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Side-by-side financial comparison of J.M. Smucker Company (The) (SJM) and WESTLAKE CORP (WLK). Click either name above to swap in a different company.
WESTLAKE CORP is the larger business by last-quarter revenue ($2.5B vs $2.3B, roughly 1.1× J.M. Smucker Company (The)). J.M. Smucker Company (The) runs the higher net margin — 10.4% vs -21.5%, a 31.8% gap on every dollar of revenue. On growth, J.M. Smucker Company (The) posted the faster year-over-year revenue change (2.6% vs -10.9%). J.M. Smucker Company (The) produced more free cash flow last quarter ($280.2M vs $-16.0M). Over the past eight quarters, J.M. Smucker Company (The)'s revenue compounded faster (2.2% CAGR vs -7.7%).
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.
Westlake Corporation is an international manufacturer and supplier of petrochemicals, polymers and fabricated building products, which are fundamental to various consumer and industrial markets. The company was founded by Ting Tsung Chao in 1986. it is the largest producer of low-density polyethylene (LDPE) in the US and ranks among the Forbes Global 2000. Westlake Chemical operates in two segments: Olefins and Vinyls, and is also an integrated producer of vinyls, with substantial downstream ...
SJM vs WLK — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.3B | $2.5B |
| Net Profit | $241.3M | $-544.0M |
| Gross Margin | 37.3% | 3.4% |
| Operating Margin | 18.0% | -26.5% |
| Net Margin | 10.4% | -21.5% |
| Revenue YoY | 2.6% | -10.9% |
| Net Profit YoY | 1084.9% | -7871.4% |
| EPS (diluted) | $2.26 | $-4.22 |
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 | $2.5B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.1B | $3.0B | ||
| Q1 25 | $2.2B | $2.8B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.1B | $3.1B | ||
| Q2 24 | $2.2B | $3.2B | ||
| Q1 24 | $2.2B | $3.0B |
| Q4 25 | $241.3M | $-544.0M | ||
| Q3 25 | $-43.9M | $-782.0M | ||
| Q2 25 | $-729.0M | $-142.0M | ||
| Q1 25 | $-662.3M | $-40.0M | ||
| Q4 24 | $-24.5M | $7.0M | ||
| Q3 24 | $185.0M | $108.0M | ||
| Q2 24 | $245.1M | $313.0M | ||
| Q1 24 | $120.4M | $174.0M |
| Q4 25 | 37.3% | 3.4% | ||
| Q3 25 | 22.5% | 8.3% | ||
| Q2 25 | 38.4% | 8.7% | ||
| Q1 25 | 40.2% | 8.2% | ||
| Q4 24 | 39.0% | 11.5% | ||
| Q3 24 | 37.5% | 16.0% | ||
| Q2 24 | 41.4% | 20.7% | ||
| Q1 24 | 36.9% | 15.7% |
| Q4 25 | 18.0% | -26.5% | ||
| Q3 25 | 2.2% | -27.0% | ||
| Q2 25 | -27.9% | -3.7% | ||
| Q1 25 | -27.2% | -1.1% | ||
| Q4 24 | 7.5% | 2.3% | ||
| Q3 24 | 16.4% | 5.8% | ||
| Q2 24 | 18.4% | 12.7% | ||
| Q1 24 | 13.3% | 7.5% |
| Q4 25 | 10.4% | -21.5% | ||
| Q3 25 | -2.1% | -27.6% | ||
| Q2 25 | -34.0% | -4.8% | ||
| Q1 25 | -30.3% | -1.4% | ||
| Q4 24 | -1.1% | 0.2% | ||
| Q3 24 | 8.7% | 3.5% | ||
| Q2 24 | 11.1% | 9.8% | ||
| Q1 24 | 5.4% | 5.8% |
| Q4 25 | $2.26 | $-4.22 | ||
| Q3 25 | $-0.41 | $-6.06 | ||
| Q2 25 | $-6.86 | $-1.11 | ||
| Q1 25 | $-6.22 | $-0.31 | ||
| Q4 24 | $-0.23 | $0.07 | ||
| Q3 24 | $1.74 | $0.83 | ||
