John B. Sanfilippo Q4 EPS falls 38.3%; full-year sales reach record $1.2 billion
John B. Sanfilippo & Son reported fiscal 2026 fourth-quarter diluted EPS of $0.71, down 38.3%, even though net sales rose 4.2% to $280.4 million. Higher input and transportation costs, a $2.7 million recall-related cost and other factors weighed on gross profit, while full-year net sales rose 6.2% to $1.18 billion and full-year diluted EPS rose 4.6% to $5.26. The company also said CEO Jeffrey T. Sanfilippo will step down in October to become Executive Chairman, with his brother Jasper succeeding him as CEO.
Key points
- Q4 net sales rose 4.2% to $280.4 million, but gross margin fell to 15.7% from 18.1% and diluted EPS fell 38.3% to $0.71.
- Full-year net sales rose 6.2% to $1.18 billion and diluted EPS rose 4.6% to $5.26; sales volume fell 2.5%.
- Annual dividend declared was raised 5.6% to $0.95 per share, plus a special dividend of $1.05 per share, both payable September 9, 2026.
- Jeffrey T. Sanfilippo steps down as CEO in October; Jasper Sanfilippo will succeed him.
The filing
Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 19, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.