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Side-by-side financial comparison of J.M. Smucker Company (The) (SJM) and V F CORP (VFC). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $2.3B, roughly 1.2× J.M. Smucker Company (The)). V F CORP runs the higher net margin — 10.5% vs 10.4%, a 0.1% gap on every dollar of revenue. On growth, J.M. Smucker Company (The) posted the faster year-over-year revenue change (2.6% vs 1.5%). V F CORP produced more free cash flow last quarter ($977.9M vs $280.2M). Over the past eight quarters, V F CORP's revenue compounded faster (10.1% CAGR vs 2.2%).
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.
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
SJM vs VFC — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.3B | $2.9B |
| Net Profit | $241.3M | $300.8M |
| Gross Margin | 37.3% | 56.6% |
| Operating Margin | 18.0% | 10.1% |
| Net Margin | 10.4% | 10.5% |
| Revenue YoY | 2.6% | 1.5% |
| Net Profit YoY | 1084.9% | 79.3% |
| EPS (diluted) | $2.26 | $0.76 |
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 | $2.9B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.2B | $2.0B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.2B | $1.9B | ||
| Q1 24 | $2.2B | $2.4B |
| Q4 25 | $241.3M | $300.8M | ||
| Q3 25 | $-43.9M | $189.8M | ||
| Q2 25 | $-729.0M | $-116.4M | ||
| Q1 25 | $-662.3M | $-150.8M | ||
| Q4 24 | $-24.5M | $167.8M | ||
| Q3 24 | $185.0M | $52.2M | ||
| Q2 24 | $245.1M | $-258.9M | ||
| Q1 24 | $120.4M | $-418.3M |
| Q4 25 | 37.3% | 56.6% | ||
| Q3 25 | 22.5% | 52.2% | ||
| Q2 25 | 38.4% | 53.9% | ||
| Q1 25 | 40.2% | 52.7% | ||
| Q4 24 | 39.0% | 56.3% | ||
| Q3 24 | 37.5% | 52.2% | ||
| Q2 24 | 41.4% | 52.0% | ||
| Q1 24 | 36.9% | 48.4% |
| Q4 25 | 18.0% | 10.1% | ||
| Q3 25 | 2.2% | 11.2% | ||
| Q2 25 | -27.9% | -4.9% | ||
| Q1 25 | -27.2% | 2.2% | ||
| Q4 24 | 7.5% | 8.0% | ||
| Q3 24 | 16.4% | 9.9% | ||
| Q2 24 | 18.4% | -12.6% | ||
| Q1 24 | 13.3% | -15.0% |
| Q4 25 | 10.4% | 10.5% | ||
| Q3 25 | -2.1% | 6.8% | ||
| Q2 25 | -34.0% | -6.6% | ||
| Q1 25 | -30.3% | -7.5% | ||
| Q4 24 | -1.1% | 5.9% | ||
| Q3 24 | 8.7% | 1.9% | ||
| Q2 24 | 11.1% | -13.6% | ||
| Q1 24 | 5.4% | -17.6% |
| Q4 25 | $2.26 | $0.76 | ||
| Q3 25 | $-0.41 | $0.48 | ||
| Q2 25 | $-6.86 | $-0.30 | ||
| Q1 25 | $-6.22 | $-0.37 | ||
| Q4 24 | $-0.23 | $0.43 | ||
| Q3 24 | $1.74 | $0.13 | ||
| Q2 24 | $2.31 | $-0.67 | ||
| Q1 24 | $1.13 | $-1.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.5B |
| Total DebtLower is stronger | $7.0B | $3.6B |
| Stockholders' EquityBook value | $6.1B | $1.8B |
| Total Assets | $17.6B | $10.4B |
| Debt / EquityLower = less leverage | 1.16× | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $419.1M | ||
