SANFILIPPO JOHN B & SON INC (JBSS) Form 8-K — Aug 19, 2026

$JBSSForm 8-KItems 2.02, 9.01Filed Aug 19, 2026, 4:13 PM ET0001193125-26-356911Original filing

John B. Sanfilippo & Son (Nasdaq: JBSS) reported fiscal 2026 fourth quarter net sales of $280.4 million, up 4.2%, but diluted EPS fell 38.3% to $0.71 as gross margin compressed to 15.7% from 18.1%. The quarter was hit by $2.7 million of recall-related costs tied to third-party dry milk powder, higher input and freight costs, and manufacturing inefficiencies while onboarding a large contract manufacturing customer. For the full year ended June 25, 2026, net sales reached a record $1.18 billion, up 6.2%, and diluted EPS rose 4.6% to $5.26 on net income of $61.9 million.

Key figures

Eps: $5.26 FY2026 diluted (+4.6%); $0.71 Q4 diluted (-38.3%)
Revenue: $1.18 billion FY2026 net sales ($1,175.7 million); Q4 net sales $280.4 million
Net Income: $61.9 million FY2026 ($8.4 million Q4)
Total Debt: $83.2 million ($33.6M revolver borrowings + $6.1M current maturities + $43.6M long-term debt)
Revenue Yoy: +6.2% full year; +4.2% Q4
Total Assets: $658.6 million
Cash Position: $1.1 million (June 25, 2026)
Fy gross margin: 18.0% vs 18.4% prior year
Fy gross profit: $211.2 million (+3.8%)
Fy sales volume: 349.3 million pounds (-2.5%)
Q4 gross margin: 15.7% vs 18.1% prior-year quarter
Q4 gross profit: $44.1 million (-9.5%)
Q4 sales volume: 87.4 million pounds (+1.4%)
Dividend payment date: September 9, 2026
Fy operating expenses: $122.0 million (+$3.2 million)
Raw input cost increase: weighted average cost per pound of raw nut and dried fruit input stock +12.1% YoY
Recall related costs q4: $2.7 million
Annual dividend per share: $0.95 (+5.6%)
Special dividend per share: $1.05 (+75% vs prior year)
Total dividends 2026 per share: $3.50

Price after filing

1 day: 0.0%7 days: -9.2%30 days: -19.2%

Close on the filing date to close N calendar days later (from $83.47). Historical, not a forecast.

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