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
President Trump is expected to press Argentina to take a tougher stance on China in exchange for political and economic support.
Better yield measurement means fairer grids, more precise breeding targets, and more dollars for truly efficient cattle.
Considering raising your own replacements instead of buying bred heifers? Three key factors to consider before investing capital.
Reliable, clearly graded middle meats still anchor demand; programs that deliver consistent eating quality and simple, confidence-building menus capture more repeat visits—and more value—back through the beef chain.
Approximately 42,000 birds were affected in the outbreak, officials said.
Beef demand could be influencing other economic sectors, as consumers adjust spending habits to prioritize higher-priced beef products.

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:

Shrinking sheep numbers contrast with gradual goat expansion, signaling tighter lamb supplies but steadier growth potential for meat goats.
Falling livestock prices, combined with higher input costs, continue to squeeze farm profitability heading into 2026.
Smaller cow numbers and a declining calf crop point to prolonged tight cattle supplies, limiting near-term herd rebuilding potential.
Strong rail demand and higher fuel costs raise transportation risk even as barge and export flows stabilize.
Record milk output looks strong today, but shrinking replacement numbers mean future supply adjustments could be faster and more volatile.
Often overlooked, cotton wholesalers act as stabilizers during market stress, translating fragmented retail demand into workable production programs for mills and manufacturers.