Short answer
CAL-MAINE FOODS INC (CALM) filed its Q4 2025 10-Q quarterly report on Jan 7, 2026 for the quarter ended Nov 29, 2025. Quarterly revenue was $769M (down 19.4% year over year) with net income of $103M.
Q4 2025 key financials · XBRL
- Revenue
- $769M
- −19.4% YoY · −16.6% QoQ
- Net income
- $103M
- −53.1% YoY · −48.5% QoQ
- Operating margin
- 16.1%
- Gross margin
- 27.0%
- EPS (diluted)
- $2.14
- −52.2% YoY · −48.1% QoQ
Source: XBRL data from the CAL-MAINE FOODS INC (CALM) Q4 2025 10-Q on SEC EDGAR. USD.
CAL-MAINE FOODS INC Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue not explicitly stated; shell egg prices dropped 26.5% YoY to $2.014/dozen in Q2 FY26 from $2.740 in Q2 FY25
- Gross profit $207.4M in Q2 FY26 vs $356.0M in Q2 FY25; gross profit fell 41.7% YoY
- Cage-free egg revenue 33.3% of total shell egg revenue in Q2 FY26 vs 23.4% in Q2 FY25
- Layer hens increased 2.6% and breeder flocks 12.7% in Q2 FY26 YoY; chicks hatched up 65.1% YoY
- Management focused on expanding cage-free capacity and ongoing efficiency projects, but Echo Lake Foods faces temporary lower volumes and higher costs through FY26
Risk Factors
- No newly added risk factors this quarter; risk profile unchanged from 2025 Annual Report
- Most material update: increased focus on food contamination risks from pathogens like Listeria, Salmonella Enteritidis, and pathogenic E. coli due to operational vulnerabilities
- Regulatory risk: potential product recalls or withdrawals tied to contamination or mislabeling exposing company to federal, state, and local regulatory scrutiny
- Operational risk: intense competition in fresh shell eggs representing 94.3%-95.3% net sales, pressuring pricing, margins, and market share near term
- Financial risk: uncertainty of maintaining costly insurance coverage for product liability, recalls, and business interruptions poses potential unmitigated exposure
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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