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 25582 NS | 2026年7月31日 | N-PORT |
| CHRI · Global X Funds | 0.02% | 16 NS | 2026年7月31日 | N-PORT |
| TOPC · iShares Trust | 0.02% | 62 SH | 2026年9月11日 | 每日 |
| XVV · iShares Trust | 0.02% | 1255 SH | 2026年9月11日 | 每日 |
| XYLG · Global X Funds | 0.02% | 121 NS | 2026年7月31日 | N-PORT |
| XCLR · Global X Funds | 0.02% | 6 NS | 2026年7月31日 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 2770963 SH | 2026年8月19日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 3219698 SH | 2026年8月19日 | 每日 |
| VFMF · VANGUARD WELLINGTON FUND | 0.02% | 1183 SH | 2026年8月19日 | 每日 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 17290 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8817 SH | 2026年8月19日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.02% | 23622 SH | 2026年8月19日 | 每日 |
| PTLC · Pacer Funds Trust | 0.02% | 5422 NS | 2026年7月31日 | N-PORT |
| IVV · iShares Trust | 0.02% | 1344231 SH | 2026年9月11日 | 每日 |
| OMFL · Invesco Exchange-Traded Self-Inde... | 0.02% | 8012 SH | 2026年10月2日 | 每日 |
| XYLD · Global X Funds | 0.02% | 5312 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 33413 NS | 2026年7月31日 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.02% | 632 SH | 2026年10月2日 | 每日 |
| IYY · iShares Trust | 0.02% | 4541 SH | 2026年9月11日 | 每日 |
| SPUU · Direxion Shares ETF Trust | 0.02% | 403 NS | 2026年7月31日 | N-PORT |
| XRMI · Global X Funds | 0.02% | 76 NS | 2026年7月31日 | N-PORT |
| QDPL · Pacer Funds Trust | 0.02% | 2569 NS | 2026年7月31日 | N-PORT |
| IWB · iShares Trust | 0.02% | 71327 SH | 2026年9月11日 | 每日 |
| ITOT · iShares Trust | 0.02% | 137743 SH | 2026年9月11日 | 每日 |
| XTR · Global X Funds | 0.02% | 7 NS | 2026年7月31日 | N-PORT |
| IWV · iShares Trust | 0.02% | 28113 SH | 2026年9月11日 | 每日 |
| PHDG · Invesco Actively Managed Exchange... | 0.02% | 85 SH | 2026年10月2日 | 每日 |
| HCMT · Direxion Shares ETF Trust | 0.02% | 744 NS | 2026年7月31日 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.01% | 8339 NS | 2026年7月31日 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trus... | 0.01% | 1804 SH | 2026年10月2日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.01% | 91081 SH | 2026年8月19日 | 每日 |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | 2026年7月15日 | 每日 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月15日 | 每日 |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 每日 |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 2026年7月30日 | 每日 |
| VCEB · VANGUARD WORLD FUND | · | · | 2026年7月30日 | 每日 |
| ISCB · iShares Trust | · | 4728 SH | 2026年9月11日 | 每日 |
| ISCV · iShares Trust | · | 23257 SH | 2026年9月11日 | 每日 |
| SMMV · iShares Trust | · | 12187 SH | 2026年8月19日 | 每日 |
SJM 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
12个月价格目标
16 位分析师 · 2026-10-02平均目标 $142.12 +20.8%
同行比较(GICS 子行业) 关键指标与行业同行对比
财年依据,价格截至各公司上一个财年末收盘价。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| SJM | $10.46B | -75.4 | 3.7% | -1.5% | -2.4% | 33.5% |
| HSY | $36.91B | 91.4 | 4.4% | 7.5% | 19.3% | 33.6% |
| KHC | $28.57B | -4.9 | -3.5% | -23.4% | -12.9% | 33.3% |
| TSN | · | 40.7 | 2.1% | 0.87% | 2.6% | 6.5% |
| GIS | · | -211.3 | -5.5% | -0.48% | -1.1% | · |
| MKC | $1.01B | 23.0 | 1.7% | 11.5% | 14.3% | 37.9% |
| HRL | · | 27.4 | 1.6% | 4.0% | 6.0% | 15.6% |
| SFD | $8.82B | 8.9 | 9.8% | 6.4% | 15.6% | 13.5% |
| PPC | $9.46B | 8.8 | 3.5% | 5.9% | 27.3% | 12.8% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
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