HRLHORMEL FOODS CORP /DE/
Meat Packing Plants
- Revenue
- $12.1B
- 1.6% YoY
- Operating margin
- 5.9%
- 34% YoY
- EBITDA
- $983M
- 26% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.5×
- $1.5B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear177% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear75% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear37% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $11.4B | $12.5B | $12.1B | $11.9B | $12.1B | 1.6% |
| Operating income | $1.1B | $1.3B | $1.1B | $1.1B | $719M | 33% |
| Net income | $909M | $1000M | $794M | $805M | $478M | 41% |
| Operating cash flow | $1.0B | $1.1B | $1.0B | $1.3B | $845M | 33% |
| Capex | $232M | $279M | $270M | $256M | $311M | 21% |
| Stock-based comp | $25M | $25M | $24M | $23M | $26M | 10% |
| Buybacks | $20M | $0 | $12M | $0 | $0 | |
| Dividends | $523M | $558M | $593M | $615M | $633M | 3.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $201K · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $201K
Pay vs performance
No pay-versus-performance disclosure yet.