CALM CAL-MAINE FOODS INC

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Fully-integrated producer and distributor of fresh shell eggs and prepared foods
• • New emphasis: Significant capital expenditures to expand cage-free egg production capacity in response to customer demand and regulatory trends
• • Strategic shift: Increased focus on cage-free egg segment amid heightened regulatory and competitor pressures on animal welfare standards
• • Quantitative metric: Top three customers accounted for 43.1% of net sales in fiscal 2026, Walmart alone 30.0%, down from 49.2% and 33.6% respectively in fiscal 2025
• • Noteworthy fact: Settled DOJ antitrust investigation into nationwide egg price increases in June 2026; facing ongoing class action lawsuits alleging price-fixing related to 2022 avian flu outbreak

Management Discussion & Analysis

• • Revenue $2.9B in fiscal 2026, down 31.7% YoY from $4.3B in 2025 due to 50.9% drop in conventional shell egg prices
• • Operating income $350.2M vs $1.5B in 2025, margin approx. 12% vs 36% in prior year; net income $316.7M vs $1.2B in 2025
• • Best segment: Conventional Shell Eggs net sales $1.35B, down 51.1%; worst segment: Specialty Shell Eggs net sales $1.07B, down 7.3%
• • Prepared Foods sales $244.8M, up from $4.1M due to acquisitions; acquisition spend $427.8M; share repurchase $131.1M; dividends $231.6M paid
• • Management outlook notes continued volatility from HPAI and feed costs; focus on growth in specialty and prepared foods; risks include price pressure, legal proceedings, and operational disruptions

Risk Factors

• • DOJ antitrust investigation into nationwide egg price increases; settled June 2026, settlement pending court approval
• • Geopolitical conflicts and weather caused feed price volatility; corn and soybean meal costs increased four consecutive years before declining in fiscal 2026
• • HPAI outbreaks caused depopulation of 352,000 pullets at Maryland facility in March 2026, negatively impacting production capacity
• • Walmart accounted for 30.0% of net sales in fiscal 2026, posing customer concentration risk and pricing pressure potential
• • ERP system implementation underway with risks of delays, increased costs, or disruptions that could materially affect operations and financial results

What are the latest CALM SEC filings in 2026?

CAL-MAINE FOODS INC (CALM) has filed a 10-K annual report on July 22, 2026, a 10-Q quarterly report on April 1, 2026, an 8-K current report on July 22, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CALM file its most recent 10-K annual report?

CAL-MAINE FOODS INC (CALM) filed its most recent 10-K annual report on July 22, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CALM 10-Q quarterly reports?

CAL-MAINE FOODS INC (CALM)'s most recent 10-Q quarterly report was filed on April 1, 2026. SignalX displays every CALM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CALM filed recently?

CAL-MAINE FOODS INC (CALM)'s most recent 8-K was filed on July 22, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CALM insider trading activity (Form 4)?

SignalX aggregates every CALM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CALM file with the SEC?

CAL-MAINE FOODS INC (CALM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CALM filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for CAL-MAINE FOODS INC (CALM).

What is CALM's SEC CIK number?

CAL-MAINE FOODS INC (CALM)'s SEC CIK (Central Index Key) number is 16160. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 16160 to look up all CALM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CALM return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from CAL-MAINE FOODS INC (CALM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.