Tyson Foods (NYSE:TSN) just came in swinging with its strongest quarter in over two years, smashing expectations and hiking its full-year outlook. The protein giant reported a 2.3% jump in revenue to $13.62 billion, beating estimates of $13.4 billion, while adjusted EPS surged 65% to $1.14far above the projected $0.79. CEO Donnie King credited exceptional performance in chicken and strong execution across the board as demand for protein-packed meals stayed red-hot, both at home and in restaurants. Investors took notice, sending the stock higher as Tyson's diversified approach continues to pay off.

• Warning! GuruFocus has detected 8 Warning Signs with TSN.

Looking ahead, Tyson is feeling confidentso much so that it's raising its full-year adjusted operating income forecast to $1.9 billion$2.3 billion, up from $1.8 billion$2.2 billion. The company also revised its sales outlook to flat-to-up 1%, a more bullish stance than its previous flat-to-down-1% view. But it's not all smooth sailing. With President Trumps latest tariff spree potentially impacting U.S. pork and chicken exportsparticularly to MexicoTyson will have to navigate some uncertainty. The USDA expects a modest 1% rise in total domestic protein production this year, but higher cattle prices and potential trade barriers could pressure margins even as demand remains strong.

Bottom line? Tyson is flexing its muscle at the start of 2025, with better margins, strong demand, and a tighter grip on costs. External riskslike tariffs and higher cattle pricescould shake things up, but the company's aggressive execution suggests it's not backing down. With another strong quarter, Tyson is making it clear: it's here to win.