Jun 2026 (Q4 FY26) — Aug 20, 2026
John B. Sanfilippo & Son, Inc. Q4 FY26 — Record Full-Year Sales and EPS Amidst Q4 Headwinds
Read the full callSanfilippo John B & SON earnings: last reported Thu, 20 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 280 | +4.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.4 | −3.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 8.4 | −37.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $61.16 on 17 Oct 2025 → $65.73. High $90.6 (2 Jul 2026), low $59.5 (29 Oct 2025).
Overview
Call summaries
John B. Sanfilippo & Son, Inc. Q4 FY26 — Record Full-Year Sales and EPS Amidst Q4 Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: −38% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 276 | 301 | 261 | 269 | 299 | 315 | 282 | 280 |
| Operating profit | 17 | 19 | 28 | 20 | 27 | 26 | 24 | 12 |
| Operating margin | 6.2% | 6.4% | 10.8% | 7.5% | 9.1% | 8.3% | 8.4% | 4.4% |
| Other income | -1 | -1 | -2 | -2 | -2 | -1 | -1 | -1 |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 0 |
| Profit before tax | 16 | 18 | 26 | 18 | 25 | 25 | 22 | 11 |
| Tax rate | 25.8% | 24.0% | 22.9% | 25.3% | 25.3% | 26.7% | 24.4% | 24.3% |
| Net profit | 12 | 14 | 20 | 14 | 19 | 18 | 17 | 8 |
| EPS ($ per share) | 1 | 1.17 | 1.73 | — | 1.60 | 1.54 | 1.44 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 138 | 124 | 126 | 154 | 162 | 187 | 221 | 237 |
| Total liabilities | 137 | 169 | 156 | 168 | 133 | 193 | 237 | 279 |
| Fixed assets | 126 | 124 | 133 | 133 | 135 | 165 | 178 | 256 |
| Total assets | 391 | 407 | 398 | 447 | 425 | 516 | 598 | 659 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 83 | 64 | 105 | 20 | 125 | 102 | 31 | 124 |
| Cash from investing | -15 | -14 | -23 | -11 | -24 | -87 | -51 | -86 |
| Cash from financing | -69 | -50 | -83 | -8 | -99 | -16 | 20 | -37 |
| Net cash flow | 0 | -0 | -1 | -0 | 2 | -1 | 0 | 1 |
| Capital expenditure | -15 | -15 | -25 | -18 | -21 | -28 | -51 | -88 |
| Free cash flow | 68 | 49 | 80 | 2 | 104 | 73 | -20 | 36 |
41 filings between Nov 12, 2025 and Aug 18, 2026.
Purchases
None
No insider bought shares.
Sales
$1.45M
4 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 15 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SANFILIPPO JASPER BRIAN JR | — | $584.0K | Mar 2, 2026 |
| SANFILIPPO JEFFREY T | — | $577.6K | Mar 2, 2026 |
| Sanfilippo Lisa | — | $185.0K | Mar 2, 2026 |
| Sanfilippo James J | — | $102.2K | Mar 2, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 18, 2026 | Finn Michael J VP, Corporate Controller | Award | 517 | $0 |
| Aug 18, 2026 | Pronitcheva Julia A SVP Human Resources | Award | 986 | $0 |
| Aug 18, 2026 | Pellegrino Frank S CFO & EVP, Finance and Admin | Award | 2,584 | $0 |
| Aug 18, 2026 | SANFILIPPO JEFFREY T Chief Executive Officer | Award | 4,698 | $0 |
| Aug 18, 2026 | SANFILIPPO JASPER BRIAN JR COO, President | Award | 4,698 | $0 |
| Apr 6, 2026 | SANFILIPPO JASPER BRIAN JR COO, President | Other | 500,000 | $0 |
| Apr 6, 2026 | SANFILIPPO JASPER BRIAN JR COO, President | Other | 125,000 | $0 |
| Apr 6, 2026 | Sanfilippo John E Director | Other | 125,000 | $0 |
| Apr 6, 2026 | Sanfilippo James J Director | Other | 500,000 | $0 |
