Q2 FY2026 EarningsQ2 FY26 results were mixed as Smithfield beat consensus on revenue and adjusted earnings but missed on operating profit (EBIT). Total revenue of $3,700M exceeded the $3,646M consensus by 1.47%, supported by strong growth in Mexico operations despite a 5.5% volume decline in Packaged Meats. Adjusted Diluted EPS of $0.62 outperformed expectations by 3.97%, driven by lower interest expenses and non-operating gains from rabbi trusts. However, Operating Profit of $290M missed the $315M consensus by 7.94% due to higher advertising spend and inflationary manufacturing costs.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Smithfield Foods(SFD) the Revenue is 3.7 B (-2.27%), Beat estimate;the EBIT is 300 M (+0.67%), Miss estimate;the EPS is 0.6 (+25%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
3.70B2.27%
3.65B3.69%
+0.05B1.42%
EBITMiss expectations
0.30B0.67%
0.32B5.71%
-0.02B5.04%
EPSExceed expectations
0.625.00%
0.5922.92%
+0.01002.08%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf