CAL-MAINE FOODS INC (CALM) Q4 2025 10-Q Quarterly Report
Filed: Jan 7, 2026Period ending Nov 29, 2025
Agriculture
Agricultural Prod-Livestock & Animal SpecialtiesSEC EDGAR CAL-MAINE FOODS INC (CALM) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Jan 7, 2026 for the fiscal period ending Nov 29, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
CAL-MAINE FOODS INC Q4 2025 10-Q Analysis
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
CAL-MAINE FOODS INC Q4 2025 Quarterly FinancialsXBRL
Revenue
$769M
▼ -19.4% YoY▼ -16.6% QoQ
Net Income
$103M
▼ -53.1% YoY▼ -48.5% QoQ
Gross Margin
27.0%
▼ -1034bp YoY▼ -679bp QoQ
Operating Margin
16.1%
▼ -1303bp YoY▼ -1091bp QoQ
Net Margin
13.4%
▼ -959bp YoY▼ -825bp QoQ
ROE
3.8%
▼ -689bp YoY
Total Assets
$3.1B
▲ +26.3% YoY
EPS (Diluted)
$2.14
▼ -52.2% YoY▼ -48.1% QoQ
Operating Cash Flow
$95M
▼ -22.8% YoY▼ -66.0% QoQ
Source: XBRL data from CAL-MAINE FOODS INC Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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