John B Sanfilippo & Son Inc (JBSS)

Return on assets (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
Net income (ttm) US$ in thousands 58,934 55,420 48,744 54,320 60,249 64,909 67,164 64,900 62,857 65,598 61,743 58,083 55,785 57,620 64,992 64,088 65,542 66,178 59,741 57,655
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
ROA 9.86% 9.39% 8.94% 10.46% 11.69% 13.19% 13.86% 15.28% 14.78% 14.74% 14.50% 13.18% 12.47% 12.70% 15.23% 15.02% 16.10% 16.25% 14.99% 14.70%

June 30, 2025 calculation

ROA = Net income (ttm) ÷ Total assets
= $58,934K ÷ $597,603K
= 9.86%

The analysis of John B Sanfilippo & Son Inc.'s return on assets (ROA) over the period from March 2021 to June 2025 reveals notable fluctuations with an overall downward trend in recent years. Initially, the ROA demonstrated a relatively strong performance, with values ranging from approximately 14.70% in March 2021 to a peak of 16.25% in September 2021, indicating effective asset utilization and profitability during that period.

Subsequently, the ROA experienced some variability, maintaining levels above 15% during late 2021, with minor declines toward the end of the year. However, starting in 2022, the ROA trended downward, declining from approximately 12.70% in March 2022 to around 12.47% in June 2022, with a slight recovery to 13.18% in September 2022 and reaching 14.50% at the end of 2022.

In the subsequent years, a more discernible declining pattern emerges. The ROA diminishes from approximately 14.74% in March 2023 to 11.69% in June 2024, continuing a downward trajectory through the latter part of 2024 to reach a low of 8.94% in December 2024. During early 2025, the ROA shows a modest recovery, rising to 9.39% in March and approximately 9.86% in June 2025.

This pattern suggests that the company's efficiency in generating net income from its assets has diminished over time, especially sharply in 2024. The recent lower ratios may reflect increased asset base, challenges in profitability, or changes in operational efficiency. The slight uptick in early 2025 indicates a modest stabilization or improvement, but the overall trend over the period indicates a period of declining asset profitability.


Peer comparison

Jun 30, 2025

Company name
Symbol
ROA
John B Sanfilippo & Son Inc
JBSS
9.86%
Hershey Co
HSY
17.16%
Tootsie Roll Industries Inc
TR
7.57%