TYSON FOODS (TSN) Company Report

Tyson Foods will close its Lexington, Nebraska beef processing plant in January 2026 and cut the Amarillo, Texas facility to a single full-capacity shift amid heavy losses in its beef segment and a 70-year low U.S. cattle herd.
The actions will affect about 3,200 workers in Lexington and 1,700 in Amarillo, prompting concern from Nebraska officials and calls for employee support.
Tyson projects $400–$600 million in fiscal 2026 losses in its beef operations due to high retail prices, reduced packing capacity, and market volatility.
The restructuring mirrors past closures (Cargill Plainview 2013, Tyson Norfolk 2006) that disrupted local economies and has intensified calls for market reforms to ensure fair access for producers.
To offset capacity reductions, the company plans to boost production at other facilities to optimize volumes and meet customer demand.

Nov 22, 2025, 5:14 AM

Tyson Foods announces network changes to beef operations

TSN

Layoffs

Tyson Foods will end operations at its Lexington, Nebraska beef facility.
The Amarillo, Texas facility will shift to a single, full-capacity shift, with production increased at other sites to meet customer demand.
Impacted team members will receive relocation benefits and support applying for open positions at other facilities.
The network changes are designed to optimize volumes across the beef portfolio and strengthen the business for long-term success.

Nov 21, 2025, 9:42 PM

Tyson Foods workers authorize strike at Amarillo plant

TSN

Legal Proceedings

Teamsters Local 577 members at Tyson Foods’ Amarillo, Texas beef plant voted 98% in favor of authorizing a strike amid demands for higher wages and improved benefits.
The union alleges unfair labor practices, including management harassment of stewards, interrogations of injured workers, and misinformation about strike consequences.
The Amarillo facility, the largest U.S. beef processing plant with a daily kill capacity of 5,500 head, was shut down during the vote and picketing, raising concerns over beef supply and pricing.
Concurrent disruptions at JBS’s Nebraska plant due to weather and lagoon issues may further strain the beef supply chain.

Jun 27, 2025, 5:23 PM

Tyson Foods Highlights Operational Improvements and Strategic Guidance

TSN

Guidance Update

New Projects/Investments

Dividends

Chicken business shows a strong turnaround with improved plant efficiency and operational KPIs, recording about $680 million in adjusted operating income in H1 and targeting a range of $1 billion to $1.3 billion for the year.
The Prepared Foods unit achieved a step change to roughly $900 million in adjusted operating income, driven by enhanced operational efficiency and a robust innovation pipeline.
The Beef segment is in early stages of herd rebuilding based on USDA data, while disciplined capital allocation—evidenced by reduced CapEx and a raised dividend to $2 per share—supports continued investments in growth and efficiency.

May 14, 2025, 12:01 PM

Tyson Foods Reports Q2 2025 Results with Consistent Growth

TSN

Earnings

Guidance Update

Dividends

Tyson Foods delivered robust Q2 2025 performance with year-over-year growth in Sales, AOI, and adjusted EPS for the fourth consecutive quarter .
Enterprise sales reached $13.1 billion (adjusted for a $343 million legal contingency), driven by strong results in Chicken, Pork, and Prepared Foods; the Chicken segment notably saw nearly double AOI compared to last year .
Adjusted operating income improved to $515 million (a 27% increase) with margins expanding by 70 basis points, while GAAP operating income declined to $100 million .
Fiscal 2025 guidance calls for flat to 1% sales growth and adjusted operating income between $1.9B and $2.3B, with further insights across segments including Chicken, Prepared Foods, and Beef .
The company maintained robust liquidity at $3.2 billion, a solid balance sheet with a net leverage ratio of 2.3x, and reduced total debt by $738 million .

May 5, 2025, 1:01 PM

Tyson Foods Enters New Revolving Credit Agreement

TSN

Debt Issuance

Tyson Foods announced a new Revolving Credit Agreement on April 15, 2025, replacing its previous facility with aggregate commitments of $2.5 billion maturing on April 15, 2030, including two one-year extension options and potential incremental commitments of up to $500 million.
The agreement outlines pricing details with facility fees and interest rate spreads based on the company's credit rating, ensuring compliance with key financial covenants.
The document also covers the termination of the existing credit agreement and specifies maintaining a minimum consolidated EBITDA to cash interest expense ratio of 3.5 to 1.