VITL
Vital Farms, Inc.32.20
-2.33-6.75%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.44BP/E (TTM)
24.39Basic EPS (TTM)
1.32Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
8-K
Vital Farms boosts Q2 revenue 25%
Vital Farms reported Q2 2025 net revenue of $184.8 million, up 25.4% from last year, fueled by volume growth and pricing actions, while gross margin dipped slightly to 38.9% amid scaling investments. The company raised its full-year outlook to at least $770 million in revenue and $110 million in Adjusted EBITDA, on track for $1 billion by 2027. Supply chain expansions added 50 farms, hitting over 500. Tariffs may pressure margins later.
10-Q
Q2 FY2025 results
Vital Farms posted solid Q2 FY2025 results, with net revenue climbing 25% year-over-year to $184.8 million, fueled by volume gains and price/mix tailwinds in eggs, which make up 97% of sales. Gross margin held steady at 39%, while operating income rose 39% to $23.8 million, reflecting efficient scaling despite higher labor costs; diluted EPS dipped slightly to $0.36 from $0.36, reconciling cleanly with 45.8 million shares. Cash from operations slowed to $4.5 million year-to-date amid inventory builds, leaving $108.2 million in cash and $46.8 million in investments, backed by a $60 million undrawn revolver under the JPMorgan facility. The company advanced its Indiana packing plant and Missouri line expansion, but HPAI and EDS outbreaks on farms pose supply risks.
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