JBS and Tyson Foods shares fall after Trump beef order

Ciena (CIEN) fell 10.3% after reporting $2.11 adjusted EPS and $1.67B revenue, up 37% Y/Y, with 41.7% from two customers. Tyson Foods (TSN) dropped 7.26% after cutting revenue growth forecast to 1.5%-2% due to cattle shortages and inflation.

Tyson Foods cut its annual revenue and profit outlooks due to margin pressure from a U.S. cattle shortage, causing its stock to fall 7%. The shortage has driven up beef prices, affecting both consumers and processors. The Trump administration's tariff waiver on imported beef may lower consumer prices but could further pressure domestic cattle prices, reducing incentives for ranchers to expand herds. Tyson's struggles reflect broader challenges in the food industry, with its stock down 20% since

Tyson Foods revised its sales and profit forecasts, citing cattle shortages and volatile prices. It now expects revenues to grow 1.5% to 2% and adjusted operating income of $1.85bn to $2.05bn. The beef segment is anticipated to incur a loss of $625m to $775m. The company is consolidating its US beef network and plans to reduce operating costs by fiscal 2027.

Tyson Foods reduced its fiscal 2026 profit forecast to $1.85B-$2.05B from $2.1B-$2.3B, citing beef segment pressure. It also lowered revenue growth expectations to 1.5%-2.0% from 2.5%-3.5%.

Tyson Foods (TSN) is under investigation by Levi & Korsinsky for potential securities violations after reducing its fiscal 2026 outlook. The firm questions if Tyson adequately disclosed risks during its $1B debt offering in August. Tyson cut revenue growth and adjusted operating income forecasts, citing beef segment pressures and cattle shortages. TSN shares may be affected by the investigation and revised guidance.

Tyson Foods (TSN) cut its fiscal 2026 profit forecast to $1.85B-$2.05B, down from $2.1B-$2.3B, due to cattle shortages and volatile prices. Revenue growth forecast lowered to 1.5%-2.0%. Beef segment expected to lose $625M-$775M. Chicken and Prepared Foods businesses remain strong. Company has $4B liquidity and reduced debt by $824M. Shares fell 7% post-announcement.