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Side-by-side financial comparison of Microchip Technology (MCHP) and J.M. Smucker Company (The) (SJM). Click either name above to swap in a different company.
J.M. Smucker Company (The) is the larger business by last-quarter revenue ($2.3B vs $1.3B, roughly 1.8× Microchip Technology). Microchip Technology runs the higher net margin — 11.0% vs -31.0%, a 42.0% gap on every dollar of revenue. On growth, J.M. Smucker Company (The) posted the faster year-over-year revenue change (7.0% vs -72.2%). J.M. Smucker Company (The) produced more free cash flow last quarter ($975.0M vs $242.8M). Over the past eight quarters, J.M. Smucker Company (The)'s revenue compounded faster (3.0% CAGR vs 2.8%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
The J.M. Smucker Company, also known as Smucker's, is an American manufacturer of food and beverage products. Headquartered in Orrville, Ohio, the company was founded in 1897 as a maker of apple butter. J.M. Smucker currently has three major business units: consumer foods, pet foods, and coffee. Its flagship brand, Smucker's, produces fruit preserves, peanut butter, syrups, frozen crustless sandwiches, and ice cream toppings.
MCHP vs SJM — Head-to-Head
Income Statement — Q4 FY2026 vs Q3 FY2027
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.3B |
| Net Profit | $144.2M | $-724.2M |
| Gross Margin | 61.0% | 35.4% |
| Operating Margin | 16.6% | — |
| Net Margin | 11.0% | -31.0% |
| Revenue YoY | -72.2% | 7.0% |
| Net Profit YoY | 8.9% | -44.3% |
| EPS (diluted) | $0.21 | — |
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 26 | — | $2.3B | ||
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $970.5M | $2.2B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $1.2B | $2.1B |
| Q4 26 | — | $-724.2M | ||
| Q1 26 | $144.2M | — | ||
| Q4 25 | $62.7M | $241.3M | ||
| Q3 25 | $41.7M | $-43.9M | ||
| Q2 25 | $-18.6M | $-729.0M | ||
| Q1 25 | $-154.6M | $-662.3M | ||
| Q4 24 | $-53.6M | $-24.5M | ||
| Q3 24 | $78.4M | $185.0M |
| Q4 26 | — | 35.4% | ||
| Q1 26 | 61.0% | — | ||
| Q4 25 | 59.6% | 37.3% | ||
| Q3 25 | 55.9% | 22.5% | ||
| Q2 25 | 53.6% | 38.4% | ||
| Q1 25 | 51.6% | 40.2% | ||
| Q4 24 | 54.7% | 39.0% | ||
| Q3 24 | 57.4% | 37.5% |
| Q4 26 | — | — | ||
| Q1 26 | 16.6% | — | ||
| Q4 25 | 12.8% | 18.0% | ||
| Q3 25 | 7.8% | 2.2% | ||
| Q2 25 | 3.0% | -27.9% | ||
| Q1 25 | -10.3% | -27.2% | ||
| Q4 24 | 3.0% | 7.5% | ||
| Q3 24 | 12.6% | 16.4% |
| Q4 26 | — | -31.0% | ||
| Q1 26 | 11.0% | — | ||
| Q4 25 | 5.3% | 10.4% | ||
| Q3 25 | 3.7% | -2.1% | ||
| Q2 25 | -1.7% | -34.0% | ||
| Q1 25 | -15.9% | -30.3% | ||
| Q4 24 | -5.2% | -1.1% | ||
| Q3 24 | 6.7% | 8.7% |
| Q4 26 | — | — | ||
| Q1 26 | $0.21 | — | ||
| Q4 25 | $0.06 | $2.26 | ||
| Q3 25 | $0.03 | $-0.41 | ||
| Q2 25 | $-0.09 | $-6.86 | ||
| Q1 25 | $-0.29 | $-6.22 | ||
| Q4 24 | $-0.10 | $-0.23 | ||
| Q3 24 | $0.14 | $1.74 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $240.3M | $52.8M |
