Tyson Foods Inc
NYSE:TSN

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Tyson Foods Inc
NYSE:TSN
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Price: 56.5 USD 0.64%
Market Cap: 19.9B USD

Tyson Foods Inc
Investor Relations

Tyson Foods Inc., a stalwart in the world of protein production, has carved out a significant place in the annals of American business. Founded in 1935 by John W. Tyson, the company began its journey in the heartland of Arkansas, capitalizing on the burgeoning demand for poultry. Through shrewd acquisitions and steady growth, Tyson evolved from a small regional player into a global powerhouse in the food industry. Today, the company's operations are vast and varied, encompassing beef, pork, chicken, and a range of value-added and prepared foods. This diversification allows Tyson to capture a broad swath of the market, strategically navigating through the cyclical nature of agricultural commodities.

At its core, Tyson's business model hinges on efficiency and scale, leveraging its vertically integrated supply chain to maximize productivity and minimize costs. From breeding and raising livestock to processing and distributing products, Tyson controls almost every aspect of its production process. This not only aids in ensuring quality but also allows the company to capture a larger portion of the value in the food supply chain. Furthermore, Tyson adapts to evolving consumer preferences, investing in innovations like plant-based proteins and sustainable practices, ensuring it remains relevant in an ever-changing dietary landscape. By capitalizing on its strengths and continuously adapting, Tyson Foods not only secures its profitability but also maintains its competitive edge in the global market.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Nov 10, 2025
AI Summary
Q4 2025

Strong Quarter: Tyson Foods reported fourth quarter sales of $13.9 billion, up 4.8% from last year, and adjusted EPS of $1.15, up 25%.

Chicken Outperformance: Chicken segment delivered $457 million in adjusted operating income, up 28%, driven by higher volumes and improved operations.

Prepared Foods Resilience: Prepared Foods saw 3% sales growth and 7.4% margins despite raw material cost pressures.

Beef Headwinds: The Beef segment remains challenged by tight cattle supplies, with guidance for a loss of $600 million to $400 million in 2026.

Guidance Issued: 2026 sales expected to rise 2% to 4%; adjusted operating income guidance is $2.1 billion to $2.3 billion.

Balance Sheet Strength: Free cash flow hit $1.2 billion for the year, net leverage improved to 2.1x, and $893 million was returned to shareholders.

Market Share Gains: Tyson-branded products outpaced the sector, with strong growth across key brands like Hillshire Farm and Tyson frozen chicken.

Key Financials
Sales (Q4)
$13.9 billion
Sales (Full Year)
$54.4 billion
Adjusted Operating Income (Q4)
$608 million
Adjusted Operating Income (Full Year)
$2.3 billion
Adjusted EPS (Q4)
$1.15
Adjusted EPS (Full Year)
$4.12
Free Cash Flow
$1.2 billion
Net Leverage
2.1x
Liquidity
$3.7 billion
Capital Expenditures
$978 million
Dividends Paid
$697 million
Share Repurchases (Q4)
$154 million
Total Capital Returned to Shareholders (Full Year)
$893 million
Chicken Segment Adjusted Operating Income (Q4)
$457 million
Prepared Foods Sales (Q4)
up 3% YoY
Prepared Foods Adjusted Operating Income (Q4)
7.4% margin
Pork Segment Adjusted Operating Income
up 70 bps or 63% YoY
Beef Segment Adjusted Operating Income (2026 Guidance)
loss of $600 million to $400 million
International Adjusted Operating Income (2026 Guidance)
$100 million to $150 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Donnie D. King
President, CEO & Director
No Bio Available
Mr. John R. Tyson
Executive Vice President
No Bio Available
Mr. Brady Stewart
President of Beef and Pork & Chief Supply Chain Officer
No Bio Available
Ms. Melanie Boulden
Executive VP & Chief Growth Officer
No Bio Available
Mr. Curt T. Calaway
Chief Financial Officer
No Bio Available
Ms. Lori J. Bondar
Senior VP & Chief Accounting Officer
No Bio Available
Mr. Doug Kulka
Chief Information & Technology Officer
No Bio Available
Mr. Sean T. Cornett
Vice President of Investor Relations
No Bio Available
Mr. Adam Deckinger
General Counsel & Secretary
No Bio Available
Ms. Jacqueline Hanson
Chief People Officer
No Bio Available

Contacts

Address
ARKANSAS
Springdale
2200 Don Tyson Parkway
Contacts
+14792905799.0
www.tysonfoods.com