J.M.スマッカーの四半期報告

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目次

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

___________________________________________________

FORM 10-Q

___________________________________________________


☒			1934年米国証券取引所(securities exchange act of 1934)のセクション13または15(d)に基づく四半期報告書

四半期終了期間2023年10月31日


☐			1934年米国証券取引所法（securities exchange act of 1934）第13条または第15条（d）に基づく移行報告書

からの移行期間

Commission file number: 1-5111

___________________________________________________

j.m.スマッカー社

(チャーターで指定された登録者の正確な名前)

___________________________________________________

オハイオ

34-0538550

(法人または組織の州またはその他の管轄区域)

(I.R.S. EmployerIdentification No.)

One Strawberry Lane

Orrville,

オハイオ

44667-0280

(主要経営陣の住所)

(Zip code)

登録者の電話番号（市外局番を含む:

(330)

682-3000

N/A

(前回の報告書以降に変更があった場合、旧名称、旧住所、旧会計年度)

法第12条(b)項に基づいて登録された証券:

Title of each class

Trading symbol

登録されている各取引所の名称

額面金額なしの普通株式

SJM

New York Stock Exchange

___________________________________________________

(1) 1934年証券取引法第13条または第15条(d)により提出が義務付けられているすべての報告書を過去12ヶ月間（または登録者がかかる報告書の提出を義務付けられていたより短い期間）提出したかどうか、および(2) 過去90日間かかる提出義務の対象であったかどうかをチェックマークで示す。はいいいえ

登録者が、過去12ヶ月間（または登録者がそのようなファイルを提出する必要があったより短い期間）に、レギュレーションS-Tのルール405（本章の§232.405）に従って提出が義務付けられているすべてのインタラクティブ・データ・ファイルを電子的に提出したかどうかをチェックマークで示す。はい ý いいえ

登録者が大規模加速ファイラー、加速ファイラー、非加速ファイラー、小規模報告企業、新興成長企業のいずれであるかをチェックマークで示す。取引所法の規則12b-2における「大型加速度フィラー」、「加速度フィラー」、「小規模報告企業」、「新興成長企業」の定義を参照のこと。

Large accelerated filer

Accelerated filer

☐

Non-accelerated filer

☐

Smaller reporting company

☐

Emerging growth company

☐

新興成長企業の場合、登録者が、取引所法第13条(a)に従って提供される新規または改訂された財務会計基準に準拠するための延長された移行期間を使用しないことを選択した場合は、チェックマークで示す。

登録者がシェル会社（取引所法の規則12b-2に定義されている）であるかどうかをチェックマークで示す。はい ☐ いいえ ý

2023年11月28日現在の発行済普通株式数は106,143,808株である。


		Page No.
パート I. 財務情報

Item 1.	財務諸表
	要約連結損益計算書	2
	要約連結包括利益計算書	2
	要約連結貸借対照表	3
	要約連結キャッシュ・フロー計算書	4
	要約連結株主資本等変動計算書	5
	未監査要約連結財務諸表注記	6

Item 2.	財政状態および経営成績に関する経営陣の検討および分析	23

Item 3.	市場リスクに関する定量的・定性的開示	35

Item 4.	管理と手続き	37

パート II.その他の情報

Item 1.	法的手続き	38

Item 1A.	リスク要因	38

Item 2.	登録されていない持分証券の売却および売却代金の使用	40

Item 5.	その他の情報	40

Item 6.	展示品	40

署名		41

展示品目録		42


	10月31日に終了した3ヵ月間,				10月31日までの6ヶ月間,
単位：百万ドル（1株当たりデータを除く	2023		2022		2023		2022
売上高	$	1,938.6	$	2,205.1	$	3,743.8	$	4,078.1
販売した製品の原価 (A)	1,214.4		1,504.0		2,364.8		2,824.5
売上総利益	724.2		701.1		1,379.0		1,253.6
販売・流通・管理費	333.5		354.3		647.1		698.1
償却費	39.6		55.6		79.4		111.2

