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Sep 27, 2025
Tyson Foods Q4 2025 Earnings Report
Tyson Foods reported Q4 2025 results with modest sales growth and a significant drop in GAAP earnings due to legal contingency accruals.
Key Takeaways
Tyson Foods delivered higher adjusted earnings in Q4 2025 despite a large year-over-year decline in GAAP net income and operating income, primarily due to legal expenses. Strong performance in the chicken and prepared foods segments supported growth.
Revenue by Segment
Forward Guidance
Tyson expects modest sales growth and stronger performance in chicken and prepared foods in FY26, while beef is anticipated to face continued headwinds.
Positive Outlook
- Sales expected to grow 2% to 4% in FY26
- Adjusted operating income guidance between $2.1B and $2.3B
- Chicken segment projected to earn $1.25B–$1.5B in AOI
- Prepared Foods AOI projected at $950M–$1.05B
- Liquidity expected to remain above $1.0B minimum target
Challenges Ahead
- Beef segment expected to post a loss of $400M–$600M in FY26
- Free cash flow projected to decline vs FY25
- High legal contingency expenses impacted recent results
- Net interest expense expected to be $390M
- Cash balance declined significantly from prior year
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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