Lifetime Brands (LCUT)
NASDAQ:LCUT
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.25Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a cautiously optimistic tone: management acknowledged significant near-term disruptions from tariffs and international operational challenges, but emphasized decisive actions — aggressive pricing, cost reductions, distribution efficiencies, and brand/product momentum — that produced strong profitability gains (double‑digit increases in net income and Q4 adjusted operating income) and healthy liquidity. Key risks remain (sales decline, delayed international restructuring, margin pressures in International, and freight/input-cost exposure), but the company presented credible levers to restore sustainable top-line growth in 2026.Company Guidance
Strong Net Income Improvement
Net income for 2025 was $18.2 million, or $0.83 per diluted share, versus $8.9 million, or $0.41 per diluted share in 2024 — an increase of ~104% year-over-year, demonstrating significant bottom-line recovery.
Quarterly Adjusted Profitability Gains
Adjusted net income for the fourth quarter was $23.0 million ($1.05 per diluted share) versus $12.0 million ($0.55) in the prior-year quarter, up ~92%; adjusted income from operations in Q4 rose to $26.4 million from $20.2 million, an increase of over 30%.
Full-Year Adjusted EBITDA and Margin Expansion
Full-year adjusted EBITDA was $50.8 million despite a 5.2% decline in net sales; consolidated gross margin increased to 38.6% from 37.7% (up 0.9 percentage points), and U.S. gross margin rose to 38.8% from 37.6% (up 1.2 points).
Cost Discipline and SG&A Reduction
SG&A decreased 12% year-over-year to $38.0 million in Q4, reflecting sustained cost reduction efforts and infrastructure streamlining; U.S. SG&A fell $3.2 million and as a percent of sales improved to 16% from 16.7%.
Brand and New-Product Momentum (Dolly and Others)
DOLLY brand grew to approximately $18 million for the year, an increase of over 150%, and other brands (e.g., Taylor, Farberware) showed strong performance and product traction, supporting expectations for further growth in 2026.
Improved Distribution Efficiency (U.S.)
U.S. distribution expense as a percent of goods shipped improved to 8.3% from 9.1%, driven by better labor management and a fully implemented West Coast warehouse management system.
Solid Liquidity and Leverage Position
Year-end liquidity was $76.6 million (cash plus available credit), adjusted EBITDA to net debt ratio was 2.9x, and management noted net leverage under 4x — providing capacity for organic initiatives and selective M&A.
Strategic Infrastructure Investment
East Coast distribution center relocation to a ~1,000,000 sq ft facility in Hagerstown (adding 327,000 sq ft) is expected to commence operations in 2026 and reduce future distribution expenses; associated CapEx for 2026 is expected to be at or below forecast (management estimates ~ $7M–$9M total CapEx with potential government funding offset).
LCUT 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
LCUT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $3.02 | $3.48 | +15.23% |
Nov 06, 2025 | $3.04 | $3.01 | -0.99% |
Aug 07, 2025 | $4.08 | $3.83 | -5.99% |
May 08, 2025 | $3.18 | $2.90 | -8.81% |
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 Lifetime Brands (LCUT) report earnings?
Lifetime Brands (LCUT) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Lifetime Brands (LCUT) earnings time?
Lifetime Brands (LCUT) earnings time is at May 07, 2026, Before Open (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 LCUT EPS forecast?
LCUT EPS forecast for the fiscal quarter 2026 (Q1) is -0.15.