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Side-by-side financial comparison of SANFILIPPO JOHN B & SON INC (JBSS) and Limbach Holdings, Inc. (LMB). 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 $138.9M, roughly 2.3× Limbach Holdings, Inc.). SANFILIPPO JOHN B & SON INC runs the higher net margin — 5.7% vs 3.2%, a 2.6% gap on every dollar of revenue. On growth, SANFILIPPO JOHN B & SON INC posted the faster year-over-year revenue change (4.6% vs 4.3%). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs 6.6%).
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.
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
JBSS vs LMB — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $314.8M | $138.9M |
| Net Profit | $18.0M | $4.4M |
| Gross Margin | 18.8% | 22.4% |
| Operating Margin | 8.3% | 0.8% |
| Net Margin | 5.7% | 3.2% |
| Revenue YoY | 4.6% | 4.3% |
| Net Profit YoY | 32.1% | — |
| EPS (diluted) | $1.53 | $0.36 |
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 | — | $138.9M | ||
| Q4 25 | $314.8M | $186.9M | ||
| Q3 25 | $298.7M | $184.6M | ||
| Q2 25 | $269.1M | $142.2M | ||
| Q1 25 | $260.9M | $133.1M | ||
| Q4 24 | $301.1M | $143.7M | ||
| Q3 24 | $276.2M | $133.9M | ||
| Q2 24 | $269.6M | $122.2M |
| Q1 26 | — | $4.4M | ||
| Q4 25 | $18.0M | $12.3M | ||
| Q3 25 | $18.7M | $8.8M | ||
| Q2 25 | $13.5M | $7.8M | ||
| Q1 25 | $20.2M | $10.2M | ||
| Q4 24 | $13.6M | $9.8M | ||
| Q3 24 | $11.7M | $7.5M | ||
| Q2 24 | $10.0M | $6.0M |
| Q1 26 | — | 22.4% | ||
| Q4 25 | 18.8% | 25.7% | ||
| Q3 25 | 18.1% | 24.2% | ||
| Q2 25 | 18.1% | 28.0% | ||
| Q1 25 | 21.4% | 27.6% | ||
| Q4 24 | 17.4% | 30.3% | ||
| Q3 24 | 16.9% | 27.0% | ||
| Q2 24 | 18.5% | 27.4% |
| Q1 26 | — | 0.8% | ||
| Q4 25 | 8.3% | 9.4% | ||
| Q3 25 | 9.0% | 7.2% | ||
| Q2 25 | 7.5% | 7.5% | ||
| Q1 25 | 10.8% | 5.9% | ||
| Q4 24 | 6.4% | 9.1% | ||
| Q3 24 | 6.2% | 8.1% | ||
| Q2 24 | 5.4% | 6.7% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 5.7% | 6.6% | ||
| Q3 25 | 6.3% | 4.8% | ||
| Q2 25 | 5.0% | 5.5% | ||
| Q1 25 | 7.7% | 7.7% | ||
| Q4 24 | 4.5% | 6.9% | ||
| Q3 24 | 4.2% | 5.6% | ||
| Q2 24 | 3.7% | 4.9% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $1.53 | $1.01 | ||
| Q3 25 | $1.59 | $0.73 | ||
| Q2 25 | $1.15 | $0.64 | ||
| Q1 25 | $1.72 | $0.85 | ||
| Q4 24 | $1.16 | $0.81 | ||
| Q3 24 | $1.00 | $0.62 | ||
| Q2 24 | $0.85 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.4M | $15.8M |
| Total DebtLower is stronger | $28.8M | $56.6M |
| Stockholders' EquityBook value | $370.1M | $196.3M |
