The earnings call presented a strong financial performance driven by significant growth in the Chicken and Prepared Foods segments, and record results in international operations. However, challenges in the Beef segment and the impact of legal contingencies and economic uncertainties were noted. Despite these issues, the overall outlook remains positive with strategic investments and operational improvements.

Company Guidance -

Q4 2025

During the Tyson Foods Second Quarter 2025 Earnings Conference Call, the company provided detailed guidance highlighting their ongoing financial performance and future expectations. Tyson Foods reported a 27% increase in adjusted operating income, amounting to over $100 million, with a margin expansion of 70 basis points. Adjusted earnings per share saw a substantial growth of 48% year-over-year. The company achieved a net leverage ratio improvement and maintained a strong balance sheet. For fiscal 2025, Tyson Foods anticipates sales growth between flat to 1% year-over-year, with adjusted operating income expected to range from $1.9 billion to $2.3 billion. Capital expenditures are projected to be between $1 billion and $1.2 billion, with free cash flow estimated at $1 billion to $1.6 billion. The company also plans to unlock annual savings of approximately $200 million through logistics and distribution infrastructure optimization, expected to be fully realized by 2030. Tyson Foods remains committed to operational excellence, customer and consumer focus, and strategic capital allocation to drive long-term shareholder value.

Strong Overall Financial Performance

Fourth consecutive quarter of year-over-year growth in sales, adjusted operating income, and adjusted earnings per share. Adjusted operating income increased by 27% and adjusted earnings per share by 48%.

Chicken Segment Success

Best second quarter adjusted operating income in nine years for the Chicken segment, with adjusted operating income nearly doubling compared to the same quarter last year.

Prepared Foods Profitability

Delivered double-digit margins in Prepared Foods, expanding by 50 basis points versus the prior year, with significant operational improvements.

Pork Segment Improvement

Best second quarter adjusted operating income in three years for the Pork segment, reflecting strong operational advancements and value-added mix.

International Business Growth

Strongest quarter on record for international operations, attributed to improved operational fundamentals and a well-executed commercial growth strategy.

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.