Tyson Foods(TSN)

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Tyson Foods(TSN) - 2025 Q2 - Quarterly Results
2025-05-05 11:31
Financial Performance - Sales for the second quarter of 2025 were $13,074 million, flat compared to the prior year, with legal contingency accruals reducing sales by $343 million, or 2.6%[6] - Adjusted operating income for the second quarter increased by 27% to $515 million, while GAAP operating income decreased by 68% to $100 million[6] - Adjusted net income per share attributable to Tyson was $0.92, up 48% from the prior year, while GAAP EPS was $0.02, down 95%[6] - Total company adjusted operating margin was 3.8% for the second quarter, compared to 3.1% in the prior year[8] - Sales for the three months ended March 29, 2025, were $13,074 million, a slight increase from $13,072 million in the same period last year, resulting in a sales growth of 1.2% for the six months ended[23] - Gross profit for the three months ended March 29, 2025, was $600 million, with a gross profit margin of 4.6%, down from 6.6% in the same period last year[23] - Operating income decreased to $100 million for the three months ended March 29, 2025, compared to $312 million in the same period last year, reflecting an operating margin of 0.8%[23] - Net income attributable to Tyson for the three months ended March 29, 2025, was $7 million, a significant decrease from $145 million in the same period last year, resulting in a net income margin of 0.1%[23] - The total adjusted operating income for the six months ended March 29, 2025, was $1,174 million, up from $817 million for the same period in 2024[36] - Tyson Foods' EBITDA for the six months ended March 29, 2025, was $1,391 million, compared to $1,273 million for the same period in 2024, reflecting a year-over-year increase of 9.3%[38] Future Projections - For fiscal 2025, Tyson anticipates total company adjusted operating income between $1.9 billion and $2.3 billion[15] - The company expects sales to be flat to up 1% in fiscal 2025, including the $343 million reduction due to legal contingency accruals[16] - Capital expenditures are projected to be between $1.0 billion and $1.2 billion for fiscal 2025[17] - Free cash flow is expected to be between $1.0 billion and $1.6 billion for fiscal 2025[20] - The adjusted effective tax rate is expected to approximate 25% for fiscal 2025[21] Cash Flow and Liquidity - Liquidity as of March 29, 2025, was $3.2 billion, expected to remain above the minimum target of $1.0 billion[19] - Cash provided by operating activities for the six months ended March 29, 2025, was $846 million, down from $1,177 million in the same period last year[27] - Cash and cash equivalents at the end of the period were $992 million, a decrease from $2,182 million at the end of the previous period[27] - Operating cash flow for the six months ended March 29, 2025, was $846 million, down from $1,177 million for the same period in 2024, representing a decrease of approximately 28.2%[40] - Free cash flow for the six months ended March 29, 2025, was $382 million, a decline of 31.3% compared to $556 million for the same period in 2024[40] Debt and Assets - Total assets decreased to $36,280 million as of March 29, 2025, from $37,100 million as of September 28, 2024[25] - Current liabilities increased to $5,494 million as of March 29, 2025, compared to $4,787 million as of September 28, 2024[25] - Tyson Foods' total gross debt as of March 29, 2025, was $9,787 million, with a net debt of $8,060 million[38] - The ratio of gross debt to EBITDA was reported at 3.4x for the six months ended March 29, 2025, compared to 3.0x for the previous year[38] Operational Insights - The company incurred $343 million in legal contingency accruals during the second quarter of 2025, significantly impacting net income[34] - The network optimization plan charges amounted to $116 million for the six months ended March 29, 2025, contributing to the overall operating income adjustments[36] - The company reported a significant increase in operating income from chicken products, totaling $312 million for the second quarter ended March 29, 2025[36] - The company faced $54 million in restructuring and related charges during the second quarter of 2024, impacting overall financial performance[34] Taxation - The effective tax rate for the three months ended March 29, 2025, was 51.0%, significantly higher than 26.9% in the same period last year[23] Dividends - Dividends declared per share