Every material Form 8-K Cal-Maine Foods filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cal-Maine Foods reported a net loss attributable to the company of $58.6 million, or $1.26 per diluted share, for the first quarter ended August 29, 2026, compared with net income of $199.3 million, or $4.12 per diluted share, a year earlier. Net sales fell 41.5% to $539.6 million, mainly because conventional shell egg prices dropped sharply, and the company will pay no cash dividend for the quarter.
Net sales were $539.6 million, down from $922.6 million, a decrease of 41.5%.
Operating loss was $82.2 million, compared with operating income of $249.2 million a year earlier.
Conventional Shell Eggs segment loss was $71.0 million, with average selling price per dozen down 59.3%.
No cash dividend for the quarter; cumulative loss to recover before a future dividend was $94.5 million as of August 29, 2026.
Cal-Maine Foods entered a Second Amended and Restated Credit Agreement dated August 31, 2026, with BMO Bank N.A. as administrative agent, providing a senior unsecured revolving credit facility of up to $250 million. As of September 1, 2026, nothing had been borrowed under the facility and $5.9 million in standby letters of credit had been issued, and the facility matures August 31, 2031. The filing does not describe a new borrowing, but it sets the terms under which the company can borrow, including covenants that limit dividends and share repurchases.
Revolver of up to $250 million, with a $25 million sublimit for standby letters of credit and a $25 million sublimit for swingline loans
No amounts borrowed as of September 1, 2026; $5.9 million in standby letters of credit issued
Five-year term maturing August 31, 2031; amends and restates the credit agreement dated November 15, 2021
Covenants include a maximum Total Funded Debt to Capitalization Ratio of 50% tested quarterly and a minimum Tangible Net Worth of $1.5 billion plus 50% of consolidated net income (if positive) less permitted restricted payments
Cal-Maine Foods reported a fourth-quarter fiscal 2026 net loss attributable to the company of $35.9 million, or $0.76 per diluted share, compared with net income of $342.5 million, or $7.01 per diluted share, a year earlier. Net sales fell 49.9% to $552.6 million as industry oversupply drove wholesale shell egg prices to historically low inflation-adjusted levels, and the company did not declare a Q4 dividend.
Q4 net sales of $552.6 million, down 49.9% from $1.10 billion; Q4 operating loss of $58.8 million
Fiscal 2026 diluted EPS of $6.63, down from $24.95; fiscal year net sales of $2.91 billion, down 31.7%
Conventional Shell Eggs operating loss of $40.6 million in Q4; Prepared Foods operating income of $8.8 million
New $54 million investment to expand Prepared Foods capacity by about 30%, beginning in the first half of fiscal 2028
Cal-Maine Foods increased its board from eight to ten directors on June 23, 2026, and appointed Haley R. Fisackerly and Michael J. Highfield as independent directors. The filing says the board is now seven independent directors out of ten, and both new directors will join the Compensation, Audit, and Nominating and Corporate Governance Committees. The appointments are a governance change rather than a financial result, and the filing reports no earnings or guidance figures.
Board increased from eight to ten directors; Fisackerly (Class II, term to 2026 annual meeting) and Highfield (Class III, term to 2027 annual meeting)
Each new director receives a $45,000 annual fee and a restricted stock award with a target grant date value of $100,000, vesting 100% on January 12, 2029
Fisackerly is President and CEO of Entergy Mississippi, LLC; Highfield is Provost and Executive Vice President of Mississippi Christian University
Cal-Maine Foods added Dudley D. Wooley, CEO of Ross & Yerger Insurance, Inc., as an independent Class III director, filling the seat left by Jim Poole, who recently passed away. Mr. Wooley joins the Compensation, Audit, and Nominating and Corporate Governance committees and receives standard non-employee director pay, which the filing does not show affecting company financial results.
Term runs until the 2027 annual meeting; Board determined he is independent under Nasdaq listing standards.
Annual director fee of $45,000, paid quarterly in advance; RSAs with a $100,000 target grant value approved March 31, 2026, vesting 100% on January 12, 2029.
Succeeds Jim Poole, who recently passed away; press release announcing the appointment dated April 1, 2026.
The filing dates the appointment to March 31, 2025, while the RSA grant is dated March 31, 2026, so the appointment date appears to contain an error.
Cal-Maine Foods reported fiscal third-quarter 2026 results for the period ended February 28, 2026, with net sales down 53.0% to $667.0 million and net income attributable to the company down 90.1% to $50.5 million. Management attributed the decline mainly to much lower egg prices compared with the prior year, and the filing gives no updated numeric guidance, so shareholders face a sharply weaker quarter.
Net sales of $667.0 million, down 53.0%; conventional egg sales fell 72.1% with 70.1% lower selling prices
Net income attributable to Cal-Maine Foods of $50.5 million, down 90.1%; diluted EPS of $1.06 versus $10.38 a year earlier
The company repurchased 329,830 shares for $24.3 million in the quarter; $350.8 million remains under its $500 million authorization
Cash dividend of about $0.36 per share, payable May 14, 2026 to holders of record on April 29, 2026
Cal-Maine Foods reported fiscal 2026 second-quarter results for the period ended November 29, 2025. Net sales fell 19.4% to $769.5 million, and diluted earnings per share fell 52.3% to $2.13, as shell egg selling prices dropped 26.5%. The company also said it will pay a dividend of approximately $0.72 per share and repurchased $74.8 million of its stock during the quarter.
Net sales were $769.5 million, down 19.4% from $954.7 million a year earlier.
Net income attributable to Cal-Maine Foods was $102.8 million, down 53.1%; diluted EPS was $2.13 versus $4.47.
Shell egg sales fell 28.1%, with selling prices 26.5% lower and sales volume 2.2% lower.
Dividend of approximately $0.72 per share is payable February 12, 2026, to holders of record on January 28, 2026.
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