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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Strelzik | BMO Capital Markets | 17 questions · 0% challenging |
| Heather Jones | Heather Jones Research | 16 questions · 19% challenging |
| Ben Theurer | Barclays | 15 questions · 13% challenging |
| Peter Galbo | Bank of America | 14 questions · 7% challenging |
| Pooran Sharma | Stephens | 13 questions · 0% challenging |
| Tom Palmer | JPMorgan | 13 questions · 0% challenging |
| Alexia Howard | Bernstein | 12 questions · 17% challenging |
| Leah Jordan | Goldman Sachs | 10 questions · 0% challenging |
| Michael Lavery | Piper Sandler | 10 questions · 0% challenging |
| Ken Goldman | JPMorgan | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 analysts | 17 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 17 questions · 0% challenging |
| Heather Jones Research | 1 analyst | 16 questions · 19% challenging |
| Barclays | 1 analyst | 15 questions · 13% challenging |
| Bank of America | 1 analyst | 14 questions · 7% challenging |
| Stephens | 1 analyst | 13 questions · 0% challenging |
| Bernstein | 1 analyst | 12 questions · 17% challenging |
| Goldman Sachs | 1 analyst | 10 questions · 0% challenging |
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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.
Margin | Cost Pressure | Supply Chain | Competitive Dynamics | Guidance Reliability | Demand | Pricing | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 3 | 2 | 1 | 2 | 1 | |
| 2025Q1 | 8 | 3 | 3 | 1 | 3 | 2 | 1 | 2 |
| 2025Q2 | 7 | 4 | 2 | 2 | 4 | 3 | 2 | 1 |
| 2025Q3 | 6 | 7 | 6 | 3 | 1 | 3 | 2 | |
| 2025Q4 | 6 | 4 | 4 | 4 | 4 | 2 | 3 | 2 |
| 2026Q1 | 6 | 7 | 5 | 5 | 4 | 2 | 2 | 2 |
| 2026Q2 | 4 | 2 | 1 | 5 | 3 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Margin | 5 | 8 | 7 | 6 | 6 | 6 | 4 |
| Cost Pressure | 4 | 3 | 4 | 7 | 4 | 7 | 2 |
| Supply Chain | 3 | 3 | 2 | 6 | 4 | 5 | 1 |
| Competitive Dynamics | 2 | 1 | 2 | 3 | 4 | 5 | 5 |
| Guidance Reliability | 1 | 3 | 4 | 1 | 4 | 4 | 3 |
| Demand | 2 | 2 | 3 | 2 | 2 | 3 | |
| Pricing | 1 | 2 | 3 | 3 | 2 | 1 | |
| Capital Allocation | 1 | 2 | 1 | 2 | 2 | 2 |
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q2 in brief
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.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
GAAP revenue YoY +4.43% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Tyson Foods (TSN), FY2026 Q2: 7/10. Scores: Tyson Foods’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TSN daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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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 Q2Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What TSN and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“there's been a lot of speculation that our performance was driven by picking up volume from the Koch fire. In our Q2, there is zero volume associated with Koch fire.”
A fire at competitor Koch Foods drew speculation that Tyson benefited; management says zero Q2 volume came from it, though some incremental volume could come in the back half given Tyson's capacity.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TSN Tyson Foods | 7 | +4.4% | |
| ADM Archer Daniels Midland | 8 | +1.6% | |
| BG Bunge Global | 7 | +87.8% |