Zacks Investment Research·Jun 26, 2026
Are Consumer Staples Stocks Lagging Hormel Foods (HRL) This Year?Here is how Hormel Foods (HRL) and Kenvue (KVUE) have performed compared to their sector so far this year.
Hormel Foods Corporation(HRL)Earnings, Financials & Key Ratios
HRL•NYSE
$24.28
27.9× P/E·Price updated Jul 6, 2026
AboutHormel Foods Corporation develops, processes, and distributes various meat, nuts, and food products to retail, foodservice, deli, and commercial customers in the United States and internationally. The company operates through four segments: Grocery Products, Refrigerated Foods, Jennie-O Turkey Store, and International & Other. It provides various perishable products that include fresh meats, frozen items, refrigerated meal solutions, sausages, hams, guacamoles, and bacons; and shelf-stable products comprising canned luncheon meats, nut butters, snack nuts, chilies, shelf-stable microwaveable meals, hashes, stews, tortillas, salsas, tortilla chips, and others. The company also engages in the processing, marketing, and sale of branded and unbranded pork, beef, poultry, and turkey products, as well as offers nutritional food products and supplements, desserts and drink mixes, and industrial gelatin products. It sells its products primarily under the SKIPPY, SPAM, Hormel, Natural Choice, Applegate, Justin's, Jennie-O, Café H, Herdez, Black Label, Sadler's, Columbus, Gatherings, Herdez, Wholly, Columbus, Planters, NUT-rition, Planters Cheez Balls, Corn Nuts, etc. brand names through sales personnel, independent brokers, and distributors. The company was formerly known as Geo. A. Hormel & Company and changed its name to Hormel Foods Corporation in January 1995. Hormel Foods Corporation was founded in 1891 and is headquartered in Austin, Minnesota.Show more
- Revenue$12.11B+1.6%
- EBITDA$983M-25.9%
- Net Income$478M-40.6%
- EPS (Diluted)0.87-40.8%
- Gross Margin15.63%-7.9%
- EBITDA Margin8.12%-27.0%
- Operating Margin5.94%-33.7%
- Net Margin3.95%-41.5%
- ROE6.01%-41.3%
HRL Price & Volume
Hormel Foods Corporation (HRL) stock price & volume — 10-year historical chart
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Persistent Margin Compression Challenges Hormel's Profitability Outlook
Investment Thesis • Updated 2026Q2
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Input cost margin compression
Key Thesis Takeaways
- Hormel Foods faces a challenging environment characterized by stagnant revenue growth and structural margin compression, as evidenced by the recent 17.2% gross margin in 2026Q2.
- While the company maintains a conservative balance sheet with a 0.36 debt-to-equity ratio, the heavy reliance on $4.9 billion in goodwill suggests significant valuation sensitivity to future operational performance.
- Investors should monitor the company's ability to stabilize cash flow, which has shown extreme volatility with an operating cash flow to net income ratio ranging from -5.75 to 1.92 over the last ten quarters.
Verdict Logic
while the 4.3% dividend yield provides income, the company's inability to maintain consistent profitability, evidenced by the 2025Q4 net loss of $56.1 million, warrants a cautious approach.
