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CALM US Equity

Cal-Maine Foods IncConsumer Staples · Agricultural Prod-Livestock & Animal Specialties · CIK 16160 · FY ends May 30
$82.80
+0.37 (+0.45%)
USD · as of 2026-08-21 · marketstack

CALM · 10-K · period ended 2025-05-31

← all CALM documents
filed 2025-07-22 · EDGAR original ↗

Our rendering of the filing — original pagination and typography are not reproduced, and tables are reduced to their short label cells (the figures live on FA). Nothing is summarized: every line below is the filing's own text.

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Item 7. Management's Discussion and Analysis of

Financial Condition and Results of Operations in

the

Company’s fiscal 2024 Annual Report on Form 10-K.

LIQUIDITY AND CAPITAL RESOURCES

We aim to maintain

a strong balance

sheet and liquidity, particularly

given the cyclical

nature of our

business. We believe a

strong

balance sheet supports our growth opportunities and stockholder returns. Our priorities for the use of cash in

recent periods have

included the payment of

dividends pursuant to our

variable dividend policy, inorganic growth through acquisitions

of businesses,

organic

growth

including

construction

and

conversion

of

cage-free

facilities

and

investment

in

value-added

products,

and

maintenance capital expenditures.

Working Capital and Current Ratio

Our working

capital at

May 31,

2025 was

$1.7 billion, compared

to $1.0

billion at

June 1,

2024. The

calculation of

working

capital is defined as

current assets less current

liabilities. Our current ratio was

6.4 at May 31,

2025 compared to 5.5

at June 1,

2024. The current ratio is calculated by dividing

current assets by current liabilities. The increase

in our current ratio is primarily

due to the increase in total current assets, which increased by $726.3 million to $2.0 billion at May 31, 2025, due to increases in

cash

and

cash

equivalents

and

investment

securities

available-for-sale.

Due

to

seasonal

factors

described

in

PartI.ItemI.

Business – Seasonality

, we generally

expect our

need for working

capital to be

highest in

the fourth and

first fiscal

quarters ending

in May/June and August/September, respectively.

35

Cash Flows from Operating Activities

Net cash

provided by

operating activities

was $1.2

billion for

fiscal 2025,

compared to

$451.4 million for

fiscal 2024.

The increase

in

cash

flow

from

operating

activities

resulted

primarily

from

higher

net

average

selling

prices

per

dozen,

particularly

for

conventional eggs, increased volume of sales and

a decrease in feed ingredient costs compared

to the prior year,

partially offset

by the increase in volume and price of outside egg purchases.

Cash Flows from Investing Activities

For fiscal 2025, $575.5 million was

used in investing activities, primarily due

to purchases of investment securities,

purchases of

property, plant and equipment

and the acquisition

of assets of

ISE compared to

$412.6 million used

in investing activities

in fiscal

2024, primarily due to purchases

of investment securities, purchases of

property, plant and equipment and the Fassio acquisition.

Purchases of investment

securities were $1.2

billion in fiscal

2025 compared to

$573.6 million in

fiscal 2024. Sales

and maturities

of investment securities were

$907.6 million in fiscal

2025, compared to $358.9 million

for fiscal 2024. The increase

in sales and

maturities of investment securities is primarily due to the maturities of

short-term investments during fiscal 2025. Cash paid for

business acquisitions was $116.2 million in

fiscal 2025, primarily related to

the ISE acquisition, and

$53.7 million in fiscal 2024,

related to

the Fassio

acquisition. Purchases

of property,

plant and

equipment were

$161.3 million

and $147.1

million in

fiscal

2025 and 2024, respectively, primarily reflecting progress on our construction projects.

Cash Flows from Financing Activities

We

paid

dividends

totaling

$330.3

million

and

$91.9

million

in

fiscal

2025

and

2024,

respectively.

During

fiscal

2025,

we

repurchased $54.0 million

in shares of

Common Stock, primarily

under our share

repurchase program. See

“Share Repurchase

Program,” below.

Increase (decrease) in Cash and Cash Equivalents

As of May 31, 2025, cash increased $261.5 million since June 1, 2024, compared to a $54.9 million decrease

during fiscal 2024.

The increase is primarily due to the increase in net sales during fiscal 2025.

Acquisition of Echo Lake Foods

Subsequent to our fiscal 2025 year-end, we acquired Echo Lake Foods. The purchase price was approximately $258 million and

was funded with available cash on hand. For additional information, refer to Part II. Item 8. Notes to the Consolidated Financial

Statements,

Note 17 – Subsequent Events

.

Credit Facility

On November 15,

2021, we entered

into an Amended

and Restated Credit

Agreement (as amended,

the “Credit Agreement”)

with

a five-year term. The Credit Agreement provides

for a senior secured revolving credit facility

(the “Credit Facility”), in an initial

aggregate principal amount of up to $250 million. As of May 31, 2025, no amounts were borrowed under the Credit Facility. As

of May 31, 2025, we

had $4.7 million in outstanding

standby letters of credit, which

were issued under our Credit

Facility for the

benefit of

certain insurance

companies. On

March 25,

2025, we

entered into

the Second

Amendment to

the Credit

Facility to

amend the definition

of Change of

Control to exclude

the conversion of

all outstanding shares

of Class A

Common Stock into

Common Stock.

Refer to

Part II.

Item 8.

Notes to

the Financial

Statements,

Note 10– CreditFacility

for further

information

regarding our long-term debt.

Share Repurchase Program

On

February

25,

2025,

the

Board

approved

a

new

$500

million

share

repurchase

program.

