Cal-Maine Foods, Inc. (CALM)

Cal-Maine Foods remains a Buy after a recent price drop, all-time record earnings, and ongoing internal and macro improvements. CALM reported record net income and EPS for their fiscal Q1, maintains zero long-term debt, and is expanding into prepared foods for more predictability. Dividend volatility reflects the cyclical nature of the business, but the payout is up year-over-year and supported by robust cash generation.

Cal-Maine Foods remains volatile, despite its status as a consumer staples company, driven by fluctuating egg prices and limited analyst coverage. CALM reported record Q1 earnings, but recent share price declines anticipate forward earnings will reduce, due to egg price trends. The company is shifting toward specialty eggs and prepared foods, aiming for higher, more stable margins and less reliance on commodity egg prices.

Which came first: the end of quarterly earnings reports, or Cal-Maine's first conference call? That question, at least, has a simple answer.

Cal-Maine Foods, Inc. (NASDAQ:CALM ) Q1 2026 Earnings Call October 1, 2025 9:00 AM EDT Company Participants Sherman Miller - CEO, President & Director Max Bowman - VP, CFO, Treasurer, Secretary & Director Conference Call Participants Heather Jones - Heather Jones Research LLC Pooran Sharma - Stephens Inc., Research Division Leah Jordan - Goldman Sachs Group, Inc., Research Division Benjamin Mayhew - BMO Capital Markets Equity Research Presentation Operator Good morning, everyone, and welcome to the Cal-Maine Foods First Quarter Fiscal 2026 Earnings Conference Call. [Operator Instructions] Please note, this call is being recorded.

U.S. stock futures were lower this morning, with the Dow futures falling more than 200 points on Wednesday.

The largest egg producer in the U.S. posts fiscal first-quarter earnings and revenue that miss expectations.

Specialty Eggs and Prepared Foods Positioned as Growth Engines, Anchored by Scale, Integration, and Financial Strength Specialty Eggs and Prepared Foods Positioned as Growth Engines, Anchored by Scale, Integration, and Financial Strength

Cal-Maine Foods, Inc. (NASDAQ:CALM) will release earnings results for the first quarter, before the opening bell on Wednesday, Oct. 1.

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RIDGELAND, Miss., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Cal-Maine Foods, Inc. (NASDAQ: CALM), the largest egg company in the United States and a leading player in the egg-based prepared food industry, today announced it will host its first-ever quarterly earnings conference call and webcast in conjunction with the release of its fiscal first quarter 2026 results.

Cal-Maine Foods' explosive revenue and profit growth in FY2025, driven by a surge in egg prices, has left the company in a far stronger financial position. Demand for eggs remains remarkably stable despite price volatility, making Cal-Maine Foods' business more resilient and a less risky investment. Government subsidies and bailouts provide a safety net for Cal-Maine Foods, further reducing downside risk even during periods of low egg prices.

RIDGELAND, Miss.--(BUSINESS WIRE)--Cal-Maine Foods, Inc. (NASDAQ: CALM) (“Cal-Maine Foods” or the “Company”) today announced that Melanie Boulden was appointed to the Company's Board of Directors as an independent director, effective August 11, 2025. She will serve until the 2025 Annual Meeting of Shareholders, after which she will stand for reelection as a Class I Director to serve for a three-year term. Boulden will join the Compensation, Audit, and Nominating and Corporate Governance Committ.

RIDGELAND, Miss.--(BUSINESS WIRE)--Cal-Maine Foods, Inc. (NASDAQ: CALM (“Cal-Maine Foods” or the “Company”), today announced the appointment of Keira Lombardo as the Company's first-ever Chief Strategy Officer (CSO), effective today. The creation of this role underscores Cal-Maine Food's commitment to delivering long-term value through operational excellence, innovation, and deeper stakeholder engagement. As CSO, Lombardo will work with the senior leadership team to further accelerate and shape.

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Cal-Maine Foods' recent growth is driven by cyclical high egg prices and acquisitions, but organic growth remains modest and future comps will be tougher. Echo Lake Foods acquisition adds significant revenue potential and margin support, but integration and egg price normalization pose risks. Dividend yield is currently attractive, but remains highly cyclical and unpredictable, tied closely to volatile earnings trends.