JBSS
John B. Sanfilippo & Son, Inc.
JBSS's fundamentals are mixed: revenue grew 3.1%, but earnings per share fell 15%. At 12x earnings, it's trading below its usual 17x. Analysts expect earnings to decline.
JBSS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Healthy |
JBSS's balance sheet is currently healthy, and its revenue, profitability and cash flow are stable.
JBSS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 12x | $56.22 | — |
| Forward | 12x | $56.22 | — |
| Cheap | 14x | $65.61 | +17% |
| Fair | 17x | $80.06 | +42% |
| Expensive | 19x | $88.55 | +58% |
Historical ranges are pointers, not guarantees.
JBSS's PE is in its cheap range at 11.8x. On analysts' estimates for next year's earnings, today's price would be 11.6x.
JBSS Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Decline | |
| Stable | |
| Weakening | |
| Limited | |
| High |
Analysts expect JBSS's earnings and profitability to decline, with its revenue holding steady.
JBSS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.83 | +1.1% |
| Q3 2026 | $4.78 | -15% |
| Q2 2026 | $5.26 | +4.6% |
| Q1 2026 | $5.70 | +21% |
| Q4 2025 | $5.99 | +44% |
| Q3 2025 | $5.62 | +21% |
| Q2 2025 | $5.03 | -2.3% |
| Q1 2025 | $4.73 | -15% |
| Q4 2024 | $4.16 | -28% |
JBSS earned $4.78 per share over the past year, down 15% from the year before.
JBSS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $288.1M | -3.5% |
| Q2 2026 | $280.4M | +4.2% |
| Q1 2026 | $281.8M | +8% |
| Q4 2025 | $314.8M | +4.6% |
| Q3 2025 | $298.7M | +8.1% |
| Q2 2025 | $269.1M | -0.2% |
| Q1 2025 | $260.9M | -4% |
| Q4 2024 | $301.1M | +3.4% |
JBSS's revenue grew through 2024 and has held roughly level since: $288M last quarter, down 3.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.7% | -2.3 points |
| Q2 2026 | 4.4% | -3.1 points |
| Q1 2026 | 8.4% | -2.4 points |
| Q4 2025 | 8.3% | +1.8 points |
| Q3 2025 | 9.1% | +2.9 points |
| Q2 2025 | 7.5% | +2 points |
| Q1 2025 | 11% | +4.1 points |
| Q4 2024 | 6.4% | -3.1 points |
JBSS's operating margin was 6.7% last quarter, down 2.3 points from the same quarter a year ago.
JBSS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.9M | -74% |
| Q2 2026 | $9.9M | -57% |
| Q1 2026 | -$21.5M | +$16.1M |
| Q4 2025 | $40M | +$42.7M |
| Q3 2025 | $7.3M | +$10.2M |
| Q2 2025 | $23M | -5.5% |
| Q1 2025 | -$37.6M | -$36.3M |
| Q4 2024 | -$2.7M | -108% |
JBSS's free cash flow has turned positive after two years mostly in the red: $30M over the past year.
JBSS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +59.4K shares |
| 1 year | +0.8% | +89.6K shares |
| 3 years | +1.4% | +162K shares |
| 5 years | +2.1% | +248K shares |
| Available history | +2.7% | +311K shares |
JBSS has 12M diluted shares, up 0.8% from a year ago.
JBSS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.4x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | 0.1x | Very low |
JBSS's net debt is less than a year of its operating earnings (EBITDA).
JBSS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.9 | Neutral |
| Stochastic | 9.1 | Oversold |
JBSS's weekly RSI is 31 (neutral) and its Stochastic is 9 (oversold).
JBSS PE vs Consumer Defensive Sector
| Metric | JBSS | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 19x | 40% below |
| PE % | 1 | 18 | 17 pts below |
JBSS is trading at 12x earnings, a 40% discount to the Consumer Defensive sector's median of 19x.
JBSS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $62.7 | 10% below |
| 20 week MA | $72.6 | 23% below |
| 50 week MA | $75.5 | 26% below |
| 100 week MA | $72.1 | 22% below |
| 200 week MA | $85.9 | 35% below |
JBSS is in a downtrend: it's below all five of its weekly moving averages, and 35% below its 200-week average.
JBSS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $91.5 | $78.6 | -14% |
| 2021 | $78.6 | $89.3 | +14% |
| 2022 | $89.3 | $81.2 | -9.1% |
| 2023 | $81.2 | $103.0 | +27% |
| 2024 | $103.0 | $86.0 | -17% |
| 2025 | $86.0 | $71.7 | -17% |
| 2026 YTD | $71.7 | $56.2 | -22% |
JBSS has finished lower in four of the last six years. It's down 22% so far in 2026.