Compared to Estimates, Smucker (SJM) Q2 Earnings: A Look at Key Metrics

Smucker (SJM) reported $2.33 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 2.6%. EPS of $2.10 for the same period compares to $2.76 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.32 billion, representing a surprise of +0.34%. The company delivered an EPS surprise of -0.94%, with the consensus EPS estimate being $2.12.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Smucker performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Sales- U.S. Retail Coffee: $848.9 million versus $811.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +20.6% change.Net Sales- U.S. Retail Frozen Handheld and Spreads: $461.1 million compared to the $495.48 million average estimate based on four analysts.Net Sales- U.S. Retail Pet Foods: $413.2 million compared to the $421.08 million average estimate based on four analysts. The reported number represents a change of -7.2% year over year.Net Sales- International and Away From Home: $350.8 million versus the four-analyst average estimate of $345 million. The reported number represents a year-over-year change of +9.3%.Net Sales- Sweet Baked Snacks: $256.1 million compared to the $247.79 million average estimate based on three analysts. The reported number represents a change of -18.8% year over year.Segment Profit- Sweet Baked Snacks: $21.8 million compared to the $35.32 million average estimate based on three analysts.Segment Profit- U.S. Retail Frozen Handheld and Spreads: $102.1 million versus $114.33 million estimated by three analysts on average.Corporate administrative expenses: $-84.7 million compared to the $-84.86 million average estimate based on three analysts.Segment Profit- U.S. Retail Pet Foods: $124.4 million versus $112.5 million estimated by three analysts on average.Segment Profit- International and Away From Home: $76.4 million compared to the $71.31 million average estimate based on three analysts.Segment Profit- U.S. Retail Coffee: $154.3 million versus $150.56 million estimated by three analysts on average.View all Key Company Metrics for Smucker here>>>Shares of Smucker have returned -0.5% over the past month versus the Zacks S&P 500 composite's -1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The J. M. Smucker Company (SJM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks