Tyson Foods, Inc. (TSN) earnings on August 3, 2026
More Tyson Foods, Inc. earnings
Prior outlook: Pessimistic Outcome: Partial
Tyson Foods shares ended higher after a volatile session, with news suggesting the border reopening will have limited impact this year.
TSN price around the earnings
59.61
Change: +2.8%
2026-08-03, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Partial
- Thesis published
- Results released
Cautious outlook, recent weakness and negative sentiment
Analysts are cautious because the stock has been underperforming the market recently, and a sharp drop in oil prices is hurting the sector. Even though the company has a strong recent record of beating earnings forecasts, the current mood is negative.
Context analyzed before publication
- Summary
- Cautious outlook, recent weakness and negative sentiment
- Playbook
- The stock recently rose sharply then fell just as fast, leaving it in a technically after a strong recent drop state. Market watchers are worried about the oil price crash and the cautious stance from analysts.
- Trend
- Expert confidence dropped sharply in the last days
Analysts
Drivers
-
Analysts
Negative
Analysts rate the stock as 'hold' with a price target of $68, which is 18.2% above the current price, but they remain cautious.
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.62
- Analysts covering the stock
- 12
- Average price target
- 68.5
- Lowest price target
- 56
- Highest price target
- 81
- Upside to price target
- 18.2%
- Quarterly earnings growth
- 3,614.3%
- Revenue growth
- 4.4%
- Forward EPS
- 4.48
- Trailing EPS
- 1.27
- Analyst moves in the last 60 days
- 4
- Strong buy: 2
- Buy: 2
- Hold: 8
- Sell: 0
- Strong sell: 1
- Strong buy
- 2
- Buy
- 2
- Hold
- 8
- Sell
- 0
- Strong sell
- 1
- July 14, 2026 · JP Morgan: Maintains rating (Neutral → Neutral)
- July 2, 2026 · B of A Securities: Maintains rating (Neutral → Neutral)
- July 2, 2026 · Bernstein: Maintains rating (Market Perform → Market Perform)
- June 18, 2026 · Piper Sandler: Reiterates rating (Overweight → Overweight)
News and sentiment
Drivers
-
News & sentiment
Negative
An 8% drop in oil prices is a negative headline for the sector, and overall news sentiment is negative.
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (2)
- Tyson Foods, Marriott And 3 Stocks To Watch Heading Into Monday (opens in a new tab) — Benzinga
- JP Morgan Maintains Neutral on Tyson Foods, Lowers Price Target to $65 (opens in a new tab) — Benzinga
Technicals
Drivers
-
Technical
Negative
The stock has lost 0.86% over the past month while the market gained 0.15%, showing it is lagging behind.
Evidence
- Price when the context was analyzed
- 57.91
- Average true range (ATR)
- 2.7%
- Distance to 52-week high
- -15.0%
- 14-day change (14d)
- +0.2%
- 30-day change (30d)
- -0.9%
- 30-day relative strength
- -1.0%
- SPY change (30d)
- +0.1%
- Nearest support
- 57.59
- Distance to nearest support
- 0.5%
- Nearest resistance
- 58.07
- Distance to nearest resistance
- 0.3%
- Volume accumulation ratio (14d / 46d)
- 1.01
- Major: 57.59 (0.5% away, 0.2 ATR, 72 touches)
- Major: 57.28 (1.1% away, 0.39 ATR, 35 touches)
- Major: 56.88 (1.8% away, 0.65 ATR, 41 touches)
- Mid: 58.07 (0.3% away, 0.1 ATR, 14 touches)
- Major: 58.47 (1% away, 0.36 ATR, 45 touches)
- Major: 59.01 (1.9% away, 0.7 ATR, 40 touches)
Trends
Evidence
- Average earnings surprise
- +17.2%
- May 4, 2026: actual EPS 0.87 vs estimate 0.78 (surprise +11.6%)
- February 2, 2026: actual EPS 0.97 vs estimate 0.94 (surprise +3.1%)
- November 10, 2025: actual EPS 1.15 vs estimate 0.83 (surprise +37.8%)
- August 4, 2025: actual EPS 0.91 vs estimate 0.78 (surprise +16.2%)
Expected move
Drivers
-
Past earnings
Positive
The company has beaten earnings forecasts every time, with an average surprise of +17.2% — the strongest track record in this group.
