The earnings call highlighted strong sales growth and market share gains across various segments, with significant expansion in Foodservice and Specialty Foods. However, increased input costs, higher SG&A expenses, and competitive pressures in the U.S. market presented notable challenges. The overall sentiment is cautiously optimistic with a balanced view of positive growth prospects and existing operational challenges.

Company Guidance

During the Lassonde Industries 2025 Second Quarter Earnings Conference Call, the company provided several key metrics and insights into its performance and strategic initiatives. Lassonde reported a 19% increase in sales to $742 million, with organic growth at slightly above 10% when excluding foreign exchange impacts and contributions from the Summer Garden acquisition. The U.S. beverage activities saw a 10% increase in production volume, while the Canadian beverage segment achieved market share gains despite overall market contraction. Specialty Food sales reached $49.9 million, with an EBITDA margin of 21%. The company also highlighted strategic investments totaling USD 220 million aimed at improving capacity, reliability, and competitiveness, including the relocation of production assets to North Carolina and the construction of a new facility in New Jersey. Lassonde's net debt stood at $618 million, with a stable net debt to adjusted EBITDA ratio of 2:1. The company expects a sales increase slightly above 10% for the full year, driven by a combination of price adjustments, volume growth, and strategic initiatives.

Strong Sales Growth

Sales increased by almost 19% to $742 million, with growth reaching slightly above 10% excluding foreign exchange impact and sales from Summer Garden.

Market Share Gains

Lassonde sustained market share gains in Canada and in U.S. branded activities, and broadened its reach in Foodservice.

U.S. Beverage Production Increase

Lassonde achieved a 10% increase in production volume over last year, supporting increased distribution from volume build-back initiatives.

Foodservice Expansion

Foodservice activities had a solid quarter with a double-digit sales increase, particularly strong in the U.S. due to volume gains with broadline distributors.

Specialty Food Performance

Summer Garden reported sales of $49.9 million with an EBITDA margin of 21%, supporting solid performance through integration with Lassonde Specialty Foods.

Adjusted EBITDA Growth

Adjusted EBITDA increased 13% to $84 million, reflecting higher sales volume and pricing adjustments.

Positive Cash Flow Management

Despite challenges, the company is committed to managing operating working capital within target range by the end of 2025.

Lassonde (LSDAF) 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

Daily Earnings Calendar >

LSDAF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	3.62 / -	3.282	―	―	―
Aug 07, 2025	2025 (Q2)	3.64 / 3.96	4.151	-4.54% (-0.19)
May 08, 2025	2025 (Q1)	1.99 / 2.90	2.666	8.70% (+0.23)
Mar 27, 2025	2024 (Q4)	2.87 / 3.72	2.275	63.38% (+1.44)
Nov 07, 2024	2024 (Q3)	2.99 / 3.28	2.659	23.43% (+0.62)
Aug 08, 2024	2024 (Q2)	2.73 / 4.15	2.818	47.30% (+1.33)
May 09, 2024	2024 (Q1)	2.13 / 2.67	1.797	48.39% (+0.87)
Mar 21, 2024	2023 (Q4)	2.42 / 2.27	1.108	105.23% (+1.17)
Nov 10, 2023	2023 (Q3)	2.63 / 2.66	1.528	73.93% (+1.13)	―
Aug 10, 2023	2023 (Q2)	1.87 / 2.82	1.492	88.83% (+1.33)	―

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

LSDAF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$157.69	$161.15	+2.19%
May 08, 2025	$149.96	$150.64	+0.45%
Mar 27, 2025	$140.40	$140.40	0.00%
Nov 07, 2024	$138.67	$141.55	+2.08%

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 Lassonde (LSDAF) report earnings?

Lassonde (LSDAF) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Lassonde (LSDAF) earnings time?

Lassonde (LSDAF) earnings time is at Nov 07, 2025, 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 LSDAF EPS forecast?

LSDAF EPS forecast for the fiscal quarter 2025 (Q3) is 3.62.

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