その他の特別プロジェクト費用 (A)	6.8		0.7		6.8		2.1

その他の営業費用（収益）-純額	45.4		(2.9)		43.3		(30.9)
営業利益	298.9		293.4		602.4		473.1
Interest expense – net	(35.1)		(39.7)		(67.2)		(78.8)
Other debt costs (A)	(19.5)		—		(19.5)		—
その他の収益（費用）-純額 (A)	5.1		(0.8)		(27.9)		(0.3)
税引前利益	249.4		252.9		487.8		394.0
法人税等	54.5		61.8		109.3		93.1
純利益	$	194.9	$	191.1	$	378.5	$	300.9
普通株式1株当たりの利益:
純利益	$	1.91	$	1.79	$	3.70	$	2.82
希薄化後の純利益	$	1.90	$	1.79	$	3.69	$	2.82


	10月31日に終了した3ヵ月間,				10月31日までの6ヶ月間,
単位：百万ドル	2023		2022		2023		2022
純利益	$	194.9	$	191.1	$	378.5	$	300.9
その他の包括利益（損失:
外貨換算調整勘定	(14.0)		(16.4)		(6.6)		(15.0)
キャッシュフローヘッジのデリバティブ活動（税引後	2.6		2.6		5.2		5.1
年金およびその他の退職後給付制度の活動、税引後	0.1		0.5		0.5		0.9
売却可能有価証券の活動、税引後	(0.2)		(0.6)		(0.4)		(0.9)
その他の包括利益（損失）合計)	(11.5)		(13.9)		(1.3)		(9.9)
Comprehensive Income	$	183.4	$	177.2	$	377.2	$	291.0


単位：百万ドル	October 31, 2023		April 30, 2023
資産
流動資産
現金および現金同等物	$	3,623.9	$	655.8
Trade receivables – net	587.9		597.6
棚卸資産:
Finished products	696.4		657.6
Raw materials	388.5		352.2
Total Inventory	1,084.9		1,009.8
Investment in equity securities	432.7		487.8
その他の流動資産	134.7		107.7
流動資産合計	5,864.1		2,858.7
Property, Plant, and Equipment
土地および土地改良材	131.0		131.0
Buildings and fixtures	993.9		956.1
機械・設備	2,508.0		2,443.5
Construction in progress	746.6		629.4
有形固定資産の総額	4,379.5		4,160.0
Accumulated depreciation	(1,990.2)		(1,920.5)
有形固定資産合計	2,389.3		2,239.5
Other Noncurrent Assets
オペレーティング・リース使用権資産	158.4		103.0
営業権	5,213.2		5,216.9
その他の無形固定資産-純額	4,349.3		4,429.3
Other noncurrent assets	149.4		144.0
Total Other Noncurrent Assets	9,870.3		9,893.2
資産合計	$	18,123.7	$	14,991.4

LIABILITIES AND SHAREHOLDERS’ EQUITY
現在の負債
買掛金	$	1,250.3	$	1,392.6
未払いのトレード・マーケティングおよびマーチャンダイジング	185.5		187.7


現在のオペレーティング・リース負債	33.2		33.2
その他流動負債	365.4		373.2
流動負債合計	1,834.4		1,986.7
Noncurrent Liabilities
長期債務	7,771.7		4,314.2
法人税等調整額	1,123.6		1,138.9
Noncurrent operating lease liabilities	132.9		77.2
Other noncurrent liabilities	172.2		183.6
Total Noncurrent Liabilities	9,200.4		5,713.9
負債合計	11,034.8		7,700.6
Shareholders’ Equity
Common shares	25.5		26.1
Additional capital	5,252.8		5,371.8
Retained income	2,051.1		2,132.1
その他の包括利益（損失）累計額)	(240.5)		(239.2)
Total Shareholders’ Equity	7,088.9		7,290.8
負債および株主資本合計	$	18,123.7	$	14,991.4


