GREELEY, Colo., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Pilgrim’s Pride Corporation (NASDAQ: PPC), one of the world's leading food companies, reports its fourth quarter and year-end 2025 financial results. 2025 Highlights Net Sales of $18.5 billion.Consolidated GAAP Operating Income margin of 8.7%.GAAP Net Income of $1.1 billion and GAAP EPS of $4.54. Adjusted Net Income of $1.2 billion, and Adjusted EPS of $5.17.Adjusted EBITDA of $2.3 billion, or a 12.3% margin, with Adjusted EBITDA margins of 14.8% in the U.S. ...

Core Insights - Pilgrim's Pride Corporation (PPC) is expected to report a revenue increase of 5.2% year-over-year, with fourth-quarter 2025 revenues estimated at $4.6 billion [1][9] - The earnings per share (EPS) estimate for the quarter is 78 cents, reflecting a significant decrease of 42.2% compared to the same quarter last year [2][9] - The company has a Zacks Rank of 4 (Sell) and an Earnings ESP of 0.00%, indicating a low probability of an earnings beat this quarter [7] Revenue and Earnings Estimates - The Zacks Consensus Estimate for PPC's revenues is $4.6 billion, which represents a 5.2% increase from the previous year [1][9] - The EPS estimate remains unchanged at 78 cents, which is a decrease of 42.2% from the prior-year quarter [2][9] Factors Supporting Revenue Growth - Steady demand across key channels and a strong diversified product mix are likely to support PPC's fourth-quarter performance [3] - The company benefits from consumer interest in convenient, protein-focused meal options, reinforcing retail momentum [3] - Continued growth in Case Ready and Prepared Foods, driven by expanded distribution and innovation, is expected to sustain top-line growth [3] Operational Efficiency and Strategic Focus - PPC is focusing on operational execution and efficiency initiatives, including improving plant productivity and optimizing production processes [4] - The company's geographic diversification across the U.S., Europe, and Mexico provides a buffer against regional demand fluctuations and pricing volatility [4] - Strategic partnerships with large retailers and foodservice customers help maintain a strong market position [5] Profitability Challenges - Profitability in the fourth quarter may be impacted by elevated costs and competitive market conditions, including volatility in input costs such as feed, labor, and transportation [6]

Company Performance - Pilgrim's Pride (PPC) closed at $42.49, marking a +1.09% move from the previous day, outperforming the S&P 500 which gained 0.5% [1] - The stock has increased by 5.55% over the last month, surpassing the Consumer Staples sector's gain of 4.13% and the S&P 500's gain of 0.18% [1] Upcoming Earnings - The company is scheduled to release its earnings on February 11, 2026, with an expected EPS of $0.78, indicating a 42.22% drop compared to the same quarter of the previous year [2] Fiscal Year Estimates - Zacks Consensus Estimates project earnings of $5.32 per share and revenue of $0 million for the entire fiscal year, reflecting changes of -1.85% and 0% from the prior year [3] - Recent changes to analyst estimates indicate shifting dynamics in short-term business patterns, with positive alterations signifying analyst optimism regarding business and profitability [3] Zacks Rank and Valuation - Pilgrim's Pride currently has a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate moving 3.37% lower over the last 30 days [5] - The company has a Forward P/E ratio of 9.77, compared to the industry average of 12.71, suggesting it is trading at a discount [6] Industry Context - The Food - Meat Products industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 98, placing it within the top 40% of over 250 industries [6] - The strength of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Pilgrim's Pride Corporation will release its fourth quarter and fiscal year 2025 financial results on February 11, 2026, after U.S. market close, followed by a conference call on February 12, 2026, at 7:00 a.m. MT [1] Group 1: Financial Results Announcement - The financial results will be reviewed by the company's executives during a conference call and webcast [1] - A press release and supplemental materials will be issued before the market opens on February 12, 2026 [1] Group 2: Participation Details - Investors and analysts can pre-register for the webcast to receive a unique PIN for immediate access [2] - Participants can also register for the conference call on the day of the event by dialing specific numbers [3] Group 3: Webcast Availability - The webcast will be available for replay on the company's website two hours after the call concludes and will remain accessible until April 29, 2026 [4] - A telephone replay will also be available until March 12, 2026, using a specific conference number [4] Group 4: Company Overview - Pilgrim's Pride Corporation employs approximately 63,000 people and operates protein processing plants and prepared foods facilities across multiple regions including the U.S., Puerto Rico, Mexico, the U.K., and Europe [5] - The company's primary distribution channels are through retailers and foodservice distributors [5]

Core Insights - Pilgrim's Pride Corporation (PPC) is focusing on brand and portfolio diversification to manage volatility in commodity-driven poultry markets, as highlighted in their third-quarter 2025 results [1] U.S. Business Performance - Diversification across bird sizes, including Case Ready, Small Bird, and Big Bird, helped maintain margins in the U.S. business despite volatile chicken prices in September 2025 [2] - The Prepared Foods segment saw net sales increase by over 25%, with the Just BARE brand gaining nearly 300 basis points of market share, reducing reliance on commodity pricing [2] International Market Strategy - In Mexico, PPC is reducing exposure to live market volatility by expanding value-added Prepared Foods, which experienced a 9% sales increase in the quarter [3] - The strategy of growing prepared and branded offerings is aimed at balancing fluctuations in fresh-market pricing and strengthening customer relationships [3] European Market Adaptation - In Europe, brand differentiation is being utilized to navigate broader protein market pressures, with brands like Fridge Raiders and Rollover growing faster than their respective categories [4] Investment Plans - PPC has outlined over $500 million in planned U.S. investments over the next two years to expand Prepared Foods capacity and convert select facilities to Case Ready production [5] - These investments are intended to enhance operational flexibility and support growth in branded and value-added products, moderating the impact of market volatility over time [5] Stock Performance - PPC shares have gained 5.3% over the past month, outperforming the industry's decline of 1.8% and the S&P 500 index's growth of 2.7% [6] Valuation Metrics - Pilgrim's Pride currently trades at a forward 12-month P/E ratio of 9.69, which is below the industry average of 12.8 and the sector average of 16.64, positioning the stock at a modest discount relative to peers and the broader consumer staples sector [10]

