Analyst Consensus ?
ConsensusHold29 ratings
Bullish1551.7%
Neutral1344.8%
Bearish13.5%
Tyson Foods, Inc. · TSN · FY2025 Q1 · Calendar Q1 2025
Tyson raises FY2025 outlook as chicken performance leads
The supplied analysis supports a constructive near-term operating picture: stronger chicken results, value-added products, innovation, and cost control supported a higher FY2025 outlook. The case remains conditional because beef supply, tariff exposure, input costs, and seasonality could limit the durability of earnings growth.
Reported Before market openNYSEConsumer Defensive
$19.95B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.79
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $13.44B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.2%
Event window
SPY move
-0.7%
Same window
Abnormal move
+2.9%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
+4.8%
Up to 20 sessions
TSNSPY benchmark
Ask FN2 about TSN FY2025 Q1
Transcript, numbers and history already loaded
What drove TSN's +2.2% move after FY2025 Q1 earnings?What changed in TSN's guidance and outlook in FY2025 Q1?Give me the bull and bear case for TSN after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, management raised FY2025 sales and adjusted operating income guidance, reported record chicken performance, and emphasized a lower 2.3x leverage ratio. The focus remained on value-added products, network optimization, disciplined capital spending, and digital tools.
Guidance delta
Management raised FY2025 sales guidance to flat-to-plus-1% and adjusted operating income guidance to $1.9-$2.3 billion.
Key takeaways
- Management described record chicken operating income and food-service volume growth.
- Value-added mix, product innovation, cost control, and digital tools were highlighted as growth supports.
- Net leverage improved to 2.3x, while management kept capital spending disciplined at $1-$1.2 billion.
Management priorities
- Expand value-added products and the Jimmy Dean and Hillshire Farm innovation pipeline.
- Optimize the network and focus capital spending on high-return projects.
- Expand AI-driven digital tools for consumer engagement while maintaining cost discipline.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$56.7Current
$35Low
$62.9Average
$99High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Piper Sandler | Overweight | Overweight | Maintain | Oct 7, 2026 |
| JP Morgan | Overweight | Neutral | Upgrade | Sep 18, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Sep 4, 2026 |
| Barclays | Overweight | Overweight | Maintain | Sep 4, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Jul 2, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jul 2, 2026 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | May 5, 2026 |
| Mizuho | Outperform | Buy | Maintain | Mar 26, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Apr 15, 2025 |
| HSBC | Reduce | Reduce | Maintain | May 7, 2024 |
| Goldman Sachs | Neutral | Neutral | Maintain | Apr 17, 2024 |
| Credit Suisse | Neutral | Neutral | Maintain | Feb 7, 2023 |
| Argus Research | Hold | Buy | Downgrade | Sep 13, 2022 |
| Buckingham Research | Neutral | Neutral | Maintain | Feb 20, 2020 |
| Buckingham | Neutral | Neutral | Maintain | Feb 20, 2020 |
| Bank of America | Buy | Buy | Maintain | Nov 13, 2019 |
| Argus | Buy | Hold | Upgrade | May 14, 2019 |
| Vertical Research | Buy | Hold | Upgrade | Jan 10, 2019 |
| Vertical Group | Buy | Hold | Upgrade | Jan 10, 2019 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | May 8, 2018 |
| Pivotal Research | Hold | Sell | Upgrade | Nov 13, 2017 |
| Jefferies | Buy | Buy | Maintain | Oct 30, 2017 |
| CLSA | Buy | Outperform | Maintain | Oct 10, 2016 |
| BB&T Capital | Hold | Buy | Downgrade | Mar 4, 2016 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Jan 5, 2016 |
| Cleveland Research | Buy | Neutral | Upgrade | Feb 5, 2015 |
| KeyBanc | Buy | Buy | Maintain | Jul 29, 2014 |
| DA Davidson | Buy | Buy | Maintain | Jul 10, 2013 |
| Miller Tabak | Buy | Neutral | Upgrade | May 7, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $56.7. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Piper Sandler | Analyst unavailable | $56 | $51.97 | -1.2% | Oct 7, 2026 |
| Piper Sandler | Analyst unavailable | $66 | $51.74 | +16.4% | Sep 10, 2026 |
| Barclays | Analyst unavailable | $75 | $51.76 | +32.3% | Sep 4, 2026 |
| BMO Capital | Andrew Strelzik | $65 | $51.76 | +14.6% | Sep 4, 2026 |
| Bernstein | Alexia Howard | $66 | $58.12 | +16.4% | Aug 4, 2026 |