| Total Assets | $617.7M | $377.0M |
| Debt / EquityLower = less leverage | 0.08× | 0.29× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.8M | ||
| Q4 25 | $2.4M | $11.3M | ||
| Q3 25 | $714.0K | $9.8M | ||
| Q2 25 | $585.0K | $38.9M | ||
| Q1 25 | $1.3M | $38.1M | ||
| Q4 24 | $336.0K | $44.9M | ||
| Q3 24 | $442.0K | $51.2M | ||
| Q2 24 | $484.0K | $59.5M |
| Q1 26 | — | $56.6M | ||
| Q4 25 | $28.8M | $30.5M | ||
| Q3 25 | $29.8M | $56.3M | ||
| Q2 25 | $14.6M | $28.4M | ||
| Q1 25 | $5.8M | $23.7M | ||
| Q4 24 | $6.0M | $23.6M | ||
| Q3 24 | $6.2M | $20.5M | ||
| Q2 24 | $6.4M | $19.7M |
| Q1 26 | — | $196.3M | ||
| Q4 25 | $370.1M | $195.7M | ||
| Q3 25 | $362.8M | $181.6M | ||
| Q2 25 | $360.7M | $170.5M | ||
| Q1 25 | $346.6M | $161.1M | ||
| Q4 24 | $325.6M | $153.5M | ||
| Q3 24 | $310.8M | $142.2M | ||
| Q2 24 | $322.6M | $133.0M |
| Q1 26 | — | $377.0M | ||
| Q4 25 | $617.7M | $381.1M | ||
| Q3 25 | $598.7M | $409.1M | ||
| Q2 25 | $597.6M | $343.0M | ||
| Q1 25 | $590.0M | $336.4M | ||
| Q4 24 | $545.3M | $352.1M | ||
| Q3 24 | $519.4M | $324.4M | ||
| Q2 24 | $515.6M | $303.9M |
| Q1 26 | — | 0.29× | ||
| Q4 25 | 0.08× | 0.16× | ||
| Q3 25 | 0.08× | 0.31× | ||
| Q2 25 | 0.04× | 0.17× | ||
| Q1 25 | 0.02× | 0.15× | ||
| Q4 24 | 0.02× | 0.15× | ||
| Q3 24 | 0.02× | 0.14× | ||
| Q2 24 | 0.02× | 0.15× |
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 | $62.5M | $28.1M | ||
| Q3 25 | $32.1M | $13.3M | ||
| Q2 25 | $36.5M | $2.0M | ||
| Q1 25 | $-25.9M | $2.2M | ||
| Q4 24 | $11.0M | $19.3M | ||
| Q3 24 | $8.9M | $4.9M | ||
| Q2 24 | $35.2M | $16.5M |
| Q1 26 | — | — | ||
| Q4 25 | $40.0M | $27.9M | ||
| Q3 25 | $7.3M | $12.8M | ||
| Q2 25 | $23.0M | $1.2M | ||
| Q1 25 | $-37.6M | $11.0K | ||
| Q4 24 | $-2.7M | $18.0M | ||
| Q3 24 | $-3.0M | $4.6M | ||
| Q2 24 | $24.4M | $13.2M |
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 14.9% | ||
| Q3 25 | 2.4% | 7.0% | ||
| Q2 25 | 8.6% | 0.8% | ||
| Q1 25 | -14.4% | 0.0% | ||
| Q4 24 | -0.9% | 12.5% | ||
| Q3 24 | -1.1% | 3.4% | ||
| Q2 24 | 9.0% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 0.1% | ||
| Q3 25 | 8.3% | 0.3% | ||
| Q2 25 | 5.0% | 0.6% | ||
| Q1 25 | 4.5% | 1.7% | ||
| Q4 24 | 4.5% | 0.9% | ||
| Q3 24 | 4.3% | 0.3% | ||
| Q2 24 | 4.0% | 2.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.48× | 2.29× | ||
| Q3 25 | 1.72× | 1.52× | ||
| Q2 25 | 2.70× | 0.26× | ||
| Q1 25 | -1.29× | 0.22× | ||
| Q4 24 | 0.81× | 1.96× | ||
| Q3 24 | 0.77× | 0.66× | ||
| Q2 24 | 3.52× | 2.77× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |