SANFILIPPO JOHN B & SON INC
JBSS · Sugar & Confectionery Products · 8.1M shares · +0%/yr ↑ shares · EDGAR filings ↗
Reference price $80.63 · est. market cap ~$655M — last insider sale, 2026-03-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B73A profitable, established nut and snack-bar processor whose flattering returns offset a misleadingly low cash balance.
Strengths
- High returns (ROA 88th pct, ROE 74th pct) on a 50+ year franchise with leading brands and Walmart/Target relationships
- Solid operating margin (66th pct), healthy current ratio (2.2) and $190M working capital with $360M equity
Risks
- Thin gross margin (17th pct) and exposure to volatile, unhedgeable nut commodity costs and customer concentration
- Negative FCF and minimal cash reflect aggressive capex/expansion funded via revolver
Notable findings
- Cash burnNegative free cash flow (-20.2M)
- Revenue declineRevenue -10.5% YoY
- China exposureThe factors beyond our control include adverse weather conditions, natural disasters (including floods, droughts, frosts, earthquakes and hurricanes), changing climate patterns, plant diseases, foreig
- Insider sellingInsider selling — 4 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$1M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
18.4%
Operating margin
7.7%
Net margin
5.3%
Return on equity
16.3%
Return on assets
9.9%
Revenue growth (QoQ)
-10.5%
Net-income growth
-2.2%
Current ratio
2.2×
Free cash flow
-$20M
EBITDA
$112M
Tangible book value
$345M
Cash & investments
$585K
Cash runway
0q
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-06 | Sanfilippo Lisa | Other | 125K | — |
| 2026-04-06 | SANFILIPPO JEFFREY T | Other | 125K | — |
| 2026-04-06 | Sanfilippo James J | Other | 500K | — |
| 2026-04-06 | Sanfilippo John E | Other | 125K | — |
| 2026-04-06 | SANFILIPPO JASPER BRIAN JR | Other | 500K | — |
| 2026-04-06 | SANFILIPPO JASPER BRIAN JR | Other | 125K | — |
| 2026-03-02 | Sanfilippo James J | Sell | 1.3K | $80.63 |
| 2026-03-02 | SANFILIPPO JEFFREY T | Sell | 7.2K | $80.08 |
| 2026-03-02 | SANFILIPPO JASPER BRIAN JR | Sell | 7.2K | $80.97 |
| 2026-03-02 | Sanfilippo Lisa | Sell | 2.3K | $81.43 |
| 2026-02-25 | SANFILIPPO JEFFREY T | Other | 73K | — |
| 2026-02-25 | Sanfilippo Lisa | Other | 73K | — |
| 2026-02-25 | SANFILIPPO JASPER BRIAN JR | Other | 489K | — |
| 2026-02-25 | SANFILIPPO JASPER BRIAN JR | Other | 73K | — |
| 2026-02-25 | Sanfilippo John E | Other | 73K | — |
| 2026-02-25 | Sanfilippo James J | Other | 489K | — |
| 2026-02-25 | Sanfilippo James J | Other | 198K | — |
| 2026-02-10 | Pronitcheva Julia A | Other | 100 | — |
| 2026-02-09 | Sanfilippo John E | Other | 335 | — |
| 2026-02-06 | SANFILIPPO JEFFREY T | Grant | 11K | — |
| 2025-11-17 | Finn Michael J | Tax withheld | 355 | $68.07 |
| 2025-11-17 | Pronitcheva Julia A | Tax withheld | 485 | $68.07 |
| 2025-11-17 | VALENTINE JAMES A | Tax withheld | 355 | $68.07 |
| 2025-11-12 | Finn Michael J | Grant | 1.3K | — |
| 2025-11-12 | Pellegrino Frank S | Grant | 6.5K | — |
| 2025-11-12 | VALENTINE JAMES A | Grant | 1.6K | — |
| 2025-11-12 | SANFILIPPO JEFFREY T | Grant | 12K | — |
| 2025-11-12 | SANFILIPPO JASPER BRIAN JR | Grant | 12K | — |
| 2025-11-12 | Pronitcheva Julia A | Grant | 2.5K | — |
| 2025-11-12 | Romero Mercedes | Grant | 1.5K | — |
| 2025-11-12 | Sanfilippo James J | Grant | 1.5K | — |
| 2025-11-12 | Sanfilippo John E | Grant | 1.5K | — |
| 2025-11-12 | Lieberman Pamela Forbes | Grant | 1.5K | — |
| 2025-11-12 | VALENTINE MICHAEL J | Grant | 1.5K | — |
| 2025-11-12 | Taaffe Ellen | Grant | 1.5K | — |
| 2025-11-12 | Sanfilippo Lisa | Grant | 1.5K | — |
| 2025-07-24 | Sanfilippo Lisa | Other | 50K | — |
| 2025-07-24 | Sanfilippo Family 2017 Generation Skipping Trust | Other | 250K | — |
| 2025-07-24 | Sanfilippo James J | Other | 250K | — |
| 2025-07-24 | Sanfilippo James J | Other | 50K | — |
| 2025-07-24 | Sanfilippo John E | Other | 50K | — |
| 2025-07-24 | SANFILIPPO JEFFREY T | Other | 50K | — |
| 2025-07-24 | SANFILIPPO JASPER BRIAN JR | Other | 250K | — |
| 2025-07-24 | SANFILIPPO JASPER BRIAN JR | Other | 50K | — |
| 2025-02-20 | Sanfilippo James J | Other | 110K | — |
| 2025-02-20 | SANFILIPPO JASPER BRIAN JR | Other | 110K | — |
| 2025-02-20 | SANFILIPPO JASPER BRIAN JR | Other | 47K | — |
| 2025-02-20 | Sanfilippo Family 2017 Generation Skipping Trust | Other | 110K | — |
| 2025-02-20 | Sanfilippo John E | Other | 47K | — |
| 2025-02-20 | SANFILIPPO JEFFREY T | Other | 4.9K | — |
| 2025-02-20 | Sanfilippo Lisa | Other | 12K | — |
| 2025-02-11 | Sanfilippo James J | Sell | 1.0K | $70.67 |
| 2025-01-16 | SANFILIPPO JEFFREY T | Sell | 5.2K | $90.00 |
| 2025-01-16 | SANFILIPPO JASPER BRIAN JR | Sell | 5.2K | $90.00 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-04-29 | 2026-04-29 | 0001193125-26-191599 ↗ |
| 10-Q | 2026-04-29 | 2026-03-26 | 0001193125-26-191644 ↗ |
| 8-K | 2026-03-30 | 2026-03-30 | 0001193125-26-131798 ↗ |
| 10-Q | 2026-01-29 | 2025-12-25 | 0001193125-26-029438 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0001193125-26-029383 ↗ |
| 8-K | 2025-10-30 | 2025-10-29 | 0001193125-25-258566 ↗ |
| 10-Q | 2025-10-29 | 2025-09-25 | 0001193125-25-256406 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-256336 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-256383 ↗ |
| 8-K | 2025-08-26 | 2025-08-26 | 0000880117-25-000005 ↗ |
| 8-K | 2025-08-20 | 2025-08-20 | 0000950170-25-110453 ↗ |
| 10-K | 2025-08-20 | 2025-06-26 | 0000950170-25-110463 ↗ |