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Tyson Foods 8-K Report, Regulation FD Disclosure (Feb 2, 2026)

Reports
Regulation FD·Other Events·Exhibits & Filings
Filing Date
Filed February 2, 2026
Period End
February 2, 2026
Security
TSN
In the record · 2016–202610-K1110-Q338-K142

TSN filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 142 current reports (8-K) between 2016 and 2026.

  1. Deal closed8-K · Jun ’17Jun ’17
  2. Leadership change8-K · May ’19May ’19
  3. Leadership change8-K · Jun ’21Jun ’21
  4. Material agreement8-K · Apr ’25Apr ’25

01—Abstract

Summary

Summary of the 8-K filed February 2, 2026. Cited figures are marked; the original filing is the authoritative source.

On February 2, 2026, Tyson Foods, Inc. announced a change to its segment reporting effective for the first quarter of fiscal 2026.

Corporate expenses and amortization will no longer be allocated to segments because the Chief Operating Decision Maker, the President and Chief Executive Officer, no longer uses them to assess performance or allocate resources. Segment operating income (loss) is now defined as operating income (loss) less corporate expenses and amortization. International is now a reportable segment, and corporate expenses and amortization are disclosed separately.

All prior-period amounts for fiscal 2025, 2024 and 2023, by quarter and by year, have been recast to the new presentation. Exhibit 99.1 presents the recast GAAP segment results, and Exhibit 99.2 presents the recast non-GAAP adjusted segment results, which are furnished rather than filed. The recast shows that for fiscal 2025 as reported, total segment operating income was $2,138 milliona, corporate expenses were $783 million, amortization was $257 million, and operating income was $1,098 million.

Beef reported a segment loss of $984 millionb for the year, while Chicken contributed $1,860 million. On an adjusted basis for fiscal 2025, total segment operating income was $3,304 million and adjusted operating income was $2,287 million.

The adjusted figures exclude items such as legal contingency accruals of $698 millionc recognized as reductions to Sales, a $343 million goodwill and intangible impairment in Beef, and a $41 million product recall in Prepared Foods. Investors should note that the change affects segment comparability and that the recast does not change consolidated operating income.

02—Key points

Key Highlights

  1. Effective for the first quarter of fiscal 2026, corporate expenses and amortization are no longer allocated to segments, because the CODM no longer uses them in assessing performance or allocating resources.
  2. International is now identified as a reportable segment, and corporate expenses and amortization are presented separately from the reportable segments.
  3. Segment operating income (loss) is now defined as operating income (loss) less corporate expenses and amortization, and is the profitability measure the CODM uses for budgeting, forecasting and resource allocation.
  4. Fiscal 2025 as reported: total segment operating income of $2,138 million, corporate expenses of $783 million, amortization of $257 million, and operating income of $1,098 million, a 2.0% operating margin.
  5. Fiscal 2025 as reported Beef segment operating loss of $984 million (a margin of (4.6)%), compared with Chicken at $1,860 million (11.0%) and Prepared Foods at $1,248 million (12.6%).
  6. Fiscal 2025 adjusted total segment operating income of $3,304 million (6.0% margin) and adjusted operating income of $2,287 million (4.1% margin), with adjustments including $698 million of legal contingency accruals recognized as reductions to Sales.
  7. All prior periods for fiscal 2023 through 2025 have been recast, and Exhibits 99.1 (GAAP) and 99.2 (non-GAAP, furnished) provide the quarterly and annual detail.

03—Questions

Frequently Asked Questions

  1. Why did Tyson Foods change its segment reporting?

    The Company states that corporate expenses and amortization are no longer used by the Chief Operating Decision Maker, its President and Chief Executive Officer, in assessing segment performance or allocating resources. The change aligns segment reporting with how the CODM manages the business.

  2. What is the new definition of segment operating income?

    Segment operating income (loss) is now defined as operating income (loss) less corporate expenses and amortization. Corporate expenses are unallocated general and administrative costs shared across segments, and amortization covers intangible assets such as brands, customer relationships, supply arrangements, patents, land use rights and software.

  3. Does the change affect historical results?

    Yes, the presentation was recast. All prior-period amounts for each fiscal quarter and fiscal year ended 2025, 2024 and 2023 now reflect the new segment operating income presentation. Exhibit 99.1 shows the recast GAAP results and Exhibit 99.2 shows the recast non-GAAP adjusted results.

  4. Why is International now a reportable segment?

    The filing states that International is identified as a reportable segment as a result of the change in segment reporting. The fiscal 2025 as reported International segment operating income was $155 million, a 6.8% margin, and the adjusted figure was $185 million.

  5. How large were the adjustments in fiscal 2025 results?

    Exhibit 99.2 shows fiscal 2025 total segment operating income of $3,304 million on an adjusted basis, compared with $2,138 million as reported. Key adjustments included $698 million of legal contingency accruals recognized as reductions to Sales, a $343 million goodwill and intangible impairment in Beef, and a $41 million product recall in Prepared Foods.

04—Continue

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