Compared to Estimates, Tyson (TSN) Q4 Earnings: A Look at Key Metrics

By Zacks Equity Research | November 10, 2025, 9:30 AM

For the quarter ended September 2025, Tyson Foods (TSN) reported revenue of $13.86 billion, up 2.2% over the same period last year. EPS came in at $1.15, compared to $0.92 in the year-ago quarter.

The reported revenue represents a surprise of -0.35% over the Zacks Consensus Estimate of $13.91 billion. With the consensus EPS estimate being $0.85, the EPS surprise was +35.29%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Tyson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Volume - YoY change: -1.6% versus the two-analyst average estimate of -0.4%.
  • Volume - Chicken-YoY change: 3.7% versus 2.3% estimated by two analysts on average.
  • Volume-Prepared Foods-YoY change: -1.7% versus the two-analyst average estimate of -0.5%.
  • Volume - Pork-YoY change: -4.2% compared to the -0.5% average estimate based on two analysts.
  • Volume - Beef-YoY change: -8.4% compared to the -2.5% average estimate based on two analysts.
  • Sales- Chicken: $4.41 billion versus the two-analyst average estimate of $4.3 billion. The reported number represents a year-over-year change of +3.8%.
  • Sales- Beef: $5.49 billion compared to the $5.45 billion average estimate based on two analysts. The reported number represents a change of +4.3% year over year.
  • Sales- International/Other: $584 million versus $612.05 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.1% change.
  • Sales- Prepared Foods: $2.55 billion versus $2.51 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3% change.
  • Intersegment Sales: $-584 million versus the two-analyst average estimate of $-489.3 million. The reported number represents a year-over-year change of +25.3%.
  • Sales- Pork: $1.41 billion compared to the $1.52 billion average estimate based on two analysts. The reported number represents a change of -1.7% year over year.
  • Adjusted Operating Income (Loss)- Beef: $-94 million versus $-95.82 million estimated by two analysts on average.

View all Key Company Metrics for Tyson here>>>

Shares of Tyson have returned +1.1% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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