Lakeland Industries (LAKE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jun 10, 2026

TBA (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

-0.13

Last Year’s EPS

-0.41

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Apr 19, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call highlighted meaningful top-line growth, a successful strategic pivot into fire services (including certifications and acquisitions), improved operational discipline (positive Q4 operating cash, inventory reductions), and several liquidity-enhancing transactions. However, these positives were offset by significant margin compression, a steep decline in adjusted EBITDA, and a material net loss driven mainly by mix shift, underutilized manufacturing capacity, and cost pressures (freight, duties, raw materials, tariffs, certification timing). Management frames the issues as execution and timing problems and laid out a clear set of corrective actions and fiscal 2027 targets (single- to high-single-digit revenue growth and positive operating cash flow). Given the mix of substantial strategic/operational progress and pronounced near-term profitability challenges, the overall tone is balanced and cautious.

Company Guidance

Management guided fiscal 2027 to single- to high‑single‑digit revenue growth with a clear line of sight to positive cash flow from operations, saying the company is tracking modestly ahead of budget, expects to remain in covenant throughout FY27 after securing a Bank of America waiver, and is in advanced stages of an ABL facility (no assurance). Supporting metrics cited on the call include Q4 operating cash of ~ $2.0M (CFO ~$1.8M), FY26 net sales of $192.6M (up 15.2%), fire revenue $93.6M (up 48.6%) representing ~49% of sales, adjusted EBITDA excl. FX of ~$7.2M for FY26 (3.7% margin) and ~$1.3M in Q4 (2.9% margin), a visible fire pipeline > $130M with > $22M at higher probabilities, year‑end inventory roughly $80–82M, cash of $12.5M plus ~ $14M of post‑period divestiture proceeds, and total borrowings of $32.3M (including $28.5M revolver outstanding and $11.5M available); management said margin recovery will be driven by mix, utilization, pricing and supply‑chain actions.

Full-Year Revenue Growth

Net sales for fiscal 2026 increased $25.4 million, or 15.2%, to $192.6 million versus fiscal 2025.

Fire Services Surge and Strategic Pivot

Fire services revenue grew $30.6 million, or 48.6%, to $93.6 million and now represents approximately 49% of total revenue (up from ~21% two years prior), driven by acquisitions (Viridian, LHD, Jolly, Pacific Helmets, Arizona PPE, California PPE) and certification milestones.

U.S. and Europe Full-Year Growth

U.S. sales increased 35.1% for the full year to $81.6 million (Q4 U.S. revenue +7.1% to $19.6M). Europe revenue grew $12.1 million, or 28.7%, to $54.2 million for the full year.

Portfolio Simplification and Cash Generation

Divestiture of HPFR and HiViz product lines generated approximately $14 million of cash proceeds post year-end and simplified the portfolio to focus on core fire services and industrial protective products.

Certifications: Commercial Unlock

Numerous NFPA 1970 (2025) certifications achieved across the brand portfolio (turnout, proximity, gloves, hoods, boots, helmets), enabling a full head-to-toe certified offering and supporting expected tender/order flow.

Positive Operating Cash in Q4 and Balance Sheet Actions

The fourth quarter generated approximately $1.8–$2.0 million of operating cash. The company completed a $6.1M sale and partial leaseback of Decatur (yielding ~ $4.3M pretax gain) and expects to close a new ABL facility to strengthen liquidity (no assurances).

Operational and Organizational Improvements

Inventory reduced sequentially (~$5.4M decline from Q3 to $80.5M in Q4), expense discipline held (adjusted operating expenses excluding FX increased modestly full year +10.2% but were flat sequentially), and key leadership appointments (new CFO Calvin Sweeney, EVP EMEA Kevin Ray, Board addition Lee Rudow) were completed.

Guidance and Strategic Targets

Management provided fiscal 2027 goalposts of single- to high-single-digit revenue growth and a clear line of sight to positive cash flow from operations, with plans to tighten forecasting, consolidate manufacturing, and improve margins.

Lakeland Industries (LAKE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LAKE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 10, 2026	2027 (Q1)	-0.13 / -	-0.41	―	―	―
Apr 19, 2026	2026 (Q4)	-0.22 / -0.66	-2.47	73.28% (+1.81)
Dec 09, 2025	2026 (Q3)	0.26 / -1.64	0.069	-2476.81% (-1.71)
Sep 09, 2025	2026 (Q2)	0.08 / 0.08	-0.132	160.61% (+0.21)
Jun 09, 2025	2026 (Q1)	0.19 / -0.41	0.246	-266.67% (-0.66)
Apr 09, 2025	2025 (Q4)	0.38 / -2.47	-0.13	-1800.00% (-2.34)
Dec 05, 2024	2025 (Q3)	0.18 / 0.07	0.34	-79.71% (-0.27)
Sep 04, 2024	2025 (Q2)	0.35 / -0.13	0.33	-140.00% (-0.46)
Jun 04, 2024	2025 (Q1)	0.31 / 0.25	0.18	36.67% (+0.07)
Apr 11, 2024	2024 (Q4)	0.30 / -0.13	0.02	-750.00% (-0.15)	―

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
Dec 09, 2025	$15.01	$9.16	-38.97%
Sep 09, 2025	$14.44	$13.80	-4.43%
Jun 09, 2025	$19.32	$15.04	-22.16%
Apr 09, 2025	$18.28	$15.66	-14.34%

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.