| Coker Palmer | Thomas Palmer | $65 | $57.48 | +14.6% | Jul 14, 2026 |
| Bernstein | Analyst unavailable | $63 | $58.43 | +11.1% | Jul 2, 2026 |
| Piper Sandler | Michael Lavery | $78 | $56.2 | +37.6% | Jun 18, 2026 |
| Piper Sandler | Analyst unavailable | $80 | $68.76 | +41.1% | May 4, 2026 |
| Bernstein | Analyst unavailable | $69 | $65.74 | +21.7% | Feb 3, 2026 |
| BMO Capital | Andrew Strelzik | $73 | $65.74 | +28.7% | Feb 3, 2026 |
| Barclays | Analyst unavailable | $78 | $65.74 | +37.6% | Feb 3, 2026 |
| BMO Capital | Analyst unavailable | $67 | $56.2 | +18.2% | Jan 8, 2026 |
| Piper Sandler | Michael Lavery | $61 | $59.56 | +7.6% | Dec 12, 2025 |
| Stephens | Pooran Sharma | $61 | $55.75 | +7.6% | May 6, 2025 |
| Coker Palmer | Thomas Palmer | $60 | $60.54 | +5.8% | Apr 15, 2025 |
| Piper Sandler | Michael Lavery | $58 | $61.69 | +2.3% | Nov 13, 2024 |
| BMO Capital | Andrew Strelzik | $62 | $61.69 | +9.3% | Nov 13, 2024 |
| Barclays | Benjamin Theuer | $76 | $62.66 | +34.0% | Nov 12, 2024 |
| Bank of America Securities | Peter Galbo | $62 | $59.85 | +9.3% | Oct 15, 2024 |
| Piper Sandler | Michael Lavery | $50 | $60.52 | -11.8% | Sep 25, 2024 |
| Barclays | Benjamin Theuer | $72 | $65.13 | +27.0% | Sep 5, 2024 |
| BMO Capital | Andrew Strelzik | $60 | $62.08 | +5.8% | Aug 6, 2024 |
| Coker Palmer | Thomas Palmer | $63 | $62.51 | +11.1% | Aug 5, 2024 |
| Piper Sandler | Michael Lavery | $57 | $58.33 | +0.5% | May 7, 2024 |
| BMO Capital | Andrew Strelzik | $58 | $58.28 | +2.3% | May 7, 2024 |
| Barclays | Benjamin Theuer | $69 | $58.12 | +21.7% | Apr 16, 2024 |
| Coker Palmer | Thomas Palmer | $62 | $57.6 | +9.3% | Apr 3, 2024 |
| Loop Capital Markets | Andrew Strelzik | $46 | $47.77 | -18.9% | Nov 14, 2023 |
| Stephens | Ben Bienvenu | $70 | $47.58 | +23.5% | Nov 14, 2023 |
| Barclays | Benjamin Theurer | $50 | $46.39 | -11.8% | Nov 10, 2023 |
| UBS | Kevin Caliendo | $37 | $52.66 | -34.7% | Jul 24, 2023 |
| Deutsche Bank | Steve Powers | $35 | $50.39 | -38.3% | May 19, 2023 |
| Bernstein | Alexia Howard | $48 | $48.95 | -15.3% | May 9, 2023 |
| J.P. Morgan | Analyst unavailable | $63 | $59.92 | +11.1% | Feb 7, 2023 |
| Credit Suisse | Analyst unavailable | $58 | $61.08 | +2.3% | Feb 7, 2023 |
| Goldman Sachs | Analyst unavailable | $66 | $61.08 | +16.4% | Feb 7, 2023 |
| Piper Sandler | Analyst unavailable | $65 | $65.75 | +14.6% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $58 | $67.33 | +2.3% | Nov 28, 2022 |
| J.P. Morgan | Analyst unavailable | $70 | $64.34 | +23.5% | Nov 15, 2022 |
| BMO Capital | Analyst unavailable | $75 | $64.83 | +32.3% | Nov 15, 2022 |
| Piper Sandler | Michael Lavery | $79 | $79.92 | +39.3% | Aug 9, 2022 |
| Piper Sandler | Michael Lavery | $85 | $92.84 | +49.9% | May 10, 2022 |
| Piper Sandler | Michael Lavery | $81 | $90.1 | +42.9% | May 3, 2022 |
| BMO Capital | Kenneth Zaslow | $99 | $87.14 | +74.6% | Mar 18, 2022 |
Track every rating change on TSN the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTyson Foods, Inc. operates as a prominent global food producer, encompassing a broad range of activities across four core divisions: Beef, Pork, Chicken, and Prepared Foods. Within its Beef and Pork segments, the company manages the entire process from live cattle and hogs to their transformation into various meat products. This includes fabricating whole carcasses into primary and secondary cuts, providing case-ready options, and producing fully cooked meats. Its Chicken division is responsible for raising and processing poultry, delivering a spectrum of fresh, frozen, and value-added chicken items, and also supplying breeding stock. Additionally, Tyson markets specialty by-products such as animal hides. The Prepared Foods unit focuses on manufacturing and distributing a diverse portfolio of frozen and refrigerated convenience foods.…
Historical context
All TSN earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| PG The Procter & Gamble Company | FY2027 Q1 · Calendar Q4 2026 | +6.4% | +5.6% | P&G: Volume Growth Supports FY2027 Guidance Despite Cost Headwinds |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the TSN recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-20T00:03:20.673815+00:00
- Polygon adjusted daily market bars · 2026-10-24T16:50:41.266149+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-24T16:50:41.263405+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-24. For educational purposes only; not investment advice.