TSN Q4 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

Tyson Foods delivered a sharply split fiscal fourth quarter, posting adjusted EPS of $1.15 against a consensus estimate of $0.83, a beat of 37.77%, even as revenue of $13.86 billion came in 1.49% below expectations despite rising 2.2% year over year.… Read more Tyson Foods delivered a sharply split fiscal fourth quarter, posting adjusted EPS of $1.15 against a consensus estimate of $0.83, a beat of 37.77%, even as revenue of $13.86 billion came in 1.49% below expectations despite rising 2.2% year over year. The divergence between headline and adjusted results was stark: GAAP EPS collapsed to $0.13 from $1.00 a year ago, weighed down by $395 million in legal contingency accruals, a $41 million product recall charge, and a $28 million investment impairment. Beneath those items, the Chicken segment drove the underlying strength, generating $457 million in adjusted operating income at a 10.4% margin, with volumes growing 3.7% for the fourth consecutive quarter of year-over-year gains. Beef remained a drag, posting a $94 million adjusted operating loss as cattle-cycle pressures prompted the company to announce facility closures in Nebraska and reduced operations in Texas. Looking ahead, Tyson guided fiscal 2026 adjusted operating income of $2.10 billion to $2.30 billion, with sales growth of 2% to 4%.