| Total DebtLower is stronger | $5.5B | $7.3B |
| Stockholders' EquityBook value | $6.4B | $5.2B |
| Total Assets | $14.4B | $16.3B |
| Debt / EquityLower = less leverage | 0.85× | 1.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 26 | — | $52.8M | ||
| Q1 26 | $240.3M | — | ||
| Q4 25 | $250.7M | — | ||
| Q3 25 | $236.8M | — | ||
| Q2 25 | $566.5M | — | ||
| Q1 25 | $771.7M | — | ||
| Q4 24 | $586.0M | — | ||
| Q3 24 | $286.1M | — |
| Q4 26 | — | $7.3B | ||
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.4B | $7.0B | ||
| Q3 25 | $5.4B | $7.0B | ||
| Q2 25 | $5.5B | $7.0B | ||
| Q1 25 | $5.6B | $7.4B | ||
| Q4 24 | $6.7B | $7.8B | ||
| Q3 24 | $6.4B | $7.8B |
| Q4 26 | — | $5.2B | ||
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.6B | $6.1B | ||
| Q3 25 | $6.7B | $5.9B | ||
| Q2 25 | $6.9B | $6.1B | ||
| Q1 25 | $7.1B | $6.9B | ||
| Q4 24 | $6.0B | $7.6B | ||
| Q3 24 | $6.3B | $7.8B |
| Q4 26 | — | $16.3B | ||
| Q1 26 | $14.4B | — | ||
| Q4 25 | $14.3B | $17.6B | ||
| Q3 25 | $14.5B | $17.7B | ||
| Q2 25 | $15.0B | $17.6B | ||
| Q1 25 | $15.4B | $18.4B | ||
| Q4 24 | $15.6B | $20.0B | ||
| Q3 24 | $15.6B | $20.3B |
| Q4 26 | — | 1.40× | ||
| Q1 26 | 0.85× | — | ||
| Q4 25 | 0.82× | 1.16× | ||
| Q3 25 | 0.80× | 1.19× | ||
| Q2 25 | 0.80× | 1.16× | ||
| Q1 25 | 0.80× | 1.07× | ||
| Q4 24 | 1.12× | 1.02× | ||
| Q3 24 | 1.02× | 1.00× |
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 | — | $1.3B |
| Free Cash FlowOCF − Capex | $242.8M | $975.0M |
| FCF MarginFCF / Revenue | 18.5% | 41.7% |
| Capex IntensityCapex / Revenue | 1.1% | 13.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $871.0M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 26 | — | $1.3B | ||
| Q1 26 | — | — | ||
| Q4 25 | $341.4M | $346.5M | ||
| Q3 25 | $88.1M | $-10.6M | ||
| Q2 25 | $275.6M | $393.9M | ||
| Q1 25 | $205.9M | $239.4M | ||
| Q4 24 | $271.5M | $404.2M | ||
| Q3 24 | $43.6M | $172.9M |
| Q4 26 | — | $975.0M | ||
| Q1 26 | $242.8M | — | ||
| Q4 25 | $318.9M | $280.2M | ||
| Q3 25 | $51.6M | $-94.9M | ||
| Q2 25 | $257.7M | $298.9M | ||
| Q1 25 | $191.7M | $151.3M | ||
| Q4 24 | $253.4M | $317.2M | ||
| Q3 24 | $22.8M | $49.2M |
| Q4 26 | — | 41.7% | ||
| Q1 26 | 18.5% | — | ||
| Q4 25 | 26.9% | 12.0% | ||
| Q3 25 | 4.5% | -4.5% | ||
| Q2 25 | 24.0% | 13.9% | ||
| Q1 25 | 19.8% | 6.9% | ||
| Q4 24 | 24.7% | 14.0% | ||
| Q3 24 | 2.0% | 2.3% |
| Q4 26 | — | 13.9% | ||
| Q1 26 | 1.1% | — | ||
| Q4 25 | 1.9% | 2.8% | ||
| Q3 25 | 3.2% | 4.0% | ||
| Q2 25 | 1.7% | 4.4% | ||
| Q1 25 | 1.5% | 4.0% | ||
| Q4 24 | 1.8% | 3.8% | ||
| Q3 24 | 1.8% | 5.8% |
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.44× | 1.44× | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MCHP
Segment breakdown not available.
SJM
| U.S. Retail Coffee | $908.2M | 39% |
| U.S. Retail Frozen Handheld and Spreads | $454.0M | 19% |
| U.S. Retail Pet Foods | $417.1M | 18% |
| International and Away From Home | $335.3M | 14% |
| Sweet Baked Snacks | $224.8M | 10% |
