Demand and volumepositive · 5 filings
“The Company’s fruit and vegetable sales exhibit seasonal increases in the third fiscal quarter due to increased retail demand during the holiday season.”10-K · Jun 11, 2026 ↗
Seneca Foods Corporation
SENEA
Market read
Seneca Foods Corporation's move is spreading beyond its market group.
No new filing conclusion is available. 8 of 10 group members are active now; 3 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company+2.2% todayVolume comparison unavailable
Market group8 of 10 activeInsurance Providers · active
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
Watch this read- At least 7 of 10 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- AIG remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 3 of 10 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 8 of 10 group members are active now; 3 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 7 of 10 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- AIG remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements59
Verified relationships0
Evidence supporting the case
- Latest annual revenue changed +8.2% year over year.
- Operating cash flow covered net income at 8.14x in the latest annual period.
- Demand and volume has repeated favorable evidence across 5 filings.
- Macroeconomic conditions has repeated favorable evidence across 3 filings.
- Tariffs and trade policy has repeated favorable evidence across 3 filings.
Evidence challenging the case
- Operating margin changed -2.4 percentage points in the latest annual period.
- Net margin changed -1.7 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position
- P/E is 115% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 33% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
189.296m+40.1%12m+68.3%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-03-31$1.5B+9.9%$13.72-1.9%
2022-03-31$1.4B-5.6%$5.24-4.2%
2023-03-31$1.5B+9.0%$1.16-10.4%
2024-03-31$1.5B-3.4%$8.56-6.1%
2025-03-31$1.6B+8.2%$5.90-5.5%
What management says matters
Persistent and emerging business drivers
Capital investment and capacitymixed · 3 filings
“Net Cash Used in Investing Activities : Net cash used in investing activities was $26.5 million for the nine months ended December 27, 2025, and consisted of cash used for capital expenditures of $27.0 million, partially offset by proceeds from the sale of as…”10-Q · Feb 5, 2026 ↗
Credit and interest ratesnegative · 3 filings
“Interest expense decreased from $27.2 million in the prior year nine-month interim period to $14.2 million in the current nine-month interim period primarily driven by lower average borrowings outstanding under the Company’s revolving credit facility and a lo…”10-Q · Feb 5, 2026 ↗
Macroeconomic conditionspositive · 3 filings
“To successfully navigate the uncertainty driven by inflation and import tariffs, and a desire to diversify its steel supply, the Company employed a strategic approach during those fiscal years and increased steel coil purchases to better position itself for s…”10-Q · Feb 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.8× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
190.63+2.2% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SENEA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for SENEA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SENEA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SENEA is currently a Participant in the organic co-movement group Insurance Providers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.