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Side-by-side financial comparison of J.M. Smucker Company (The) (SJM) and UGI CORP (UGI). 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 $2.1B, roughly 1.1× UGI CORP). UGI CORP runs the higher net margin — 14.4% vs 10.4%, a 4.0% gap on every dollar of revenue. On growth, UGI CORP posted the faster year-over-year revenue change (3.9% vs 2.6%). J.M. Smucker Company (The) produced more free cash flow last quarter ($280.2M vs $-155.0M). Over the past eight quarters, J.M. Smucker Company (The)'s revenue compounded faster (2.2% CAGR vs -7.5%).
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.
UGI Corporation is a natural gas and electric power distribution company headquartered in King of Prussia, Pennsylvania, with extensive operations in the United States and Europe.
SJM vs UGI — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.3B | $2.1B |
| Net Profit | $241.3M | $297.0M |
| Gross Margin | 37.3% | — |
| Operating Margin | 18.0% | 22.0% |
| Net Margin | 10.4% | 14.4% |
| Revenue YoY | 2.6% | 3.9% |
| Net Profit YoY | 1084.9% | -20.8% |
| EPS (diluted) | $2.26 | $1.34 |
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 | $2.3B | $2.1B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.2B | $2.6B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.2B | $1.4B | ||
| Q1 24 | $2.2B | $2.4B |
| Q4 25 | $241.3M | $297.0M | ||
| Q3 25 | $-43.9M | $-13.0M | ||
| Q2 25 | $-729.0M | $-163.0M | ||
| Q1 25 | $-662.3M | $479.0M | ||
| Q4 24 | $-24.5M | $375.0M | ||
| Q3 24 | $185.0M | $-273.0M | ||
| Q2 24 | $245.1M | $-48.0M | ||
| Q1 24 | $120.4M | $496.0M |
| Q4 25 | 37.3% | — | ||
| Q3 25 | 22.5% | — | ||
| Q2 25 | 38.4% | — | ||
| Q1 25 | 40.2% | — | ||
| Q4 24 | 39.0% | — | ||
| Q3 24 | 37.5% | — | ||
| Q2 24 | 41.4% | — | ||
| Q1 24 | 36.9% | — |
| Q4 25 | 18.0% | 22.0% | ||
| Q3 25 | 2.2% | 1.1% | ||
| Q2 25 | -27.9% | -6.8% | ||
| Q1 25 | -27.2% | 26.6% | ||
| Q4 24 | 7.5% | 24.5% | ||
| Q3 24 | 16.4% | -20.4% | ||
| Q2 24 | 18.4% | 5.0% | ||
| Q1 24 | 13.3% | 29.7% |
| Q4 25 | 10.4% | 14.4% | ||
| Q3 25 | -2.1% | -1.1% | ||
| Q2 25 | -34.0% | -12.0% | ||
| Q1 25 | -30.3% | 18.2% | ||
| Q4 24 | -1.1% | 18.9% | ||
| Q3 24 | 8.7% | -22.6% | ||
| Q2 24 | 11.1% | -3.6% | ||
| Q1 24 | 5.4% | 20.6% |
| Q4 25 | $2.26 | $1.34 | ||
| Q3 25 | $-0.41 | $-0.08 | ||
| Q2 25 | $-6.86 | $-0.76 | ||
| Q1 25 | $-6.22 | $2.19 | ||
| Q4 24 | $-0.23 | $1.74 | ||
| Q3 24 | $1.74 | $-1.26 | ||
| Q2 24 | $2.31 | $-0.23 | ||
| Q1 24 | $1.13 | $2.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $251.0M |
| Total DebtLower is stronger | $7.0B | $6.0B |
| Stockholders' EquityBook value | $6.1B | $5.0B |
| Total Assets | $17.6B | $15.8B |
| Debt / EquityLower = less leverage | 1.16× | 1.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $251.0M | ||
