Lifecore Biomedical (LFCR)
NASDAQ:LFCR
Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a generally positive tone: strong revenue growth (+26%), a meaningful adjusted EBITDA turnaround (to $3.1M), substantial SG&A reductions (~$5.9M), and multiple commercial and pipeline milestones (new wins, quality audits, automation/validation progress). Offsetting these positives are continued GAAP losses ($10M), a decline in CDMO gross profit driven by product mix and lower development revenue, reliance on a large customer's 2027 inflection and multi-year timelines for commercial site transfers, and remaining work to reach the company's 25% adjusted EBITDA margin target. On balance the operational progress, improved profitability on an adjusted basis, and new business momentum outweigh the near-term challenges and timing risks.Company Guidance
Strong Revenue Growth
Revenue for the 3 months ended Sept 30, 2025 was $31.1M, a 26% increase versus $24.7M in the comparable prior period. The increase was driven primarily by a $4.8M rise in HA manufacturing revenues and $1.6M increase in CDMO revenues (higher sales volumes of $2.6M partially offset by lower development revenue).
Adjusted EBITDA Turnaround
Adjusted EBITDA improved to $3.1M in Q3 2025 from negative $1.8M in the comparable prior period, a $4.9M improvement, reflecting higher gross profit and reduced SG&A.
Gross Profit Improvement
Gross profit increased to $7.8M from $5.4M, a $2.4M improvement driven by a $4.3M increase in HA manufacturing gross profit due to higher volume and manufacturing absorption.
Material SG&A Reductions
Selling, general & administrative expenses decreased to $8.9M from $14.8M, a reduction of $5.9M (~40%), including $2.2M lower recurring accounting/legal/consulting costs and $3.7M fewer nonrecurring legacy expenses.
Quality and Regulatory Validation
Successful FDA inspection earlier in the year and five positive customer audits during the quarter (including a due diligence audit by a large multinational) reinforced the company's quality systems and customer confidence.
Business Development and New Wins
Signed two new customers in Q3 and two additional customers subsequent to quarter-end (including a late-stage GLP-1 program). One post-quarter win is a commercial site transfer from a large multinational that could become a top customer when commercialized.
Late-Stage Pipeline and Commercialization Progress
Company has 11 late-stage programs with potential launches 2026–2029. Operational milestones included installation/qualification of automated manufacturing equipment, completion of two Phase III clinical batches, and plans to produce validation batches in early 2026 for a large pharma customer.
Operational Productivity Gains
Manufacturing workforce reduced by more than 20% over 18 months while producing similar volumes, signaling productivity improvements. ERP implementation planned for Q1 2026 and a Head of Business Transformation hired to drive further efficiency and procurement savings.
Reaffirmed Transition-Period Guidance
For the ~7-month transition period (May 26–Dec 31, 2025) management reaffirmed guidance: revenue ~$74–76M, adjusted EBITDA $12–14M, and net loss $18.4M–$16.4M.
LFCR 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
LFCR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 08, 2026 | $4.11 | $4.24 | +3.16% |
Mar 16, 2026 | $6.54 | $4.37 | -33.26% |
Jan 01, 2026 | $8.18 | $8.18 | 0.00% |
Nov 06, 2025 | $6.62 | $6.85 | +3.47% |
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 Lifecore Biomedical (LFCR) report earnings?
Lifecore Biomedical (LFCR) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Lifecore Biomedical (LFCR) earnings time?
Lifecore Biomedical (LFCR) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is LFCR EPS forecast?
Currently, no data Available