Vital Farms reported third‑quarter 2025 financial results, posting net revenue of $198.9 million, up 37.2% from $145.0 million in Q3 2024, and net income of $16.4 million, or $0.36 per diluted share.
Adjusted EBITDA increased to $27.4 million, representing 13.8% of revenue, compared with $15.2 million in the same quarter a year earlier. The company added roughly 75 new family farms during the quarter, bringing its network to 575 farms, and launched a third production line at its Egg Central Station in Springfield, Missouri. A new enterprise resource planning system went live, improving operational efficiency.
In sequential terms, Q3 2025 revenue rose 7.5% from $184.8 million in Q2 2025, while EPS remained flat at $0.36. The company cited price and mix benefits, favorable commodity prices, and increased volume as drivers of revenue growth, while noting higher overhead costs partially offset margin gains.
Vital Farms raised its full‑year 2025 guidance, now projecting net revenue of at least $775 million and adjusted EBITDA of at least $115 million. The company highlighted ongoing capital investments, including a $900 million revenue‑capacity expansion at its new Seymour, Indiana facility, and the expansion of Egg Central Station, positioning it to meet growing demand and advance its $1 billion net‑revenue target by 2027.
The company’s pasture‑raised egg and butter products continue to lead the U.S. market in retail dollar sales. Revenue was primarily driven by eggs, which accounted for the majority of sales, with butter contributing a smaller share. Vital Farms maintains a strong balance sheet with no debt and significant cash reserves, providing flexibility for further expansion. Management emphasized continued demand from retail and foodservice channels, while noting potential headwinds from inflation, competition, and supply‑chain risks.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.