Tyson Foods, Inc.

Company facts

Industry

Poultry Slaughtering and Processing

Headquarters

Springdale, Arkansas

Most recent report

8-K, filed Sep 3, 2026

Incorporated

Delaware

Filings on record

1,001+ filings

On EDGAR

CIK 100493

Fiscal year ends

October

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 13 sections worth reading, with 0 positive, 8 notable, and 6 negative flags.

• Legal Proceedings (Item 1)

  Dense financials with big shifts: net income tripled, heavy litigation, cash drain, restructuring.
  Notable

  • Supplier financing programs balance more than tripled to $198M from $52M at Sep 2025.
  • Network optimization plan recognized $195M in charges YTD 2026, with $296M in proceeds from storage facility sales to date.
  • Executive leadership transition charges of $73M in Q3 2026 for CEO and COO changes.
  • Issued $500M of 4.95% 2036 Notes; proceeds used to retire $800M March 2026 Notes, reducing near-term debt maturities.
  Negative

  • IRS proposed adjustments of up to $127M for fiscal years 2021-2022; company plans to defend.
  • Broiler antitrust accrual jumped to $139M from $64M at Sep 2025 after a $98M charge in Q3 2026.
  • Pork antitrust accrual fell to $83M from $268M due to $245M in settlement payments during fiscal 2026.
  • Beef antitrust accrual dropped to $215M from $318M as the company paid $193M in settlements.

• Unregistered Sales and Repurchases (Item 2)

  Dense with segment results, legal charges, leadership costs, and cash flow shifts.
  Notable

  • International became a reportable segment; segment profit no longer allocated corporate costs.
  • Network optimization plan charges now total $240M through Q3; expected net charges $241M.
  • Dividend increased 2% in fiscal 2025; $529M paid in 9mo 2026 vs $524M.
  Negative

  • Chicken legal accrual of $98M in Q3; total legal contingency charges $269M year-to-date.
  • Sales volume fell 2.8% in Q3 and 1.8% year-to-date; Beef volume down ~16% and ~12%.

• Legal Proceedings (Item 1)

  New settlement in Oklahoma River Watershed litigation with a quantified cost.
  Notable

  • Settlement resolves Oklahoma litigation; Tyson to pay ~$19.2M total in three funds.

What changed: Jun 2026 vs. Mar 2026

About 9% of TSN's Jun 2026 10-Q is new information. 31 paragraphs were added, 214 changed, and 37 removed. Below are the most important lines SECSift identified.

• Item 2 131
• Item 1 51
• Item 3 5
• Item 4 2
• Item 6 2
• Item 5 1