SFDSMITHFIELD FOODS INC
Meat Packing Plants
- Revenue
- $15.5B
- 9.8% YoY
- Operating margin
- 8.3%
- 5.2% YoY
- EBITDA
- $1.6B
- 11% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.7×
- $1.1B 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 cashClear107% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear74% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear13% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|
| Revenue | $14.6B | $14.1B | $15.5B | 9.8% |
| Operating income | −$56M | $1.1B | $1.3B | 16% |
| Net income | $17M | $953M | $987M | 3.6% |
| Operating cash flow | $688M | $916M | $1.1B | 16% |
| Capex | $353M | $350M | $341M | 2.6% |
| Stock-based comp | $0 | $0 | $9M | |
| Dividends | $323M | $288M | $396M | 38% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $19M | $16M | 119 | 96 |
| FY2024 | $15M | $14M | 0 | 0 |