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Side-by-side financial comparison of SANFILIPPO JOHN B & SON INC (JBSS) and ROGERS CORP (ROG). 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 $200.5M, roughly 1.6× ROGERS CORP). SANFILIPPO JOHN B & SON INC runs the higher net margin — 5.7% vs 2.2%, a 3.5% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs 4.6%). SANFILIPPO JOHN B & SON INC produced more free cash flow last quarter ($40.0M vs $1.1M). Over the past eight quarters, SANFILIPPO JOHN B & SON INC's revenue compounded faster (7.6% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
JBSS vs ROG — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $200.5M |
| Net Profit | $18.0M | $4.5M |
| Gross Margin | 18.8% | 32.2% |
| Operating Margin | 8.3% | — |
| Net Margin | 5.7% | 2.2% |
| Revenue YoY | 4.6% | 5.2% |
| Net Profit YoY | 32.1% | 421.4% |
| EPS (diluted) | $1.53 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $314.8M | $201.5M | ||
| Q3 25 | $298.7M | $216.0M | ||
| Q2 25 | $269.1M | $202.8M | ||
| Q1 25 | $260.9M | $190.5M | ||
| Q4 24 | $301.1M | $192.2M | ||
| Q3 24 | $276.2M | $210.3M | ||
| Q2 24 | $269.6M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $18.0M | $4.6M | ||
| Q3 25 | $18.7M | $8.6M | ||
| Q2 25 | $13.5M | $-73.6M | ||
| Q1 25 | $20.2M | $-1.4M | ||
| Q4 24 | $13.6M | $-500.0K | ||
| Q3 24 | $11.7M | $10.7M | ||
| Q2 24 | $10.0M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 18.8% | 31.5% | ||
| Q3 25 | 18.1% | 33.5% | ||
| Q2 25 | 18.1% | 31.6% | ||
| Q1 25 | 21.4% | 29.9% | ||
| Q4 24 | 17.4% | 32.1% | ||
| Q3 24 | 16.9% | 35.2% | ||
| Q2 24 | 18.5% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 3.5% | ||
| Q3 25 | 9.0% | 7.3% | ||
| Q2 25 | 7.5% | -33.3% | ||
| Q1 25 | 10.8% | -0.2% | ||
| Q4 24 | 6.4% | -6.6% | ||
| Q3 24 | 6.2% | 6.9% | ||
| Q2 24 | 5.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.7% | 2.3% | ||
| Q3 25 | 6.3% | 4.0% | ||
| Q2 25 | 5.0% | -36.3% | ||
| Q1 25 | 7.7% | -0.7% | ||
| Q4 24 | 4.5% | -0.3% | ||
| Q3 24 | 4.2% | 5.1% | ||
| Q2 24 | 3.7% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.53 | $0.20 | ||
| Q3 25 | $1.59 | $0.48 | ||
| Q2 25 | $1.15 | $-4.00 | ||
| Q1 25 | $1.72 | $-0.08 | ||
| Q4 24 | $1.16 | $-0.04 | ||
| Q3 24 | $1.00 | $0.58 | ||
| Q2 24 | $0.85 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $28.8M | — |
| Stockholders' EquityBook value | $370.1M | $1.2B |
| Total Assets | $617.7M | $1.4B |
| Debt / EquityLower = less leverage | 0.08× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $2.4M | $197.0M | ||
| Q3 25 | $714.0K | $167.8M | ||
| Q2 25 | $585.0K | $157.2M | ||
| Q1 25 | $1.3M | $175.6M | ||
| Q4 24 | $336.0K | $159.8M | ||
| Q3 24 | $442.0K | $146.4M | ||
| Q2 24 | $484.0K | $119.9M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.2B | ||
| Q4 25 | $370.1M | $1.2B | ||
| Q3 25 | $362.8M | $1.2B | ||
| Q2 25 | $360.7M | $1.2B | ||
| Q1 25 | $346.6M | $1.3B | ||
| Q4 24 | $325.6M | $1.3B | ||
| Q3 24 | $310.8M | $1.3B | ||
| Q2 24 | $322.6M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $617.7M | $1.4B | ||
| Q3 25 | $598.7M | $1.4B | ||
| Q2 25 | $597.6M | $1.5B | ||
| Q1 25 | $590.0M | $1.5B | ||
| Q4 24 | $545.3M | $1.5B | ||
| Q3 24 | $519.4M | $1.5B | ||
| Q2 24 | $515.6M | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $40.0M | $1.1M |
| FCF MarginFCF / Revenue | 12.7% | 0.5% |
| Capex IntensityCapex / Revenue | 7.1% | 2.3% |
| Cash ConversionOCF / Net Profit | 3.48× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $32.8M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $62.5M | $46.9M | ||
| Q3 25 | $32.1M | $28.9M | ||
| Q2 25 | $36.5M | $13.7M | ||
| Q1 25 | $-25.9M | $11.7M | ||
| Q4 24 | $11.0M | $33.7M | ||
| Q3 24 | $8.9M | $42.4M | ||
| Q2 24 | $35.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $40.0M | $42.2M | ||
| Q3 25 | $7.3M | $21.2M | ||
| Q2 25 | $23.0M | $5.6M | ||
| Q1 25 | $-37.6M | $2.1M | ||
| Q4 24 | $-2.7M | $18.3M | ||
| Q3 24 | $-3.0M | $25.2M | ||
| Q2 24 | $24.4M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 12.7% | 20.9% | ||
| Q3 25 | 2.4% | 9.8% | ||
| Q2 25 | 8.6% | 2.8% | ||
| Q1 25 | -14.4% | 1.1% | ||
| Q4 24 | -0.9% | 9.5% | ||
| Q3 24 | -1.1% | 12.0% | ||
| Q2 24 | 9.0% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 7.1% | 2.3% | ||
| Q3 25 | 8.3% | 3.6% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 4.5% | 5.0% | ||
| Q4 24 | 4.5% | 8.0% | ||
| Q3 24 | 4.3% | 8.2% | ||
| Q2 24 | 4.0% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 3.48× | 10.20× | ||
| Q3 25 | 1.72× | 3.36× | ||
| Q2 25 | 2.70× | — | ||
| Q1 25 | -1.29× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.77× | 3.96× | ||
| Q2 24 | 3.52× | 2.83× |
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% |
ROG
Segment breakdown not available.
