NASDAQ$CALM

Cal-Maine Foods, Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Cal-Maine Foods delivered a solid financial and operating performance despite dynamic market conditions.

Cal-Maine Foods reported net sales of $523.2 million and net income of $17.0 million, or $0.35 per diluted share, for the second quarter of fiscal 2024. The results reflect a decrease in average selling prices but were supported by a slight increase in sales volumes.

  • Net sales for the quarter were $523.2 million.
  • Net income was $17.0 million, or $0.35 per diluted share.
  • Total volumes sold increased slightly to 288.2 million dozens.
  • The company completed the acquisition of Fassio Egg Farms, Inc.

Headline financials

Total Revenue

$523M

Previous: $802M-34.7%
EPS

$0.35

Previous: $4.07-91.4%
Capital Expenditures

-$65.8M

Previous: -$59.7M-10.2%
Free Cash Flow

-$48.8M

Previous: $139M-135.1%
Net Income

$17M

Previous: $199M-91.4%
Operating Income

$14.2M

Previous: $260M-94.5%
Gross Profit

$91.1M

Previous: $318M-71.3%

Revenue & EPS history

Cal-Maine Foods · Revenue · Quarterly

$523M

Q2 2024-34.7%vs Q2 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Cal-Maine Foods · $445M total across 2 segments · Q1 2024

  • Conventional Eggs
    $226M-50.6%
  • Specialty Eggs
    $219M+9.2%

Forward guidance

Cal-Maine Foods is focused on managing its operations, expanding capacity, pursuing synergistic acquisitions, and supporting long-term growth through innovative products and facilities.

Tailwinds

  • Effectively managing business through the first half of fiscal 2024.
  • Team's resilience and ability to quickly respond to challenges.
  • Proven operating model supports ability to manage operations.
  • Uniquely positioned to leverage scale and continue to meet growing customer demand.
  • Strong balance sheet and disciplined capital allocation strategy.

Headwinds

  • Impact of HPAI.
  • Uncertain external forces including weather patterns.
  • Global supply chain disruptions.
  • Volatility could remain.
  • HPAI outbreak will continue to affect the overall supply of eggs until the layer hen flock is fully replenished.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.7%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.0%

Avg return

30 days after

42%

27 / 65 earnings

Positive

+11.0%

Q3 2014

Best reaction

-16.6%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-0.1%-0.3%
Q2 2026-1.6%-6.6%+4.4%
Q1 2026-1.1%-1.4%-6.7%
Q4 2025+0.8%+3.9%+5.9%
Q3 2025+2.5%+9.3%+1.0%
Q2 2025-0.0%-2.7%+3.8%
Q1 2025+0.8%+13.0%+17.3%
Q4 2024+3.7%+9.8%+11.7%
Q3 2024+4.3%+7.4%-1.8%
Q2 2024-0.7%-2.5%+0.5%
Q1 2024-7.3%-3.2%+4.6%
Q4 2023+0.5%+2.4%+4.1%
Q3 2023+4.9%+10.2%-12.9%
Q2 2023-16.6%-14.6%-13.7%
Q1 2023+1.1%-6.9%-6.0%
Q4 2022+0.3%+1.5%+5.3%
Q3 2022+3.0%+14.5%+7.7%
Q2 2022-1.8%+0.2%+5.1%
Q1 2022+0.3%-2.4%+1.0%
Q4 2021-2.7%-3.0%-1.5%
Q3 2021-3.5%-4.1%-7.9%
Q2 2021+3.1%+2.1%+4.2%
Q1 2021-1.0%-1.4%-0.1%
Q4 2020-0.5%-0.4%-6.7%
Q3 2020+3.7%-4.5%+1.5%
Q2 2020-10.2%-9.9%-13.6%
Q1 2020-13.9%-16.4%-11.5%
Q4 2019+0.3%-0.8%+5.6%
Q3 2019-5.9%-5.8%-7.5%
Q2 2019-1.3%-0.6%+1.4%
Q1 2019-9.6%-8.1%+0.8%
Q4 2018-2.1%-2.1%+8.6%
Q3 2018+5.1%+6.9%+7.1%
Q2 2018-0.3%-0.1%-6.1%
Q1 2018+5.8%+3.0%+6.6%
Q4 2017-0.1%+3.4%-6.1%
Q3 2017+0.5%-1.5%+3.6%
Q2 2017+5.3%+6.4%+1.9%
Q1 2017-3.2%-8.6%-11.3%
Q4 2016-5.4%-8.1%-2.1%
Q3 2016+6.5%
Q2 2016+1.5%
Q1 2016-9.9%
Q4 2015-0.7%
Q3 2015-0.1%
Q2 2015-3.3%
Q1 2015+4.5%
Q4 2014-4.2%
Q3 2014+11.0%
Q2 2014-0.0%
Q1 2014-1.1%
Q4 2013+1.0%
Q3 2013+0.1%
Q2 2013-6.0%
Q1 2013+2.7%
Q2 2012-0.2%
Q4 2011-0.2%
Q4 2010-0.2%
Q4 2012+3.4%
Q3 2012-0.2%
Q3 2011-0.2%
Q2 2011+1.0%
Q1 2011-2.1%
Q1 2012-2.1%
Q3 2010-3.8%

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