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Smithfield Foods(SFD) - 2024 Q4 - Annual Results
SFDSmithfield Foods(SFD)2025-03-25 12:00

Financial Performance - Fiscal Year 2024 net sales reached 14.1billion,withanoperatingprofitof14.1 billion, with an operating profit of 1.1 billion and an adjusted operating profit of 1.0billion,markingasignificantincreasefrom1.0 billion, marking a significant increase from 258 million in 2023[4] - For the twelve months ended December 29, 2024, net income from continuing operations was 798million,comparedtoalossof798 million, compared to a loss of 133 million in the prior year[25] - The company reported a net income of 970millionforthetwelvemonthsendedDecember29,2024,comparedto970 million for the twelve months ended December 29, 2024, compared to 23 million in the previous year[30] - Operating profit for the twelve months ended December 29, 2024, was 1,118million,asignificantrecoveryfromalossof1,118 million, a significant recovery from a loss of 56 million in the prior year[25] - Adjusted operating profit for the twelve months ended December 29, 2024, was 1,024million,upfrom1,024 million, up from 258 million in the previous year, indicating a significant improvement[44] Segment Performance - Packaged Meats segment achieved an operating profit of 1.2billion,withanoperatingmarginof14.01.2 billion, with an operating margin of 14.0%, up 70 basis points from 12.9% in fiscal 2023[4] - Fresh Pork segment operating profit increased to 266 million in fiscal 2024, compared to 117millionin2023[6]HogProductionsegmentprofitabilitysawa117 million in 2023[6] - Hog Production segment profitability saw a 600 million increase, although it reported an operating loss of 144millioninfiscal2024[6]ThePackagedMeatssegmentsadjustedoperatingprofitisexpectedtobebetween144 million in fiscal 2024[6] - The Packaged Meats segment's adjusted operating profit is expected to be between 1.05 billion to 1.15billionforfiscalyear2025[12]CashFlowandLiquidityThecompanygenerated1.15 billion for fiscal year 2025[12] Cash Flow and Liquidity - The company generated 916 million in cash flows from operating activities and ended fiscal year 2024 with a net debt to Adjusted EBITDA ratio of 0.8x[7] - The company had 3.245billioninavailableliquidityasofDecember29,2024,consistingof3.245 billion in available liquidity as of December 29, 2024, consisting of 943 million in cash and cash equivalents[7] - Cash flows from operating activities of continuing operations for the twelve months ended December 29, 2024, were 916million,anincreasefrom916 million, an increase from 688 million in the previous year[30] - Cash, cash equivalents, and restricted cash at the end of the period (including discontinued operations) increased to 943millionfrom943 million from 687 million in the previous year[31] Future Projections - For Fiscal Year 2025, the company expects total adjusted operating profit to be between 1.1billionto1.1 billion to 1.3 billion, with sales growth projected in the low-to-mid-single-digit percent range compared to fiscal year 2024[12] - Capital expenditures for fiscal year 2025 are projected to be between 400millionto400 million to 500 million, focusing on profit improvement and maintenance projects[12] - A quarterly cash dividend of 0.25persharewasdeclared,anticipatinganannualdividendrateof0.25 per share was declared, anticipating an annual dividend rate of 1.00 per share for fiscal year 2025[8] Balance Sheet Highlights - Total assets decreased to 11,054millionasofDecember29,2024,downfrom11,054 million as of December 29, 2024, down from 13,317 million a year earlier, indicating a reduction of 16.9%[27] - The company’s total current liabilities decreased to 1,706millionasofDecember29,2024,from1,706 million as of December 29, 2024, from 2,450 million a year earlier, a reduction of 30.3%[27] - The company’s additional paid-in capital decreased to 3,102millionasofDecember29,2024,downfrom3,102 million as of December 29, 2024, down from 4,152 million in the previous year[27] - The total debt and finance lease obligations decreased to 2,002millionasofDecember29,2024,from2,002 million as of December 29, 2024, from 2,033 million in 2023[42] Profitability Metrics - The company reported a net income margin from continuing operations of 5.6% for the twelve months ended December 29, 2024, compared to a loss margin of 0.9% in 2023[39] - The operating profit margin for the three months ended December 29, 2024, was 8.5%, compared to a margin of (2.9)% for the same period in 2023[44] - The company reported an operating profit margin of 7.9% for the twelve months ended December 29, 2024, compared to 1.8% for the previous year[44] - The company achieved an adjusted operating profit margin of 7.2% for the twelve months ended December 29, 2024, compared to 1.8% in the previous year[44] Other Financial Impacts - The company recognized 86 million in employee retention tax credits during the second quarter of 2024, impacting cost of sales and SG&A[33] - The company incurred litigation charges of 196 million during the three months ended December 31, 2023, impacting overall profitability[45] - Incremental costs from property destruction amounted to 4millionforthetwelvemonthsendedDecember29,2024[44]TheWestCoastexitandhogproductionreformincurredcostsof4 million for the twelve months ended December 29, 2024[44] - The West Coast exit and hog production reform incurred costs of 7 million during the twelve months ended December 29, 2024[44]