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Aug 30, 2025
Cal-Maine Foods Q1 2026 Earnings Report
Cal-Maine Foods reported its strongest first quarter in company history, driven by specialty egg sales and a significant expansion in prepared foods.
Key Takeaways
The company delivered record Q1 results with substantial growth in net income, gross profit, and revenue, boosted by the Echo Lake Foods acquisition and increased specialty egg sales.
Revenue reached $922.6 million, driven by growth in specialty eggs and prepared foods.
Net income rose to $199.3 million with EPS of $4.12.
Prepared foods revenue jumped to $83.9 million, up from $8.9 million a year ago.
Gross profit increased to $311.3 million, supported by improved pricing and lower feed costs.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cal-Maine Foods expects continued momentum with strategic focus on specialty eggs, prepared foods, and M&A activity to drive long-term growth.
Positive Outlook
- Specialty eggs and prepared foods gaining market share
- High-speed pancake line investment to meet demand
- Strong balance sheet enabling flexibility for M&A
- Operational improvements enhancing productivity
- Biosecurity measures mitigating supply chain risks
Challenges Ahead
- Ongoing impact of HPAI on national egg supply
- Volatility in feed and input costs remains a risk
- Customer sensitivity to high egg prices
- Integration risks with recent acquisitions
- Potential legal or regulatory uncertainties in the sector
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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