Cal-Maine's Q2 FY 2025 results show strong revenue and profit growth from higher egg prices due to avian flu, but these gains are likely short-lived. With $800M in liquidity and no debt, Cal-Maine remains financially healthy and positioned to make acquisitions when flushed with cash. Their operating model can not only point to a large flock sizes but flexibility toward the shift from conventional eggs to specialty.
CalMaine Food's second-quarter fiscal 2025 results reflect the impacts of the higher net average selling price of eggs and robust seasonal demand.
Cal-Maine Foods (CALM) shares gained Wednesday, a day after the biggest U.S. egg producer beat profit and sales estimates on higher prices, holiday season demand, and an acquisition.
Cal-Maine Foods, Inc. NASDAQ: CALM is the largest producer and distributor of fresh shell eggs in the United States, and it presents a compelling investment case in the current market. As a dominant player in a defensive, essential industry, it offers a degree of stability amidst economic uncertainty.
Results reflected ‘seasonal boost leading up to the Thanksgiving holiday' as well as higher prices due to bird-flu outbreak
My initial rating of leading egg producer Cal-Maine Foods is a hold, as the upside factors are overshadowed by the share price at 10-year highs. The company can benefit from expected future consumer resilience and demand for eggs, as well as higher prices due to supply and avian flu headwinds lately. This firm has no long-term debt, making it a more conservative choice to keep in a portfolio, along with a strong profit margin beating key peers.
CalMaine's stock's price momentum is backed by its efforts to boost production capacity through acquisitions as well as consistent organic growth.
CALM gains on its upbeat 1Q25 results, recently announced expansion projects and efforts to boost its product portfolio.
Which came first: the chicken or the egg? This age-old question can be posed to investors when choosing between the two premiere stocks for each product, chicken and eggs.
Cal-Maine Foods delivered better-than-expected quarterly results, driven by higher egg prices and strategic acquisitions, despite HPAI outbreaks impacting production. The company saw a significant increase in demand for specialty eggs, boosting net sales from $459.3 million to $785.9 million year-over-year. I upgraded my price target to $154 per share, seeing the company undervalued at 5x-6x EBITDA, compared to sector medians.
Cal-Maine Foods (CALM) shares hovered near their all-time high set yesterday as the largest U.S. producer and distributor of eggs reported higher prices sent revenue soaring.
Cal-Maine Foods, the largest egg producer and distributor in the U.S., announced a significant increase in its quarterly sales. The rise in egg prices and a reduction in production costs boosted the company's sales by more than 70% compared to the same period last year.