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Side-by-side financial comparison of SANFILIPPO JOHN B & SON INC (JBSS) and National Storage Affiliates Trust (NSA). 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 $187.0M, roughly 1.7× National Storage Affiliates Trust). National Storage Affiliates Trust runs the higher net margin — 12.2% vs 5.7%, a 6.5% gap on every dollar of revenue. On growth, SANFILIPPO JOHN B & SON INC posted the faster year-over-year revenue change (4.6% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $40.0M). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs -2.4%).
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.
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
JBSS vs NSA — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $187.0M |
| Net Profit | $18.0M | $22.9M |
| Gross Margin | 18.8% | 72.5% |
| Operating Margin | 8.3% | 20.2% |
| Net Margin | 5.7% | 12.2% |
| Revenue YoY | 4.6% | -1.6% |
| Net Profit YoY | 32.1% | 36.8% |
| EPS (diluted) | $1.53 | $0.23 |
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 | $314.8M | $187.0M | ||
| Q3 25 | $298.7M | $188.7M | ||
| Q2 25 | $269.1M | $188.8M | ||
| Q1 25 | $260.9M | $188.4M | ||
| Q4 24 | $301.1M | $190.1M | ||
| Q3 24 | $276.2M | $193.6M | ||
| Q2 24 | $269.6M | $190.4M | ||
| Q1 24 | $271.9M | $196.1M |
| Q4 25 | $18.0M | $22.9M | ||
| Q3 25 | $18.7M | $18.4M | ||
| Q2 25 | $13.5M | $19.5M | ||
| Q1 25 | $20.2M | $13.0M | ||
| Q4 24 | $13.6M | $16.7M | ||
| Q3 24 | $11.7M | $18.7M | ||
| Q2 24 | $10.0M | $17.1M | ||
| Q1 24 | $13.5M | $59.0M |
| Q4 25 | 18.8% | 72.5% | ||
| Q3 25 | 18.1% | 70.7% | ||
| Q2 25 | 18.1% | 70.5% | ||
| Q1 25 | 21.4% | 70.7% | ||
| Q4 24 | 17.4% | 72.5% | ||
| Q3 24 | 16.9% | 72.8% | ||
| Q2 24 | 18.5% | 72.6% | ||
| Q1 24 | 18.1% | 72.1% |
| Q4 25 | 8.3% | 20.2% | ||
| Q3 25 | 9.0% | 15.8% | ||
| Q2 25 | 7.5% | 16.5% | ||
| Q1 25 | 10.8% | 11.0% | ||
| Q4 24 | 6.4% | 14.5% | ||
| Q3 24 | 6.2% | 15.8% | ||
| Q2 24 | 5.4% | 17.2% | ||
| Q1 24 | 6.7% | 48.9% |
| Q4 25 | 5.7% | 12.2% | ||
| Q3 25 | 6.3% | 9.8% | ||
| Q2 25 | 5.0% | 10.3% | ||
| Q1 25 | 7.7% | 6.9% | ||
| Q4 24 | 4.5% | 8.8% | ||
| Q3 24 | 4.2% | 9.7% | ||
| Q2 24 | 3.7% | 9.0% | ||
| Q1 24 | 5.0% | 30.1% |
| Q4 25 | $1.53 | $0.23 | ||
| Q3 25 | $1.59 | $0.17 | ||
| Q2 25 | $1.15 | $0.19 | ||
| Q1 25 | $1.72 | $0.10 | ||
| Q4 24 | $1.16 | $0.19 | ||
| Q3 24 | $1.00 | $0.18 | ||
| Q2 24 | $0.85 | $0.16 | ||
| Q1 24 | $1.15 | $0.65 |
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 | $23.3M |
| Total DebtLower is stronger | $28.8M | — |
| Stockholders' EquityBook value | $370.1M | $946.0M |
| Total Assets | $617.7M | $5.1B |