- Implied move
- +2.3%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 3.8%
- 75th percentile move
- 7.8%
- 90th percentile move
- 9%
- Up / down moves
- 12 / 8
- Average up move
- +4.4%
- Average down move
- -6.7%
Monitoring and close
What Tyson Foods, Inc. reported
- Status
- Finished
| Actual EPS | 0.99 |
|---|---|
| EPS estimate | 0.99 |
| EPS surprise | +0.3% |
| Revenue | $13,868 million |
| Revenue estimate | $14,066 million |
| Revenue surprise | -1.4% |
Tyson CEO said reopening the Mexican border won't fully solve the US beef shortage, keeping prices elevated. Still, Tyson stock rose 2.5% as stronger chicken performance offset beef losses.
Sources (25)
- Tyson CEO: Reopening the Mexican border won't fully solve the US beef shortage (opens in a new tab) — Yahoo Finance
- Tyson Stock Rises 2.5% Despite Deeper Beef-Loss Forecast (opens in a new tab) — GuruFocus.com
- Tyson Foods Sees Mexico Border Reopening Helping Beef Recovery—But Not This Year (opens in a new tab) — Benzinga
- Tyson Foods Q3 Earnings & Revenues Miss Estimates, Volumes Fall Y/Y (opens in a new tab) — Zacks
- Earnings: Beef prices weigh on Tyson Foods, McDonald's Q2 results on deck (opens in a new tab) — Yahoo Finance Video
- Tyson Foods Q3 Earnings Call Highlights (opens in a new tab) — MarketBeat
- Tyson Foods Is Relying on Chicken Sales to Drive Gains as Rising Prices Sink Beef Segment (opens in a new tab) — Barrons.com
- Tyson Foods expects steeper losses in beef as third-quarter volumes slide (opens in a new tab) — Yahoo
- Tyson Foods Cuts Profit Outlook, Asks “Where’s the Beef?” (opens in a new tab) — Yahoo
- Dow Surges 600 Points; Tyson Foods Shares Fall After Q3 Results (opens in a new tab) — Benzinga
- Tyson Foods Misses Third-Quarter Expectations and Cuts Full-Year Outlook (opens in a new tab) — InvestorsHub
- Tyson Foods, Inc. (TSN) Q3 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Tyson (TSN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (opens in a new tab) — Zacks
- Tyson Foods CEO Says U.S. Decision To Resume Cattle Imports From Mexico Will Not Have A Material Impact On Fiscal Year That Ends In September (opens in a new tab) — Benzinga
- Tyson Foods cuts fiscal 2026 profit forecast on beef losses (opens in a new tab) — Quartz
- Tyson Foods (TSN) Lags Q3 Earnings and Revenue Estimates (opens in a new tab) — Yahoo
- Tyson shares slip as sales miss estimates and volumes fall (opens in a new tab) — Proactive
- Rising Beef Costs Pressure Tyson’s Bottom Line (opens in a new tab) — The Wall Street Journal
- Tyson Foods Stock Falls as Soaring Beef Prices Dent Sales (opens in a new tab) — Yahoo
- Tyson Foods reported adjusted earnings of $0.99 per share, in line with expectations, but revenue of $13.868 billion, below the estimated $14.116 billion. — Benzinga
- Tyson Foods Q3 Adj. EPS $0.99, Inline, Sales $13.868B Miss $14.116B Estimate (opens in a new tab) — Benzinga
- Tyson Foods (NYSE:TSN) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings (opens in a new tab) — StockStory
- Tyson Foods Narrows FY2026 Sales Guidance from $55.530B-$56.619B to $55.802B-$56.346B vs $56.756B Est (opens in a new tab) — Benzinga
- Tyson Foods Third Quarter 2026 Financial Results Available on the Company’s Investor Relations Website (opens in a new tab) — Yahoo
- Tyson Foods: Prolonged Beef Weakness Is Fully Reflected In Valuation (Upgrade) (opens in a new tab) — SeekingAlpha
Pre-market second reading after the results
- Verdict
- In line with expectations
Heading into the open, results beat expectations on earnings but not on revenue, and the price is indicating -2.6% pre-market, a move in line with the stock's usual reaction (about 4%). The figures don't confirm the prior scenario: the price move doesn't follow the direction the results point to.
How the stock reacted
- Outcome
- Partial
- Consolidated
- +2.9%
- Max favorable move (MFE)
- 5.9%
- Max adverse move (MAE)
- 3.4%