$SJM (J M SMUCKER) — 8-K: SJM Q1 FY27 adjusted EPS $3.24 crushes consensus $2.22 by +46.2%

SJM printed Q1 FY27 adjusted EPS of $3.24, beating consensus of $2.22 by $1.02, or +46.2%. Revenue rose 5.0% YoY to $2,219M. FY27 guidance was raised to adjusted EPS of $10.50–$11.00 on revenue down 2.0%–1.0%. The beat was driven by tariff refunds, including an $0.84 EPS benefit, plus higher coffee pricing.

SJM printed Q1 FY27 adjusted EPS of $3.24, beating consensus of $2.22 by $1.02, or +46.2%. Revenue rose 5.0% YoY to $2,219M. FY27 guidance was raised to adjusted EPS of $10.50–$11.00 on revenue down 2.0%–1.0%. The beat was driven by tariff refunds, including an $0.84 EPS benefit, plus higher coffee pricing.