Lakeland Industries, Inc. (LAKE)
NASDAQ:LAKE
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Earnings Data
Report Date
Sep 03, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys constructive progress: revenue growth in fire services (+11%), meaningful certification wins, positive net income turnaround (loss to ~$0.4M), improved adjusted EBITDA (+~79.6%), strengthened cash/liquidity from a $14M divestiture, and clear strategic actions (ISP expansion, CO2 capability, leadership hires). Near‑term challenges include gross margin compression driven by temporary mix, certification and startup costs, production capacity/backlog constraints, and ongoing U.S. industrial/disposable softness. Management presents detailed, identifiable drivers for the margin impacts and a concrete operational plan to improve conversion, margins and cash generation over fiscal 2027. Overall the positives (demand, certifications, profitability swing, cash, strategic focus) materially outweigh the transitory execution and margin headwinds.Company Guidance
Net Sales and Top‑Line Growth
Net sales of $47.4M for Q1 fiscal 2027, an increase of $0.7M or ~1.4% year‑over‑year. Trailing 12‑month revenue of $193M reflecting meaningful top‑line growth over the last year.
Fire Services Momentum and Certifications
Fire services revenue of $23.4M, up $2.4M or 11% year‑over‑year and representing ~49% of total revenue. Company achieved NFPA (1975‑2025) head‑to‑toe certifications across multiple brands, showcased at FDIC and Interschutz, driving strong customer engagement and a historic open‑order backlog.
Profitability Improvement
Net income of approximately $0.4M (~$0.04 per share) vs. a net loss of $3.9M a year ago. Adjusted EBITDA excluding FX improved to ~$1.1M from $0.6M (+~79.6%), and adjusted EBITDA margin expanded to 2.3% from 1.3%.
Stronger Liquidity and Cash Flow
Cash and cash equivalents of $17.4M (up from $12.5M at fiscal 2026 year end). Net cash provided by operating activities $5.8M in the quarter versus a use of $4.8M in the prior year period. Completed divestiture of HPFR/HiViz for approximately $14M in cash proceeds, simplifying the business and strengthening liquidity.
Service Platform Expansion (ISP) and CO2 Decontamination
Service revenue (ISP) running roughly $4.0–$4.5M per quarter global; Fresno ISP opened, Denver greenfield development underway, Phoenix facility expanding. Added CO2 decontamination capability to enhance efficacy and turnaround, differentiating the service offering and supporting recurring revenue growth.
Strategic Portfolio Actions and Leadership Strengthening
Divestiture to focus on core fire and industrial protective products, active pursuit of small strategic M&A in North America, and key leadership appointments (new CFO, EVP EMEA, Board addition) to support growth and M&A integration.
Geographic Product Traction and Large Framework Opportunity
Strong regional performances in Latin America (119% of plan) and Asia (132% of plan). Eagle delivered double‑digit growth and received notification of intended award under the UK National Fire Chiefs Council framework (total potential value £220M over 7 years), providing a multi‑year opportunity.
LAKE 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
LAKE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 09, 2026 | $9.54 | $11.35 | +18.97% |
Apr 16, 2026 | $8.92 | $11.20 | +25.56% |
Dec 09, 2025 | $15.01 | $9.16 | -38.97% |
Sep 09, 2025 | $14.44 | $13.80 | -4.43% |
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 Lakeland Industries, Inc. (LAKE) report earnings?
Lakeland Industries, Inc. (LAKE) is schdueled to report earning on Sep 03, 2026, TBA (Confirmed).
What is Lakeland Industries, Inc. (LAKE) earnings time?
Lakeland Industries, Inc. (LAKE) earnings time is at Sep 03, 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 LAKE EPS forecast?
LAKE EPS forecast for the fiscal quarter 2027 (Q2) is -0.05.
