Tyson Foods, Inc. TSN

Revenue Intelligence Report • 64 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-27

Tyson Foods, Inc.'s latest quarterly revenue is $13.9B for the period ending 2026-06-27. The model projects $56.6B across the next four quarters (+1.7% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 1.9%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-27. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$56.6B
+1.7% YoY
SG&A Multiplier
$5.84 per $1
Training Fit
2.7% MAPE
Retrospective holdout (Q3 FY2026): The model predicted $14.14B vs the actual $13.87B — an error of 1.9%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
Note: Tyson Foods, Inc. does not report R&D expenses separately. The model uses the available expense measure without a separate R&D term.

Revenue Forecast

TSN Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q3 FY2026
Period end 2026-06-27
$14.14B $13.87B $13.37B–$14.90B +1.8% ✓ In range
Q4 FY2026
Period end 2026-09-27
$14.12B $13.04B–$15.20B +1.9%
Q1 FY2027
Period end 2026-12-27
$14.09B $12.76B–$15.42B -1.6%
Q2 FY2027
Period end 2027-03-27
$14.04B $12.51B–$15.57B +2.8%
Q3 FY2027
Period end 2027-06-27
$14.37B $12.66B–$16.08B +3.6%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Tyson Foods, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Nov–Jan) 0.9874 -1.3% In line with trend 15
FQ2 (Feb–Apr) 0.993 -0.7% In line with trend 15
FQ3 (May–Jul) 1.0197 +2.0% In line with trend 14
FQ4 (Aug–Oct) 1.0134 +1.3% In line with trend 15

Spending and Revenue

TSN Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 64 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.1634x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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