The company's strategic shift to focus on core fire services and divest non-core lines may improve future margins, but the significant earnings miss and withdrawal of guidance signal ongoing operational challenges. Traders should monitor inventory reduction progress and the transition to an asset-based lending structure.
Price Chart
Executive Summary
Lakeland Industries reported a sharp decline in Q4 FY26, missing consensus by 355% on EPS due to a $6.2M net loss, despite a 15.2% annual revenue increase. The company withdrew prior guidance, citing macro pressures and operational challenges, and is now targeting high single-digit growth for FY27.
Key Financial Metrics
Key Facts
- Q4 net sales declined 1.7% YoY to $45.8M
- Full-year net sales increased 15.2% to $192.6M
- Adjusted EBITDA excluding FX declined 78.3% YoY to $1.3M
- Company withdrew FY2026 guidance and will not provide future guidance
- Completed divestiture of HPFR and HiViz lines for $14M cash proceeds
Financial Impact
Net loss of $6.2M in Q4 and $25.3M for FY26, with gross margin compression from 41.1% to 32.9%
Risk Factors
- Continued margin pressure from raw material costs and tariffs
- Execution risk in cost reduction initiatives
- Liquidity concerns despite $14M from divestiture
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-159019 |
| Document: lake-20260416.htm | 0001193125-26-159019 |
| Document: lake-ex99_2.htm | 0001193125-26-159019 |
| Document: 0001193125-26-159019-index-headers.html | 0001193125-26-159019 |
| Document: 0001193125-26-159019-index.html | 0001193125-26-159019 |
| Document: 0001193125-26-159019.txt | 0001193125-26-159019 |
| 8-K Data (Synthetic) | 0001193125-26-159019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 9, 2026 16w ago | 8-K | $11.35 $12.13 | ▲ +6.87% | ▲ +0.29% | $10.27 (−9.52%) |
May 27, 2026 18w ago | Press Release | $10.79 $11.25 | ▼ −4.26% | ▼ −2.38% | $10.27 (+4.82%) |
May 20, 2026 19w ago | Press Release | $10.18 $11.86 | ▲ +16.45% | ▲ +11.45% | $10.27 (+0.88%) |
May 14, 2026 20w ago | Press Release | $10.49 $12.05 | ▲ +14.87% | ▲ +11.28% | $10.27 (−2.10%) |
Apr 16, 2026 24w ago | 8-K | $11.20 $10.74 | ▲ +4.11% | ▲ +10.25% | $10.27 (+8.30%) |
Apr 16, 2026 24w ago | Press Release | $11.20 $10.74 | ▲ +4.11% | ▲ +10.25% | $10.27 (+8.30%) |
Apr 13, 2026 24w ago | Press Release | $9.07 $11.25 | ▲ +24.04% | ▲ +15.11% | $10.27 (+13.23%) |
Apr 8, 2026 25w ago | Press Release | $8.91 $12.36 | ▲ +38.72% | ▲ +28.26% | $10.27 (+15.26%) |
Apr 6, 2026 25w ago | Press Release | $8.86 $11.60 | ▼ −30.93% | ▼ −17.46% | $10.27 (−15.91%) |
US Market Status
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