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Sep 28, 2025
Smithfield Foods Inc Q3 2025 Earnings Report
Smithfield Foods posted record Q3 2025 results with strong sales growth and double-digit operating margin in Packaged Meats.
Key Takeaways
Smithfield Foods delivered record Q3 2025 results with $3.75 billion in revenue and $248 million in net income from continuing operations. The company achieved 12.4% top-line growth and strong profitability in Packaged Meats and Hog Production. Operating margin held steady at 8.3%, and diluted EPS rose to $0.63. Guidance was raised for full-year adjusted operating profit.
Q3 2025 revenue reached $3.75 billion, a 12.4% YoY increase.
Net income from continuing operations attributable to Smithfield was $248 million.
Operating income totaled $310 million, with an 8.3% operating margin.
Diluted EPS from continuing operations was $0.63; adjusted EPS was $0.58.
Revenue by Segment
Forward Guidance
Smithfield raised full-year 2025 guidance, projecting adjusted operating profit between $1.225B and $1.325B, reflecting momentum in Hog Production and stability in Packaged Meats.
Positive Outlook
- Adjusted operating profit guidance raised to $1.225B–$1.325B.
- Hog Production expected to contribute $125M–$150M in adjusted operating profit.
- Packaged Meats adjusted operating profit raised to $1.06B–$1.11B.
- Fresh Pork expected to deliver $150M–$200M in adjusted profit.
- Capital expenditures updated to $350M–$400M, focused on growth and maintenance.
Challenges Ahead
- Continued headwinds from raw material costs.
- Cautious consumer spending environment.
- Inter-segment eliminations impact consolidated revenue.
- Packaged Meats operating profit declined 5.7% YoY.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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