SEBNYSEWholesale-Farm Product Raw Materials

Seaboard Corp (SEB) earnings date, market-implied expected move, and options open interest by expiry

3,867.15

−9.14 · −0.24%

post 3,870.01 +0.07%

Closed18:10 ET

Open3,835.01Volume12,670Mkt cap$3.7BP/E5.86EPS660.27Div yield0.23%

Day3,835.01 – 3,910.8946%52-wk3,260.74 – 5,983.3422%

SEB

Seaboard Corp

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Nov 3

after close · in 3 days

est.Q3 FY26

Calendar

Next report

Last report

−2.02%

shaded = implied · ▲▼ = realized

Aug 4 '26 · confirmed

Implied vs realized

Largest filed tie

—

Supply chain

13F top-10 QoQ

+3.91%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

213 managers

Top fund weight

0.00%

SEB weight · VTI

N-PORTJun 30 '26

1 fund

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Seaboard (SEB) is expected to report on Nov 3 after close (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 4 '26confirmed—▼−2.02%—

quarterimplied−5%0+5%realized×

Q2 FY26—▼−2.02%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

No open-interest data.

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

5.27%as filednet margin · revenue +21.75% QoQ · +17.82% YoY

Revenue

$2.9B+21.75% QoQ

Gross profit

$221M+1.84% QoQ

7.56% margin

Operating income

$100M+4.17% QoQ

3.42% margin

Pre-tax income

$206M+44.06% QoQ

Net income

$154M+28.33% QoQ

5.27% margin

Cost of revenue

$2.7B+23.73% QoQ

Operating expenses

$121M0.00% QoQ

Tax

$52M+126.09% QoQ

Other income

$106M+125.53% QoQ

Revenue$2.9B+21.75%

Gross profit

$221M+1.84%

7.56% margin

Operating income

$100M+4.17%

3.42% margin

Pre-tax income

$206M+44.06%

Net income

$154M+28.33%

5.27% margin

Cost of revenue

$2.7B+23.73%

Operating expenses

$121M0.00%

Other income$106M+125.53%

Tax$52M+126.09%

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Jul 4 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 18:00 ET

Intraday

Event sensitivity

CPI ×1.36· ±1.8% vs ±1.3% · 11 releases

eventrelease day|move|up · n×base

CPIconsumer prices±1.8%6 of 11×1.36

CPROFcorporate profits±1.7%6 of 12×1.28

GDPgross domestic product±1.7%10 of 19×1.27

FOMCrate decision±1.6%13 of 24×1.16

PCEpersonal income & outlays±1.4%8 of 19×1.06

PPIproducer prices±1.4%8 of 11×1.05

NFPjobs report±1.0%5 of 10×0.74

Bar = avg |move| to ±2% · tick = ±1.3% avg day · ×base = |move| ÷ ±1.3% · min 6 releases

Earnings history

EPS 159.74 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 4 '26 · confirmed	159.74	—
Q1 FY26	—	124.24	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod