Smithfield Foods' fundamental outlook appears to have shifted from a branded pricing tailwind to genuine contraction, with revenue declining 8.3% in 2026Q3 and gross margin compressing 510 basis points to 9.1% from 14.2% a year earlier, per quarterly filings.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue fell 8.3% to $3.4B in 2026Q3 with gross margin compressing to 9.1% from 14.2% a year earlier, while SG&A held near $193M and drove a 58.6% operating income decline to $127M, per SFD's income statement.
Valued at 13-14x 2026 EPS of $2.50, SFD offers 40% upside to $32-$35, with recent share weakness providing an attractive entry point.
The company aims to streamline operations to improve efficiency and profitability.
Smithfield Foods is focusing on growing its branded products portfolio to enhance margins and market positioning.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $0.26+0.7% vs $0.26 | $3.4B-5.9% vs $3.7B |
Q3 2026 Aug 11, 2026 | $0.62+3.5% vs $0.60 | $3.7B+1.4% vs $3.7B |
Q2 2026 Apr 28, 2026 | $0.64+10.3% vs $0.58 | $3.8B+2.6% vs $3.7B |
Q2 2026 Mar 24, 2026 | $0.83+22.8% vs $0.68 | $4.2B+1.9% vs $4.1B |
SMITHFIELD, Va., Oct. 29, 2026 (GLOBE NEWSWIRE) -- Smithfield Foods, Inc. (Nasdaq: SFD), an American food company and an industry leader in value-added packaged meats and fresh pork, today announced its Board of Directors approved a quarterly dividend payment of $0.3125 per share of common stock to be paid on November 25, 2026, to shareholders of record at the close of business on November 12, 2026.
NXT Energy Solutions Inc. (TSE: SFD - Get Free Report) shares passed above its two hundred day moving average during trading on Tuesday. The stock has a two hundred day moving average of C$0.37 and traded as high as C$0.39. NXT Energy Solutions shares last traded at C$0.39, with a volume of 42,500 shares. NXT Energy
Smithfield Foods, Inc. ( SFD ) Q3 2026 Earnings Call October 27, 2026 9:00 AM EDT Company Participants Julie MacMedan - Vice President of Investor Relations Shane Smith - President, CEO & Director Mark Hall - Chief Financial Officer Steven France - President of Packaged Meats Donovan Owens - President of North America Pork Conference Call Participants Max Andrew Gumport - BNP Paribas, Research Division Leah Jordan - Goldman Sachs Group, Inc., Research Division Benjamin Theurer - Barclays Bank PLC, Research Division Heather Jones - Heather Jones Research LLC Pooran Sharma - Stephens Inc., Research Division Peter Galbo - BofA Securities, Research Division Presentation Operator Good day, and welcome to Smithfield Foods Third Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please note this event is being recorded.
Smithfield Foods NASDAQ: SFD reported third-quarter adjusted operating profit of $145 million, down from $310 million a year earlier, as weak domestic demand, global pork oversupply and constrained export opportunities pressured its Fresh Pork and Hog Production businesses. The company said its Packaged Meats segment remained resilient, delivering higher volume, profit and margins despite a cautious consumer environment.
Benchmark SFD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Smithfield Foods, Inc. (SFD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.30 | $7.59B | 8.48 | -100% | 5.95% | 12.47% | 5.22% | |
| $59.68 | $21.16B | 29.63 | 2.12% | 1.03% | 3.15% | 4.1% | |
| $21.95 | $12.08B | 35.30 | 1.55% | 2.82% | 4.32% | 5.24% | |
| $77.35 | $5.74B | 28.45 | 1.49% | 13.97% | 43.21% | 2.17% | |
| $28.53 | $6.79B | 21.28 | 3.46% | 1.75% | 8.5% | 29.32% | |
| $15.24 | $7.29B | -3.84 | -2.85% | -16.95% | -26.28% | 9.17% |
Smithfield Foods, Inc. (SFD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Smithfield Foods, Inc. (SFD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Oct 16, 2026·SEC
Aug 11, 2026·SEC
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Smithfield Foods, Inc. (SFD) stock FAQ — growth, dividends, profitability & financials explained
Smithfield Foods, Inc. (SFD) reported $15.11B in revenue over the trailing twelve months.
Smithfield Foods, Inc. (SFD) revenue fell by 0.9% over the trailing twelve months, compared with the twelve months before.
Yes. Smithfield Foods, Inc. (SFD) earned $899.0M in net income over the trailing twelve months (a 5.9% net margin).
Yes. Smithfield Foods, Inc. (SFD) pays a dividend that yields 5.22% at the current price, a high yield.
Smithfield Foods, Inc. (SFD) had a return on equity (ROE) of 12.5% over the trailing twelve months. That is in line with the market's typical 10-15%.
Smithfield Foods, Inc. (SFD) generated $927.0M in free cash flow over the trailing twelve months.
