Recent 8-K filings for SFD

• October 16, 2026, 8:16 AM ET debt materiality 0.40 neutral item 1.01item 2.03item 9.01

  Smithfield signs $600M delayed-draw term loan to redeem 4.250% senior notes due 2027

  $600M senior unsecured delayed draw term loan dated October 14, 2026; single drawing available until December 23, 2026, maturing three years from funding.

• September 8, 2026, 4:20 PM ET earnings materiality 0.70 negative item 7.01item 9.01

  Smithfield cuts Q3 outlook: Fresh Pork loss $70-90M, Hog Production profit $25-45M

  Fresh Pork Q3 adjusted operating loss now expected $70M-$90M on USDA cutout decline.

• August 11, 2026, 8:01 AM ET earnings materiality 0.75 positive item 2.02item 9.01

  Smithfield Q2 FY26 net income up 26.6%, record adjusted operating profit; updates FY26 outlook

  Q2 net sales $3.7B down 2.3% YoY; operating profit $290M up 11.6%; record adjusted op profit $300M.

• June 3, 2026, 4:16 PM ET other material materiality 0.15 positive item 5.07 ◈ Shareholder Votes ×3

  Smithfield Foods shareholders elect directors, ratify auditor, approve executive compensation at 2026 annual meeting

  Shareholders elected Wan Long, Hank Shenghua He, and Raymond A. Starling to the board with over 349 million votes each at the 2026 annual meeting.

• April 28, 2026, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  Smithfield Foods Q1 FY2026: diluted EPS $0.62, revenue $3.8B, operating profit up 3.4%

  Net sales $3.8B (+0.8% YoY); operating profit $333M (+3.4%); adjusted operating profit $339M (+4.0%).

• March 24, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Smithfield Foods reports record fiscal 2025; revenue up 9.8% to $15.5B, dividend raised to $1.25/share

  Annual operating profit of $1.292B (+15.6% YoY); adjusted EPS $2.55 vs $2.51 GAAP EPS.

• January 21, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Smithfield Foods to acquire Nathan's Famous for $102/share in ~$450M cash deal

  All-cash consideration of $102.00 per share; enterprise value approximately $450 million.

• October 28, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Smithfield Q3 net sales $3.7B (+12.4% YoY); record operating profit $310M; raises FY adjusted EPS guidance

  Diluted EPS $0.63 ($0.58 adjusted); Packaged Meats operating profit $226M (10.8% margin).

• August 12, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Smithfield Foods Q2 adjusted EPS rises to $0.55 from $0.51; full-year outlook raised

  Q2 net sales $3.8B (+11% YoY); operating profit $260M; adjusted op. profit $298M.

• July 24, 2025, 7:59 PM ET debt materiality 0.40 neutral item 1.01item 9.01

  Smithfield terminates monetization component of receivables facility; keeps securitization

  Omnibus amendment executed July 22, 2025 amends two existing credit agreements.

• June 5, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Smithfield Foods 2025 Annual Meeting results: all director nominees elected; EY ratified; say-on-pay approved annually

  Elected C. Shane Smith, Xiaoming Zhou, John A. Quelch as directors with >97% support.

• April 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Smithfield Foods Q1 FY2025 operating profit up 97% to $321M; adjusted EPS $0.58

  Net sales $3.77B (+9.5% YoY); operating profit $321M (+97% YoY); adjusted op profit $326M (+86% YoY).

• April 18, 2025, 7:59 PM ET other material materiality 0.20 neutral item 5.02

  Smithfield Foods amends 8-K to correct 2024 executive compensation figures

  CEO Shane Smith total 2024 compensation corrected to $14,902,423 (salary $1.5M, bonus $3M).

• March 25, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Smithfield Foods FY2024 operating profit $1.1B; dividend $0.25/sh

  FY2024 net sales $14.1B; operating profit $1.1B; adjusted EPS $1.88.

• March 7, 2025, 6:59 PM ET other material materiality 0.55 neutral item 5.02

  Smithfield Foods discloses 2024 executive bonuses; CEO Smith $3M bonus, total $15.3M

  CEO C. Shane Smith received $3M discretionary bonus and $8.71M non-equity incentive, total $15.3M.

• February 12, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 2.03item 8.01item 9.01 ◈ Debt Financings

  Smithfield enters new $2.1B revolving credit facility maturing 2030

  New $2.1B senior unsecured revolving credit facility refinances prior credit agreement; matures Feb 12, 2030 with two one-year extension options.

• January 29, 2025, 6:59 PM ET other material materiality 0.80 positive item 5.03item 8.01item 9.01

  Smithfield Foods completes IPO of 26.1M shares at $20.00, nets $234.1M

  IPO closed Jan 29, 2025; 26,086,958 shares sold at $20.00/sh, with 13.0M secondary shares from sole shareholder.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

10 positive 1 negative 6 neutral

source · SFD on sec.gov