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Side-by-side financial comparison of Clearwater Paper Corp (CLW) and SANFILIPPO JOHN B & SON INC (JBSS). Click either name above to swap in a different company.
Clearwater Paper Corp is the larger business by last-quarter revenue ($360.3M vs $314.8M, roughly 1.1× SANFILIPPO JOHN B & SON INC). SANFILIPPO JOHN B & SON INC runs the higher net margin — 5.7% vs -3.6%, a 9.3% gap on every dollar of revenue. On growth, SANFILIPPO JOHN B & SON INC posted the faster year-over-year revenue change (4.6% vs -4.7%). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs 2.3%).
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
John B. Sanfilippo & Son Inc. (JBSS) is a leading US processor, marketer and distributor of high-quality tree nuts, peanuts, dried fruits, and value-added snack products. It serves retail, foodservice, and industrial ingredient customers primarily across North America, offering both branded and private label product lines.
CLW vs JBSS — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $314.8M |
| Net Profit | $-12.8M | $18.0M |
| Gross Margin | -0.2% | 18.8% |
| Operating Margin | — | 8.3% |
| Net Margin | -3.6% | 5.7% |
| Revenue YoY | -4.7% | 4.6% |
| Net Profit YoY | -103.2% | 32.1% |
| EPS (diluted) | — | $1.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $360.3M | — | ||
| Q4 25 | $386.4M | $314.8M | ||
| Q3 25 | $399.0M | $298.7M | ||
| Q2 25 | $391.8M | $269.1M | ||
| Q1 25 | $378.2M | $260.9M | ||
| Q4 24 | $387.1M | $301.1M | ||
| Q3 24 | $393.3M | $276.2M | ||
| Q2 24 | $344.4M | $269.6M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $18.0M | ||
| Q3 25 | $-53.3M | $18.7M | ||
| Q2 25 | $2.7M | $13.5M | ||
| Q1 25 | $-6.3M | $20.2M | ||
| Q4 24 | $199.1M | $13.6M | ||
| Q3 24 | $5.8M | $11.7M | ||
| Q2 24 | $-25.8M | $10.0M |
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | 18.8% | ||
| Q3 25 | 4.7% | 18.1% | ||
| Q2 25 | 11.0% | 18.1% | ||
| Q1 25 | 9.7% | 21.4% | ||
| Q4 24 | 3.8% | 17.4% | ||
| Q3 24 | 7.7% | 16.9% | ||
| Q2 24 | -0.6% | 18.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 8.3% | ||
| Q3 25 | -13.9% | 9.0% | ||
| Q2 25 | 2.5% | 7.5% | ||
| Q1 25 | -1.1% | 10.8% | ||
| Q4 24 | -4.0% | 6.4% | ||
| Q3 24 | -0.3% | 6.2% | ||
| Q2 24 | -13.6% | 5.4% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | 5.7% | ||
| Q3 25 | -13.4% | 6.3% | ||
| Q2 25 | 0.7% | 5.0% | ||
| Q1 25 | -1.7% | 7.7% | ||
| Q4 24 | 51.4% | 4.5% | ||
| Q3 24 | 1.5% | 4.2% | ||
| Q2 24 | -7.5% | 3.7% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $1.53 | ||
| Q3 25 | $-3.30 | $1.59 | ||
| Q2 25 | $0.17 | $1.15 | ||
| Q1 25 | $-0.38 | $1.72 | ||
| Q4 24 | $11.87 | $1.16 | ||
| Q3 24 | $0.35 | $1.00 | ||
| Q2 24 | $-1.55 | $0.85 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.5M | $2.4M |
| Total DebtLower is stronger | $361.1M | $28.8M |
| Stockholders' EquityBook value | $813.8M | $370.1M |
| Total Assets | $1.6B | $617.7M |
| Debt / EquityLower = less leverage | 0.44× | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $2.4M | ||
| Q3 25 | $34.4M | $714.0K | ||
| Q2 25 | $46.7M | $585.0K | ||
| Q1 25 | $44.0M | $1.3M | ||
| Q4 24 | $79.6M | $336.0K | ||
| Q3 24 | $35.5M | $442.0K | ||
| Q2 24 | $39.6M | $484.0K |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | $28.8M | ||
| Q3 25 | $337.0M | $29.8M | ||
| Q2 25 | $330.1M | $14.6M | ||
| Q1 25 | — | $5.8M | ||
| Q4 24 | $283.4M | $6.0M | ||
| Q3 24 | $1.2B | $6.2M | ||
| Q2 24 | $1.1B | $6.4M |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $370.1M | ||
| Q3 25 | $783.0M | $362.8M | ||
| Q2 25 | $836.8M | $360.7M | ||
| Q1 25 | $836.6M | $346.6M | ||
| Q4 24 | $854.6M | $325.6M | ||
| Q3 24 | $664.6M | $310.8M | ||
| Q2 24 | $658.6M | $322.6M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $617.7M | ||
| Q3 25 | $1.6B | $598.7M | ||
| Q2 25 | $1.6B | $597.6M | ||
| Q1 25 | $1.6B | $590.0M | ||
| Q4 24 | $1.7B | $545.3M | ||
| Q3 24 | $2.5B | $519.4M | ||
| Q2 24 | $2.5B | $515.6M |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | 0.08× | ||
| Q3 25 | 0.43× | 0.08× | ||
| Q2 25 | 0.39× | 0.04× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | 0.33× | 0.02× | ||
| Q3 24 | 1.73× | 0.02× | ||
| Q2 24 | 1.74× | 0.02× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $62.5M |
| Free Cash FlowOCF − Capex | — | $40.0M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 7.1% |
| Cash ConversionOCF / Net Profit | — | 3.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $32.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $62.5M | ||
| Q3 25 | $34.0M | $32.1M | ||
| Q2 25 | $-28.2M | $36.5M | ||
| Q1 25 | $1.5M | $-25.9M | ||
| Q4 24 | $-35.1M | $11.0M | ||
| Q3 24 | $16.2M | $8.9M | ||
| Q2 24 | $21.1M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $40.0M | ||
| Q3 25 | $15.7M | $7.3M | ||
| Q2 25 | $-51.1M | $23.0M | ||
| Q1 25 | $-31.2M | $-37.6M | ||
| Q4 24 | $-68.1M | $-2.7M | ||
| Q3 24 | $-30.8M | $-3.0M | ||
| Q2 24 | $3.0M | $24.4M |
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 12.7% | ||
| Q3 25 | 3.9% | 2.4% | ||
| Q2 25 | -13.0% | 8.6% | ||
| Q1 25 | -8.2% | -14.4% | ||
| Q4 24 | -17.6% | -0.9% | ||
| Q3 24 | -7.8% | -1.1% | ||
| Q2 24 | 0.9% | 9.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 7.1% | ||
| Q3 25 | 4.6% | 8.3% | ||
| Q2 25 | 5.8% | 5.0% | ||
| Q1 25 | 8.6% | 4.5% | ||
| Q4 24 | 8.5% | 4.5% | ||
| Q3 24 | 12.0% | 4.3% | ||
| Q2 24 | 5.3% | 4.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | 3.48× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | -10.44× | 2.70× | ||
| Q1 25 | — | -1.29× | ||
| Q4 24 | -0.18× | 0.81× | ||
| Q3 24 | 2.79× | 0.77× | ||
| Q2 24 | — | 3.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLW
Segment breakdown not available.
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
