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Vital Farms (VITL)
NASDAQ:VITL
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.28Last Year’s EPS
0.37Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong, record‑setting 2025 results—notably double‑digit revenue growth (+25.3%) and record Adjusted EBITDA (+31.6% to $114M)—alongside major operational milestones (third ECS line, ERP implementation without unplanned interruptions, inventory rebuild) and expansion of farm and brand reach. Management acknowledged near‑term headwinds: margin pressure from planned promotional reinvestment, shipment disruption residuals from ERP cutover, volatile retailer ordering due to weather and an industry supply rebound, and a stepped‑up CapEx profile in 2026. Guidance for 2026 is growth‑oriented ($900M–$920M) but more measured, implying a temporary margin contraction to ~12% as the company prioritizes high‑quality placements and household penetration. Overall, achievements and structural progress on capacity, brand, controls, and long‑term targets outweigh the near‑term operational and margin pressures, but management is being cautious about pacing in H1 2026.Company Guidance
Record 2025 Revenue and Profitability
Net revenue grew to $759.4M in fiscal 2025, up 25.3% year‑over‑year. Adjusted EBITDA surpassed $100M for the first time, reaching $114.0M, up 31.6% year‑over‑year. Q4 revenue was $213.6M and Q4 Adjusted EBITDA was $29.2M. Net income for the year was $66.3M, or $1.44 per diluted share.
Strong Gross Profit and Operating Leverage
Gross profit rose to $285.7M, representing a 37.6% gross margin (modest contraction from 37.9% prior year). SG&A was $159.4M (21.0% of net revenue) with SG&A as a percent of sales improving by over 110 basis points year‑over‑year, while marketing investment increased by $10.4M.
Operational Capacity & Systems Upgrades Completed
Brought a third production line at ECS online in October, implemented a new ERP with zero unplanned shipment interruptions, transitioned to a dedicated cold storage facility, and rebuilt inventory. 2025 CapEx was $82M, aligned with prior guidance.
Expanded Farm Network
Farm network expanded to more than 600 small farms committed to pasture‑raised standards, adding approximately 175 farms in 2025—a material expansion of supply capabilities tied to the brand's animal welfare standards.
Brand Awareness and Market Share Gains
Brand awareness increased to 34%, up 8 percentage points in 2025. According to Circana, Vital Farms gained 25 basis points of volume share within MULO+ in 2025 and 35 basis points year‑to‑date through Feb 15, positioning the company as a top share gainer in premium shell egg brands.
Improved Financial Controls and Balance Sheet Strength
Successfully remediated a previously disclosed material weakness in internal controls (no restatement required). Company is debt‑free and ended 2025 with $113.4M in cash and marketable securities, retaining balance sheet flexibility.
2026 Guidance and Long‑Term Targets Reinforced
Introduced 2026 guidance of $900M–$920M net revenue (more than 20% growth at midpoint) and Adjusted EBITDA guidance of $105M–$115M (midpoint ≈12% margin). Reaffirmed long‑term targets: $2B net revenue by 2030, gross margin ≥35%, and Adjusted EBITDA margin 15%–17%. Board authorized a $100M 2‑year share repurchase program.
VITL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VITL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $24.79 | $22.11 | -10.81% |
Nov 04, 2025 | $32.18 | $37.37 | +16.13% |
Aug 07, 2025 | $37.30 | $43.86 | +17.59% |
May 08, 2025 | $35.92 | $32.57 | -9.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Vital Farms (VITL) report earnings?
Vital Farms (VITL) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Vital Farms (VITL) earnings time?
Vital Farms (VITL) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VITL EPS forecast?
VITL EPS forecast for the fiscal quarter 2026 (Q1) is 0.28.