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Tyson Foods, Inc. (NYSE: TSN) recently announced its fourth-quarter and full fiscal year 2025 results, reporting strong growth in adjusted earnings per share alongside a modest revenue shortfall versus forecasts. The update also included fresh guidance for fiscal 2026, outlining expected growth by segment, capital spending plans, and the company’s priorities across its multi-protein portfolio.
 

Q4 EPS Jumps to $1.15 as Revenue Misses $14.13 Billion Target

In the fourth quarter of fiscal 2025, Tyson Foods reported an adjusted earnings per share (EPS) of $1.15, significantly surpassing the market expectation of $0.87. This impressive performance is attributed to the company’s strategic focus on its multi-protein portfolio, which has allowed it to optimize its operations effectively. Despite the challenges faced in the beef and pork segments, where adjusted operating losses were recorded, the chicken and prepared foods divisions showed robust growth, contributing positively to the company’s overall performance.

However, Tyson Foods did not meet its revenue expectations for the quarter. The company reported revenues of $13.86 billion, falling short of the anticipated $14.13 billion. This shortfall can be attributed to a $355 million increase in legal contingency accruals, which impacted the sales figures. Excluding this impact, the sales would have reflected a more favorable growth rate.

Despite the revenue miss, Tyson Foods achieved year-over-year growth in sales, adjusted operating income, and adjusted EPS. The company highlighted that sales grew by 2.2% from the previous year, and adjusted operating income increased by 19%. These results demonstrate the company’s ability to navigate a challenging economic environment while maintaining a focus on operational excellence and shareholder value.
 

Tyson Plans Up to $1 Billion in Capex to Drive Segment-Level Growth

Looking ahead to fiscal 2026, Tyson Foods has provided a comprehensive outlook that suggests continued growth and strategic investments. The company anticipates total sales to increase by 2% to 4% compared to fiscal 2025. This growth is expected to be driven by increased domestic protein production, as projected by the USDA, and the company’s ongoing efforts to enhance its operational efficiency.

For its beef segment, Tyson Foods expects a decrease in domestic production by approximately 2%, which could result in an adjusted operating loss between $(600) million and $(400) million. Conversely, the pork segment is projected to benefit from a 3% increase in production, with expected adjusted operating income ranging from $150 million to $250 million. The chicken segment is poised for significant growth, with anticipated adjusted operating income between $1,250 million and $1,500 million, reflecting the company’s strategic focus on this area.

In terms of capital expenditures, Tyson Foods plans to invest between $700 million and $1 billion in fiscal 2026, focusing on profit improvement projects and maintenance. The company also aims to maintain liquidity above its minimum target of $1 billion and expects free cash flow to be between $0.8 billion and $1.3 billion. These strategic initiatives underscore Tyson Foods’ commitment to strengthening its market position and delivering long-term value to shareholders.

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