HORMEL FOODS CORP /DE/ (HRL) Earnings History

HORMEL FOODS CORP /DE/ - Q1 2026 EarningsMet

Filed at: Feb 17, 2026, 7:45 PM EST|Read from source

EXECUTIVE SUMMARY

Hormel Foods reported preliminary Q1 2026 results showing modest organic net sales growth and stable earnings, marking the fifth consecutive quarter of organic sales increases. The company is also actively shaping its portfolio through a divestiture, while reaffirming its full-year guidance, indicating a focus on profitable growth initiatives.

POSITIVE HIGHLIGHTS

  • •

    Expects Q1 net sales of approximately $3 billion, reflecting 2% organic net sales growth compared to Q1 FY2025.

    positive
  • •

    This marks the Company’s fifth consecutive quarter of year-over-year organic net sales growth.

    positive
  • •

    Reaffirmed fiscal 2026 organic net sales and adjusted diluted earnings per share guidance.

    positive
  • •

    Management expressed confidence in initiatives to return Hormel Foods to profitable growth.

    positive

CONCERNS & RISKS

  • •

    Preliminary Q1 diluted EPS expected at $0.33, with adjusted diluted EPS at $0.34, indicating a potential slowdown or flat performance compared to prior periods (historical context shows Q4 FY2025 EPS of $-0.10, but this is a different period).

    attention
  • •

    The company is selling its whole-bird turkey business, which could indicate underperformance or strategic realignment away from this segment.

    attention
  • •

    The sale of the whole-bird turkey business is expected to have minimal impact on net sales and adjusted diluted earnings per share guidance for fiscal 2026, suggesting the segment was not a significant growth driver.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$3.00B
+2.0%
Net Income
Quarterly
N/A
N/A
EPS (Diluted)
Quarterly
$0.33
N/A
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Margin metrics will be available once backend extracts data from insights_json

MANAGEMENT GUIDANCE

FY2026

organic net sales
"Reaffirmed"
adjusted diluted EPS
"Reaffirmed"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Preliminary first quarter results reflect a solid start to the year.

— HORMEL FOODS CORP /DE/, Q1 2026 2026 Earnings Call

Results are aligned with expectations and give us confidence.

— HORMEL FOODS CORP /DE/, Q1 2026 2026 Earnings Call

Focused on the right initiatives to return Hormel Foods to profitable growth.

— HORMEL FOODS CORP /DE/, Q1 2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.