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Tyson Foods (NYSE:TSN) Exceeds Q4 CY2025 Expectations

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Meat company Tyson Foods (NYSE: TSN) announced better-than-expected revenue in Q4 CY2025, with sales up 5.1% year on year to $14.31 billion. Its non-GAAP profit of $0.97 per share was 3.1% above analysts’ consensus estimates.

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Tyson Foods (TSN) Q4 CY2025 Highlights:

  • Revenue: $14.31 billion vs analyst estimates of $13.93 billion (5.1% year-on-year growth, 2.7% beat)
  • Adjusted EPS: $0.97 vs analyst estimates of $0.94 (3.1% beat)
  • Adjusted EBITDA: $879 million vs analyst estimates of $871.6 million (6.1% margin, 0.8% beat)
  • Operating Margin: 2.1%, down from 4.3% in the same quarter last year
  • Free Cash Flow Margin: 4.8%, similar to the same quarter last year
  • Sales Volumes were flat year on year (1.6% in the same quarter last year)
  • Market Capitalization: $23.07 billion

"Our first quarter results reflect solid execution across our portfolio," said Donnie King, President & CEO of Tyson Foods.

Company Overview

Started as a simple trucking business, Tyson Foods (NYSE: TSN) is one of the world’s largest producers of chicken, beef, and pork.

Revenue Growth

A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul.

With $55.13 billion in revenue over the past 12 months, Tyson Foods is one of the most widely recognized consumer staples companies. Its influence over consumers gives it negotiating leverage with distributors, enabling it to pick and choose where it sells its products (a luxury many don’t have). However, its scale is a double-edged sword because there are only so many big store chains to sell into, making it harder to find incremental growth. For Tyson Foods to boost its sales, it likely needs to adjust its prices, launch new offerings, or lean into foreign markets.

As you can see below, Tyson Foods struggled to increase demand as its $55.13 billion of sales for the trailing 12 months was close to its revenue three years ago. This is mainly because it failed to grow its volumes.

Tyson Foods Quarterly Revenue

This quarter, Tyson Foods reported year-on-year revenue growth of 5.1%, and its $14.31 billion of revenue exceeded Wall Street’s estimates by 2.7%.

Looking ahead, sell-side analysts expect revenue to grow 1.5% over the next 12 months, similar to its three-year rate. This projection doesn't excite us and implies its newer products will not lead to better top-line performance yet.

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Volume Growth

Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful staples business as there’s a ceiling to what consumers will pay for everyday goods; they can always trade down to non-branded products if the branded versions are too expensive.

Tyson Foods’s quarterly sales volumes have, on average, stayed about the same over the last two years. This stability is normal because the quantity demanded for consumer staples products typically doesn’t see much volatility. Tyson Foods Year-On-Year Volume Growth

In Tyson Foods’s Q4 2026, year on year sales volumes were flat. This result was more or less in line with its historical levels.

Key Takeaways from Tyson Foods’s Q4 Results

It was encouraging to see Tyson Foods beat analysts’ revenue expectations this quarter. We were also happy its EBITDA narrowly outperformed Wall Street’s estimates. On the other hand, its gross margin missed. Overall, this print had some key positives. The stock traded up 3.9% to $67.87 immediately following the results.

Is Tyson Foods an attractive investment opportunity at the current price? When making that decision, it’s important to consider its valuation, business qualities, as well as what has happened in the latest quarter. We cover that in our actionable full research report which you can read here (it’s free).

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