Revenue beat and Walmart expansion are positive catalysts, but profitability headwinds from public company costs and one-time tax expense remain. Monitor gross margin trends as lime costs stabilize and track Walmart sales ramp in coming quarters.
Price Chart
Executive Summary
Buda Juice reported Q1 2026 revenue of $3.5M (+17.7% YoY), beating consensus of $3.2M by 9.4%. GAAP EPS was $0.03 in line with estimates, while non-GAAP EPS was $0.05. Net income declined to $0.4M from $0.8M due to public company costs and tax expense, but free cash flow grew 37% to $1.1M. The company also announced expansion into 246 Walmart stores.
Key Financial Metrics
Key Facts
- Revenue $3.5M vs $3.2M consensus (beat by 9.4%)
- Revenue grew 17.7% YoY
- GAAP EPS $0.03 in line with consensus
- Non-GAAP EPS $0.05
- Net income $0.4M vs $0.8M YoY (down 52%)
- Free cash flow $1.1M, up 37% YoY
- Adjusted EBITDA $0.8M
- Walmart expansion: Buda Fresh Cherry Limeade into 246 stores across 9 states
Financial Impact
Revenue beat of $0.3M (9.4%) vs consensus, net income decline of $0.4M YoY
Risk Factors
- Concentration in Texas market limits diversification
- Supply chain disruptions (lime costs) could re-emerge
- Public company costs may continue to pressure margins
- Limited analyst coverage (only 1 analyst) reduces visibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-023372 |
| Document: form8-k.htm | 0001493152-26-023372 |
| Document: 0001493152-26-023372-index-headers.html | 0001493152-26-023372 |
| Document: 0001493152-26-023372-index.html | 0001493152-26-023372 |
| Document: 0001493152-26-023372.txt | 0001493152-26-023372 |
| 8-K Data (Synthetic) | 0001493152-26-023372 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 15, 2026 23w ago | 8-K | $9.30 $8.22 | ▼ −11.61% | ▼ −13.73% | $6.85 (−26.34%) |
Mar 12, 2026 32w ago | Press Release | $8.37 $10.38 | ▲ +24.01% | ▲ +22.04% | $6.85 (−18.16%) |
US Market Status
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