| Q2 25 | — | $642.4M | ||
| Q1 25 | — | $429.4M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $492.2M | ||
| Q2 24 | — | $637.4M | ||
| Q1 24 | — | $674.6M |
| Q4 25 | $7.0B | $3.6B | ||
| Q3 25 | $7.0B | $3.5B | ||
| Q2 25 | $7.0B | $3.6B | ||
| Q1 25 | $7.4B | $3.4B | ||
| Q4 24 | $7.8B | $3.9B | ||
| Q3 24 | $7.8B | $4.0B | ||
| Q2 24 | $7.8B | $3.9B | ||
| Q1 24 | $8.1B | $4.7B |
| Q4 25 | $6.1B | $1.8B | ||
| Q3 25 | $5.9B | $1.5B | ||
| Q2 25 | $6.1B | $1.3B | ||
| Q1 25 | $6.9B | $1.5B | ||
| Q4 24 | $7.6B | $1.7B | ||
| Q3 24 | $7.8B | $1.4B | ||
| Q2 24 | $7.7B | $1.4B | ||
| Q1 24 | $7.6B | $1.7B |
| Q4 25 | $17.6B | $10.4B | ||
| Q3 25 | $17.7B | $10.6B | ||
| Q2 25 | $17.6B | $10.2B | ||
| Q1 25 | $18.4B | $9.4B | ||
| Q4 24 | $20.0B | $10.6B | ||
| Q3 24 | $20.3B | $12.2B | ||
| Q2 24 | $20.3B | $11.5B | ||
| Q1 24 | $20.2B | $11.6B |
| Q4 25 | 1.16× | 1.99× | ||
| Q3 25 | 1.19× | 2.40× | ||
| Q2 25 | 1.16× | 2.76× | ||
| Q1 25 | 1.07× | 2.30× | ||
| Q4 24 | 1.02× | 2.31× | ||
| Q3 24 | 1.00× | 2.86× | ||
| Q2 24 | 1.01× | 2.84× | ||
| Q1 24 | 1.07× | 2.84× |
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 | $1.0B |
| Free Cash FlowOCF − Capex | $280.2M | $977.9M |
| FCF MarginFCF / Revenue | 12.0% | 34.0% |
| Capex IntensityCapex / Revenue | 2.8% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.44× | 3.36× |
| TTM Free Cash FlowTrailing 4 quarters | $635.5M | $357.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $346.5M | $1.0B | ||
| Q3 25 | $-10.6M | $-227.0M | ||
| Q2 25 | $393.9M | $-145.5M | ||
| Q1 25 | $239.4M | $-171.1M | ||
| Q4 24 | $404.2M | $918.1M | ||
| Q3 24 | $172.9M | $-301.6M | ||
| Q2 24 | $428.1M | $19.8M | ||
| Q1 24 | $406.5M | — |
| Q4 25 | $280.2M | $977.9M | ||
| Q3 25 | $-94.9M | $-253.5M | ||
| Q2 25 | $298.9M | $-173.7M | ||
| Q1 25 | $151.3M | $-193.0M | ||
| Q4 24 | $317.2M | $899.7M | ||
| Q3 24 | $49.2M | $-322.4M | ||
| Q2 24 | $297.5M | $-5.4M | ||
| Q1 24 | $249.6M | — |
| Q4 25 | 12.0% | 34.0% | ||
| Q3 25 | -4.5% | -9.0% | ||
| Q2 25 | 13.9% | -9.9% | ||
| Q1 25 | 6.9% | -9.6% | ||
| Q4 24 | 14.0% | 31.7% | ||
| Q3 24 | 2.3% | -11.7% | ||
| Q2 24 | 13.5% | -0.3% | ||
| Q1 24 | 11.2% | — |
| Q4 25 | 2.8% | 1.1% | ||
| Q3 25 | 4.0% | 0.9% | ||
| Q2 25 | 4.4% | 1.6% | ||
| Q1 25 | 4.0% | 1.1% | ||
| Q4 24 | 3.8% | 0.6% | ||
| Q3 24 | 5.8% | 0.8% | ||
| Q2 24 | 5.9% | 1.3% | ||
| Q1 24 | 7.0% | — |
| Q4 25 | 1.44× | 3.36× | ||
| Q3 25 | — | -1.20× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.47× | ||
| Q3 24 | 0.93× | -5.78× | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | 3.38× | — |
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% |
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
