Jun 2026 (Q2 FY26) — Aug 6, 2026
Vital Farms Q2 FY26 — Operational Calibration Plan Taking Hold Amidst Challenging Market
Read the full callVital Farms earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 166 | −10.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -24.2 | −37.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -31.1 | −286.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $40.85 on 17 Oct 2025 → $8.16. High $40.85 (17 Oct 2025), low $8.16 (19 Oct 2026).
Overview
Call summaries
Vital Farms Q2 FY26 — Operational Calibration Plan Taking Hold Amidst Challenging Market
Read the full callEvery analysed call
Financials
Net profit, year on year: −287% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 145 | 166 | 162 | 185 | 199 | 214 | 187 | 166 |
| Operating profit | 9 | 13 | 22 | 24 | 21 | 21 | -2 | -40 |
| Operating margin | 6.4% | 7.8% | 13.4% | 12.9% | 10.8% | 10.0% | −1.3% | −24.2% |
| Other income | 1 | 1 | 1 | 1 | 1 | 1 | 0 | -1 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | 10 | 14 | 22 | 25 | 22 | 22 | -2 | -41 |
| Tax rate | 28.3% | 26.1% | 24.4% | 32.2% | 25.3% | 27.2% | 18.1% | 23.8% |
| Net profit | 7 | 11 | 17 | 17 | 16 | 16 | -2 | -31 |
| EPS ($ per share) | 0.17 | — | 0.38 | 0.37 | 0.37 | — | -0.03 | -0.72 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | 5 | 14 | 3 | 4 | 30 | 83 | 149 |
| Total liabilities | — | 30 | 29 | 38 | 56 | 83 | 90 | 167 |
| Fixed assets | — | 22 | 30 | 45 | 59 | 67 | 85 | 161 |
| Total assets | — | 62 | 171 | 190 | 215 | 275 | 359 | 519 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 11 | -5 | 12 | 18 | -8 | 51 | 65 | 34 |
| Cash from investing | -2 | -6 | -78 | -18 | -10 | 22 | -7 | -134 |
| Cash from financing | -2 | 0 | 94 | 2 | 0 | -2 | 9 | -1 |
| Net cash flow | 8 | -11 | 28 | 1 | -18 | 71 | 66 | -102 |
| Capital expenditure | -2 | -5 | -10 | -17 | -10 | -12 | -29 | -82 |
| Free cash flow | 9 | -10 | 1 | 1 | -19 | 39 | 36 | -48 |
75 filings between Nov 3, 2025 and Sep 16, 2026.
Purchases
$612.6K
13 purchases by 12 insiders
Sales
$4.21M
12 sales by 2 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| OHAYER MATTHEW | — | $3.63M | Mar 2, 2026 |
| Diez-Canseco Russell | — | $586.5K | Dec 15, 2025 |
| Cyr William B. | $149.4K | — | May 14, 2026 |
| Holland Joseph Michael | $99.9K | — | May 14, 2026 |
| Khoury Karl | $92.3K | — | Mar 9, 2026 |
| Flanagan Glenda J | $50.8K | — | May 18, 2026 |
| Ruiz Gisel | $50.0K | — | May 13, 2026 |
| Coon Stephanie | $49.6K | — | May 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Van Hoven Reena Chauhan Chief People Officer | Tax withheld | 344 | $3.5K |
| Sep 2, 2026 | Holland Joseph Michael Chief Supply Chain Officer | Tax withheld | 412 | $4.2K |
| Jun 10, 2026 | Flanagan Glenda J Director | Award | 10,436 | $0 |
| Jun 10, 2026 | Cyr William B. Director | Award | 10,436 | $0 |
| Jun 10, 2026 | Post Denny Marie Director | Award | 10,436 | $0 |
| Jun 10, 2026 | Khoury Karl Director | Award | 10,436 | $0 |
| Jun 10, 2026 | Amoo-Gottfried Kofi Owusu Director | Award | 10,436 | $0 |
| Jun 10, 2026 | Kennedy Kelly J. Director | Award | 10,436 | $0 |
| Jun 10, 2026 | Ruiz Gisel Director | Award | 10,436 | $0 |
| May 19, 2026 | Van Hoven Reena Chauhan Chief People Officer | Purchase | 2,242 | $20.0K |
| May 18, 2026 | Flanagan Glenda J Director | Purchase | 6,100 | $50.8K |
