Sign In
Buy SFD
Smithfield Foods Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.580 |
| EPS actual | $0.640 |
| EPS Surprise | 10.34% |
| Revenue estimate | 3.703B |
| Revenue actual | 3.8B |
| Revenue Surprise | 2.62% |
| Release date | Mar 24, 2026 |
| EPS estimate | $0.676 |
| EPS actual | $0.83 |
| EPS Surprise | 22.78% |
| Revenue estimate | 4.15B |
| Revenue actual | 4.227B |
| Revenue Surprise | 1.86% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.529 |
| EPS actual | $0.580 |
| EPS Surprise | 9.64% |
| Revenue estimate | 4.084B |
| Revenue actual | 3.747B |
| Revenue Surprise | -8.26% |
| Release date | Aug 12, 2025 |
| EPS estimate | $0.550 |
| EPS actual | $0.478 |
| EPS Surprise | -13.18% |
| Revenue estimate | 3.786B |
| Revenue actual | 3.786B |
Last 4 Quarters for Smithfield Foods
Below you can see how SFD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 12, 2025 |
| Price on release | $24.52 |
| EPS estimate | $0.550 |
| EPS actual | $0.478 |
| EPS surprise | -13.18% |
| Date | Price |
|---|---|
| Aug 06, 2025 | $25.35 |
| Aug 07, 2025 | $25.75 |
| Aug 08, 2025 | $25.53 |
| Aug 11, 2025 | $25.17 |
| Aug 12, 2025 | $24.52 |
| Aug 13, 2025 | $25.51 |
| Aug 14, 2025 | $25.78 |
| Aug 15, 2025 | $25.30 |
| Aug 18, 2025 | $25.51 |
| 4 days before | -3.27% |
| 4 days after | 4.04% |
| On release day | 4.04% |
| Change in period | 0.631% |
| Release date | Oct 28, 2025 |
| Price on release | $22.60 |
| EPS estimate | $0.529 |
| EPS actual | $0.580 |
| EPS surprise | 9.64% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $21.79 |
| Oct 23, 2025 | $21.65 |
| Oct 24, 2025 | $21.51 |
| Oct 27, 2025 | $21.56 |
| Oct 28, 2025 | $22.60 |
| Oct 29, 2025 | $21.81 |
| Oct 30, 2025 | $22.32 |
| Oct 31, 2025 | $22.16 |
| Nov 03, 2025 | $21.95 |
| 4 days before | 3.72% |
| 4 days after | -2.88% |
| On release day | -3.50% |
| Change in period | 0.734% |
| Release date | Mar 24, 2026 |
| Price on release | $24.48 |
| EPS estimate | $0.676 |
| EPS actual | $0.83 |
| EPS surprise | 22.78% |
| Date | Price |
|---|---|
| Mar 18, 2026 | $23.55 |
| Mar 19, 2026 | $23.11 |
| Mar 20, 2026 | $23.12 |
| Mar 23, 2026 | $23.48 |
| Mar 24, 2026 | $24.48 |
| Mar 25, 2026 | $24.99 |
| Mar 26, 2026 | $25.83 |
| Mar 27, 2026 | $26.69 |
| Mar 30, 2026 | $27.09 |
| 4 days before | 3.95% |
| 4 days after | 10.66% |
| On release day | 2.08% |
| Change in period | 15.03% |
| Release date | Apr 28, 2026 |
| Price on release | $26.88 |
| EPS estimate | $0.580 |
| EPS actual | $0.640 |
| EPS surprise | 10.34% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $28.88 |
| Apr 23, 2026 | $29.28 |
| Apr 24, 2026 | $29.35 |
| Apr 27, 2026 | $28.73 |
| Apr 28, 2026 | $26.88 |
| Apr 29, 2026 | $26.42 |
| Apr 30, 2026 | $26.28 |
| May 01, 2026 | $26.29 |
| May 04, 2026 | $26.61 |
| 4 days before | -6.93% |
| 4 days after | -1.00% |
| On release day | -1.71% |
| Change in period | -7.86% |
Smithfield Foods Earnings Call Transcript Summary of Q1 2026
Smithfield reported record first-quarter 2026 adjusted operating profit of $339 million (8.9% margin) and adjusted net income of $251 million, driven primarily by Packaged Meats strength and continued execution across Fresh Pork and Hog Production. Packaged Meats delivered $275 million operating profit (+4% YoY) on 6% sales growth driven by volume, higher average selling prices, increased distribution and strong momentum in higher-margin value-added categories (Prime Fresh, cooked/dry sausage, lunch meat). Fresh Pork posted $78 million operating profit, down slightly due to winter storm production disruptions and reduced China exports, while Hog Production returned to profitability ($4 million) from improved commodity dynamics and farm efficiencies. Corporate expenses fell 11% YoY; liquidity remained strong at $3.7 billion with net debt/EBITDA of 0.4x. Management reaffirmed 2026 guidance, highlighted ongoing margin levers (price & mix, productivity, hedging, procurement, targeted brand investment), cautioned about near-term cost pressure from the Middle East conflict (freight, diesel, resin/packaging, beef & turkey input costs), and reiterated a medium-term strategy to produce ~30% of Fresh Pork needs internally. They remain focused on innovation, retail and foodservice growth, cost savings, opportunistic M&A (Nathan's Famous acquisition expected to close in 2026), and returning capital to shareholders via dividends.