HRL Growth Metrics
Hormel Foods Corporation (HRL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.71%
5 Years4.73%
3 Years-0.95%
TTM2.47%
Profit CAGR
10 Years-3.55%
5 Years-12.04%
3 Years-21.8%
TTM-37.54%
EPS CAGR
10 Years-3.71%
5 Years-12.12%
3 Years-21.81%
TTM-37.5%
Return on Capital
10 Years14.55%
5 Years9.46%
3 Years8.18%
Last Year5.98%
HRL Recent Earnings
Hormel Foods Corporation (HRL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 28, 2026Metric
Actual
Est
EPS
$0.40+12.9%
$0.35
Rev
$3.0B+0.3%
$3.0B
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$0.34+6.3%
$0.32
Rev
$3.0B-1.3%
$3.1B
Q4 2025
Dec 4, 2025Metric
Actual
Est
EPS
$0.32+6.1%
$0.30
Rev
$3.2B-1.2%
$3.2B
Q3 2025
Aug 28, 2025Metric
Actual
Est
EPS
$0.35-12.8%
$0.40
Rev
$3.0B+1.6%
$3.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 28, 2026 | $0.40vs $0.35+12.9% | $3.0Bvs $3.0B+0.3% |
| Q1 2026 | Feb 26, 2026 | $0.34vs $0.32+6.3% | $3.0Bvs $3.1B-1.3% |
| Q4 2025 | Dec 4, 2025 | $0.32vs $0.30+6.1% | $3.2Bvs $3.2B-1.2% |
| Q3 2025 | Aug 28, 2025 | $0.35vs $0.40-12.8% | $3.0Bvs $3.0B+1.6% |
Based on last 12 quarters of dataView full earnings history →
Latest HRL News
Recent stock market news and headlines for Hormel Foods Corporation (HRL)
Zacks Investment Research·Jun 25, 2026
Here's Why Hormel Foods (HRL) is a Strong Momentum StockWhether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
247 Wallst·Jun 25, 2026
5 High-Yielding Dividend Kings Retirees and Boomers Can Buy Today and Safely Hold ForeverWhile many Baby Boomers have enjoyed a long bull market over the past 35 years, there comes a point when income becomes more critical than stock appreciation. The reason is simple: those who leave their careers to enjoy a well-deserved retirement lose the benefits of a regular salary and their jobs, such as 401(k) matching... 5 High-Yielding Dividend Kings Retirees and Boomers Can Buy Today and Safely Hold Forever
24/7 Wall Street·Jun 23, 2026
1 Transformative Catalyst Makes Hormel's High Yield an Incredibly Reliable Anchor for RetireesHormel Foods has been in a slow-motion bear hug. The stock sits 22.8% below its 52-week high, and the trailing GAAP payout ratio looks ugly after a $234 million non-cash impairment and a $61 million whole-bird turkey divestiture loss.
Seeking Alpha·Jun 22, 2026
Hormel Foods: This Beaten-Down Dividend King Deserves Another LookHormel Foods remains a Buy, with a conservative valuation and solid dividend yield supporting patient investors amid sector weakness. HRL delivered its sixth consecutive quarter of organic top-line growth, with Foodservice and International segments outperforming despite macro headwinds. Management maintains long-term targets of 2%-3% organic sales and 5%-7% operating income growth, while robust cash flow and a balance sheet provide flexibility.
Peers Comparison
Key metrics vs top competitors for Hormel Foods Corporation (HRL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $24.28 | $13.36B | 27.91 | 1.55% | 3.95% | 6.01% | 4.74% | |
| $58.75 | $20.91B | 43.20 | 2.12% | 0.81% | 2.48% | — | |
| $24.55 | $9.65B | 9.78 | — | 6.48% | 14.66% | — | |
| $28.65 | $6.82B | 6.31 | 3.46% | 4.78% | 24.09% | — | |
| $46.09 | $6.36B | 18.44 | -0.25% | 4.61% | 16.9% | — | |
| $22.66 | $6.76B | 11.27 | 6.4% | 6.12% | 15.3% | — |
Compare HRL vs Peers
Hormel Foods Corporation (HRL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
HRL SEC Filings & Documents
Hormel Foods Corporation (HRL) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 28, 2026·SEC
Material company update
Feb 26, 2026·SEC
Material company update
Feb 18, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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HRL Frequently Asked Questions
Hormel Foods Corporation (HRL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Hormel Foods Corporation's revenue?
Hormel Foods Corporation (HRL) reported $12.22B in revenue for fiscal year 2025. This represents a 294% increase from $3.10B in 1996.
How fast is Hormel Foods Corporation growing?
Hormel Foods Corporation (HRL) grew revenue by 1.6% over the past year. Growth has been modest.
Is HRL profitable?
Yes, Hormel Foods Corporation (HRL) is profitable, generating $466.8M in net income for fiscal year 2025 (4.0% net margin).
Dividend & Returns
Does HRL pay dividends?
Yes, Hormel Foods Corporation (HRL) pays a dividend with a yield of 4.74%. This makes it attractive for income-focused investors.
What is HRL's return on equity?
Hormel Foods Corporation (HRL) has a return on equity (ROE) of 6.0%. This is below average, suggesting room for improvement.
What is Hormel Foods Corporation's free cash flow?
Hormel Foods Corporation (HRL) generated $692.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.