John B Sanfilippo & Son Inc (JBSS)
Operating return on assets (Operating ROA)
| Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Dec 23, 2021 | Sep 30, 2021 | Sep 23, 2021 | Jun 30, 2021 | Mar 31, 2021 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating income (ttm) | US$ in thousands | 84,711 | 79,275 | 69,572 | 77,804 | 85,374 | 92,200 | 95,524 | 92,387 | 90,224 | 93,109 | 88,715 | 82,513 | 78,361 | 81,286 | 91,200 | 90,350 | 93,185 | 93,643 | 85,178 | 83,388 |
| Total assets | US$ in thousands | 597,603 | 589,976 | 545,253 | 519,367 | 515,575 | 491,928 | 484,459 | 424,853 | 425,287 | 445,060 | 425,930 | 440,771 | 447,262 | 453,579 | 426,722 | 426,722 | 407,161 | 407,161 | 398,455 | 392,228 |
| Operating ROA | 14.18% | 13.44% | 12.76% | 14.98% | 16.56% | 18.74% | 19.72% | 21.75% | 21.21% | 20.92% | 20.83% | 18.72% | 17.52% | 17.92% | 21.37% | 21.17% | 22.89% | 23.00% | 21.38% | 21.26% |
June 30, 2025 calculation
Operating ROA = Operating income (ttm) ÷ Total assets
= $84,711K ÷ $597,603K
= 14.18%
The operating return on assets (ROA) for John B Sanfilippo & Son Inc. demonstrates notable fluctuations over the specified periods. Initially, in the fiscal year ending March 31, 2021, the operating ROA was approximately 21.26%, with slight increases observed through September 2021, peaking at 23.00% on September 23, 2021. During the subsequent fiscal year ending December 31, 2021, the operating ROA ranged narrowly around 21.17% to 21.37%, indicating relative stability.
However, a decline becomes evident during the 2022 fiscal year, with the March 31, 2022, figure decreasing to 17.92%, and further downward movement to 17.52% by June 30, 2022. A modest recovery is observed later in 2022, with the September 30, 2022, figure rising to 18.72% and reaching 20.83% by December 31, 2022. The trend continues into 2023, with the early quarters showing steady maintenance of over 20%, culminating at 21.75% on September 30, 2023.
Subsequently, a downward trend resumes into 2024, with the March 31 figure falling to 18.74%, followed by further decline to 16.56% on June 30, 2024, and continuing decrease through September and December 2024, reaching 14.98% and 12.76%, respectively. In the first half of 2025, the operating ROA shows partial recovery, recording 13.44% as of March 31, 2025, and increasing slightly to 14.18% by June 30, 2025.
Overall, the data depict a pattern of higher operating ROA percentages in 2021, followed by a decline in 2022 and 2023, with notable variability and a general downward trend into 2024. Early 2025 indicates a tentative recovery, yet the ratios remain below the peaks observed in 2021. These fluctuations suggest periods of operational strength interspersed with periods of diminished efficiency or increased costs affecting asset utilization and profitability.
Peer comparison
Jun 30, 2025