| Debt / EquityLower = less leverage | 0.08× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.4M | $23.3M | ||
| Q3 25 | $714.0K | $26.3M | ||
| Q2 25 | $585.0K | $26.1M | ||
| Q1 25 | $1.3M | $19.3M | ||
| Q4 24 | $336.0K | $50.4M | ||
| Q3 24 | $442.0K | $69.9M | ||
| Q2 24 | $484.0K | $59.0M | ||
| Q1 24 | $377.0K | $64.2M |
| Q4 25 | $28.8M | — | ||
| Q3 25 | $29.8M | — | ||
| Q2 25 | $14.6M | — | ||
| Q1 25 | $5.8M | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $6.4M | — | ||
| Q1 24 | $6.6M | — |
| Q4 25 | $370.1M | $946.0M | ||
| Q3 25 | $362.8M | $973.1M | ||
| Q2 25 | $360.7M | $1.0B | ||
| Q1 25 | $346.6M | $1.0B | ||
| Q4 24 | $325.6M | $1.1B | ||
| Q3 24 | $310.8M | $986.9M | ||
| Q2 24 | $322.6M | $1.2B | ||
| Q1 24 | $321.8M | $1.3B |
| Q4 25 | $617.7M | $5.1B | ||
| Q3 25 | $598.7M | $5.1B | ||
| Q2 25 | $597.6M | $5.2B | ||
| Q1 25 | $590.0M | $5.3B | ||
| Q4 24 | $545.3M | $5.4B | ||
| Q3 24 | $519.4M | $5.4B | ||
| Q2 24 | $515.6M | $5.3B | ||
| Q1 24 | $491.9M | $5.4B |
| Q4 25 | 0.08× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 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 | $338.5M |
| Free Cash FlowOCF − Capex | $40.0M | $299.8M |
| FCF MarginFCF / Revenue | 12.7% | 160.3% |
| Capex IntensityCapex / Revenue | 7.1% | 20.7% |
| Cash ConversionOCF / Net Profit | 3.48× | 14.79× |
| TTM Free Cash FlowTrailing 4 quarters | $32.8M | $541.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $62.5M | $338.5M | ||
| Q3 25 | $32.1M | $100.2M | ||
| Q2 25 | $36.5M | $79.9M | ||
| Q1 25 | $-25.9M | $85.6M | ||
| Q4 24 | $11.0M | $363.1M | ||
| Q3 24 | $8.9M | $105.7M | ||
| Q2 24 | $35.2M | $83.2M | ||
| Q1 24 | $5.3M | $94.0M |
| Q4 25 | $40.0M | $299.8M | ||
| Q3 25 | $7.3M | $88.0M | ||
| Q2 25 | $23.0M | $73.8M | ||
| Q1 25 | $-37.6M | $79.9M | ||
| Q4 24 | $-2.7M | $344.4M | ||
| Q3 24 | $-3.0M | $101.8M | ||
| Q2 24 | $24.4M | $79.5M | ||
| Q1 24 | $-1.3M | $88.6M |
| Q4 25 | 12.7% | 160.3% | ||
| Q3 25 | 2.4% | 46.6% | ||
| Q2 25 | 8.6% | 39.1% | ||
| Q1 25 | -14.4% | 42.4% | ||
| Q4 24 | -0.9% | 181.2% | ||
| Q3 24 | -1.1% | 52.6% | ||
| Q2 24 | 9.0% | 41.7% | ||
| Q1 24 | -0.5% | 45.2% |
| Q4 25 | 7.1% | 20.7% | ||
| Q3 25 | 8.3% | 6.5% | ||
| Q2 25 | 5.0% | 3.2% | ||
| Q1 25 | 4.5% | 3.0% | ||
| Q4 24 | 4.5% | 9.8% | ||
| Q3 24 | 4.3% | 2.0% | ||
| Q2 24 | 4.0% | 1.9% | ||
| Q1 24 | 2.4% | 2.7% |
| Q4 25 | 3.48× | 14.79× | ||
| Q3 25 | 1.72× | 5.44× | ||
| Q2 25 | 2.70× | 4.10× | ||
| Q1 25 | -1.29× | 6.59× | ||
| Q4 24 | 0.81× | 21.70× | ||
| Q3 24 | 0.77× | 5.65× | ||
| Q2 24 | 3.52× | 4.88× | ||
| Q1 24 | 0.39× | 1.59× |
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% |
NSA
Segment breakdown not available.
