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Nov 29, 2025
Cal-Maine Foods Q2 2026 Earnings Report
Cal-Maine Foods reported lower sales and profits in Q2 2026 due to declining egg prices, but saw strong growth in prepared foods.
Key Takeaways
Cal-Maine Foods faced a challenging quarter as declining conventional egg prices dragged down overall revenue and profit. However, strong specialty egg sales and a surge in prepared foods helped mitigate the decline, reflecting the company's successful diversification strategy.
Net sales fell to $769.5M due to a 26.5% decline in shell egg prices.
Net income dropped 53.1% to $102.8M despite strong specialty and prepared food sales.
Prepared foods surged 586.4% YoY, reaching $71.7M in revenue.
Cal-Maine invested in expanding specialty and ready-to-eat egg products to support long-term growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cal-Maine expects its sales mix shift toward specialty and prepared foods to improve earnings durability and growth.
Positive Outlook
- Specialty egg segment maintained strong pricing and volumes.
- Prepared foods segment grew over 586% YoY.
- Recent acquisitions bolster specialty and local sourcing capacity.
- Expansion in prepared foods expected to drive double-digit growth.
- Diversification strategy positioned to reduce earnings volatility.
Challenges Ahead
- Shell egg prices declined sharply by 26.5%, hurting revenue.
- Gross profit margin dropped to 27.0% from 37.3% last year.
- Net income decreased 53.1% year-over-year.
- Conventional egg revenue declined over 40% YoY.
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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