HRL · Hormel Foods Corp /De/
One customer — 10% of receivables (April 26, 2026)
“As of April 26, 2026, one customer accounted for more than 10 percent of net accounts receivable.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted operating margin non-GAAP | 9.9% | Q2 FY2026 | — |
| Adjusted selling, general and administrative expenses as a percent of net sales non-GAAP | 8.2% | Q2 FY2026 | — |
| Advertising investments | $34M | Q2 FY2026 | — |
| Capital expenditures | $82M | Q2 FY2026 | — |
| Depreciation and amortization expense | $69M | Q2 FY2026 | — |
| Dividends returned to stockholders | $161M | Q2 FY2026 | — |
| Effective tax rate | 23.6% | Q2 FY2026 | — |
| Foodservice organic net sales change non-GAAP | 7% | Q2 FY2026 | — |
| Foodservice organic volume change non-GAAP | 1% | Q2 FY2026 | — |
| Foodservice segment profit change | 11% | Q2 FY2026 | — |
| Foodservice volume change | 1% | Q2 FY2026 | — |
| International organic net sales change non-GAAP | 5% | Q2 FY2026 | — |
| International organic volume change non-GAAP | 1% | Q2 FY2026 | — |
| International segment profit change | 20% | Q2 FY2026 | — |
| International volume change | 1% | Q2 FY2026 | — |
| Loss on the sale of the whole-bird turkey business, including transaction costs | $61M | Q2 FY2026 | — |
| Operating margin | 7.3% | Q2 FY2026 | — |
| Organic net sales change non-GAAP | 3% | Q2 FY2026 | — |
| Retail organic net sales change non-GAAP | 1% | Q2 FY2026 | — |
| Retail organic volume change non-GAAP | -2% | Q2 FY2026 | — |
| Retail segment profit change | 13% | Q2 FY2026 | — |
| Retail volume change | -2% | Q2 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Packaged Foods — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HRL
this stock
Hormel Foods Corp /De/
|
$13.39B | +2.7% | +1.6% | 28.6 | 3.5% |
|
KHC
Kraft Heinz Co
|
$29.35B | +2.4% | -0.1% | — | 7.3% |
|
GIS
General Mills Inc
|
$21.34B | -18.1% | +4.1% | — | 9.2% |
|
MKC
Mccormick & Co Inc
|
$14.50B | -18.8% | +1.7% | 9.0 | 5.1% |
|
JBS
Jbs N.V.
|
$14.39B | -5.3% | — | — | 3.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HRL | +0.2% | -3.1% | -3.8% | -2.7% | +2.7% |
| SPY | -0.4% | +2.6% | +10.7% | +2.7% | +12.5% |
| vs SPY | +0.6% | -5.6% | -14.6% | -5.4% | -9.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.