Verified call record已核验电话会记录 · 2026-07-22

CALM · Cal-Maine Foods, Inc. Q4 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案CALM

12 exact excerpts 条原文摘录 16 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

marginsq_and_a

“Consolidated gross profit was $34.1 million, resulting in a gross margin of 6.2%.”

Max Bowman · CEOclaim_25b3b8110d350cbb47671737e1346c9f

Exact numeric spans精确数值片段34.1 million6.2

marginssegment_changesq_and_a

“Segment operating loss was $40.6 million with an operating margin of negative 19.3%.”

Max Bowman · CEOclaim_734f368e4d46d4e856411d6271ed35bd

Exact numeric spans精确数值片段40.6 million19.3

performancemarginssegment_changesq_and_a

“Segment operating income totaled $17.5 million and operating margin was 7.3%.”

Max Bowman · CEOclaim_01b828f37da85d12083fe2d3740ded90

Exact numeric spans精确数值片段17.5 million7.3

performancemarginssegment_changesq_and_a

“Segment operating income was $8.8 million, with an operating margin of 14.6%.”

Max Bowman · CEOclaim_ba6147255d07912f4b82b4903e0fec99

Exact numeric spans精确数值片段8.8 million14.6

marginsq_and_a

“Consolidated gross profit was $672 million and gross margin was 23.1%.”

Max Bowman · CEOclaim_d627caf1bdbdb3e307aa543733814988

Exact numeric spans精确数值片段672 million23.1

performancemarginssegment_changesq_and_a

“Segment operating income was $216.6 million, with an operating margin of 16.1%.”

Max Bowman · CEOclaim_20451759610b2fe44f1c0efe42c32ea6

Exact numeric spans精确数值片段216.6 million16.1

guidanceperformancesegment_changesq_and_a

“In our conventional shell egg segment, both fourth quarter and full year results reflected a pricing environment that steadily decreased throughout fiscal 2026, reaching historically low inflation-adjusted levels during the fourth quarter.”

Max Bowman · CEOclaim_13110d622f65cea860421480244c3caa

Exact numeric spans精确数值片段2026

guidanceperformancedemandq_and_a

“Volumes increased 3.1% during the quarter and were approximately flat for the full year, demonstrating that industry-wide pricing, not demand, was the primary driver of financial performance.”

Max Bowman · CEOclaim_6d51ca43e9c5530f18924f09919c0d63

Exact numeric spans精确数值片段3.1%

demandsegment_changesq_and_a

“In our specialty shell egg segment, fourth quarter volumes returned to more typical seasonal patterns.”

Max Bowman · CEOclaim_775ecfd2ea1e5589526e39cb6a704ede

demandq_and_a

“As those conditions normalized, fourth quarter 2026 specialty volumes moderated as expected.”

Max Bowman · CEOclaim_b5d392aa4281b12548776a55a869d149

Exact numeric spans精确数值片段2026

guidanceperformancedemandsegment_changesq_and_a

“Importantly, for the full year, specialty shell egg volumes increased 2.4%, despite more normalized pricing dynamics, which we believe reflects resilient consumer demand and strong commercial execution.”

Max Bowman · CEOclaim_3b17632b7f208edcf4c67dd92a4dd714

Exact numeric spans精确数值片段2.4%

demandsegment_changesq_and_a

“These capabilities allow us to serve customers more comprehensively while creating operational efficiencies across the enterprise.”

Sherman Miller · CEOclaim_fdedca7937c00eeaf7c4d07fd1fd9331

Inspect the source receipts检查来源回执28 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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