Sanfilippo Sales Rise Dividend Up
John B. Sanfilippo Son(NASDAQ:JBSS) reported fourth quarter and fiscal 2025 results on August 19, 2025, with full-year GAAP net sales up 3.8% year-over-year to $1.11 billion and diluted EPS (GAAP) declining modestly to $5.03 from $5.15 year-over-year. Despite missing internal targets, management highlighted strong inflation-driven pricing, a 5.9% dividend increase, with dividends payable on September 11, 2025, and sustained margin pressures from commodity costs as it prioritizes operational efficiency and expanded manufacturing capabilities heading into fiscal 2026 (period ended June 15, 2026).
While full-year net income (GAAP) declined slightly year-over-year, the third and fourth quarters delivered substantial diluted EPS gains of 49.6% and 33.7%, respectively, on enhanced operating discipline. Annual operating expenses dropped by $10.2 million, with margin support from manufacturing efficiencies and lower incentive, freight, and marketing costs despite a 1.7 percentage point drop in gross margin compared to fiscal 2024.
This quarterly earnings leverage, achieved through stringent cost controls amid volatile commodity inflation, signals effective expense management.
Source Fool.com
