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Cal-Maine Sees Fancy Eggs Drive Growth As Specialty Varieties Capture More Shopper Attention
Yahoo Finance· 2025-10-01 17:06
Cal-Maine Foods, Inc. (NASDAQ:CALM), the largest egg producer in the United States, on Wednesday announced financial results for the first quarter of fiscal 2026. The company posted a net income of $199.34 million, a 32.9% increase year-over-year, with diluted earnings per share rising 34.6% to $4.12, falling short of analyst expectations of $5.10 per share. First-quarter net sales reached $922.6 million, up 17.4% from $785.87 million a year earlier, but slightly below the consensus estimate of $960.31 mi ...
Cal-Maine Plunges as Shoppers Switch to Fancier, Specialty Eggs
MINT· 2025-10-01 15:49
(Bloomberg) -- Cal-Maine Foods Inc., the top US egg producer, is noticing a major trend in the market: consumers are shifting to fancier varieties that they consider to be more sustainable.  Think cage free, pasture raised and organic. The specialty varieties are now becoming the default when it comes to egg buying for many Americans. While that’s boosting sales for Cal-Maine in those segments, conventional eggs are still by far the bigger part of the business for the company and the consumer pivot has be ...
Cal-Maine Foods Reports Strongest First Quarter in Company History
Globenewswire· 2025-10-01 10:00
Specialty Eggs and Prepared Foods Positioned as Growth Engines, Anchored by Scale, Integration, and Financial StrengthRIDGELAND, Miss., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Cal-Maine Foods, Inc. (NASDAQ: CALM), the largest egg company in the United States and a leading player in the egg-based food industry, today reported results for the first quarter of fiscal 2026, ended August 30, 2025. Unless otherwise indicated, all comparisons are to the comparable period of fiscal 2025. Financial and Operating Highlight ...
4 Cheap Stocks With Solid Fundamentals to Offset Market Uncertainty
ZACKS· 2025-04-25 13:06
市场影响 - 美国股市因特朗普政府新关税政策动荡 标普500指数2月中旬创历史新高后开始下跌 4月2日美国宣布对所有进口商品征收10%关税 对中国最高征收145%关税[1] - 中美互征高额关税加剧全球经济衰退风险 此时全球市场正从高通胀和俄乌冲突导致的供应链中断中复苏[2] - 标普500指数年内下跌6.8% 主要受关税不确定性影响[3] 机构预测调整 - 德意志银行、巴克莱、花旗、高盛等顶级投行下调标普500指数2025年目标价 降幅10%-25% 仅摩根大通维持5200点预测[5] - 分析师认为关税将推高价格抑制需求 减少对华贸易并拖累经济活动 导致标普500成分股盈利下滑[5] 关税政策动态 - 除中国外 美国对其他贸易伙伴暂停征收关税90天 多国正加速与美国签订贸易协议[6] - 中美双方豁免部分产品关税 中国豁免医疗设备和乙烷等 美国豁免智能手机、笔记本电脑等电子产品 汽车零部件或跟进[7] 四家推荐公司 Aveanna Healthcare (AVAH) - 2024年Q4营收5.199亿美元(同比+8.6%) 调整后EBITDA 5520万美元(同比+42.8%) 净利润扭亏为2920万美元[11] - 2025年营收指引21-21.2亿美元 EBITDA指引1.9-1.94亿美元 收购Thrive Skilled Pediatric Care扩大儿科服务[12] - 当前市盈率0.41倍 低于行业2.67倍 预期2025年盈利增长100%[13] Cal-Maine Foods (CALM) - 2025财年Q3销售额14亿美元 净利润5.085亿美元 创纪录销售3.314亿打鸡蛋[14] - 饲料成本下降9.6% 收购Echo Lake Foods增加即食食品业务[15] - 预期2025财年盈利增长300.5% 市盈率10.91倍低于五年中位数23.49倍[16] CommScope (COMM) - 2024年Q4业绩改善 受益于数据中心和宽带解决方案需求[17] - 推出Propel XFrame光纤框架 与Altice Labs合作开发PON Evo套件[18][19] - 预期2025年盈利增长3000% 市盈率3.93倍显著低于行业7.75倍[20] Sterling Infrastructure (STRL) - 2024年Q4营收5.535亿美元(同比+14%) 净利润3490万美元 全年营收21亿美元(同比+17%)[22] - 获1.95亿美元犹他州I-15立交项目和8600万美元科罗拉多州I-25北走廊项目[23] - 预期2025年盈利增长34.6% 市盈率17.04倍显著低于五年高点31.97倍[24]