NYSE$HRL

Hormel Foods Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Hormel Foods reported solid top-line growth and delivered second quarter results in line with expectations.

Hormel Foods reported net sales of $2.90 billion for the second quarter of fiscal 2025, a 0.4% increase year-over-year. Diluted earnings per share were $0.33, down from $0.34 in the prior year. Adjusted diluted earnings per share were $0.35. The company narrowed its fiscal 2025 net sales and earnings outlook.

  • Net sales for the second quarter were $2.90 billion, a 0.4% increase compared to the prior year.
  • Diluted earnings per share for the second quarter were $0.33, a decrease from $0.34 in the same period last year.
  • Adjusted diluted earnings per share for the second quarter were $0.35.
  • The company narrowed its fiscal 2025 outlook for net sales, diluted earnings per share, and adjusted diluted earnings per share.

Headline financials

Total Revenue

$2.9B

Previous: $2.89B+0.4%
EPS (adj)

$0.35

Previous: $0.34+2.9%
Capital Expenditures

-$147M

Previous: -$107M-37.4%
Free Cash Flow

$218M

Previous: $533M-59.0%
Net Income

$180M

Previous: $189M-4.9%
Operating Income

$248M

Previous: $252M-1.6%
Gross Profit

$484M

Previous: $504M-3.8%
Cash & Equivalents

$670M

Previous: $1.49B-54.9%
Total Assets

$13.4B

Previous: $14.1B-5.0%

Revenue & EPS history

Hormel · Revenue · Quarterly

$2.9B

Q2 2025+0.4%vs Q2 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

Hormel · $171M total across 1 segment · Q4 2022

  • International
    $171M

Forward guidance

For fiscal year 2025, Hormel Foods is narrowing its outlook for organic net sales growth, diluted earnings per share, and adjusted diluted earnings per share. The company reaffirmed its outlook for year-over-year Transform and Modernize benefits.

Tailwinds

  • Narrowing organic net sales growth outlook to 2% to 3%.
  • Narrowing diluted earnings per share expectations to $1.49 to $1.59.
  • Narrowing adjusted diluted earnings per share expectations to $1.58 to $1.68.
  • Reaffirming outlook of year over year T&M benefits in the range of $100 million to $150 million.
  • Expects strong second half growth led by consumer-focused, protein-centric products.

Headwinds

  • Outlook for diluted earnings per share was narrowed from a previous range of $1.49 - $1.63.
  • Outlook for adjusted diluted earnings per share was narrowed from a previous range of $1.58 - $1.72.
  • Anticipates advertising investments to significantly increase in the second half of fiscal 2025 compared to the prior year.
  • Fiscal 2025 effective tax rate expected to be between 22.0% and 23.0%.
  • Target for capital expenditures in fiscal 2025 remains $275 million to $300 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.3%

Avg return

Earnings day

-0.9%

Avg return

5 days after

-0.9%

Avg return

30 days after

49%

33 / 68 earnings

Positive

+8.2%

Q1 2024

Best reaction

-13.1%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.0%-2.8%-8.9%
Q4 2025+3.8%+3.3%+1.3%
Q3 2025-13.1%-13.7%-14.8%
Q2 2025+1.2%+2.7%+1.4%
Q1 2025-1.2%+0.6%+5.7%
Q4 2024+3.3%+4.3%-1.4%
Q3 2024-3.1%-2.2%-5.4%
Q2 2024-9.1%-9.9%-10.6%
Q1 2024+8.2%+10.3%+13.2%
Q4 2023-4.3%-0.7%+0.5%
Q3 2023-3.2%-5.1%-4.1%
Q2 2023+6.6%+5.7%+5.2%
Q1 2023-7.3%-8.8%-9.0%
Q4 2022-1.2%-2.1%-5.5%
Q3 2022-7.7%-7.4%-9.6%
Q2 2022-6.5%-5.5%-1.2%
Q1 2022+6.0%+8.6%+8.2%
Q4 2021+7.5%+11.9%+16.5%
Q3 2021-6.3%-7.6%-10.5%
Q2 2021+7.5%+6.6%+3.2%
Q1 2021+0.3%+0.8%+2.2%
Q4 2020-6.3%-5.7%-5.7%
Q3 2020-3.2%-3.8%-8.3%
Q2 2020-2.2%-4.7%+1.2%
Q1 2020-7.6%-7.7%-6.9%
Q4 2019+5.0%+4.1%+5.9%
Q3 2019+2.5%+3.5%+4.8%
Q2 2019+2.0%-1.6%+4.9%
Q1 2019-0.5%-2.2%+1.1%
Q4 2018+0.2%+0.7%-5.7%
Q3 2018-1.4%-1.6%+3.9%
Q2 2018+0.1%+1.9%+1.3%
Q1 2018-0.1%+0.2%-0.4%
Q4 2017+2.6%+3.0%+9.0%
Q3 2017-7.6%-8.7%-7.8%
Q2 2017-6.4%-6.0%-1.3%
Q1 2017-7.1%-5.5%-7.5%
Q4 2016+0.8%+2.6%+0.6%
Q3 2016+6.4%+7.5%+0.1%
Q2 2016-8.8%
Q1 2016+7.2%
Q4 2015+6.2%
Q3 2015+5.1%
Q2 2015+3.1%
Q1 2015+3.2%
Q4 2014-2.6%
Q3 2014+4.4%
Q2 2014-4.6%
Q1 2014+3.1%
Q4 2013+6.1%
Q3 2013+1.4%
Q2 2013-2.0%
Q1 2013+2.8%
Q4 2012-2.7%
Q3 2012+1.3%
Q2 2012+1.7%
Q1 2012-0.9%
Q2 2011+1.2%
Q4 2011+1.2%
Q4 2008+1.2%
Q3 2011-2.4%
Q1 2011-0.1%
Q1 2010-0.1%
Q2 2010-0.3%
Q4 2010-0.3%
Q3 2010-0.4%
Q3 2009-0.4%
Q4 2009-0.4%

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