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Nasdaq · Consumer Staples

SANFILIPPO JOHN B & SON INC (JBSS)

As-reported financials and SEC filings for SANFILIPPO JOHN B & SON INC. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About SANFILIPPO JOHN B & SON INC

John B. Sanfilippo & Son, Inc. processes and distributes a variety of nuts including peanuts, pecans, cashews, walnuts, and almonds in the United States. The company manufactures and markets nut products and snack bars under its own brands such as Fisher, Orchard Valley Harvest, Squirrel Brand, and Southern Style Nuts, as well as private labels. It serves food retailers, commercial ingredient users, and contract manufacturing customers through multiple distribution channels.

Snapshot

Revenue
$1.18B
Revenue growth (YoY)
6.2%
Net income
$61.9M
Diluted EPS
$5.26
Gross margin
18.0%
Operating margin
7.6%
Net margin
5.3%
FCF margin
3.0%
ROE
16.3%
net income / fiscal-year-end equity
P/E
14.0×
trailing when available, otherwise FY EPS
Market cap
$863.6M
Long-term debt / equity
0.11×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended June 25, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Sanfilippo John B & Son

  • Revenue grew 6.2% to $1.2B in FY2026, faster than the 3.8% the year before.
  • Operating margin is 7.6% in FY2026, -1.6 pp against 9.1% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $280M, up 4.2% from Q4 FY2025.
  • Free cash flow was $36M in FY2026, 3.0% of revenue.
  • Net income rose 5.1% to $62M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Sanfilippo John B & Son’s fundamentals sit among the 113 Consumer Staples companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin18.0%
18th percentile of 97
Operating margin7.6%
64th percentile of 100
Net margin5.3%
62nd percentile of 105
FCF margin3.0%
46th percentile of 99
Revenue growth (YoY)+6.2%
65th percentile of 110
ROE16.3%
71st percentile of 99
P/E14.0×
21st percentile of 73
Long-term debt / equity0.11×
18th percentile of 74
Short interest2.98d
36th percentile of 111

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 7 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+7 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
4
4 trimmed, 0 exited
Combined position
$47.6M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$15.2M176.3KReduced
Renaissance TechnologiesquantQ2 2026$13.1M152.8KReduced
Millennium ManagementquantQ2 2026$7.4M86.1KAdded
AQR Capital ManagementquantQ2 2026$4.9M56.9KAdded
Point72 Asset ManagementquantQ2 2026$3.3M38.0KAdded
Citadel AdvisorsquantQ2 2026$2.2M25.6KReduced
D. E. ShawquantQ2 2026$1.5M17.7KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
450.5K
settled 2026-08-14
Change vs prior
+20.5%
vs previous settlement
Days to cover
2.98
at avg daily volume
Avg daily volume
151.4K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14450.5K+20.5%2.98
2026-07-31373.9K+5.6%3.12
2026-07-15354.1K+2.6%3.33
2026-06-30345.1K+6.3%2.49
2026-06-15324.7K+0.0%2.29
2026-05-29324.7K+6.2%3.21
2026-05-15305.8K+18.6%2.46
2026-04-30257.7K+34.2%2.52

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.18B$1.11B$1.07B$999.7M$955.9M
Gross profit$211.2M$203.5M$214.1M$211.6M$199.6M
Operating income$89.2M$84.7M$85.2M$90.2M$87.4M
Net income$61.9M$58.9M$60.2M$62.9M$61.8M
Diluted EPS$5.26$5.03$5.15$5.40$5.33

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$123.8M$30.5M$101.7M$124.7M$19.6M
Capital expenditure$88.1M$50.7M$28.3M$20.7M$17.8M
Free cash flow$35.7M$-20.2M$73.4M$103.9M$1.9M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$280.4M4.2%$8.4M$0.71
Q3 FY2026$281.8M8.0%$16.8M$1.43
Q2 FY2026$314.8M4.6%$18.0M$1.53
Q1 FY2026$298.7M8.1%$18.7M$1.59
Q4 FY2025$269.1M-0.2%$13.5M$1.15
Q3 FY2025$260.9M-4.0%$20.2M$1.72
Q2 FY2025$301.1M3.4%$13.6M$1.16
Q1 FY2025$276.2M18.0%$11.7M$1.00

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Staples
SIC industrySugar & Confectionery Products
Latest annual periodFY2026 (ended June 25, 2026)
Latest reported quarterQ4 FY2026 (ended June 25, 2026)
Oldest indexed filing2009
SEC CIK880117

Selected SEC filings

10-K2026-08-19
View on EDGAR →
10-Q2026-04-29
View on EDGAR →
10-Q2026-01-29
View on EDGAR →
8-K2026-08-25
View on EDGAR →
8-K2026-08-19
View on EDGAR →
8-K2026-07-16
View on EDGAR →
8-K2026-07-15
View on EDGAR →

Largest Consumer Staples peers

All Consumer Staples companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.