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Side-by-side financial comparison of Royal Caribbean Group (RCL) and J.M. Smucker Company (The) (SJM). Click either name above to swap in a different company.
Royal Caribbean Group is the larger business by last-quarter revenue ($4.3B vs $2.3B, roughly 1.8× J.M. Smucker Company (The)). Royal Caribbean Group runs the higher net margin — 17.7% vs 10.4%, a 7.3% gap on every dollar of revenue. On growth, Royal Caribbean Group posted the faster year-over-year revenue change (13.3% vs 2.6%). J.M. Smucker Company (The) produced more free cash flow last quarter ($280.2M vs $116.0M). Over the past eight quarters, Royal Caribbean Group's revenue compounded faster (6.9% CAGR vs 2.2%).
Royal Caribbean Group, formerly known as Royal Caribbean Cruises Ltd., is a cruise holding company headquartered in Miami, Florida, United States and incorporated in Liberia. It is the world's second-largest cruise line operator, after Carnival Corporation & plc. As of September 2025, Royal Caribbean Group fully owns three cruise lines: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. It also holds a 50% stake in TUI Cruises, which operates Mein Schiff and Hapag-Lloyd ...
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.
RCL vs SJM — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.3B | $2.3B |
| Net Profit | $753.0M | $241.3M |
| Gross Margin | 47.4% | 37.3% |
| Operating Margin | 21.9% | 18.0% |
| Net Margin | 17.7% | 10.4% |
| Revenue YoY | 13.3% | 2.6% |
| Net Profit YoY | 36.4% | 1084.9% |
| EPS (diluted) | $2.76 | $2.26 |
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 | $4.3B | $2.3B | ||
| Q3 25 | $5.1B | $2.1B | ||
| Q2 25 | $4.5B | $2.1B | ||
| Q1 25 | $4.0B | $2.2B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $4.9B | $2.1B | ||
| Q2 24 | $4.1B | $2.2B | ||
| Q1 24 | $3.7B | $2.2B |
| Q4 25 | $753.0M | $241.3M | ||
| Q3 25 | $1.6B | $-43.9M | ||
| Q2 25 | $1.2B | $-729.0M | ||
| Q1 25 | $730.0M | $-662.3M | ||
| Q4 24 | $552.0M | $-24.5M | ||
| Q3 24 | $1.1B | $185.0M | ||
| Q2 24 | $854.0M | $245.1M | ||
| Q1 24 | $360.0M | $120.4M |
| Q4 25 | 47.4% | 37.3% | ||
| Q3 25 | 51.8% | 22.5% | ||
| Q2 25 | 49.7% | 38.4% | ||
| Q1 25 | 48.0% | 40.2% | ||
| Q4 24 | 45.4% | 39.0% | ||
| Q3 24 | 51.1% | 37.5% | ||
| Q2 24 | 47.6% | 41.4% | ||
| Q1 24 | 44.8% | 36.9% |
| Q4 25 | 21.9% | 18.0% | ||
| Q3 25 | 33.1% | 2.2% | ||
| Q2 25 | 29.3% | -27.9% | ||
| Q1 25 | 23.6% | -27.2% | ||
| Q4 24 | 16.6% | 7.5% | ||
| Q3 24 | 33.4% | 16.4% | ||
| Q2 24 | 26.7% | 18.4% | ||
| Q1 24 | 20.1% | 13.3% |
| Q4 25 | 17.7% | 10.4% | ||
| Q3 25 | 30.6% | -2.1% | ||
| Q2 25 | 26.7% | -34.0% | ||
| Q1 25 | 18.3% | -30.3% | ||
| Q4 24 | 14.7% | -1.1% | ||
| Q3 24 | 22.7% | 8.7% | ||
| Q2 24 | 20.8% | 11.1% | ||
| Q1 24 | 9.7% | 5.4% |
| Q4 25 | $2.76 | $2.26 | ||
| Q3 25 | $5.74 | $-0.41 | ||
| Q2 25 | $4.41 | $-6.86 | ||
| Q1 25 | $2.70 | $-6.22 | ||
| Q4 24 | $2.27 | $-0.23 | ||
| Q3 24 | $4.21 | $1.74 | ||
| Q2 24 | $3.11 | $2.31 | ||
| Q1 24 | $1.35 | $1.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $825.0M | — |
