Hormel Foods (HRL) Earnings Dates, Call Summary & Reports

Q: When does Hormel Foods (HRL) report earnings?

Hormel Foods (HRL) is schdueled to report earning on May 28, 2026, Before Open (Confirmed).

Q: What is Hormel Foods (HRL) earnings time?

Hormel Foods (HRL) earnings time is at May 28, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is HRL EPS forecast?

HRL EPS forecast for the fiscal quarter 2026 (Q2) is 0.36.

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Earnings Data

Report Date

May 28, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.36

Last Year’s EPS

0.35

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Feb 26, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a balanced picture: the company delivered another quarter of organic growth, solid cash flow, strong Foodservice and International performance, and management reaffirmed full-year guidance while progressing restructuring and strategic portfolio moves (including the whole-bird turkey divestiture) to sharpen focus and improve margins. Offsetting these positives are meaningful near-term headwinds — retail top-line softness, persistent commodity inflation (notably beef and pork trim up 12% year-over-year for pork trim), and unexpected freight/logistics cost increases that compressed gross profit in Q1 and may persist into Q2. Management expects sequential improvement driven by pricing, restructuring benefits and modest commodity relief in the back half of the year, but execution risk from logistics and retail elasticities keeps the outlook cautious.

Company Guidance

Hormel reiterated Q2 expectations for another quarter of top‑line growth with adjusted diluted EPS flat to slightly up year‑over‑year, and reaffirmed full‑year fiscal 2026 guidance of organic net sales growth of 1%–4%, adjusted operating income growth of 4%–10% and adjusted diluted EPS of $1.43–$1.51. In Q1 the company reported net sales just over $3.0 billion, organic net sales +2% (fifth consecutive quarter), adjusted operating income $247 million (adjusted operating margin 8.2%), adjusted diluted EPS $0.34 (GAAP diluted EPS $0.33), cash flow from operations $349 million, capex $69 million (FY26 capex expected $260–$290 million), and an effective tax rate of 22.4%; dividends continued (390th consecutive quarterly dividend, ~ $160 million returned). Management said restructuring savings begin to flow in Q2, a second wave of retail pricing was implemented at the start of Q2, they expect modest commodity improvement in H2 (pork trim was +12% y/y; pork costs expected lower vs FY25 but above the 5‑year average; beef to remain a headwind; nut costs elevated), noted elevated logistics/freight pressures late Q1 into Q2, and that the pending whole‑bird turkey divestiture should reduce FY26 net sales by roughly $50 million (historically annualized whole‑bird sales ~$200–$275 million) with minimal FY26 adjusted financial impact.

Consecutive Organic Net Sales Growth

Organic net sales grew 2% in Q1 (fifth consecutive quarter of organic net sales growth); total Q1 net sales were just over $3.0 billion.

Solid Earnings and Operating Performance

Adjusted diluted EPS of $0.34 (GAAP diluted EPS $0.33) and adjusted operating income of $247 million; adjusted operating margin was 8.2%.

Strong Foodservice and International Momentum

Foodservice delivered ~7% organic net sales growth (10th consecutive quarter of growth) and strong segment profit expansion; International produced high single-digit organic net sales growth with robust profit growth driven by multinational businesses and SPAM exports.

Jennie-O and Priority Brand Strength

Jennie-O ground turkey dollar consumption grew strongly (noted as over 15% year-over-year consumption growth); several priority brands (Planters, Hormel Gatherings, Applegate, Hormel entrées) showed consumption and dollar sales gains.

Cash Flow, Capital Allocation and Shareholder Return

Operating cash flow of $349 million (up $26 million sequentially); capital expenditures of $69 million in Q1 with FY26 capex guidance of $260–$290 million; paid 390th consecutive quarterly dividend, returning approximately $160 million to shareholders during the quarter.

Strategic Actions to Improve Margin and Focus

Reaffirmed fiscal 2026 guidance (organic net sales growth 1%–4%; adjusted operating income growth 4%–10%; adjusted diluted EPS $1.43–$1.51). Transform and Modernize initiatives and restructuring are progressing with expected meaningful benefits beginning in Q2; announced sale of whole-bird turkey (hen) business to Life-Science Innovations to reduce exposure to volatile, low‑margin commodity operations while retaining Jennie-O value-added turkey and the Jennie-O brand.

Hormel Foods (HRL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HRL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 28, 2026	2026 (Q2)	0.36 / -	0.35	―	―	―
Feb 26, 2026	2026 (Q1)	0.32 / 0.34	0.35	-2.86% (>-0.01)
Dec 04, 2025	2025 (Q4)	0.30 / 0.32	0.42	-23.81% (-0.10)
Aug 28, 2025	2025 (Q3)	0.40 / 0.35	0.37	-5.41% (-0.02)
May 30, 2025	2025 (Q2)	0.34 / 0.35	0.38	-7.89% (-0.03)
Feb 27, 2025	2025 (Q1)	0.38 / 0.35	0.41	-14.63% (-0.06)
Dec 04, 2024	2024 (Q4)	0.42 / 0.42	0.42	0.00% (0.00)
Sep 04, 2024	2024 (Q3)	0.36 / 0.37	0.4	-7.50% (-0.03)
May 30, 2024	2024 (Q2)	0.36 / 0.38	0.4	-5.00% (-0.02)
Feb 29, 2024	2024 (Q1)	0.34 / 0.41	0.4	2.50% (<+0.01)

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

HRL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 26, 2026	$25.31	$24.82	-1.94%
Dec 04, 2025	$22.98	$23.86	+3.83%
Aug 28, 2025	$28.30	$24.59	-13.09%
May 30, 2025	$29.35	$29.64	+0.99%

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.