Pulling SEC filings + quote and writing the call…

SMITHFIELD FOODS INC
Next earnings Aug 10, 2026 · consensus $0.64 EPS, $3.73B rev
Last earnings -6.4% on 2026-04-28
Pork giant with rising margins, low debt and a growing dividend trading at just 9.9x earnings — cheap, if cyclical.
Sources: SEC EDGAR (CIK 0000091388, latest 10-Q filed 2026-04-28) · EODHD · analysis by claude-code · as of 6/21/2026, 8:50:29 PM.
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Quality fundamentals and an attractive price line up (~91% below fair value) — the rarer case where both the business and the entry look good.
Smithfield Foods is the largest US pork producer and processor, and FY2025 was a strong year up and down the income statement. Revenue grew 9.8% to $15.5B, gross profit rose 10.1% to $2.09B and operating income jumped 15.6% to $1.29B, lifting the operating margin to 8.3% — healthy for a meat-packing business that runs on thin commodity spreads. Net income reached $987M (+3.6%) for a 14.5% return on equity, and the recovery from the FY2023 trough of just $17.0M of net income shows how powerfully the hog and pork cycle can swing earnings.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY14 | FY16 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | — | $14.6B | $14.1B | $15.5B |
| Gross profit | $1.78B | $1.76B | $889M | $1.90B | $2.09B |
| Operating income | $932M | $794M | -$56.0M | $1.12B | $1.29B |
| Net income | $556M | $452M | $17.0M | $953M | $987M |
| Diluted EPS | — | — | $0.05 | $2.51 | $2.51 |
| Net margin | — | — | 0.1% | 6.7% | 6.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1071 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-16 | France Steven President, Packaged Meats | Sell | 82.8K @ $26.82 | $2.22M |
| 2026-06-12 | Starling Raymond A Director | Sell | 3.96K @ $26.78 | $106K |
| 2026-06-12 | France Steven President, Packaged Meats | Exercise | 82.8K @ $23.76 | $1.97M |
| 2026-06-09 | Hall Mark L. Chief Financial Officer | Exercise | 78.6K @ $20.00 | $1.57M |
| 2026-06-09 | Hall Mark L. Chief Financial Officer | Sell | 78.6K @ $26.36 | $2.07M |
| 2026-01-28 | France Steven President, Packaged Meats | Tax | 3.85K @ $23.65 | $91.0K |
| 2026-01-28 | Westerbeek Kraig A. President, Hog Production | Tax | 1.22K @ $23.65 | $28.9K |
| 2026-01-28 | Sutton Doug Chief Manufacturing Officer | Tax | 3.16K @ $23.65 | $74.7K |
| 2026-01-28 | Smith Charles Shane President & CEO | Tax | 5.57K @ $23.65 | $132K |
| 2026-01-28 | Owens Donovan President, North America Pork | Tax | 3.16K @ $23.65 | $74.7K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.