| Total DebtLower is stronger | $18.2B | $7.0B |
| Stockholders' EquityBook value | $10.0B | $6.1B |
| Total Assets | $41.6B | $17.6B |
| Debt / EquityLower = less leverage | 1.81× | 1.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $825.0M | — | ||
| Q3 25 | $432.0M | — | ||
| Q2 25 | $735.0M | — | ||
| Q1 25 | $386.0M | — | ||
| Q4 24 | $388.0M | — | ||
| Q3 24 | $418.0M | — | ||
| Q2 24 | $391.0M | — | ||
| Q1 24 | $437.0M | — |
| Q4 25 | $18.2B | $7.0B | ||
| Q3 25 | $17.2B | $7.0B | ||
| Q2 25 | $17.6B | $7.0B | ||
| Q1 25 | $18.0B | $7.4B | ||
| Q4 24 | $18.5B | $7.8B | ||
| Q3 24 | $19.0B | $7.8B | ||
| Q2 24 | $19.8B | $7.8B | ||
| Q1 24 | $18.9B | $8.1B |
| Q4 25 | $10.0B | $6.1B | ||
| Q3 25 | $10.1B | $5.9B | ||
| Q2 25 | $9.2B | $6.1B | ||
| Q1 25 | $8.0B | $6.9B | ||
| Q4 24 | $7.6B | $7.6B | ||
| Q3 24 | $7.0B | $7.8B | ||
| Q2 24 | $6.0B | $7.7B | ||
| Q1 24 | $5.2B | $7.6B |
| Q4 25 | $41.6B | $17.6B | ||
| Q3 25 | $40.1B | $17.7B | ||
| Q2 25 | $38.5B | $17.6B | ||
| Q1 25 | $37.5B | $18.4B | ||
| Q4 24 | $37.1B | $20.0B | ||
| Q3 24 | $37.1B | $20.3B | ||
| Q2 24 | $37.0B | $20.3B | ||
| Q1 24 | $35.2B | $20.2B |
| Q4 25 | 1.81× | 1.16× | ||
| Q3 25 | 1.70× | 1.19× | ||
| Q2 25 | 1.92× | 1.16× | ||
| Q1 25 | 2.26× | 1.07× | ||
| Q4 24 | 2.44× | 1.02× | ||
| Q3 24 | 2.69× | 1.00× | ||
| Q2 24 | 3.29× | 1.01× | ||
| Q1 24 | 3.66× | 1.07× |
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 | $1.6B | $346.5M |
| Free Cash FlowOCF − Capex | $116.0M | $280.2M |
| FCF MarginFCF / Revenue | 2.7% | 12.0% |
| Capex IntensityCapex / Revenue | 35.4% | 2.8% |
| Cash ConversionOCF / Net Profit | 2.16× | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $635.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.6B | $346.5M | ||
| Q3 25 | $1.5B | $-10.6M | ||
| Q2 25 | $1.7B | $393.9M | ||
| Q1 25 | $1.6B | $239.4M | ||
| Q4 24 | $1.5B | $404.2M | ||
| Q3 24 | $897.0M | $172.9M | ||
| Q2 24 | $1.6B | $428.1M | ||
| Q1 24 | $1.3B | $406.5M |
| Q4 25 | $116.0M | $280.2M | ||
| Q3 25 | $-989.0M | $-94.9M | ||
| Q2 25 | $910.0M | $298.9M | ||
| Q1 25 | $1.2B | $151.3M | ||
| Q4 24 | $915.0M | $317.2M | ||
| Q3 24 | $563.0M | $49.2M | ||
| Q2 24 | $-567.0M | $297.5M | ||
| Q1 24 | $1.1B | $249.6M |
| Q4 25 | 2.7% | 12.0% | ||
| Q3 25 | -19.2% | -4.5% | ||
| Q2 25 | 20.1% | 13.9% | ||
| Q1 25 | 30.0% | 6.9% | ||
| Q4 24 | 24.3% | 14.0% | ||
| Q3 24 | 11.5% | 2.3% | ||
| Q2 24 | -13.8% | 13.5% | ||
| Q1 24 | 29.1% | 11.2% |
| Q4 25 | 35.4% | 2.8% | ||
| Q3 25 | 47.8% | 4.0% | ||
| Q2 25 | 18.4% | 4.4% | ||
| Q1 25 | 10.7% | 4.0% | ||
| Q4 24 | 14.7% | 3.8% | ||
| Q3 24 | 6.8% | 5.8% | ||
| Q2 24 | 52.1% | 5.9% | ||
| Q1 24 | 6.5% | 7.0% |
| Q4 25 | 2.16× | 1.44× | ||
| Q3 25 | 0.93× | — | ||
| Q2 25 | 1.44× | — | ||
| Q1 25 | 2.23× | — | ||
| Q4 24 | 2.66× | — | ||
| Q3 24 | 0.81× | 0.93× | ||
| Q2 24 | 1.84× | 1.75× | ||
| Q1 24 | 3.69× | 3.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RCL
| Passenger | $2.9B | 69% |
| Other | $1.3B | 31% |
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
