Cal-Maine Foods

Q4 FY2026 EarningsQ4 FY26 net sales fell 49.9% YoY to $552.6M, resulting in a net loss of $35.9M compared to a $342.5M profit in Q4 FY25. The downturn was primarily driven by a 70.9% drop in conventional shell egg prices due to industry oversupply. Prepared Foods emerged as a strategic pillar, contributing 10.9% of quarterly sales with a 14.6% operating margin. Diluted EPS was $(0.76) for the quarter, and the variable dividend was suspended due to the net loss.