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Mar 29, 2025
Tyson Foods Q2 2025 Earnings Report
Tyson Foods delivered steady results in Q2 2025 with flat sales and adjusted EPS, while net income showed a strong recovery.
Key Takeaways
Tyson Foods posted $13.07 billion in sales and $0.92 in adjusted EPS for Q2 2025. Net income reached $380 million, with operating income at $515 million. The chicken segment drove performance, nearly doubling operating income YoY, while beef continued to face margin pressure.
Chicken segment AOI nearly doubled YoY with 3% volume growth.
Flat enterprise sales and adjusted EPS despite legal contingency accruals.
Strong cash discipline with $382 million in free cash flow.
Net leverage ratio improved to 2.3x, reflecting stronger financial position.
Revenue by Segment
Forward Guidance
Tyson Foods expects modest sales growth and stable AOI for FY25, emphasizing operational efficiency, innovation, and capital discipline.
Positive Outlook
- Sales expected to grow flat to 1%
- Total AOI projected between $1.9B–$2.3B
- Free cash flow outlook between $1.0B–$1.6B
- Focus on operational efficiency and waste elimination
- Investment in data, analytics, and AI to drive decisions
Challenges Ahead
- Continued pressure from legal contingencies
- Tight cattle supply to weigh on beef margins
- Pork and prepared foods face volume softness
- Potential volatility in commodity input costs
- Legal, restructuring and closure-related costs remain a drag
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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