| May 15, 2026 | Amoo-Gottfried Kofi Owusu Director | Purchase | 2,375 | $20.1K |
| May 15, 2026 | Coon Stephanie Chief Strategy Officer | Award | 500 | $3.6K |
| May 15, 2026 | Wrede Thilo Chief Financial Officer | Award | 500 | $3.6K |
| May 15, 2026 | Bal Joanne CLO, Secy. & Head of Impact | Award | 500 | $3.6K |
| May 15, 2026 | Diez-Canseco Russell Exec. Chair, President & CEO | Award | 500 | $3.6K |
| May 15, 2026 | Coon Stephanie Chief Strategy Officer | Purchase | 5,895 | $49.6K |
| May 15, 2026 | Pappas Peter Nicholas CSO and President, Eggs | Award | 395 | $2.8K |
| May 14, 2026 | Kennedy Kelly J. Director | Purchase | 2,500 | $21.0K |
| May 14, 2026 | Holland Joseph Michael Chief Supply Chain Officer | Purchase | 12,484 | $99.9K |
| May 14, 2026 | Cyr William B. Director | Purchase | 6,000 | $51.1K |
| May 14, 2026 | McKeon Kathryn CMO and GM, Butter | Purchase | 604 | $5.0K |
| May 14, 2026 | Pappas Peter Nicholas CSO and President, Eggs | Purchase | 3,500 | $29.8K |
| May 13, 2026 | Ruiz Gisel Director | Purchase | 6,151 | $50.0K |
| May 13, 2026 | Post Denny Marie Director | Purchase | 3,000 | $24.7K |
| Mar 18, 2026 | Wrede Thilo Chief Financial Officer | Tax withheld | 3,192 | $50.1K |
| Mar 16, 2026 | Diez-Canseco Russell President, CEO & Exec. Chair | Tax withheld | 4,798 | $82.6K |
| Mar 16, 2026 | Pappas Peter Nicholas CSO and President, Eggs | Tax withheld | 928 | $16.0K |
| Mar 16, 2026 | Coon Stephanie Chief Strategy Officer | Tax withheld | 928 | $16.0K |
| Mar 16, 2026 | McKeon Kathryn CMO and GM, Butter | Tax withheld | 928 | $16.0K |
| Mar 16, 2026 | Bal Joanne CLO, Secy. & Head of Impact | Tax withheld | 1,061 | $18.3K |
| Mar 12, 2026 | Diez-Canseco Russell President, CEO & Exec. Chair | Tax withheld | 11,886 | $209.4K |
| Mar 12, 2026 | Pappas Peter Nicholas CSO and President, Eggs | Tax withheld | 1,402 | $24.7K |
| Mar 12, 2026 | Wrede Thilo Chief Financial Officer | Tax withheld | 2,240 | $39.5K |
| Mar 12, 2026 | Bal Joanne CLO, Secy. & Head of Impact | Tax withheld | 1,586 | $27.9K |
| Mar 12, 2026 | Coon Stephanie Chief Strategy Officer | Tax withheld | 1,625 | $28.6K |
| Mar 12, 2026 | McKeon Kathryn CMO and GM, Butter | Tax withheld | 1,683 | $29.7K |
| Mar 9, 2026 | Khoury Karl Director | Purchase | 5,000 | $92.3K |
| Mar 5, 2026 | Van Hoven Reena Chauhan Chief People Officer | Award | 13,675 | $0 |
| Mar 5, 2026 | OHAYER MATTHEW 10% owner | Award | 5,530 | $0 |
| Mar 5, 2026 | Bal Joanne CLO, Secy. & Head of Impact | Award | 15,184 | $0 |
| Mar 5, 2026 | Pappas Peter Nicholas CSO and President, Eggs | Award | 19,558 | $0 |
| Mar 5, 2026 | Diez-Canseco Russell President, CEO & Exec. Chair | Award | 75,415 | $0 |
| Mar 5, 2026 | Holland Joseph Michael Chief Supply Chain Officer | Award | 15,184 | $0 |
| Mar 5, 2026 | Wrede Thilo Chief Financial Officer | Award | 25,138 | $0 |
| Mar 5, 2026 | McKeon Kathryn CMO and GM, Butter | Award | 15,184 | $0 |
| Mar 5, 2026 | Coon Stephanie Chief Strategy Officer | Award | 13,675 | $0 |
| Mar 4, 2026 | Wrede Thilo Chief Financial Officer | Tax withheld | 1,769 | $35.9K |
| Mar 4, 2026 | Van Hoven Reena Chauhan Chief People Officer | Tax withheld | 855 | $17.4K |
| Mar 4, 2026 | McKeon Kathryn CMO and GM, Butter | Tax withheld | 784 | $15.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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