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Side-by-side financial comparison of Forestar Group Inc. (FOR) and SANFILIPPO JOHN B & SON INC (JBSS). Click either name above to swap in a different company.
SANFILIPPO JOHN B & SON INC is the larger business by last-quarter revenue ($314.8M vs $273.0M, roughly 1.2× Forestar Group Inc.). SANFILIPPO JOHN B & SON INC runs the higher net margin — 5.7% vs 5.6%, a 0.1% gap on every dollar of revenue. On growth, Forestar Group Inc. posted the faster year-over-year revenue change (9.0% vs 4.6%). SANFILIPPO JOHN B & SON INC produced more free cash flow last quarter ($40.0M vs $-157.1M). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs -9.6%).
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
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.
FOR vs JBSS — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $273.0M | $314.8M |
| Net Profit | $15.4M | $18.0M |
| Gross Margin | 20.1% | 18.8% |
| Operating Margin | 7.6% | 8.3% |
| Net Margin | 5.6% | 5.7% |
| Revenue YoY | 9.0% | 4.6% |
| Net Profit YoY | -6.7% | 32.1% |
| EPS (diluted) | $0.30 | $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.
| Q4 25 | $273.0M | $314.8M | ||
| Q3 25 | $670.5M | $298.7M | ||
| Q2 25 | $390.5M | $269.1M | ||
| Q1 25 | $351.0M | $260.9M | ||
| Q4 24 | $250.4M | $301.1M | ||
| Q3 24 | $551.3M | $276.2M | ||
| Q2 24 | $318.4M | $269.6M | ||
| Q1 24 | $333.8M | $271.9M |
| Q4 25 | $15.4M | $18.0M | ||
| Q3 25 | $86.9M | $18.7M | ||
| Q2 25 | $32.9M | $13.5M | ||
| Q1 25 | $31.6M | $20.2M | ||
| Q4 24 | $16.5M | $13.6M | ||
| Q3 24 | $81.5M | $11.7M | ||
| Q2 24 | $38.7M | $10.0M | ||
| Q1 24 | $45.0M | $13.5M |
| Q4 25 | 20.1% | 18.8% | ||
| Q3 25 | 22.3% | 18.1% | ||
| Q2 25 | 20.4% | 18.1% | ||
| Q1 25 | 22.6% | 21.4% | ||
| Q4 24 | 22.0% | 17.4% | ||
| Q3 24 | 23.9% | 16.9% | ||
| Q2 24 | 22.5% | 18.5% | ||
| Q1 24 | 24.9% | 18.1% |
| Q4 25 | 7.6% | 8.3% | ||
| Q3 25 | 16.9% | 9.0% | ||
| Q2 25 | 11.2% | 7.5% | ||
| Q1 25 | 11.6% | 10.8% | ||
| Q4 24 | 8.7% | 6.4% | ||
| Q3 24 | 19.7% | 6.2% | ||
| Q2 24 | 16.2% | 5.4% | ||
| Q1 24 | 17.6% | 6.7% |
| Q4 25 | 5.6% | 5.7% | ||
| Q3 25 | 13.0% | 6.3% | ||
| Q2 25 | 8.4% | 5.0% | ||
| Q1 25 | 9.0% | 7.7% | ||
| Q4 24 | 6.6% | 4.5% | ||
| Q3 24 | 14.8% | 4.2% | ||
| Q2 24 | 12.2% | 3.7% | ||
| Q1 24 | 13.5% | 5.0% |
| Q4 25 | $0.30 | $1.53 | ||
| Q3 25 | $1.70 | $1.59 | ||
| Q2 25 | $0.65 | $1.15 | ||
| Q1 25 | $0.62 | $1.72 | ||
| Q4 24 | $0.32 | $1.16 | ||
| Q3 24 | $1.59 | $1.00 | ||
| Q2 24 | $0.76 | $0.85 | ||
| Q1 24 | $0.89 | $1.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $211.7M | $2.4M |
| Total DebtLower is stronger | $793.2M | $28.8M |
| Stockholders' EquityBook value | $1.8B | $370.1M |
| Total Assets | $3.2B | $617.7M |
| Debt / EquityLower = less leverage | 0.44× | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $211.7M | $2.4M | ||
