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Scotts Miracle-Gro Company (The

SMG

Basic Materials · 65.60 -3.9% today

Jodie read · what matters now

Revenue increased 5.0% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to SMG, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections2 verified linksBuilt from company filings
Organic co-movement groupPackaging & Home Improvement · Early FollowerDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.

constructive
OperationsconstructiveEvidence score +2
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Revenue increased 5.0% versus the comparable filing period.
  • Operating margin improved 2.4 percentage points.

What weakened

No thresholded deterioration was identified.

Filing receipts

The increase was driven by higher net sales, a higher gross margin rate, lower impairment, restructuring and other charges and lower interest expense, partially offset by higher SG&A and higher income tax expense.

Factors contributing to the change in gross margin rate are outlined in the following table: Three Months Ended Six Months Ended March 28, 2026 March 28, 2026 Volume, mix and other 2.0 % 1.5 % Roundup ® commissions and reimbursements 0.5 0.5 Pricing 0.2 0.4 Material costs (0.3) (0.1) 2.4 % 2.3 % Impairment, restructuring and other 0.4 0.3 Change in gross margin rate 2.8 % 2.6 % The increase in gross margin rate for the three and six months ended March 28, 2026 as compared to the three and six months ended March 29, 2025 was primarily driven by: • favorable mix associated with our U.S.

For the three and six months ended March 28, 2026, the increase was primarily driven by higher net sales, a higher gross margin rate and lower impairment, restructuring and other charges, partially offset by higher SG&A.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind SMG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FLNTFiling-linked nameinvesteeFull receipt with Pro →

Depended on by

CENTACentral Garden & Pet CompanycompetitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

SMG is currently a Early Follower in the organic co-movement group Packaging & Home Improvement. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.