NASDAQ$CALM

Cal-Maine Foods, Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Cal-Maine Foods' financial performance was strong in Q3 2024, marked by record sales volume despite lower average selling prices compared to the previous year.

Cal-Maine Foods reported a decrease in net sales and net income for the third quarter of fiscal 2024 compared to the same period last year, primarily due to lower average selling prices of eggs. However, sales volumes increased, and the company achieved record quarterly sales volume of total and specialty dozens sold.

  • Net sales for the quarter were $703.1 million, compared to $997.5 million in the prior year.
  • Net income was $146.4 million, or $3.01 per basic common share, down from $323.2 million, or $6.62 per diluted share, in the prior year.
  • Total sales volumes increased by 3.2% to 300.8 million dozens, a company record.
  • The company experienced an HPAI outbreak in Kansas, leading to the depopulation of approximately 1.5 million laying hens and 240,000 pullets.

Headline financials

Total Revenue

$703M

Previous: $997M-29.5%
EPS

$3.00

Previous: $6.62-54.7%
Capital Expenditures

-$96M

Previous: -$86.2M-11.4%
Free Cash Flow

$50.7M

Previous: $237M-78.6%
Net Income

$147M

Previous: $323M-54.6%
Operating Income

$163M

Previous: $408M-60.1%
Gross Profit

$219M

Previous: $463M-52.8%

Revenue & EPS history

Cal-Maine Foods · Revenue · Quarterly

$703M

Q3 2024-29.5%vs Q3 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 meeting the strong demand for shell eggs, extending its market reach, and making strategic investments to drive innovation and efficient production. They anticipate fiscal 2024 to be successful.

Tailwinds

  • Demand for shell eggs has remained strong.
  • The company is focused on meeting customer needs with diverse, quality products.
  • Cal-Maine is identifying opportunities to extend its market reach.
  • Significant investments are being made to drive innovation and more efficient production.
  • The company has a strong balance sheet to fund growth initiatives, including potential acquisitions.

Headwinds

  • The company has navigated significant challenges related to HPAI.
  • There is a risk of future HPAI outbreaks, especially during migration seasons.
  • Price volatility could remain due to uncertain external forces.
  • Soybean meal supply has remained tight relative to demand.
  • A facility in Parmer County, Texas, tested positive for HPAI, resulting in depopulation of approximately 3.6% of the Company’s total flock.

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 Q3 2024

Historical avgQ3 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro