SFD
SMITHFIELD FOODS INC
Overview
Smithfield Foods manufactures and sells packaged meats, fresh pork, and hog production products primarily in the United States through iconic brands including Smithfield, Eckrich, and Nathan's Famous, serving retail, foodservice, and export customers globally.
SMITHFIELD FOODS INC is a Consumer Defensive company operating in Packaged Foods with a $9.75B market cap.
Most recent earnings call: Q1 FY26 on Apr 28, 2026.
6 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Earnings history
Reported quarters with consensus, surprise, and 1-day reaction context.
Track Record
SampleSpoken Alpha tracks SFD's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.23 | $2.52 | +28.2% | -3.2% | -4.9% |
| Q4 FY2026 | $3.22 | $2.47 | +30.4% | +1.4% | -0.1% |
| Q3 FY2026 | $2.90 | $2.48 | +16.9% | +1.7% | +1.4% |
| Q2 FY2026 | $3.09 | $2.46 | +25.7% | +2.7% | +4.7% |
| Q1 FY2025 | $2.87 | $2.45 | +17.0% | +1.3% | +1.7% |
| Q4 FY2025 | $3.25 | $2.55 | +27.3% | +1.7% | +2.2% |
| Q3 FY2025 | $3.28 | $2.60 | +26.1% | -6.7% | -4.5% |
| Q2 FY2025 | $2.96 | $2.46 | +20.2% | -2.5% | -0.3% |
| Q1 FY2024 | $3.22 | $2.56 | +25.6% | +4.7% | +3.1% |
| Q4 FY2024 | $3.03 | $2.62 | +15.7% | +3.6% | +0.9% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Charles Shane SmithCEO1 yr 5 mono recorded callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Mark L HallCFO1 yr 5 mo6 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Donovan OwensPresident3 mo5 callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Steven FrancePresident1 yr 5 mo6 callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Kraig A WesterbeekPresident1 yr 5 mono recorded callsCurrentSample
PRESIDENT since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Keller D WattsChief Business Officer1 yr 5 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
Peers
Other companies in Consumer Defensive
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for SFD.
$ curl https://api.spokenalpha.com/v1/companies/SFDFAQ
Frequently asked about SFD
Where can I find SMITHFIELD FOODS INC's (SFD) earnings call transcripts?
Spoken Alpha indexes SFD's earnings call transcripts at https://spokenalpha.com/companies/SFD. Each call links to attributed speakers and parsed analyst Q&A. SMITHFIELD FOODS INC's own investor relations page is at https://investors.smithfieldfoods.com/.
When was SMITHFIELD FOODS INC's most recent earnings call?
SMITHFIELD FOODS INC (SFD) held its most recent earnings call on 2026-04-28, covering fiscal Q1 2026.
What sector is SFD in?
SMITHFIELD FOODS INC (SFD) operates in the Consumer Defensive sector (Packaged Foods industry).