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Tyson Foods (TSN)
NYSE:TSN
Earnings Data
Report Date
May 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.83Last Year’s EPS
0.92Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial picture outside of the beef segment. Key strengths include 6.2% consolidated sales growth to $14.3B, strong prepared foods and chicken performance, meaningful pork margin expansion, improved free cash flow and leverage, and sustained branded retail and foodservice share gains. Offsetting these positives are material beef headwinds — higher cattle costs, regional supply frictions, plant footprint reductions, and a 2026 beef segment loss outlook — along with a 12% drop in segment operating income and a 15% decline in adjusted EPS in Q1. On balance, the operational momentum and financial improvements across multiple segments and balance-sheet metrics materially outweigh the concentrated beef challenges.Company Guidance
Total Company Sales Growth
Total company sales grew 6.2% year-over-year to $14.3 billion in Q1, demonstrating demand resilience across the portfolio.
Prepared Foods Momentum
Prepared Foods sales increased 8.1% year-over-year; segment operating income was $338 million, up $16 million versus the prior year, driven by volume, channel mix, and pass-through pricing and improved plant/distribution efficiencies.
Strong Chicken Performance
Chicken segment delivered $459 million in segment operating income with a 10.9% margin; sales grew ~3.6% year-over-year driven entirely by volume (record Q1 poultry volume reported) and continued branded strength (fresh branded chicken growth called out double-digits by channel).
Pork Margin Expansion
Pork operating margin increased 220 basis points to 6.7%, attributed to network optimization, operational efficiencies, adequate hog supply, and better raw-material utilization for prepared foods.
Branded Retail and Foodservice Share Gains
Retail branded products outperformed category: retail branded volume +2.5% and dollars +3.6% (13 weeks ending Dec). Examples included Tyson branded fresh chicken +10.7% and notable gains across Hillshire Farm and other brands; foodservice share rose 27 basis points.
Cash Flow, Liquidity and Leverage Improvement
Q1 operating cash flow was $942 million and CapEx $252 million, producing free cash flow just under $700 million. Liquidity ended at $4.5 billion, net leverage declined to 2.0x (improved 0.1x since year-end), and gross debt was reduced by $1.4 billion over the prior 12 months.
Capital Return and Buybacks
Returned $224 million to shareholders in Q1 via $177 million dividends and $47 million share repurchases, continuing disciplined capital allocation while maintaining investment-grade focus.
Clear 2026 Guidance and Segment Targets
Company reiterated full-year sales growth guidance of +2% to +4% and provided segment-level guidance (Chicken $1.65–1.90B, Prepared Foods $1.25–1.35B, Pork $250–300M, International $150–200M) and improved free cash flow outlook of $1.1–1.7B driven by expected working-capital improvements.
TSN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 02, 2026 | $65.33 | $65.74 | +0.63% |
Nov 10, 2025 | $52.22 | $53.43 | +2.32% |
Aug 04, 2025 | $51.60 | $52.86 | +2.44% |
May 05, 2025 | $59.19 | $54.60 | -7.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tyson Foods (TSN) report earnings?
Tyson Foods (TSN) is schdueled to report earning on May 11, 2026, Before Open (Confirmed).
What is Tyson Foods (TSN) earnings time?
Tyson Foods (TSN) earnings time is at May 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSN EPS forecast?
TSN EPS forecast for the fiscal quarter 2026 (Q2) is 0.83.
