$SFD

SMITHFIELD FOODS INC

No enriched coverage for $SFD in the last 7 days.

No SEC Form 4 filings for $SFD in the last 30 days.

See all $SFD insider activity →
Low

Smithfield Foods (SFD), Why Is It Back In The Spotlight?

Smithfield Foods (SFD) gained attention due to a new Eckrich-Big Ten Conference partnership. Despite a 15.85% drop in 1-month share price and 9.94% decline in 1-year returns, analysts suggest it may be undervalued at $22.25, with a fair value estimate of $30.25. Growth is driven by premiumization in core categories, but risks include pork antitrust litigation and higher input costs.

Smithfield Foods (SFD) Q2 2026 Earnings Call Transcript

Smithfield Foods (SFD) reported Q2 2026 earnings with adjusted operating profit of $300M, up from last year, and adjusted net income of $245M, a 13% increase. Sales were $3.7B, down 2.3% YoY. The company updated full-year guidance, reflecting softer market assumptions. Management highlighted volume share gains and strategic initiatives, while noting risks from commodity volatility and seasonal losses in hog production.

Why Smithfield Foods Stock Sank This Week

Smithfield Foods (NASDAQ: SFD) shares fell 10.3% for the week after its Q2 report. The company posted adjusted EPS of $0.62 and sales of $3.7B, both ahead of Wall Street estimates, but lowered full-year guidance. It now expects flat revenue and reduced adjusted operating income to $1.225B-$1.375B.

SFD sentiment & insider activity

Recent SFD coverage spans earnings, financial news and market movers.

What's driving SFD

  • The partnership could boost brand visibility and sales, potentially supporting a price rebound after recent declines.

    simplywall.st · Aug 23, 2026

  • Strong earnings beat and modest guidance raise expectations for SFD, supporting upside potential.

    fool.com · Aug 19, 2026

  • The guidance cut is the dominant driver, implying margin and earnings pressure despite the quarter’s top and bottom-line beats.

    yahoo.com · Aug 16, 2026

  • Smithfield Foods reported Q2 FY2026 hog production operating profit up 192.2% to $64 million, with margin rising 572 bps to 8.3% despite hog production sales falling 8.2% to $772 million. Packaged Meats and Fresh Pork profits declined. Consolidated Q2 sales fell 2.3% to $3.7B, but operating profit rose 11.6% to $290M; net income rose 26.6% to $238M. Liquidity was ~$3.65B.

    pulse2.com · Aug 13, 2026

  • Guidance cut and segment margin compression raise downside risk to full-year earnings, partially offset by packaged meats strength and hog production profitability.

    yahoo.com · Aug 13, 2026

alphai scores every news story that mentions SFD with an AI model for sentiment and relevance, and aggregates insider trades from SMITHFIELD FOODS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SFD

Score
$SFDLow

Smithfield Foods (SFD), Why Is It Back In The Spotlight?

Smithfield Foods (SFD) gained attention due to a new Eckrich-Big Ten Conference partnership. Despite a 15.85% drop in 1-month share price and 9.94% decline in 1-year returns, analysts suggest it may be undervalued at $22.25, with a fair value estimate of $30.25. Growth is driven by premiumization in core categories, but risks include pork antitrust litigation and higher input costs.

$SFDHighAI 9/10

Smithfield Foods (SFD) Q2 2026 Earnings Call Transcript

Smithfield Foods (SFD) reported Q2 2026 earnings with adjusted operating profit of $300M, up from last year, and adjusted net income of $245M, a 13% increase. Sales were $3.7B, down 2.3% YoY. The company updated full-year guidance, reflecting softer market assumptions. Management highlighted volume share gains and strategic initiatives, while noting risks from commodity volatility and seasonal losses in hog production.

$SFDMedAI 8/10

Why Smithfield Foods Stock Sank This Week

Smithfield Foods (NASDAQ: SFD) shares fell 10.3% for the week after its Q2 report. The company posted adjusted EPS of $0.62 and sales of $3.7B, both ahead of Wall Street estimates, but lowered full-year guidance. It now expects flat revenue and reduced adjusted operating income to $1.225B-$1.375B.

Med

Smithfield Foods: Hog Production Profit Surges 192% As Vertically Integrated Model Offsets Packaged Meats Pressure

Smithfield Foods reported Q2 FY2026 hog production operating profit up 192.2% to $64 million, with margin rising 572 bps to 8.3% despite hog production sales falling 8.2% to $772 million. Packaged Meats and Fresh Pork profits declined. Consolidated Q2 sales fell 2.3% to $3.7B, but operating profit rose 11.6% to $290M; net income rose 26.6% to $238M. Liquidity was ~$3.65B.

$SFDMedAI 8/10

Smithfield Foods Q2 Earnings Call Highlights

Smithfield Foods reported Q2 results on an earnings call. Packaged meats operating profit fell to $265 million, margin to 13.1%, while fresh pork sales dropped to $2.0 billion and fresh pork operating profit fell to $14 million. Smithfield lowered its 2026 outlook, with total adjusted operating profit forecast at $1.225B to $1.375B.

$ASMLMed

Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz

Markets were mostly higher as investors weighed President Trump’s harder stance toward Iran, reducing expectations for a near-term deal to reopen the Strait of Hormuz. Oil, Treasury yields, and European bonds moved accordingly. US movers included ASML, KLA, Rapid7 (raised EPS forecast), Jabil (UBS upgrade), and Riot Platforms (cloud deal).

$SFDMed

SMITHFIELD FOODS INC (SFD): Results of Operations and Financial Condition

SMITHFIELD FOODS INC (SFD) filed an SEC Form 8-K — Results of Operations and Financial Condition. Smithfield Foods Reports Record First Half Fiscal 2026 Operating Profit, Demonstrating Strength of Vertically Integrated Model • Record First Half Operating Profit Reflects Resilient Business Model; Disciplined Execution • Strong Balance Sheet and Cash Flows Provide Financial Fle

Smithfield Foods, Inc.: Smithfield Foods Reports Record First Half Fiscal 2026 Operating Profit, Demonstrating Strength of Vertically Integrated Model

Smithfield Foods (Nasdaq: SFD) reported fiscal 2026 Q2 results ended June 28, 2026. Net sales were $3.7B, down 2.3% y/y, while operating profit rose 11.6% to $290M and adjusted operating profit rose to $300M. Net income increased 26.6% to $238M. First-half operating profit rose 7.1% to $623M. The company updated its FY2026 outlook and declared a $0.3125 quarterly dividend.

$SFDMed

Why is Smithfield Foods stock sliding today?

Smithfield Foods shares fell about 4% in pre-open trading after the company reported fiscal Q2 2026 results before the market opened. The stock moved from an opening print near $25.22 to about $23.47, suggesting results or guidance missed expectations. Bank of America cut its price target to $32 (Buy) and Barclays kept Overweight with $32.

Related tickers