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Sep 28, 2025
Vital Farms Q3 2025 Earnings Report
Vital Farms reported strong Q3 2025 results with record revenue and improved profitability driven by volume growth and pricing.
Key Takeaways
Vital Farms delivered a record-setting quarter with $198.9 million in revenue and significant gains in profitability, including a net income of $16.4 million and adjusted EBITDA of $27.4 million. The company expanded its farm network and executed on strategic initiatives such as launching a new ERP system and production line.
Net revenue hit a record $198.9 million, up from $145.0 million in Q3 2024
Net income more than doubled to $16.4 million compared to $7.4 million last year
Adjusted EBITDA rose to $27.4 million from $15.2 million in the prior-year quarter
Expanded family farm network by approximately 75, bringing the total to 575
Forward Guidance
Vital Farms raised its FY2025 revenue and Adjusted EBITDA guidance, citing strong consumer demand, operational execution, and strategic investments.
Positive Outlook
- Raised FY2025 net revenue outlook to at least $775 million
- Increased Adjusted EBITDA guidance to at least $115 million
- Volume growth continues to accelerate
- New ERP system went live successfully
- Third production line launched at Egg Central Station
Challenges Ahead
- Higher overhead costs offset some gross margin gains
- Cash and equivalents declined due to heavy capital investments
- Free cash flow lower than prior year’s 39-week period
- Operating expenses increased with headcount and marketing
Historical Earnings Impact
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Avg. Return Before/After Earnings
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