Overview

* Tyson Foods ( TSN ) Q4 sales slightly miss analyst expectations

* Adjusted EPS for Q4 beats analyst expectations, up 25% yr/yr

* GAAP operating income for Q4 down 70% yr/yr

Outlook

* Tyson Foods ( TSN ) expects fiscal 2026 revenue to grow 2% to 4% from fiscal 2025

* Company anticipates fiscal 2026 adjusted operating income of $2.1 bln to $2.3 bln

* Tyson Foods ( TSN ) projects fiscal 2026 capital expenditures between $700 mln and $1.0 bln

Result Drivers

* MULTI-PROTEIN PORTFOLIO - Co attributes sales growth to strength in its multi-protein, multi-channel portfolio, per CEO Donnie King

* CHICKEN SEGMENT - Adjusted operating income growth driven by strong performance in chicken segment, with a 10.4% margin

* LEGAL CONTINGENCY IMPACT - Sales figures impacted by $355 mln increase in legal contingency accruals, reducing reported sales

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Slight $13.86 $13.97

Miss* bln bln (9

Analysts

)

Q4 Beat $1.15 $0.83 (9

Adjusted Analysts

EPS )

Q4 EPS $0.13

Q4 4.30%

Adjusted

Operatin

g Margin

Q4 1.10%

Operatin

g Margin

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the food processing peer group is "buy."

* Wall Street's median 12-month price target for Tyson Foods Inc ( TSN ) is $60.00, about 12.2% above its November 7 closing price of $52.68

* The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)