Cal-Maine

CALM

Market cap $3.51B

MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, and beaten-down REITs that offer solid income and turnaround potential. Part 2 of this series includes Axsome Therapeutics, Berkshire Hathaway, Blackstone, Cal-Maine Foods, and Cassiar Gold Corp., among others.

Cal-Maine Foods, Inc. remains a Buy following its latest earnings, but technicals are broken and caution is warranted after a sharp collapse in wholesale egg prices. CALM's Q2 saw net sales down 19.4% and EPS down 52.3%, yet specialty eggs and prepared foods showed resilience and growth potential. CALM management highlights strategic diversification into specialty eggs and prepared foods, aiming for steadier, less cyclical earnings and double-digit growth in value-added segments.

Cal-Maine beat on earnings but missed on sales this morning. Egg prices are crashing, erasing historically strong earnings at Cal-Maine.

Cal-Maine Foods, Inc. (CALM) Q2 2026 Earnings Call Transcript

RIDGELAND, Miss., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Cal-Maine Foods, Inc. (NASDAQ: CALM) (“Cal-Maine Foods,” “we,” “us,” “our” or the “company”), the largest egg company in the United States and a leading player in the egg-based food industry, today reported results for its fiscal 2026 second quarter, ended November 29, 2025. Unless otherwise indicated, all comparisons are to the comparable period of fiscal 2025.

The nation's largest egg producer is set to report financial results before the market opens Wednesday.

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Cal-Maine Foods offers exposure to structurally higher egg prices driven by regulation, consolidation, and resilient demand in a cyclical industry. The Echo Lake Foods acquisition diversifies CALM into value-added categories, reducing egg price dependence and supporting margin stability. Market expectations imply low single-digit FCF growth, but higher egg price floors and margin improvements could drive upside and potential multiple re-rating.

Cal-Maine Foods has shown sustained growth in sales and net income in recent years. The company shows interesting and highly attractive multiples, with an EV/EBITDA of around 2.73x and a P/CF of 3.78x. In a fragmented market, the company maintains a market share far superior to that of its competitors and a vertically integrated business structure.