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Smithfield Foods (SFD)
NASDAQ:SFD
Earnings Data
Report Date
Mar 31, 2026TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.52Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 1.12%
|Next Earnings Date:Mar 31, 2026
Earnings Call Sentiment|Neutral
Smithfield Foods reported a strong start to fiscal 2025 with record first-quarter profits and significant improvements across key segments. However, challenges such as tariffs affecting exports and market spread compression in Fresh Pork pose risks moving forward. Overall, while the highlights are significant, the lowlights present notable challenges, creating a balanced outlook.Company Guidance
During Smithfield Foods' first quarter 2025 earnings call, the company reported a strong start to the fiscal year with an adjusted operating profit of $326 million and a margin of 8.6%, marking an 86% increase from the previous year. The Packaged Meats segment achieved an adjusted operating profit of $266 million with a 13.1% margin, driven by product mix improvements and operational efficiencies, despite higher input costs. The Fresh Pork segment posted an $82 million operating profit with a 4% margin, while the Hog Production segment made a significant turnaround to a $1 million profit from a previous $174 million loss, attributed to favorable market conditions and cost structure improvements. Across all segments, Smithfield emphasized a focus on efficiency and cost savings, resulting in lower manufacturing, distribution, and SG&A costs. The company ended the quarter with a net debt to adjusted EBITDA ratio of 0.7x, providing financial flexibility to support growth strategies. Looking ahead, Smithfield reaffirmed its fiscal 2025 outlook for increased sales and operating profit amidst challenging market conditions.Record First Quarter Operating Profit
Smithfield Foods achieved a record first-quarter adjusted operating profit of $326 million, marking an 86% increase compared to $176 million in the first quarter of 2024. The adjusted operating profit margin was 8.6%, up from 5.1%.
Packaged Meats Segment Performance
The Packaged Meats segment delivered $266 million in adjusted operating profit with an impressive margin of 13.1%, even amidst higher raw material input costs.
Turnaround in Hog Production Segment
The Hog Production segment reported a profit of over $1 million, a significant improvement from a loss of $174 million in the first quarter of 2024, driven by improved market conditions and a more efficient cost structure.
Strong Balance Sheet
Smithfield Foods ended the quarter with a net debt to adjusted EBITDA ratio of 0.7x, well below their policy of 2x, providing financial flexibility to support growth strategies.
Increased Consolidated Sales
Consolidated sales for the first quarter were $3.8 billion, a 9.5% increase compared to the prior year, driven by higher feed and hog sales as well as higher average sales prices across segments.
SFD Earnings History
Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release | Slides | Play Transcript |
|---|---|---|---|---|---|---|---|
Mar 31, 2026 | 2025 (Q4) | 0.52 | ― | ― | ― | ||
Apr 29, 2025 | 2025 (Q1) | ― | ― | ||||
Mar 25, 2025 | 2024 (Q4) | -0.244 | 313.11% (+0.76) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SFD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2025 | $19.69 | $21.43 | +8.84% |
Mar 25, 2025 | $19.14 | $18.69 | -2.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Smithfield Foods (SFD) report earnings?
Smithfield Foods (SFD) is schdueled to report earning on Mar 31, 2026, TBA Not Confirmed.
What is Smithfield Foods (SFD) earnings time?
Smithfield Foods (SFD) earnings time is at Mar 31, 2026, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SFD EPS forecast?
Currently, no data Available