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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 attributable to shareholders increased 32.9% to $199.3 million ($4.12 per diluted share), up from $150 million ($3.06 per share) year-over-year.
Vertical integration, operational excellence, and financial strength underpin resilience and ability to pursue growth opportunities.
Echo Lake Foods acquisition contributed $70.5 million in sales, accelerating diversification and growth in prepared foods.
Financial highlights
Net sales reached $922.6 million, up 17.4% year-over-year, with shell egg sales at $789.4 million (+6.5%).
Specialty egg sales rose 10.4% to $283.5 million; prepared foods sales surged over 800% to $83.9 million, mainly from Echo Lake Foods.
Gross profit increased 25.9% to $311.3 million (33.7% margin); operating income was $249.2 million (27% margin), up from $187 million.
Net cash flow from operations surged 137.2% to $278.6 million; ended quarter with $1.25 billion in cash and short-term investments.
Dividend payout of $1.37 per share, payable November 13, 2025.
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.
Ongoing investments in cage-free capacity, automation, and prepared foods expansion are planned.
Management projects a strong long-term growth trajectory, anchored by scale, vertical integration, 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?
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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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