The flat EPS and revenue miss, combined with a lowered full-year guidance, suggest near-term headwinds from the Beef segment. Traders should watch for further deterioration in Beef margins and any updates on the legal contingency accruals. The Chicken and Prepared Foods strength provides a floor, but the guidance cut is a clear negative signal.
Price Chart
Executive Summary
Tyson Foods reported fiscal Q3 2026 adjusted EPS of $0.99, flat vs consensus of $0.99, on revenue of $13.868B, which missed the $14.07B consensus. While Chicken and Prepared Foods segments continued to show strength, total revenue was flat year-over-year and the Beef segment posted a $142M operating loss. The company lowered its full-year adjusted operating income guidance to $2.1B-$2.3B from $2.2B-$2.4B, signaling a more cautious outlook for the Beef segment, which is now expected to lose $500M-$650M (wider than the prior $(500)M-$(350)M range). The flat EPS, revenue miss, and lowered guidance create a mixed picture with a bearish tilt on the headline numbers.
Key Financial Metrics
Key Facts
- Q3 2026 adjusted EPS of $0.99 matched consensus of $0.99.
- Revenue of $13.868B was flat YoY and missed the $14.07B consensus.
- Full-year adjusted operating income guidance lowered to $2.1B-$2.3B from $2.2B-$2.4B.
- Beef segment operating loss widened to $(142)M in Q3 vs $(459)M a year ago; full-year guidance worsened to $(650)M-$(500)M from $(500)M-$(350)M.
- Chicken segment adjusted operating income rose 9% YoY to $488M; Prepared Foods was flat at $321M.
- Total debt reduced by $824M YTD; liquidity stood at $4.0B.
- GAAP EPS was $0.52, up from $0.17 a year ago, but included $73M in executive leadership transition charges.
Financial Impact
Revenue miss of ~$202M vs consensus; guidance cut of ~$100M at the midpoint for adjusted operating income.
Risk Factors
- Further deterioration in Beef segment operating losses.
- Execution risk on the Network Optimization Plan and cost-saving initiatives.
- Legal contingency accruals related to the 2015 Mexico sale could continue to weigh on reported sales and earnings.
- Executive leadership transition may create near-term uncertainty.
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000100493-26-000057 |
| Document: tsn-20260803.htm | 0000100493-26-000057 |
| Document: 0000100493-26-000057-index-headers.html | 0000100493-26-000057 |
| Document: 0000100493-26-000057-index.html | 0000100493-26-000057 |
| Document: 0000100493-26-000057.txt | 0000100493-26-000057 |
| 8-K Data (Synthetic) | 0000100493-26-000057 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | 8-K | $51.76 $51.89 | ▼ −0.25% | ▼ −1.44% | $51.89 (−0.25%) |
Aug 24, 2026 5w ago | 8-K | $57.17 $51.36 | ▼ −10.16% | ▼ −11.14% | $51.89 (−9.24%) |
Aug 11, 2026 7w ago | 424B5 | $55.81 $52.46 | ▼ −6.00% | ▼ −4.10% | $51.89 (−7.02%) |
Aug 11, 2026 7w ago | 8-K | $56.43 $51.74 | ▼ −8.31% | ▼ −7.25% | $51.89 (−8.05%) |
Aug 10, 2026 7w ago | Press Release | $56.43 $51.74 | ▲ +8.31% | ▲ +7.25% | $51.89 (+8.05%) |
Aug 10, 2026 7w ago | 8-K / 424B5 | $57.16 $52.28 | ▼ −8.54% | ▼ −7.62% | $51.89 (−9.22%) |
Aug 4, 2026 8w ago | Institutional Cluster | $58.19 $55.80 | ▼ −4.11% | ▼ −3.51% | $51.89 (−10.83%) |
Aug 3, 2026 8w ago | 8-K | $59.61 $55.14 | ▼ −7.50% | ▼ −8.74% | $51.89 (−12.95%) |
Aug 3, 2026 8w ago | Press Release | $59.61 $55.14 | ▼ −7.50% | ▼ −8.74% | $51.89 (−12.95%) |
Jul 17, 2026 11w ago | Court Ruling | $57.77 $58.17 | ▲ +0.69% | ▼ −3.75% | $51.89 (−10.18%) |
US Market Status
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