鸡蛋价格上涨提振2014年业绩后，加州缅因州股市上涨

Cal-Maine Foods (NASDAQ:CALM) gained on Tuesday after the Mississippi-based company topped revenue and EPS estimates with its FQ4 earnings report. The quarter included significant progress by the company on taking proactive steps to add production capacity and help mitigate the egg supply shortage across the country. Those steps included an 18% increase in the average number of layer hens during the quarter compared to a year ago, reflecting the re-start of prior-year facility outages and both organic and inorganic expansion.

Revenue jumped 72% year-over-year during the quarter to $1.1 billion. The higher level of sales were primarily driven by an increase in the net average selling price of shell eggs and also reflected higher volumes sold. The higher market prices were a direct result of the reduced supply of shell eggs across the industry due to outbreaks of highly pathogenic avian influenza (“HPAI”) during a period of high demand for eggs and egg products around the Easter holiday. A record level of total specialty dozens sold in the quarter was due to continued strong consumer demand and the added production from ISE America, which was acquired in the first quarter of FY25.

The net average selling price for conventional eggs was $3.78 per dozen vs. $2.06 a year ago. The net average selling price for specialty eggs was $2.56 vs. $2.25 a year ago. Feed costs per dozen were 2.2% lower than a year ago.

Operating income for the quarter was reported at $435.9 million, vs. $142.2 million a year ago. EPS came in at $7.04 vs. $6.28 consensus and $2.32 a year ago.

Looking ahead, Cal-Maine Foods (NASDAQ:CALM) said it continues to expand its capacity, including cage-free and other specialty egg production, through investments in innovative, scale-driven products and facilities.

HPAI update: "Outbreaks of HPAI have continued to occur in U.S. poultry flocks. In calendar year 2024, 40.2 million commercial layer hens and pullets were depopulated due to HPAI, and in calendar year 2025, an additional 39.0 million commercial layer hens and pullets have been depopulated through May. HPAI is currently widespread in the wild bird population worldwide and no farm is immune from HPAI. The extent of possible future outbreaks in commercial laying hens, with heightened risk during migration seasons, cannot be predicted. "

Shares of Cal-Maine Foods (CALM) rose 3.4% in post-market action to trade at their highest level since late February.