The

share

repurchase

program

authorizes the Company, in management’s discretion, to repurchase Common Stock from time to time for

an aggregate purchase

price up

to $500

million (exclusive

of any

fees, taxes,

commissions or

other expenses

related to

such repurchases),

subject to

market

conditions

and

other

factors.

The

actual

timing,

number

and

value

of

shares

repurchased

under

the

program

will

be

determined by

management in

its discretion

and will

depend on

a number

of factors,

including, but

not limited

to, the

market

price of the Common Stock and general market and economic conditions.

36

The Company expects to strategically and opportunistically repurchase shares from time to time through solicited or unsolicited

transactions in the

open market, in

privately negotiated transactions

or by other

means in accordance

with securities laws.

The

Company expects that share repurchases under the program will be

funded from one or a combination of existing cash balances

and future free

cash flow.

The share repurchase

program does not

obligate the Company

to repurchase any

specific amount of

shares, does

not have an

expiration date, and

may be suspended,

modified or

discontinued at

any time without

prior notice. During

fiscal

2025,

the

Company

repurchased

approximately

$50

million

in

shares

under

the

program.

See

PartII.Item5.Issuer

Purchases of Equity Securities

and Part II. Item 8. Notes to the Financial Statements,

Note 11 – Equity

for further information.

Dividends

In

accordance

with

our

variable

dividend

policy,

we

will

pay

a

cash

dividend

totaling

approximately

$114.2

million,

or

approximately $2.362 per share, to holders

of our Common Stock with respect

to our fourth quarter of fiscal

2025. The amount

paid per

share will vary

based on

the number of

outstanding shares on

the record date.

The dividend is

payable on August

19,

2025 to holders of record on August 4, 2025.

Material Cash Requirements

Material cash

requirements for operating

activities primarily consist

of feed

ingredients, processing, packaging

and warehouse

costs, employee related costs, and

other general operating expenses, which

we expect to be paid

from our cash from operations

and cash and investment

securities on hand for

at least the next

12 months. While volatile

egg prices and feed

ingredient costs,

among

other

things, make

long-term predictions

difficult,

we

have

substantial liquid

assets and

availability under

our

Credit

Facility to fund future operating requirements.

Our material cash requirements for capital expenditures consist primarily of our projects to increase our cage-free production

capacity. We

continue to monitor the increasing demand for cage-free eggs and to engage with our customers in efforts to help

them achieve their announced timelines for cage-free egg sales. The following table presents material construction

projects

approved as of May 31, 2025 (in thousands):

Project(s) Type

Projected

Completion

Projected Cost

Spent as of

May 31, 2025

Remaining

Projected Cost

Feed Mill

Fiscal 2026

$

9,800

$

4,936

$

4,864

Egg Products Expansion

Fiscal 2026

19,576

10,958

8,618

Cage-Free Layer & Pullet Houses

Fiscal 2026

219,004

179,281

39,723

$

248,380

$

195,175

$

53,205

As of May

31, 2025, we

had $75.5 million

of purchase obligations

outstanding, all of

which is due

within one year.

Purchase

obligations primarily

include contractual

agreements to

purchase feed ingredients

and commitments

to make

capital expenditures.

Timing

of payments

and actual

amounts paid

may be

different depending

on the

timing of

the receipt

of goods

or services

or

changes to agreed-upon amounts for some obligations.

We

believe our

current cash

balances, investments,

projected cash

flows from

operations, and

available borrowings

under our

Credit Facility will

be sufficient

to fund our

capital needs for

at least the

next 12 months

and to fund

our capital commitments

currently in place thereafter.

IMPACT OF RECENTLY

ISSUED ACCOUNTING STANDARDS

For information on changes in accounting principles and new accounting principles, see “

New Accounting Pronouncements and

Policies

” in Part II. Item 8. Notes to Consolidated Financial Statements,

Note 1 - Summary of Significant Accounting Policies

.

CRITICAL ACCOUNTING ESTIMATES

The preparation of financial statements

in accordance with U.S. GAAP

requires management to make estimates

and assumptions

that affect the

reported amounts

of assets

and liabilities

at the

date of

the financial

statements and

the reported

amounts of

revenues

and expenses

during the

reporting period. Actual

results could

differ materially

from these

estimates. Critical

accounting estimates

are those estimates made in accordance with GAAP that involve a significant level

of estimation uncertainty and have had or are

reasonably likely to have a

material impact on the financial condition

or results of operations. Our

critical accounting estimates

are described below.

37

BUSINESS COMBINATIONS

The Company applies the acquisition method of accounting, which requires that once control is obtained, all

the assets acquired

and liabilities assumed, including amounts

attributable to noncontrolling interests, are

recorded at their respective fair

values at

the

date

of acquisition.

The

excess

of

the

purchase

price

over

fair

values

of

identifiable

assets

and

liabilities

is

recorded

as

goodwill.

We

typically use

the income

method approach

for intangible

assets acquired

in a

business combination.

Significant judgment

exists in valuing certain

intangible assets and the

most significant assumptions

requiring judgment involve estimating

the amount

and timing of future

cash flows, growth rates,

discount rates selected to

measure the risks inherent

in the future cash

flows and

the asset’s expected useful lives.

The

fair

values of

identifiable assets

and

liabilities are

generally

determined internally

and

requires estimates

and

the

use

of

various valuation

Source: SEC EDGAR (public domain) · 10-K for the period ended 2025-05-31, filed 2025-07-22 · accession 0001562762-25-000170

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