Tyson Foods Slashes FY2026 Adjusted Operating Income Guidance to $1.85B-$2.05B on Beef Losses
TSN is trading near its 52-week low of $50.56 (4.8% above the low).
Summary
Tyson Foods lowered its fiscal 2026 adjusted operating income guidance to $1.85B-$2.05B from $2.1B-$2.3B, citing deepening Beef segment losses from the historic cattle shortage.
Key Events · Earnings and Guidance · TSN
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FY2026 Adjusted Operating Income Guidance Cut
Total company adjusted operating income lowered to $1.85B-$2.05B from $2.1B-$2.3B, a reduction of $250M at the midpoint.
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Beef Segment Losses Deepen
Beef segment operating income (loss) guidance set at $(775)M to $(625)M, reflecting significant margin compression amid volatile cattle prices and one of the most severe cattle shortages in U.S. history.
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Chicken and Pork Guidance Set
Chicken segment operating income guided to $1.85B-$1.95B; Pork guided to $200M-$250M, with softer hog and wholesale prices compressing processing spreads.
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Revenue Growth Outlook Narrowed
Fiscal 2026 revenue growth now expected at 1.5%-2.0%, reflecting a more challenging foodservice demand environment from consumer caution on discretionary spending.
Analysis · TSN · Manufacturing
Tyson Foods cut its fiscal 2026 adjusted operating income outlook to $1.85B-$2.05B, down from the $2.1B-$2.3B range issued just one month ago. The downgrade is driven by severe margin compression in Beef amid one of the worst cattle shortages in U.S. history, with the segment now expected to lose $625M-$775M. Chicken and Pork guidance were also set, while Prepared Foods and International were maintained. The stock is trading near its 52-week low, and this marks the second guidance cut in a month, confirming the cattle-cycle pressures are worsening rather than stabilizing.
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In the 30 days to Sep 14, 2026, 35.8% of the 1051 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, TSN was trading at $53.01 on NYSE in the Manufacturing sector, with a market capitalization of approximately $19.2B. The 52-week trading range was $50.56 to $69.48. This filing was assessed with negative market sentiment and an importance score of 8 out of 10.