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Q2 FY2026 EarningsQ2 FY26 results beat revenue expectations but saw a significant miss on profitability and margins due to industry-wide egg oversupply. Revenue of $166.0M (+3.6% vs. consensus) was offset by a severe gross margin contraction to 6.6% (vs. 17.2% expected) and a GAAP Net Loss of $31.1M. Despite these headwinds, management reiterated full-year guidance, betting on supply-control initiatives and a decisevely strengthened balance sheet through $185M in new credit facilities to drive a H2 recovery.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Vital Farms(VITL) the Revenue is 166.03 M (-10.14%), Beat estimate;the EBIT is -40.15 M (-268.7%), Miss estimate;the EPS is -0.72 (-300%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.17B10.14%
0.16B13.28%
+0.01B3.14%
EBITMiss expectations
-0.04B268.72%
-0.03B216.28%
-0.01B52.44%
EPSMiss expectations
-0.72300.00%
-0.4757232.14%
-0.244367.86%
Upcoming earnings report - Q3 FY2026
Available dateNov 3, 2026
Estimate Revenue$184.47 M
Estimate EBIT-$4.317 M
Estimate EPS-$0.0828
Revenue
ActualEstimateUnit: USD
Quarterly
EBIT
ActualEstimateUnit: USD
Quarterly
Net income
ActualEstimateUnit: USD
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EPS
ActualEstimateUnit: USD
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