for Class A and Class B were $0.500 and $0.450 respectively, compared to $0.490 and $0.441 in the same period last year[23] Workforce and Corporate Responsibility - Tyson Foods had approximately 138,000 team members as of September 28, 2024, indicating a stable workforce size[41] - The company is committed to providing high-quality food safely and sustainably, aligning with its purpose of feeding the world like family[41] Communication and Risks - A conference call to discuss financial results is scheduled for May 5, 2025, at 9 a.m. Eastern, with a replay available until June 5, 2025[42] - Forward-looking statements indicate potential impacts from global pandemics, market conditions, and consumer preferences on future performance[43] - The company faces risks related to livestock diseases, input costs, and competition from alternative proteins, which could affect operations[43] - Tyson Foods emphasizes the importance of maintaining good relationships with team members and contract farmers to ensure operational stability[43] - The company is focused on leveraging brand value propositions and adapting to changes in consumer trends and preferences[43] - Financial information and updates can be accessed through the Tyson Investor Relations website, ensuring transparency for investors[42]
Tyson Foods Reports Second Quarter 2025 Results
GlobeNewswire News Room· 2025-05-05 11:30
SPRINGDALE, Ark., May 05, 2025 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (NYSE: TSN), one of the world’s largest food companies and a recognized leader in protein with leading brands including Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright, Aidells, ibp and State Fair, reported the following results: (in millions, except per share data)Second Quarter Six Months Ended 2025 2024 2025 2024 Sales$13,074 $13,072 $26,697 $26,391 Operating Income$100 $312 $680 $543 Adjusted1 Operating Income ...
How To Earn $500 A Month From Tyson Foods Stock Ahead Of Q2 Earnings
Benzinga· 2025-05-02 13:04
Tyson Foods, Inc. TSN will release its second-quarter financial results before the opening bell on Monday, May 5.Analysts expect the Springdale, Arkansas-based company to report quarterly earnings at 82 cents per share, up from 62 cents per share in the year-ago period. Tyson Foods projects quarterly revenue of $13.14 billion, compared to $13.07 billion a year earlier, according to data from Benzinga Pro.On April 30, Lineage agreed to acquire multiple existing cold storage warehouses in the US from Tyson Fo ...
Curious about Tyson (TSN) Q2 Performance? Explore Wall Street Estimates for Key Metrics
ZACKS· 2025-04-30 14:20
Core Insights - Analysts forecast Tyson Foods (TSN) will report quarterly earnings of $0.85 per share, reflecting a year-over-year increase of 37.1% [1] - Anticipated revenues are projected to be $13.1 billion, showing a slight increase of 0.2% compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings estimates are crucial for predicting investor actions, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [3] Sales Projections - Analysts project 'Sales- Chicken' to reach $4.05 billion, indicating a decrease of 0.3% from the prior-year quarter [4] - 'Sales- Beef' is estimated at $4.97 billion, reflecting a slight increase of 0.3% from the previous year [5] - 'Sales- International/Other' is expected to be $582.90 million, with a year-over-year increase of 0.5% [5] - 'Sales- Prepared Foods' is projected to reach $2.46 billion, indicating a year-over-year change of 2.3% [5] - 'Sales- Pork' is estimated at $1.47 billion, showing a decrease of 1.1% from the prior-year quarter [6] Adjusted Operating Income - 'Adjusted Operating Income (Loss)- Pork' is expected to be $40.74 million, compared to $33 million from the previous year [6] - 'Adjusted Operating Income (Loss)- International/Other' is projected at $14.62 million, up from $14 million in the same quarter last year [7] - 'Adjusted Operating Income (Loss)- Prepared Foods' is likely to reach $255.29 million, compared to $233 million in the same quarter last year [7] - 'Adjusted Operating Income (Loss)- Chicken' is estimated at $305.64 million, significantly higher than the year-ago figure of $160 million [8] Stock Performance - Tyson shares have experienced a decline of 4% in the past month, contrasting with the Zacks S&P 500 composite's decrease of 0.2% [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]
Tyson Foods to Report Q2 Earnings: What Should Investors Expect?
