Lifeway Foods (LWAY)
NASDAQ:LWAY
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Earnings Data
Report Date
Aug 17, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.26Last Year’s EPS
0.28Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive quarter highlighted by record revenue (+36.7% YoY), significant margin expansion (+360 bps), and 32% net income growth, supported by volume-led growth from core products, successful marketing (10M+ ad views), product innovation, and an on-track capacity expansion. Notable cautions included higher absolute SG&A spending (+16.8%), increasingly difficult year-over-year comps as the company laps 2025 distribution gains, and sensitivity of margin gains to favorable milk pricing. On balance the positive operational and financial results and clear growth initiatives outweigh the manageable cautions.Company Guidance
Record-Breaking Revenue and Extended Growth Streak
Net sales of $63.0 million in Q1 2026, a 36.7% year-over-year increase; crossed the $60 million threshold for the first time and marked 26 consecutive quarters of growth.
Strong Gross Margin Expansion
Gross profit margin expanded to 27.5% in Q1 2026, up 360 basis points from 23.9% a year ago, driven by higher volumes, manufacturing efficiencies and favorable conventional milk pricing.
Meaningful Net Income and EPS Improvement
Net income of $4.7 million (basic EPS $0.31; diluted EPS $0.30) versus $3.5 million (EPS $0.23) last year — a roughly 32% increase in net income, demonstrating strong flow-through from revenue to earnings.
Volume-Led Growth Fueled by Core Products
Growth was entirely volume-led, propelled by flagship Lifeway drinkable kefir and high-protein LifeWay farmer cheese, with product velocities accelerating across retail.
Successful Marketing and Digital Engagement
High-impact marketing drove trial and awareness: a campaign featuring athletes achieved over 10 million social views, influencer/network growth and strategic retail programs that increased product velocities; secured Costco expansion with a new twin pack in select markets.
Product Innovation and New Partnerships
Pipeline expansion with new SKUs (LifeWay Muscle Mates, Kefir Butter) and an innovative partnership with Open Farm to create GoodGut pet food (canine probiotic formulation) opening a new category for the company.
Operational Capacity Expansion Underway
Waukesha facility upgrades remain on track for completion by year-end 2026, with full initiative expected online in Q1 2027 to materially increase production capacity and improve efficiencies.
LWAY 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
LWAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $27.25 | $26.00 | -4.59% |
Mar 17, 2026 | $20.71 | $19.22 | -7.19% |
Nov 12, 2025 | $23.33 | $22.75 | -2.49% |
Aug 12, 2025 | $27.62 | $29.50 | +6.81% |
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 Lifeway Foods (LWAY) report earnings?
Lifeway Foods (LWAY) is schdueled to report earning on Aug 17, 2026, TBA (Confirmed).
What is Lifeway Foods (LWAY) earnings time?
Lifeway Foods (LWAY) earnings time is at Aug 17, 2026, TBA (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 LWAY EPS forecast?
LWAY EPS forecast for the fiscal quarter 2026 (Q2) is 0.26.