| Q3 25 | — | $335.0M | ||
| Q2 25 | — | $350.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | — | $240.0M | ||
| Q3 24 | — | $213.0M | ||
| Q2 24 | — | $183.0M | ||
| Q1 24 | — | $263.0M |
| Q4 25 | $7.0B | $6.0B | ||
| Q3 25 | $7.0B | $6.5B | ||
| Q2 25 | $7.0B | $5.7B | ||
| Q1 25 | $7.4B | $6.6B | ||
| Q4 24 | $7.8B | $6.6B | ||
| Q3 24 | $7.8B | $6.4B | ||
| Q2 24 | $7.8B | $6.3B | ||
| Q1 24 | $8.1B | $6.7B |
| Q4 25 | $6.1B | $5.0B | ||
| Q3 25 | $5.9B | $4.8B | ||
| Q2 25 | $6.1B | $4.9B | ||
| Q1 25 | $6.9B | $5.0B | ||
| Q4 24 | $7.6B | $4.6B | ||
| Q3 24 | $7.8B | $4.3B | ||
| Q2 24 | $7.7B | $4.7B | ||
| Q1 24 | $7.6B | $4.8B |
| Q4 25 | $17.6B | $15.8B | ||
| Q3 25 | $17.7B | $15.5B | ||
| Q2 25 | $17.6B | $15.4B | ||
| Q1 25 | $18.4B | $15.7B | ||
| Q4 24 | $20.0B | $15.4B | ||
| Q3 24 | $20.3B | $15.1B | ||
| Q2 24 | $20.3B | $15.1B | ||
| Q1 24 | $20.2B | $15.6B |
| Q4 25 | 1.16× | 1.19× | ||
| Q3 25 | 1.19× | 1.37× | ||
| Q2 25 | 1.16× | 1.17× | ||
| Q1 25 | 1.07× | 1.32× | ||
| Q4 24 | 1.02× | 1.44× | ||
| Q3 24 | 1.00× | 1.48× | ||
| Q2 24 | 1.01× | 1.34× | ||
| Q1 24 | 1.07× | 1.40× |
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 | $346.5M | $66.0M |
| Free Cash FlowOCF − Capex | $280.2M | $-155.0M |
| FCF MarginFCF / Revenue | 12.0% | -7.5% |
| Capex IntensityCapex / Revenue | 2.8% | 10.7% |
| Cash ConversionOCF / Net Profit | 1.44× | 0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $635.5M | $282.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $346.5M | $66.0M | ||
| Q3 25 | $-10.6M | $90.0M | ||
| Q2 25 | $393.9M | $289.0M | ||
| Q1 25 | $239.4M | $684.0M | ||
| Q4 24 | $404.2M | $164.0M | ||
| Q3 24 | $172.9M | $151.0M | ||
| Q2 24 | $428.1M | $390.0M | ||
| Q1 24 | $406.5M | $522.0M |
| Q4 25 | $280.2M | $-155.0M | ||
| Q3 25 | $-94.9M | $-168.0M | ||
| Q2 25 | $298.9M | $67.0M | ||
| Q1 25 | $151.3M | $538.0M | ||
| Q4 24 | $317.2M | $-47.0M | ||
| Q3 24 | $49.2M | $-115.0M | ||
| Q2 24 | $297.5M | $185.0M | ||
| Q1 24 | $249.6M | $353.0M |
| Q4 25 | 12.0% | -7.5% | ||
| Q3 25 | -4.5% | -14.4% | ||
| Q2 25 | 13.9% | 4.9% | ||
| Q1 25 | 6.9% | 20.4% | ||
| Q4 24 | 14.0% | -2.4% | ||
| Q3 24 | 2.3% | -9.5% | ||
| Q2 24 | 13.5% | 13.7% | ||
| Q1 24 | 11.2% | 14.6% |
| Q4 25 | 2.8% | 10.7% | ||
| Q3 25 | 4.0% | 22.1% | ||
| Q2 25 | 4.4% | 16.3% | ||
| Q1 25 | 4.0% | 5.5% | ||
| Q4 24 | 3.8% | 10.6% | ||
| Q3 24 | 5.8% | 22.0% | ||
| Q2 24 | 5.9% | 15.2% | ||
| Q1 24 | 7.0% | 7.0% |
| Q4 25 | 1.44× | 0.22× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | 0.44× | ||
| Q3 24 | 0.93× | — | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | 3.38× | 1.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
UGI
Segment breakdown not available.