ZACKS· 2025-04-30 12:20
Core Insights - Tyson Foods, Inc. (TSN) is expected to show growth in both net sales and earnings for the second quarter of fiscal 2025, with net sales estimated at $13.1 billion, reflecting a 0.2% increase year-over-year, and earnings per share (EPS) projected at 85 cents, indicating a 37.1% growth from the previous year [1][2] Group 1: Financial Performance - The Zacks Consensus Estimate for Tyson Foods' international segment sales is projected at $582.9 million for Q2 fiscal 2025, showing growth from $580 million in the same quarter last year [3] - The consensus estimate for quarterly EPS is pegged at 89 cents, which implies a 7.3% decrease year-over-year [7] Group 2: Growth Strategy - Tyson Foods' growth strategy emphasizes international expansion, enhancing capacity utilization, and aligning operations with regional market needs to strengthen its global presence [3] - The company's growth strategy is built around three key pillars: operational excellence, consumer focus, and sustainability, which are driving productivity and efficiency improvements across its business segments [4] Group 3: Market Position - Tyson Foods continues to thrive due to its robust and diversified protein portfolio, allowing it to effectively navigate changing market cycles and capitalize on strong consumer demand for high-protein diets [2]
Tyson Foods To Participate in 20th Annual BMO Global Farm to Market Conference
Globenewswire· 2025-04-29 20:05
Company Overview - Tyson Foods, Inc. is a leading global food company recognized for its protein products, founded in 1935 by John W. Tyson [2] - The company operates under the mission "We Feed the World Like Family" and offers a diverse portfolio of well-known brands including Tyson®, Jimmy Dean®, and Hillshire Farm® [2] - As of September 28, 2024, Tyson Foods employed approximately 138,000 team members [2] Upcoming Event - Tyson Foods management will participate in the 20th Annual BMO Global Farm to Market Conference on May 14, 2025, in New York City [1] - The fireside chat will feature Donnie King, president & CEO, and Curt Calaway, CFO, starting at approximately 8:00 a.m. Eastern Time [1] - The event will be accessible via a live webcast, with additional information available on the company's investor relations website [1]
Efficiency Vs. Expansion: Tyson's Path In The Protein Industry
Seeking Alpha· 2025-04-10 07:58
Company Overview - Tyson Foods (NYSE: TSN) is a significant player in the global animal protein market, established by a single family for nearly 90 years since 1935 [1]. Industry Insights - The company has experienced substantial growth over its long history, positioning itself as a pillar in the animal protein sector [1].
Tyson Foods: A Steady Base With Work Ahead
Seeking Alpha· 2025-04-08 13:06
Tyson Foods (NYSE: TSN ) is one of the leading producers of protein-based foods, including chicken, beef, and pork, with well-known brands such as Tyson (obviously), Jimmy Dean, and Ball Park hot dogs, among many others. The company has five reportable segments: Chicken, Beef, Pork, Prepared Foods, and International/Other. Tyson employs nearlyI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years startin ...
Tyson Foods Announces Second Quarter Earnings Conference Call and Webcast
Globenewswire· 2025-04-07 20:05
SPRINGDALE, Ark., April 07, 2025 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (NYSE: TSN) will release second quarter 2025 financial results on Monday, May 5, 2025. Management will host a conference call and webcast beginning at 9:00 a.m. Eastern Time (8:00 a.m. Central Time). A press release and supplemental materials will be issued before the market opens that morning. WebcastA link for the webcast of the conference call is available on the Tyson Investor Relations website at http://ir.tyson.com. Audio OnlyParti ...
Is Tyson Foods' Stock a Good Buy Amid Rising Protein Demand?
ZACKS· 2025-03-19 18:30
Tyson Foods, Inc. (TSN) is riding a wave of strong demand for high-protein diets. With a diversified protein portfolio and a solid brand presence, it is making strategic moves to capitalize on changing consumer preferences and improve operational efficiency.Tyson Foods’ first-quarter fiscal 2025 performance marked its strongest quarterly results in more than two years, backed by better execution across its operations, particularly in the chicken segment. A solid performance encouraged management to raise it ...