NASDAQ$SFD

Smithfield Foods Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

SFD reported Q1 2026 revenue of $4.2B and net income of $249.0M.

For Q1 2026, SFD reported revenue of $4.2B and net income of $249.0M. MD&A discusses segment trends, costs, and balance-sheet items; Profitability improved versus the prior-year quarter.

  • Revenue $4.2B for Q1 2026.
  • Net income $249.0M.
  • Operating expenses and margin mix are discussed in MD&A.
  • Liquidity, capital allocation, and macro exposure are disclosed.

Headline financials

Total Revenue

$3.8B

Previous: $3.77B+0.8%
EPS (adj)

$0.62

Previous: $0.57+8.8%
Net Income

$246M

Previous: $224M+9.8%
Operating Income

$333M

Previous: $321M+3.7%
Gross Profit

$511M

Previous: $510M+0.2%

Revenue & EPS history

Smithfield Foods Inc · Revenue · Quarterly

$3.8B

Q1 2026+0.8%vs Q1 2025
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.2%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+1.4%

Avg return

30 days after

50%

2 / 4 earnings

Positive

+8.8%

Q1 2025

Best reaction

-6.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.4%-8.5%-8.2%
Q3 2025+5.0%+2.8%-0.7%
Q2 2025-2.5%+0.5%-2.6%
Q1 2025+8.8%+15.4%+17.1%
Q3 2016
Q2 2016
Q1 2016
Q3 2015
Q2 2015
Q1 2015
Q1 2013

Discussion

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