Recent 8-K filings for CALM

• July 22, 2026, 6:07 AM ET earnings materiality 0.90 negative item 2.02item 9.01

  Cal-Maine Foods Reports Q4 and Fiscal 2026 Results, Announces New Segment Structure and Acquisitions

  Net sales for Q4 2026 were $552.6M, down 49.9% from $1.1B in Q4 2025; net loss of $35.9M vs. net income of $342.5M.

• June 30, 2026, 9:05 AM ET regulatory materiality 0.60 neutral item 8.01item 9.01

  Cal-Maine resolves DOJ antitrust probe; no fines, but compliance measures, 30M egg donation, $1.5M payment

  No admission of wrongdoing; no fines or penalties assessed by DOJ.

• April 1, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Cal-Maine Q3 net income falls 90% to $50.5M; revenue down 53% to $667M

  Net income attributable to Cal-Maine of $50.5M ($1.06 diluted EPS), down 90.1% vs prior year.

• March 3, 2026, 6:59 PM ET M&A materiality 0.78 positive item 8.01item 9.01

  Cal-Maine Foods acquires Creighton Brothers shell egg and egg products assets for ~$128.5M

  Purchase price ~$128.5M (subject to adjustments); funded with available cash on hand.

• January 7, 2026, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Cal-Maine Foods Q2 fiscal 2026 EPS $2.13, down 52.3%; net sales $769.5M, down 19.4%

  Net income $102.8M, down 53.1%; diluted EPS $2.13 vs $4.47 year ago.

• October 3, 2025, 7:59 PM ET leadership materiality 0.70 negative item 5.07item 9.01

  Cal-Maine Foods director Camille S. Young fails to be elected at annual meeting

  Director Camille S. Young received 15,357,286 votes for and 21,666,646 withheld, failing to be elected.

• October 1, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Cal-Maine Foods Q1 FY2026 net sales $922.6M (+17.4%); EPS $4.12 (+34.6%)

  Net income $199.3M (+32.9%); diluted EPS $4.12 vs $3.06 a year ago.

• July 22, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Cal-Maine Foods Q4 net income $342.5M, EPS $7.04; FY2025 EPS $24.95 on higher egg prices

  Q4 net sales $1.1B, net income $342.5M ($7.04 diluted EPS), vs $640.8M and $113.2M ($2.32) last year.

• June 2, 2025, 7:59 PM ET M&A materiality 0.72 positive item 8.01item 9.01

  Cal-Maine Foods closes $258M acquisition of Echo Lake Foods

  All-cash deal closed at ~$258M; tax benefit of ~$28M brings effective price to ~$230M.

• April 17, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01

  Cal-Maine Foods' founder family sells 2.98M shares in secondary; company repurchases $50M concurrently

  2,978,740 shares sold by four daughters of late founder and board chair at $92.75/share; company received $0 proceeds.

• April 16, 2025, 7:59 PM ET other material materiality 0.75 neutral item 3.02item 3.03item 5.03item 5.01item 9.01 ◈ Governance Changes

  Cal-Maine eliminates dual-class stock structure; Daughters' LLC loses majority voting control

  All 4,800,000 Class A shares converted into Common shares on April 14, 2025, with one vote per share (down from ten).

• April 8, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Cal-Maine Foods Q3 net income $508.5M, EPS $10.38; buys Echo Lake Foods for $258M

  Diluted EPS of $10.38 vs $3.00, net sales $1.4B vs $703.1M in prior-year quarter.

• March 27, 2025, 7:59 PM ET other material materiality 0.70 neutral item 1.01item 8.01item 3.03item 5.02item 5.03item 9.01 ◈ Governance Changes ×2

  Cal-Maine Foods takes steps to eliminate Class A stock; amends credit agreement and governance structure

  Obtained lender consent to amend credit agreement to exclude Class A conversion from Change of Control definition.

• February 25, 2025, 6:59 PM ET other material materiality 0.75 neutral item 1.01item 1.02item 5.01item 5.03item 5.07item 7.01item 9.01 ◈ Governance Changes

  Cal-Maine founder family may sell voting control; board classified, cumulative voting eliminated

  Daughters' LLC holds 52% voting power; if all Class A shares converted to common, voting power falls to 12%.

• January 7, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Cal-Maine Q2 net income $219.1M ($4.47 EPS) up from $17.0M; sales $954.7M

  Net sales $954.7M (+82% YoY) driven by higher egg prices and record total dozens sold (329.8M).

• October 1, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Cal-Maine Foods Q1 net income $150M ($3.06 EPS) on $785.9M sales; record dozens sold

  Net sales $785.9M vs $459.3M a year ago; net income $150.0M ($3.06 diluted EPS) vs $926K ($0.02 EPS).

• July 23, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Cal-Maine Foods reports Q4 net income $113.2M ($2.32 EPS) on sales of $640.8M

  Q4 net sales $640.8M, down 7% from $688.7M in prior-year period (13 vs 14 weeks).

