Tyson Beef Struggles While Other Segments Lift Second Quarter Results

Tyson is still reshaping its beef footprint.

The raw meat packer and the slaughterer work in the slaughterhouse. By EmmaStock.png

The raw meat packer and the slaughterer work in the slaughterhouse.

By EmmaStock

Photo by EmmaStock via Adobe Stock

LUBBOCK, TEXAS (RFD NEWS) — Tyson Foods posted stronger second-quarter results overall, but beef remained the company’s weak spot as tight cattle supplies and high livestock costs continued to pressure margins.

Tyson said second-quarter sales rose to $13.65 billion, while it still expects its beef segment to post an adjusted operating loss of $350 million to $500 million in fiscal 2026.

19297661-g.jpeg

Tyson Foods

The company’s better-performing protein businesses helped offset that drag. Tyson expects fiscal 2026 adjusted operating income of $250 million to $300 million in pork, $1.9 billion to $2.05 billion in chicken, and $1.25 billion to $1.35 billion in Prepared Foods.

Management credited chicken and prepared foods with driving momentum and market-share gains in the quarter.

Tyson is also still reshaping its beef footprint. In November, the company said it would close its Lexington, Nebraska, beef plant and convert its Amarillo, Texas, facility to a single full-capacity shift while increasing output at other plants.

Farm-Level Takeaway: Tyson’s second-quarter results showed how hard it is to process beef profitably — even as pork, chicken, and prepared foods perform better.
Tony St. James, RFD News Markets Specialist

Related Stories
While agriculture doesn’t predict every recession, the sector’s long history of turning down before the broader economy
USMEF’s Jay Theiler discusses his leadership role in representing U.S. beef and pork and provides an update on this week’s conference in Indianapolis.
Manure from a hog farm is more than just waste; it is also becoming a key renewable resource for operations.
USMEF President and CEO Dan Halstrom shares how recent trade talks are influencing U.S. red meat global sales and the importance of key trade agreements like the USMCA.
Enforceable origin labels could create clearer premiums for U.S. cattle and address concerns some producers have had with competition from foreign imported beef.
Lucia Ruano, USMEF’s Central America representative, discusses what is driving demand for U.S. beef and pork in the region.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Slightly higher sales amid shrinking acreage and inventories point to tighter supplies supporting catfish prices.
Winter Weather Shapes Markets and Early Fieldwork Nationwide
Lower oil prices may trim input costs but pressure biofuel demand.
Tight storage could widen basis and limit marketing flexibility.
Cold-driven spikes in gas prices can quickly raise fertilizer and energy costs.
Large carry-in stocks across major crops could limit price recovery in 2026/27 unless demand strengthens or weather-related supply reductions occur.