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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Tyson Foods (TSN) is 7/10.
Tyson grew second-quarter sales 4.4% year-over-year to $13.7 billion, though adjusted EPS slipped 5% to $0.87 as deep cattle-cycle losses in Beef offset gains elsewhere. Chicken delivered $523 million in segment operating income at a 12.2% margin on 1.7% volume growth, and Prepared Foods lifted segment operating income 7% to $352 million with margin expanding to 14% and share gains across bacon, lunch meat, and sausage. Management credited operational execution and its chicken genetics business, which drove roughly a third of the Chicken improvement, rather than commodity tailwinds. On the strength of first-half results, Tyson raised full-year adjusted operating income guidance by $100 million to a range of $2.2 billion to $2.4 billion and lifted its Chicken segment outlook by $200 million to $1.9 billion to $2.05 billion. Beef remains the drag, with full-year segment guidance implying a loss of $350 million to $500 million as cattle supplies stay near a 75-year low.
Scored from Tyson Foods’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $13.56B | +1.6% | $1.00 | +177.5% | 7.8% | 3.9% | 2.6% | $369M |
| FY2025 Q1 | $13.62B | +2.3% | $1.01 | +236.7% | 8.0% | 4.3% | 2.6% | $760M |
| FY2025 Q2 | $13.07B | +0.0% | $0.02 | -95.2% | 4.6% | 0.8% | 0.1% | $-378M |
| FY2025 Q3 | $13.88B | +4.0% | $0.18 | -66.7% | 8.2% | 1.9% | 0.4% | $547M |
| FY2025 Q4 | $13.86B | +2.2% | $0.13 | -87.0% | 5.2% | 1.1% | 0.3% | $248M |
| FY2026 Q1 | $14.31B | +5.1% | $0.25 | -75.2% | 5.7% | 3.0% | 0.6% | $690M |
| FY2026 Q2 | $13.65B | +4.4% | $0.73 | +3605.6% | 7.0% | 3.2% | 1.9% | $-258M |
| FY2026 Q3 | $13.87B | -0.1% | $0.52 | +188.9% | 6.6% | 2.6% | 1.3% | $481M |