| TSN |
Report |
Adjusted EPS (2026Q3) |
BEAT |
pred ~$1.02 vs. cons $0.99 |
MEDIUM |
| TSN |
Report |
Chicken adjusted segment operating income (2026Q3) |
BEAT |
pred ~$525M vs. cons $500M |
MEDIUM |
| TSN |
Report |
Beef adjusted segment operating income (2026Q3) |
MISS |
pred ~-$140M vs. cons -$100M |
MEDIUM |
| TSN |
Guide |
Total company adjusted operating income guidance |
UNCHANGED |
guide ~$2.30B midpoint vs. cons $2.30B (FY2026) |
MEDIUM |
| TSN |
Guide |
Chicken adjusted segment operating income guidance |
BETTER |
guide ~$2.08B midpoint vs. cons $1.98B (FY2026) |
MEDIUM |
| TSN |
Guide |
Beef adjusted segment operating income guidance |
LOWER |
guide ~-$500M midpoint vs. cons -$425M (FY2026) |
MEDIUM |
| TSN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| TSN |
Return |
5-day cumulative residual |
+0.8% (FADE) |
The initial reaction should reward an EPS beat and higher Chicken outlook, but fade as a roughly -$500M FY2026 Beef guide versus -$425M consensus implies weaker Q4/FY2027 out-period earnings; predicted residual moderates from +2.4% on day 1 to +0.8% cumulatively by day 5. |
MEDIUM |