• July 1, 2024, 7:59 PM ET M&A materiality 0.65 positive item 8.01item 9.01

  Cal-Maine Foods completes $110M acquisition of ISE America egg production assets

  Acquisition adds 4.7M laying hens (1.0M cage-free) and 1.2M pullets capacity.

• April 2, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Cal-Maine Q3 net sales $703M down 29% YoY; EPS $3.00 vs $6.62; record volume but HPAI outbreaks continue

  Net sales $703.1M vs $997.5M YoY; net income $146.4M ($3.00 diluted EPS) vs $323.2M ($6.62).

• January 3, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Cal-Maine Foods Q2 net income drops to $17.0M ($0.35/sh) vs $198.6M a year ago; HPAI, antitrust charges

  Net sales $523.2M, down 34.7% YoY; total dozens sold up 1.4% to 288.2M.

• December 1, 2023, 6:59 PM ET litigation materiality 0.75 negative item 8.01item 9.01

  Cal-Maine Foods faces $17.8M jury verdict in antitrust case; company to seek directed verdict

  Jury awarded $17.78M in damages to plaintiffs in Kraft antitrust case; damages may be trebled plus attorneys' fees.

• November 22, 2023, 6:59 PM ET litigation materiality 0.75 negative item 8.01item 9.01

  Cal-Maine Foods found liable by jury in egg price-fixing antitrust case; damages phase set for Nov 28-29

  Jury found Cal-Maine liable for alleged conspiracy to inflate egg prices in Kraft Foods et al. v. United Egg Producers et al.

• October 4, 2023, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  Cal-Maine closes acquisition of Fassio Egg Farms assets with 1.2M hen capacity

  Acquired commercial shell egg production and processing facilities in Erda, Utah, with capacity of ~1.2 million laying hens, primarily cage-free.

• October 3, 2023, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Cal-Maine Q1 net income plunges to $926K from $125.3M YoY; announces Utah acquisition

  Net sales of $459.3M vs $658.3M a year ago; net income $926K ($0.02/diluted share) vs $125.3M ($2.57).

• September 28, 2023, 7:59 PM ET M&A materiality 0.72 positive item 8.01item 9.01

  Cal-Maine Foods to acquire Fassio Egg Farms assets with 1.2M-hen capacity

  Assets include commercial shell egg facilities, feed mill, pullets, fertilizer operation, and land in Erda, Utah.

• July 25, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Cal-Maine Foods reports Q4 net income $110.9M, FY2023 net income $758.0M, declares $0.76 dividend

  Q4 net sales $688.7M, net income $110.9M ($2.27 diluted EPS); prior-year quarter: $593.0M, $110.0M ($2.25).

• March 28, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Cal-Maine Foods Q3 FY2023 net sales $997.5M, EPS $6.62, dividend $2.20

  Net sales $997.5M (up 109% YoY), net income $323.2M ($6.62 diluted EPS) vs $39.5M ($0.81) last year.

• December 28, 2022, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Cal-Maine Foods Q2 FY2023 net sales $801.7M, net income $198.6M; record quarterly results

  Net sales $801.7M (+110% YoY); net income $198.6M ($4.07 diluted EPS) vs $1.2M ($0.02) a year ago.

• September 30, 2022, 7:59 PM ET leadership materiality 0.75 neutral item 5.02item 5.07item 9.01 ◈ executive_change

  Cal-Maine Foods names Sherman Miller CEO; Dolph Baker remains Chairman

  Dolph Baker steps down as CEO effective Sept 30, 2022, remains Chairman and executive officer.

• September 27, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Cal-Maine Foods Q1 FY2023: Record sales $658.3M, net income $125.3M, dividend $0.85

  Record quarterly net sales of $658.3M, up 103% YoY; net income $125.3M ($2.57 diluted EPS) vs net loss $18.0M last year.

• July 19, 2022, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Cal-Maine Foods reports record Q4 net income of $110M; revenue up 69.5% YoY

  Q4 net income $110.0M ($2.25 per diluted share) vs net loss of $4.2M in Q4 last year.

• March 29, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Cal-Maine Foods Q3 fiscal 2022 net sales up 33% to $477.5M; EPS $0.81 vs $0.28

  Net sales $477.5M (+33.0% YoY); net income $39.5M ($0.81 per share) vs $13.5M ($0.28) prior year.

• December 28, 2021, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Cal-Maine Q2 net income $1.2M ($0.02 EPS); revenue up 12.5% to $390.9M; no dividend; feed costs surge

  Net income $1.2M vs $12.2M prior year; EPS $0.02 vs $0.25.

• November 19, 2021, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 5.02item 9.01 ◈ executive_change ×2

  Cal-Maine Foods ups revolving credit facility to $250M; names new principal accounting officer

  New $250M secured revolving credit facility, maturing Nov 2026, with accordion feature up to $200M additional.

• October 4, 2021, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Cal-Maine Foods invests up to $18.5M in MeadowCreek Foods for specialty egg products

  Investment up to $18.5M in debt and equity to establish MeadowCreek Foods, LLC in Neosho, MO.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.72 · Most common event earnings

19 positive 10 negative 21 neutral

source · CALM on sec.gov