| Q2 24 | $2.31 | $2.40 | ||
| Q1 24 | $1.13 | $1.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $2.7B |
| Total DebtLower is stronger | $7.0B | $5.6B |
| Stockholders' EquityBook value | $6.1B | $8.8B |
| Total Assets | $17.6B | $20.0B |
| Debt / EquityLower = less leverage | 1.16× | 0.64× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.1B |
| Q4 25 | $7.0B | $5.6B | ||
| Q3 25 | $7.0B | $4.7B | ||
| Q2 25 | $7.0B | $4.7B | ||
| Q1 25 | $7.4B | $4.6B | ||
| Q4 24 | $7.8B | $4.6B | ||
| Q3 24 | $7.8B | $4.6B | ||
| Q2 24 | $7.8B | $4.9B | ||
| Q1 24 | $8.1B | $4.9B |
| Q4 25 | $6.1B | $8.8B | ||
| Q3 25 | $5.9B | $9.4B | ||
| Q2 25 | $6.1B | $10.3B | ||
| Q1 25 | $6.9B | $10.4B | ||
| Q4 24 | $7.6B | $10.5B | ||
| Q3 24 | $7.8B | $10.7B | ||
| Q2 24 | $7.7B | $10.6B | ||
| Q1 24 | $7.6B | $10.3B |
| Q4 25 | $17.6B | $20.0B | ||
| Q3 25 | $17.7B | $19.8B | ||
| Q2 25 | $17.6B | $20.8B | ||
| Q1 25 | $18.4B | $20.7B | ||
| Q4 24 | $20.0B | $20.8B | ||
| Q3 24 | $20.3B | $21.1B | ||
| Q2 24 | $20.3B | $21.1B | ||
| Q1 24 | $20.2B | $21.0B |
| Q4 25 | 1.16× | 0.64× | ||
| Q3 25 | 1.19× | 0.49× | ||
| Q2 25 | 1.16× | 0.45× | ||
| Q1 25 | 1.07× | 0.44× | ||
| Q4 24 | 1.02× | 0.43× | ||
| Q3 24 | 1.00× | 0.43× | ||
| Q2 24 | 1.01× | 0.46× | ||
| Q1 24 | 1.07× | 0.47× |
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 | $225.0M |
| Free Cash FlowOCF − Capex | $280.2M | $-16.0M |
| FCF MarginFCF / Revenue | 12.0% | -0.6% |
| Capex IntensityCapex / Revenue | 2.8% | 9.5% |
| Cash ConversionOCF / Net Profit | 1.44× | — |
| TTM Free Cash FlowTrailing 4 quarters | $635.5M | $-530.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $346.5M | $225.0M | ||
| Q3 25 | $-10.6M | $182.0M | ||
| Q2 25 | $393.9M | $135.0M | ||
| Q1 25 | $239.4M | $-77.0M | ||
| Q4 24 | $404.2M | $434.0M | ||
| Q3 24 | $172.9M | $474.0M | ||
| Q2 24 | $428.1M | $237.0M | ||
| Q1 24 | $406.5M | $169.0M |
| Q4 25 | $280.2M | $-16.0M | ||
| Q3 25 | $-94.9M | $-57.0M | ||
| Q2 25 | $298.9M | $-132.0M | ||
| Q1 25 | $151.3M | $-325.0M | ||
| Q4 24 | $317.2M | $149.0M | ||
| Q3 24 | $49.2M | $254.0M | ||
| Q2 24 | $297.5M | $6.0M | ||
| Q1 24 | $249.6M | $-103.0M |
| Q4 25 | 12.0% | -0.6% | ||
| Q3 25 | -4.5% | -2.0% | ||
| Q2 25 | 13.9% | -4.5% | ||
| Q1 25 | 6.9% | -11.4% | ||
| Q4 24 | 14.0% | 5.2% | ||
| Q3 24 | 2.3% | 8.1% | ||
| Q2 24 | 13.5% | 0.2% | ||
| Q1 24 | 11.2% | -3.5% |
| Q4 25 | 2.8% | 9.5% | ||
| Q3 25 | 4.0% | 8.4% | ||
| Q2 25 | 4.4% | 9.0% | ||
| Q1 25 | 4.0% | 8.7% | ||
| Q4 24 | 3.8% | 10.0% | ||
| Q3 24 | 5.8% | 7.1% | ||
| Q2 24 | 5.9% | 7.2% | ||
| Q1 24 | 7.0% | 9.1% |
| Q4 25 | 1.44× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 62.00× | ||
| Q3 24 | 0.93× | 4.39× | ||
| Q2 24 | 1.75× | 0.76× | ||
| Q1 24 | 3.38× | 0.97× |
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% |
WLK
| Performance Materials | $930.0M | 37% |
| Housing Products | $767.0M | 30% |
| Essential Materials | $702.0M | 28% |
| Infrastructure Products | $134.0M | 5% |
