The earnings call reflects a positive overall performance, with Tyson Foods achieving consistent year-over-year growth across key metrics and segments, particularly in Chicken and Prepared Foods. However, challenges remain in the Beef segment and macroeconomic uncertainties, including legal contingencies and potential tariff impacts, which could affect future performance.

Company Guidance -

Q4 2025

During Tyson Foods' second quarter fiscal year 2025 earnings call, the company reported its fourth consecutive quarter of year-over-year growth in sales, adjusted operating income, and adjusted earnings per share. Notably, the second quarter's adjusted operating income improved by over $100 million, or 27% compared to the previous year, with a margin expansion of 70 basis points. The Chicken segment achieved its best second quarter adjusted operating income in nine years, with a 95% increase driven by operational improvements and lower grain costs. Prepared Foods delivered double-digit margins with a 50 basis point expansion, while the Pork segment marked its best second quarter adjusted operating income in three years. Tyson also highlighted a 48% increase in adjusted earnings per share, reflecting enhanced operational performance and strategic execution, and maintained a healthy balance sheet with a net leverage ratio improvement. The company reaffirmed its fiscal 2025 guidance with expected sales growth between flat to up 1% and adjusted operating income between $1.9 billion and $2.3 billion. Tyson's strategic initiatives include optimizing their logistics network for long-term savings and continuing to focus on operational excellence, consumer demand for protein, and growth in Prepared Foods through innovation and distribution strategies.

Consistent Year-Over-Year Growth

Tyson Foods marked its fourth consecutive quarter of year-over-year growth across sales, adjusted operating income, and adjusted earnings per share. Second quarter adjusted operating income increased by more than $100 million, or 27% compared to last year, with a 70 basis point margin expansion.

Strong Performance in Chicken Segment

The Chicken segment delivered its best second quarter adjusted operating income in nine years, with income nearly doubling compared to the same quarter last year, driven by strong operational execution and lower grain costs.

Prepared Foods Segment Profitability

Prepared Foods delivered double-digit margins, expanding by 50 basis points versus the prior year. Operational improvements led to line and labor efficiencies increasing by 250 and 280 basis points respectively.

Innovation and Brand Recognition

The Jimmy Dean chicken biscuits won the 2024 Circada Pacesetter Award for new product of the year, and new innovations like the chicken, egg, and cheese biscuit were launched. Tyson's brands continue to resonate with consumers, driving long-term value.

Tyson Foods (TSN) Earnings, Revenues Date & History

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TSN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q4)	0.89 / -	0.92	―	―	―
Aug 04, 2025	2025 (Q3)	0.80 / 0.91	0.87	4.60% (+0.04)
May 05, 2025	2025 (Q2)	0.83 / 0.92	0.62	48.39% (+0.30)
Feb 03, 2025	2025 (Q1)	0.90 / 1.14	0.69	65.22% (+0.45)
Nov 12, 2024	2024 (Q4)	0.72 / 0.92	0.37	148.65% (+0.55)
Aug 05, 2024	2024 (Q3)	0.67 / 0.87	0.15	480.00% (+0.72)
May 06, 2024	2024 (Q2)	0.39 / 0.62	-0.04	1650.00% (+0.66)
Feb 05, 2024	2024 (Q1)	0.41 / 0.69	0.85	-18.82% (-0.16)
Nov 13, 2023	2023 (Q4)	0.29 / 0.37	1.63	-77.30% (-1.26)
Aug 07, 2023	2023 (Q3)	0.26 / 0.15	1.94	-92.27% (-1.79)

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
Aug 04, 2025	$52.53	$53.81	+2.44%
May 05, 2025	$60.25	$55.58	-7.75%
Feb 03, 2025	$55.53	$56.76	+2.22%
Nov 12, 2024	$57.36	$61.11	+6.54%

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.