| Q3 25 | $379.2M | $714.0K | ||
| Q2 25 | $189.2M | $585.0K | ||
| Q1 25 | $174.3M | $1.3M | ||
| Q4 24 | $132.0M | $336.0K | ||
| Q3 24 | $481.2M | $442.0K | ||
| Q2 24 | $359.2M | $484.0K | ||
| Q1 24 | $416.2M | $377.0K |
| Q4 25 | $793.2M | $28.8M | ||
| Q3 25 | $802.7M | $29.8M | ||
| Q2 25 | $872.8M | $14.6M | ||
| Q1 25 | $872.5M | $5.8M | ||
| Q4 24 | $806.8M | $6.0M | ||
| Q3 24 | $706.4M | $6.2M | ||
| Q2 24 | $706.1M | $6.4M | ||
| Q1 24 | $705.7M | $6.6M |
| Q4 25 | $1.8B | $370.1M | ||
| Q3 25 | $1.8B | $362.8M | ||
| Q2 25 | $1.7B | $360.7M | ||
| Q1 25 | $1.6B | $346.6M | ||
| Q4 24 | $1.6B | $325.6M | ||
| Q3 24 | $1.6B | $310.8M | ||
| Q2 24 | $1.5B | $322.6M | ||
| Q1 24 | $1.5B | $321.8M |
| Q4 25 | $3.2B | $617.7M | ||
| Q3 25 | $3.1B | $598.7M | ||
| Q2 25 | $3.1B | $597.6M | ||
| Q1 25 | $3.0B | $590.0M | ||
| Q4 24 | $3.0B | $545.3M | ||
| Q3 24 | $2.8B | $519.4M | ||
| Q2 24 | $2.7B | $515.6M | ||
| Q1 24 | $2.6B | $491.9M |
| Q4 25 | 0.44× | 0.08× | ||
| Q3 25 | 0.45× | 0.08× | ||
| Q2 25 | 0.52× | 0.04× | ||
| Q1 25 | 0.53× | 0.02× | ||
| Q4 24 | 0.50× | 0.02× | ||
| Q3 24 | 0.44× | 0.02× | ||
| Q2 24 | 0.47× | 0.02× | ||
| Q1 24 | 0.48× | 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 | $-157.0M | $62.5M |
| Free Cash FlowOCF − Capex | $-157.1M | $40.0M |
| FCF MarginFCF / Revenue | -57.5% | 12.7% |
| Capex IntensityCapex / Revenue | 0.0% | 7.1% |
| Cash ConversionOCF / Net Profit | -10.19× | 3.48× |
| TTM Free Cash FlowTrailing 4 quarters | $93.0M | $32.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-157.0M | $62.5M | ||
| Q3 25 | $256.3M | $32.1M | ||
| Q2 25 | $15.8M | $36.5M | ||
| Q1 25 | $-19.8M | $-25.9M | ||
| Q4 24 | $-450.0M | $11.0M | ||
| Q3 24 | $119.2M | $8.9M | ||
| Q2 24 | $-61.7M | $35.2M | ||
| Q1 24 | $-59.2M | $5.3M |
| Q4 25 | $-157.1M | $40.0M | ||
| Q3 25 | $255.6M | $7.3M | ||
| Q2 25 | $15.0M | $23.0M | ||
| Q1 25 | $-20.5M | $-37.6M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $118.4M | $-3.0M | ||
| Q2 24 | $-62.3M | $24.4M | ||
| Q1 24 | $-59.8M | $-1.3M |
| Q4 25 | -57.5% | 12.7% | ||
| Q3 25 | 38.1% | 2.4% | ||
| Q2 25 | 3.8% | 8.6% | ||
| Q1 25 | -5.8% | -14.4% | ||
| Q4 24 | — | -0.9% | ||
| Q3 24 | 21.5% | -1.1% | ||
| Q2 24 | -19.6% | 9.0% | ||
| Q1 24 | -17.9% | -0.5% |
| Q4 25 | 0.0% | 7.1% | ||
| Q3 25 | 0.1% | 8.3% | ||
| Q2 25 | 0.2% | 5.0% | ||
| Q1 25 | 0.2% | 4.5% | ||
| Q4 24 | 0.0% | 4.5% | ||
| Q3 24 | 0.1% | 4.3% | ||
| Q2 24 | 0.2% | 4.0% | ||
| Q1 24 | 0.2% | 2.4% |
| Q4 25 | -10.19× | 3.48× | ||
| Q3 25 | 2.95× | 1.72× | ||
| Q2 25 | 0.48× | 2.70× | ||
| Q1 25 | -0.63× | -1.29× | ||
| Q4 24 | -27.27× | 0.81× | ||
| Q3 24 | 1.46× | 0.77× | ||
| Q2 24 | -1.59× | 3.52× | ||
| Q1 24 | -1.32× | 0.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
