HRL earnings — 2026-08-27

Hormel reported its fiscal third quarter (ended July 26, 2026) before the open and filed the 10-Q and an 8-K the same day. Per the filing's XBRL: revenue $2.96B, gross profit $471.5M, operating income $110.9M, net income $59.6M, diluted EPS $0.11 (GAAP). The operating line is the story — $110.9M against $217.1M in the April quarter and $243.7M in the January quarter, a steep sequential step-down inside a fiscal year tracking well below FY2025's $718.6M run rate. On the analyst-consensus basis (adjusted, per the provider block above) the print was a nominal beat — $0.37 actual against $0.35 estimated — and the shares fell 10.3% anyway: the market graded the operating trajectory, not the headline surprise.

Same-day news coverage in the pull was preview-only (no result articles had landed by the evening pull), so the filing is the sole basis for the numbers above.

Sources

• Q3 FY2026 10-Q: https://www.sec.gov/Archives/edgar/data/48465/000004846526000055/hrl-20260726.htm (filed 2026-08-27)
• Earnings 8-K: https://www.sec.gov/Archives/edgar/data/48465/000004846526000053/hrl-20260827.htm
• SEC XBRL facts: key-financials (pulled 2026-08-27)
• News pull (preview-only coverage): latest (fetched 2026-08-27)