Core Viewpoint - Pilgrim's Pride Corporation (NASDAQ:PPC) is recognized as a strong investment opportunity, with analysts showing mixed ratings and price targets reflecting varying outlooks for the company and the agricultural market in 2026 [2][3]. Group 1: Analyst Ratings and Price Targets - Grupo Santander's analyst raised Pilgrim's Pride from Neutral to Outperform with a price objective of $56 [2]. - Barclays maintained an Equal Weight rating but reduced its price target from $49 to $45, indicating a cautious outlook on the agricultural markets for 2026 [3]. Group 2: Financial Performance - In Q3 2025, Pilgrim's Pride reported net sales of $4.8 billion and operating income of $492.6 million, achieving a margin of 10.4% [4]. - Demand for Pilgrim's Pride products remained high in both foodservice and retail sectors, with prepared foods experiencing a year-over-year surge of over 25% [4]. Group 3: Company Position and Strategy - Pilgrim's Pride is the second-largest poultry producer in the United States, highlighting its significant market presence [5]. - The company aims to invest $500 million in U.S. operations and plans for expansion with key customers, maintaining a net leverage of approximately 1.0x [4].

Company Performance - Pilgrim's Pride (PPC) stock decreased by 5.42% to $37.55, underperforming the S&P 500 which gained 0.62% [1] - Over the past month, Pilgrim's Pride shares increased by 3.39%, outperforming the Consumer Staples sector which declined by 1.6% and the S&P 500 which rose by 0.59% [1] Earnings Projections - The upcoming EPS for Pilgrim's Pride is projected at $0.91, indicating a 32.59% decline compared to the same quarter last year [2] - For the full year, Zacks Consensus Estimates predict earnings of $5.45 per share and revenue of $0 million, reflecting changes of +0.55% and 0% respectively from the previous year [2] Analyst Forecasts - Recent revisions to analyst forecasts for Pilgrim's Pride should be monitored as they reflect short-term business trends and can indicate analysts' sentiment towards the company's profitability [3] Valuation Metrics - Pilgrim's Pride has a Forward P/E ratio of 8.92, which is lower than the industry average of 11.87, suggesting the company is trading at a discount compared to its peers [6] - The Food - Meat Products industry, part of the Consumer Staples sector, holds a Zacks Industry Rank of 63, placing it in the top 26% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a proven track record of outperforming, with 1 rated stocks yielding an average annual return of +25% since 1988 [5] - Currently, Pilgrim's Pride holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [5]

Company Performance - Pilgrim's Pride (PPC) closed at $38.99, reflecting a -1.69% change from the previous day, underperforming the S&P 500's daily loss of 0.74% [1] - Over the last month, Pilgrim's Pride shares increased by 1.95%, outperforming the Consumer Staples sector's loss of 1% and the S&P 500's gain of 0.79% [1] Financial Projections - Pilgrim's Pride is projected to report earnings of $0.91 per share, indicating a year-over-year decline of 32.59% [2] - For the full year, Zacks Consensus Estimates forecast earnings of $5.45 per share and revenue of $0 million, showing changes of +0.55% and 0% respectively from the previous year [2] Analyst Estimates - Recent changes to analyst estimates for Pilgrim's Pride reflect short-term business trends, with positive revisions indicating a favorable outlook on business health and profitability [3] - The Zacks Rank system, which incorporates these estimate changes, provides actionable ratings for investors [4] Zacks Rank and Valuation - Pilgrim's Pride currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [5] - The company has a Forward P/E ratio of 7.28, which is a discount compared to the industry average Forward P/E of 12.34 [6] Industry Context - The Food - Meat Products industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 55, placing it in the top 23% of over 250 industries [6] - The strength of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]

Company Overview - Pilgrim's Pride (PPC) is a company in the food industry that specializes in raising broiler chickens for sale through various segments including fresh food, frozen food, and value-added products [1]. Investment Focus - The company operates through distributors, indicating a structured supply chain for its products [1]. Analyst Background - The analyst has over 10 years of trading experience and has developed as a stock analyst for the last five years, focusing on value companies linked to commodity production [1]. - The analyst emphasizes the importance of sustained free cash flows, low leverage, and sustainable debt levels in investment decisions [1]. - There is a preference for analyzing companies in emerging markets that exhibit high margins and present good medium to long-term investment opportunities [1].

分组1 - Pilgrim's Pride (PPC) operates in the food industry, focusing on raising broiler chickens for various segments including fresh food, frozen food, and value-added products [1] - The company distributes its products through a network of distributors, indicating a structured supply chain [1] 分组2 - The article emphasizes the importance of sustained free cash flows, low leverage, and sustainable debt levels as key factors for investment opportunities [1] - There is a focus on companies in emerging markets that exhibit high margins and present good medium to long-term investment potential [1] - The author highlights a preference for companies with a strong pro-shareholder attitude, including consistent buyback programs and dividend distributions [1]