	2023年10月31日に終了した6ヵ月間
単位：百万ドル	Common Shares Outstanding	Common Shares		Additional Capital		Retained Income		その他の包括利益（損失）累計額)		Total Shareholders’ Equity
2023年5月1日残高	104,398,618	$	26.1	$	5,371.8	$	2,132.1	$	(239.2)	$	7,290.8
純利益						183.6				183.6
Other comprehensive income								10.2		10.2
Comprehensive income										193.8
Purchase of treasury shares	(2,410,863)	(0.6)		(132.1)		(242.9)				(375.6)
Stock plans	144,918	—		2.4		(1.1)				1.3
普通株式1株当たり1.06ドルの現金配当を発表						(106.9)				(106.9)

2023年7月31日残高	102,132,673	$	25.5	$	5,242.1	$	1,964.8	$	(229.0)	$	7,003.4
純利益						194.9				194.9
Other comprehensive income (loss)								(11.5)		(11.5)
Comprehensive income										183.4
Purchase of treasury shares	(3,139)	—		(0.4)		—				(0.4)
Stock plans	25,067	—		11.1						11.1
普通株式1株当たり1.06ドルの現金配当を発表						(108.6)				(108.6)

2023年10月31日残高	102,154,601	$	25.5	$	5,252.8	$	2,051.1	$	(240.5)	$	7,088.9


	2022年10月31日に終了した6ヵ月間
単位：百万ドル	Common Shares Outstanding	Common Shares		Additional Capital		Retained Income		その他の包括利益（損失）累計額)		Total Shareholders’ Equity
2022年5月1日時点の残高	106,458,317	$	26.6	$	5,457.9	$	2,893.0	$	(237.4)	$	8,140.1
純利益						109.8				109.8
Other comprehensive income								4.0		4.0
Comprehensive income										113.8
Purchase of treasury shares	(61,693)	—		(6.7)		(1.1)				(7.8)
Stock plans	162,735	—		6.5		—				6.5
現金配当、普通株式1株につき1.02ドル						(108.3)				(108.3)

2022年7月31日時点の残高	106,559,359	$	26.6	$	5,457.7	$	2,893.4	$	(233.4)	$	8,144.3
純利益						191.1				191.1
Other comprehensive income (loss)								(13.9)		(13.9)
Comprehensive income										177.2
Purchase of treasury shares	(580)	—		(0.1)		—				(0.1)
Stock plans	67,757	—		4.4						4.4
現金配当、普通株式1株につき1.02ドル						(108.5)				(108.5)

2022年10月31日時点の残高	106,626,536	$	26.6	$	5,462.0	$	2,976.0	$	(247.3)	$	8,217.3


	10月31日までの6ヶ月間,
単位：百万ドル	2023		2022
営業活動
純利益	$	378.5	$	300.9
当期純利益を営業活動から得た（使用した）純キャッシュに戻すための調整:
減価償却費	103.2		112.2
償却費	79.4		111.2

Pension settlement loss (gain)	3.2		1.7
未実現有価証券評価損益-純額	21.5		—
株式ベースの報酬費用	13.7		5.3
事業分離における損失（利益）-純額	12.6		(1.6)
繰延税金費用（ベネフィット)	(16.3)		—
その他の現金支出を伴わない調整-純額	10.2		12.3

Defined benefit pension contributions	(1.8)		(71.8)
資産・負債の増減（分割による影響額控除後:
Trade receivables	8.7		(87.1)
棚卸資産	(76.5)		(273.8)
その他の流動資産	2.0		19.1
買掛金	(92.9)		77.5
未払金	34.7		20.8
Income and other taxes	(64.0)		(56.3)
Other – net	(21.4)		(4.4)
営業活動から得た（または使用した）純キャッシュ	394.8		166.0
投資活動

有形固定資産の追加	(299.0)		(190.4)


Other – net	5.3		(18.9)
投資活動から得た（使用した）キャッシュ	(293.7)		(209.3)
財務活動
短期借入金（返済）-純額	—		118.2
Proceeds from long-term debt	3,485.0		—

Capitalized debt issuance costs	(28.9)		—
Quarterly dividends paid	(213.2)		(213.5)
Purchase of treasury shares	(372.4)		(7.9)