The Beef segment losses are severe and structural due to cattle-cycle dynamics. Watch for further details on the Beef network restructuring at the Sept. 10 Barclays conference. The Chicken segment's strong performance provides a partial offset, but the overall guidance revision is a clear negative signal for near-term earnings.
Price Chart
Executive Summary
Tyson Foods lowered its fiscal 2026 guidance due to significant margin compression in its Beef segment from volatile cattle prices and a severe U.S. cattle shortage. The company now expects total company adjusted operating income of $1.85B-$2.05B, with the Beef segment projected to lose $(775)M-$(625)M, partially offset by strong Chicken segment guidance of $1.85B-$1.95B.
Key Facts
- Fiscal 2026 revenue growth guidance cut to 1.5%-2.0%
- Total company adjusted operating income guidance cut to $1.85B-$2.05B
- Beef segment operating loss guidance: $(775)M to $(625)M
- Chicken segment operating income guidance: $1.85B to $1.95B
- Pork segment operating income guidance: $200M to $250M
- Prepared Foods and International segment guidance maintained
- Beef network restructuring announced in August around three central US facilities
Financial Impact
Revenue growth reduced to 1.5%-2.0%; adjusted operating income guided to $1.85B-$2.05B; Beef segment loss of $(775)M-$(625)M
Risk Factors
- Beef losses could deepen if cattle shortages persist into fiscal 2027
- Consumer caution and soft foodservice demand may pressure Chicken and Prepared Foods segments
- Restructuring execution risk for Beef network consolidation
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000100493-26-000067 |
| Document: tsn2026pressreleasedatedse.htm | 0000100493-26-000067 |
| Document: 0000100493-26-000067-index-headers.html | 0000100493-26-000067 |
| Document: 0000100493-26-000067-index.html | 0000100493-26-000067 |
| Document: 0000100493-26-000067.txt | 0000100493-26-000067 |
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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