Financial Performance - The company achieved its sixth consecutive quarter of year-over-year (YoY) growth in Sales, Adjusted Operating Income (AOI), and adjusted Earnings Per Share (EPS)[5] - Q4 2025 sales reached $13860 million, a 48% increase compared to the previous year, excluding the impact of legal contingency accruals[28, 29] - Adjusted Operating Income (AOI) for Q4 2025 was $608 million, a 19% increase YoY[28] - Adjusted EPS for Q4 2025 was $115, a 25% increase YoY[28] - The company's free cash flow for fiscal year 2025 was $1177 million[31] Segment Performance - Chicken segment achieved record profitability[5] - Chicken segment sales for Q4 2025 were $4411 million, a 38% increase YoY, with AOI at $457 million, a $101 million increase YoY[15] - Beef segment sales for Q4 2025 were $5489 million, a 43% increase YoY, but with an AOI loss of $94 million[18] - Pork segment sales for Q4 2025 were $1414 million, a 17% decrease YoY, but with AOI at $31 million, a $12 million increase YoY[21] - Prepared Foods segment sales for Q4 2025 were $2546 million, a 30% increase YoY, with AOI at $189 million[11] Financial Position - The company's net leverage ratio improved YoY, reaching 21x in Q4 2025[5, 33] FY26 Guidance - The company projects sales growth of 2%-4% for fiscal year 2026[37] - Total AOI is projected to be between $21 billion and $23 billion[37]
Tyson Foods(TSN) - 2025 Q4 - Earnings Call Presentation