Tyson Foods TSN Q3 2025 Earnings Preview Downside Risk Amid Beef Segment Pressure

Forward-Looking Analysis Tyson Foods is anticipated to report a 9% decline in net income and a modest revenue increase in its Q3 2025 earnings on August 4th. Analysts forecast net income at $281 million, down 17% year over year, with EPS expected at $0.79, a 9.2% decline. Revenue is projected at $13.56 billion, up 1.52% year over year. While the chicken segment shows improvement, beef segment losses are widening, with operating losses estimated at $157 million. The pork segment and prepared foods show promising growth, with operating margins improving significantly. Stephens Inc. has downgraded its earnings guidance to $0.81 from $0.95, and shares have been downgraded by Bernstein to a neutral position. Goldman Sachs initiated a “buy” recommendation, citing value potential. Tyson shares closed at $52.92, down 1.36%, with a 52-week range between $52.71 and $66.88.

Historical Performance Review In the second quarter of 2025, Tyson Foods reported $13.07 billion in revenue, a net income of $14 million, and an EPS of $0.02. The gross profit stood at $600 million. Despite stronger-than-expected EPS of $0.92, the quarter was marked by mixed results across segments.

Additional News Tyson Foods has seen varied analyst activity, with Bernstein downgrading shares citing beef segment challenges and high interest costs, while Goldman Sachs issued a “buy” recommendation based on price value post a 8% share price drop after Q2 earnings. Tyson Foods shares have decreased 13.12% over the past year, closing recently at $52.92. The company remains a leader in protein with notable brands like Tyson and Jimmy Dean, despite current market pressures.

Summary & Outlook Tyson Foods faces mixed prospects, with revenue growth offset by declining net income and EPS, largely due to beef segment pressures. The chicken and pork segments provide growth catalysts, with operational improvements noted. The company's financial health is challenged by market dynamics, including beef oversupply and interest costs. Despite these risks, Goldman Sachs sees value in the current price, suggesting potential upside. Overall, the outlook is neutral given the balance of growth catalysts and segment-specific risks.