TS

Tyson Foods, Inc. stock research

Sep 27, 2025

FY2025 Q4

Tyson Foods (TSN) Gross Margin — Quarter Ended Sep 27, 2025

Revenue remained flat compared to the previous quarter and increased slightly from the same quarter last year. Gross profit and gross margin decreased both sequentially and year-over-year.

Gross margin takeaway

Quarter ended Sep 27, 2025 · FY2025 Q4

Revenue remained flat compared to the previous quarter and increased slightly from the same quarter last year. Gross profit and gross margin decreased both sequentially and year-over-year.

  • The increase in cost of revenue outpaced revenue growth, compressing gross profit.
  • Gross margin weakened compared to the prior quarter and the same quarter a year ago.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

5.2%

Gross profit

$726.0M

Revenue

$13.9B

Cost of revenue

$13.1B

Quarter-over-quarter change

-3.0 pts

Year-over-year change

-2.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 28, 2024$13.6B$1.1B$12.5B8.0%
Mar 29, 2025$13.1B$600.0M$12.5B4.6%
Jun 28, 2025$13.9B$1.1B$12.7B8.2%
Sep 27, 2025$13.9B$726.0M$13.1B5.2%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 28, 2025

-3.0 pts

Year-over-year change

Sep 28, 2024

-2.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The increase in cost of revenue outpaced revenue growth, compressing gross profit.

Gross margin weakened compared to the prior quarter and the same quarter a year ago.

Monitor the trend of cost of revenue relative to revenue in upcoming quarters.