Financials in USD. Standardized financial statements.
A compact view of how JPMorgan SmartRetirement Blend 2040 Fund Class R5 turns revenue into operating income and net income.
| Metric | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 | FY 2014 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue? | $1.31B | $1.48B | $1.53B | $1.52B | $1.24B | $1.03B | $1.14B | $1.30B | $1.66B | $1.62B |
| Revenue Growth? | -11.5% | -3.2% | +1.2% | +22.7% | +20.1% | -9.8% | -12.6% | -21.4% | +2.3% | 0.0% |
| Cost of Revenue? | $1.09B | $1.04B | $1.01B | $1.13B | $921.33M | $931.92M | $985.86M | $961.35M | $1.08B | $1.07B |
| Gross Profit? | $229.37M | $445.10M | $524.12M | $388.68M | $313.76M | $96.13M | $153.87M | $342.17M | $582.72M | $553.14M |
| Gross Margin? | +17.4% | +30.0% | +34.1% | +25.6% | +25.4% | +9.4% | +13.5% | +26.2% | +35.1% | +34.1% |
| Operating Expenses? | $402.45M | $227.36M | $246.44M | $246.92M | $242.92M | $263.26M | $212.25M | $286.04M | $274.91M | $226.00M |
| Operating Income? | -$20.80M | $184.75M | $277.68M | $126.64M | $60.39M | -$160.41M | -$62.99M | $98.13M | $299.72M | $280.71M |
| EBITDA? | $102.16M | $301.26M | $393.68M | $244.36M | $181.35M | $44.48M | $140.96M | $271.98M | $466.65M | $440.83M |
| Income Before Tax | -$216.05M | $194.37M | $260.58M | $102.21M | $21.04M | -$210.95M | -$96.95M | $42.69M | $299.68M | $318.45M |
| Income Tax Expense | $21.47M | $24.11M | $26.78M | $31.72M | $18.57M | $9.66M | $100,000 | $22.51M | $15.87M | $8.23M |
| Net Income? | -$210.35M | $173.92M | $233.79M | $77.70M | $7.15M | -$214.58M | -$97.05M | $20.18M | $283.82M | $310.22M |
| EPS? | $-2.63 | $2.18 | $2.93 | $0.98 | $0.09 | $-2.68 | $-1.21 | $0.25 | $3.55 | $3.88 |
| Diluted EPS? | $-2.63 | $2.18 | $2.93 | $0.98 | $0.09 | $-2.68 | $-1.21 | $0.25 | $3.55 | $3.88 |
Revenue, profitability, margins, EPS, and share-count trends over time.
Top-line demand and scale over time
Profit left after direct production costs
Core business profitability before financing and tax
Bottom-line profit after all expenses
Profit allocated to each diluted share
Share count trend that affects EPS quality
Gross, operating, and net margin quality