SFD Smithfield Foods, Inc.
Price Chart
Executive Summary
Smithfield Foods reported strong fiscal 2025 results with full-year revenue of $15.5 billion (up 9.8% YoY) and operating profit of $1.3 billion (up 15.6%), driven by margin expansion and operational improvements. The company raised its annual dividend to $1.25 per share for 2026 and provided guidance for continued profitability, though Packaged Meats segment profit declined slightly YoY. It also announced the pending acquisition of Nathan’s Famous and a major new processing facility in Sioux Falls.
Key Financial Metrics
Actionable Insight
The combination of strong cash flow, improved leverage, dividend increase, and strategic M&A suggests confidence in sustained profitability. Traders should monitor execution on the Nathan’s Famous integration and capital spending, as well as Packaged Meats margin trends, which showed a slight YoY decline despite overall company strength.
Key Facts
- Fiscal 2025 net sales: $15.53 billion (up 9.8% YoY)
- Operating profit: $1.292 billion (up 15.6% YoY); Adjusted operating profit: $1.336 billion (up 30.5% YoY)
- Packaged Meats segment operating profit: $1.094 billion (down 6.4% YoY)
- Diluted EPS from continuing operations: $2.51 (up from $2.06 in FY2024)
- Dividend increased to $1.25 per share annually for fiscal 2026
- Announced acquisition of Nathan’s Famous and planned $1B+ processing facility in Sioux Falls
- Net debt to adjusted EBITDA ratio improved to 0.3x from 0.8x
Financial Impact
Revenue increased by $1.39 billion and operating profit by $174 million year-over-year, with adjusted operating profit up $312 million. Dividend payout increases by 25% to $1.25/share.
Risk Factors
- Packaged Meats segment profit declined 6.4% YoY despite revenue growth, indicating pricing or cost pressures
- Forward guidance excludes Nathan’s Famous acquisition, creating uncertainty around future earnings accretion
- Hog Production segment remains volatile, though significantly improved from prior year loss
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3260991 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Apr 28, 2026
6w ago
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8-K
| $26.88 $26.25 | ▼ −2.36% | ▼ −7.83% | $26.67 (−0.78%) |
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Apr 28, 2026
6w ago
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Press Release
| $26.88 $26.25 | ▼ −2.36% | ▼ −7.83% | $26.67 (−0.78%) |
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Apr 20, 2026
7w ago
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DEFA14A
| $29.00 $25.68 | ▼ −11.45% | ▼ −16.36% | $26.67 (−8.03%) |
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Apr 17, 2026
7w ago
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Press Release
| $29.00 $24.93 | ▼ −14.03% | ▼ −19.41% | $26.67 (−8.03%) |
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Apr 7, 2026
9w ago
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Press Release
| $29.16 $26.47 | ▼ −9.22% | ▼ −17.77% | $26.67 (−8.54%) |
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Mar 24, 2026
11w ago
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Press Release
| $24.21 $28.88 | ▲ +19.27% | ▲ +10.37% | $26.67 (+10.14%) |
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Mar 3, 2026
14w ago
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Press Release
| $24.56 $28.29 | ▲ +15.18% | ▲ +19.60% | $26.67 (+8.59%) |
US Market Status
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