| Apr 6, 2026 | SANFILIPPO JEFFREY T Chief Executive Officer | Other | 125,000 | $0 |
| Apr 6, 2026 | Sanfilippo Lisa Director | Other | 125,000 | $0 |
| Mar 2, 2026 | Sanfilippo James J Director | Sale 10b5-1 plan | 1,268 | $102.2K |
| Mar 2, 2026 | Sanfilippo Lisa Director | Sale 10b5-1 plan | 2,272 | $185.0K |
| Mar 2, 2026 | SANFILIPPO JASPER BRIAN JR COO, President | Sale 10b5-1 plan | 7,212 | $584.0K |
| Mar 2, 2026 | SANFILIPPO JEFFREY T Chief Executive Officer | Sale 10b5-1 plan | 7,212 | $577.6K |
| Feb 25, 2026 | Sanfilippo James J Director | Other | 489,233 | $0 |
| Feb 25, 2026 | Sanfilippo James J Director | Other | 197,846 | $0 |
| Feb 25, 2026 | Sanfilippo John E Director | Other | 72,846 | $0 |
| Feb 25, 2026 | SANFILIPPO JASPER BRIAN JR COO, President | Other | 489,233 | $0 |
| Feb 25, 2026 | SANFILIPPO JASPER BRIAN JR COO, President | Other | 72,847 | $0 |
| Feb 25, 2026 | Sanfilippo Lisa Director | Other | 72,847 | $0 |
| Feb 25, 2026 | SANFILIPPO JEFFREY T Chief Executive Officer | Other | 72,847 | $0 |
| Feb 10, 2026 | Pronitcheva Julia A SVP Human Resources | Other | 100 | $0 |
| Feb 9, 2026 | Sanfilippo John E Director | Other | 335 | $0 |
| Feb 6, 2026 | SANFILIPPO JEFFREY T Chief Executive Officer | Award | 11,449 | $0 |
| Nov 17, 2025 | VALENTINE JAMES A Director | Tax withheld | 355 | $24.2K |
| Nov 17, 2025 | Pronitcheva Julia A SVP Human Resources | Tax withheld | 485 | $33.0K |
| Nov 17, 2025 | Finn Michael J VP, Corporate Controller | Tax withheld | 355 | $24.2K |
| Nov 12, 2025 | Taaffe Ellen Director | Award | 1,536 | $0 |
| Nov 12, 2025 | Sanfilippo Lisa Director | Award | 1,536 | $0 |
| Nov 12, 2025 | VALENTINE MICHAEL J Director | Award | 1,536 | $0 |
| Nov 12, 2025 | Lieberman Pamela Forbes Director | Award | 1,536 | $0 |
| Nov 12, 2025 | Sanfilippo John E Director | Award | 1,536 | $0 |
| Nov 12, 2025 | Sanfilippo James J Director | Award | 1,536 | $0 |
| Nov 12, 2025 | Romero Mercedes Director | Award | 1,536 | $0 |
| Nov 12, 2025 | Pronitcheva Julia A SVP Human Resources | Award | 2,482 | $0 |
| Nov 12, 2025 | SANFILIPPO JASPER BRIAN JR COO, President | Award | 11,819 | $0 |
| Nov 12, 2025 | SANFILIPPO JEFFREY T Chief Executive Officer | Award | 11,819 | $0 |
| Nov 12, 2025 | VALENTINE JAMES A Director | Award | 1,625 | $0 |
| Nov 12, 2025 | Pellegrino Frank S CFO & EVP, Finance and Admin | Award | 6,500 | $0 |
| Nov 12, 2025 | Finn Michael J VP, Corporate Controller | Award | 1,300 | $0 |
| Jul 24, 2025 | SANFILIPPO JASPER BRIAN JR COO, President | Other | 50,000 | $0 |
| Jul 24, 2025 | SANFILIPPO JASPER BRIAN JR COO, President | Other | 250,000 | $0 |
| Jul 24, 2025 | SANFILIPPO JEFFREY T Chief Executive Officer | Other | 50,000 | $0 |
| Jul 24, 2025 | Sanfilippo John E Director | Other | 50,000 | $0 |
| Jul 24, 2025 | Sanfilippo James J Director | Other | 250,000 | $0 |
| Jul 24, 2025 | Sanfilippo James J Director | Other | 50,000 | $0 |
| Jul 24, 2025 | Sanfilippo Family 2017 Generation Skipping Trust 10% owner | Other | 250,000 | $0 |
| Jul 24, 2025 | Sanfilippo Lisa Director | Other | 50,000 | $0 |
| Feb 20, 2025 | Sanfilippo Lisa Director | Other | 12,121 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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