TSN
FY2026 Q2 · Calendar Q2 2026
Tyson Foods, Inc.
Tyson Foods delivered a Q2 FY2026 EPS beat ($0.87 vs $0.78 estimate) on $13.65B in revenue, driven by a standout chicken segment that posted $523M in adjusted operating income at a 12.2% margin. The company raised full-year adjusted operating income guidance to $2.2-$2.4B, lifting the chicken segment outlook by $200M at the midpoint. The market responded with an 8.3% abnormal return on the report day, though the stock subsequently drifted down 13.3% and now trades at $60.65, below the analyst consensus target of $71.40. The divergence between near-term operational strength and the subsequent price decline suggests investors may be weighing the sustainability of genetics-driven margin gains against persistent beef losses and commodity cost pressures.
EPS surprise+11.5%
Market move+8.0%