Q4 FY2026 EarningsQ4 FY26 results missed consensus estimates as historically low wholesale egg prices and industry oversupply weighed on performance. Net sales of $552.6M fell short of the $563.8M expected, while GAAP EPS of -$0.76 significantly missed the $0.11 consensus. Gross margin plummeted to 6.16%, well below the 12.05% forecast, primarily due to a 70.9% YoY drop in conventional egg selling prices. Despite these headwinds, the Prepared Foods segment showed resilience with a 14.6% operating margin, providing a strategic hedge against shell egg volatility.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: Cal-Maine Foods(CALM) the Revenue is 552.58 M (-49.93%), Miss estimate;the EBIT is -58.81 M (-113.5%), Miss estimate;the EPS is -0.76 (-110.8%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.55B49.93%
0.56B48.91%
-0.01B1.02%
EBITMiss expectations
-0.06B113.47%
-0.01B102.85%
-0.05B10.62%
EPSMiss expectations
-0.76110.80%
0.106798.48%
-0.866712.32%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf