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Cal-Maine Foods (CALM) investor relations material
Cal-Maine Foods Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary1 Oct, 2025
Executive summary
Achieved record first quarter results with net sales up 17.4% year-over-year to $922.6 million, driven by growth in specialty eggs, prepared foods, and the Echo Lake Foods acquisition.
Specialty eggs and prepared foods now account for nearly 40% of net sales, reflecting a strategic shift toward higher-value, value-added categories.
Net income rose 32.9% to $199.3 million, with diluted EPS up 34.6% to $4.12.
Vertical integration, modernization, and disciplined capital allocation are central to the business model, supporting efficiency and supply reliability.
Significant investments in biosecurity, operational excellence, and automation continue to mitigate risks and support long-term growth.
Financial highlights
Net sales reached $922.6M, up 17.4% year-over-year, with gross profit up 25.9% to $311.3M (33.7% margin).
Operating income rose 33.3% to $249.2M (27% margin), and net income increased to $199.3M ($4.12/share).
Operating cash flow more than doubled to $278.6M, with strong cash and investment balances.
Declared a $1.37/share dividend and paid $66.5M in dividends for the quarter.
$500M share repurchase program authorized, with $450M remaining.
Outlook and guidance
Specialty eggs and prepared foods expected to continue driving margin expansion and earnings quality.
Strategy focuses on expanding specialty/prepared foods, leveraging vertical integration, and disciplined M&A for long-term value.
Ongoing investments in cage-free capacity, automation, and prepared foods expansion are planned.
Management projects a strong long-term growth trajectory, anchored by scale and diversification.
Sufficient liquidity and credit facilities are in place to fund operations and capital projects.
Pancake line investment's strategic impact?
Cash deployment strategy this quarter?
HPAI impact on market share?
Pricing strategy shift impact on volatility?
Prepared foods organic and M&A growth outlook?
Industry HPAI preparedness for fall?
Echo Lake: Future growth drivers?
HPAI: What are key challenges for prevention?
Share repurchases: Criteria for opportunistic use?
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Next Cal-Maine Foods earnings date
Q2 20267 Jan, 2026
Next Cal-Maine Foods earnings date
Q2 20267 Jan, 2026
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Frequently asked questions
Cal-Maine Foods Inc. is primarily engaged in the production, grading, packaging, marketing, and distribution of fresh shell eggs. As a major egg producer in the United States, the company's products include conventional, cage-free, organic, and nutritionally-enhanced eggs. Cal-Maine Foods serves a variety of customers, including national and regional grocery store chains, club stores, and foodservice distributors. The company is headquartered in Ridgeland, Mississippi, and its shares are listed on the NASDAQ.
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