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Limoneira Earnings Calls
| Release date | Jun 09, 2026 |
| EPS estimate | -$0.260 |
| EPS actual | -$0.290 |
| EPS Surprise | -11.54% |
| Revenue estimate | 21.419M |
| Revenue actual | 23.926M |
| Revenue Surprise | 11.70% |
| Release date | Mar 12, 2026 |
| EPS estimate | -$0.330 |
| EPS actual | -$0.480 |
| EPS Surprise | -45.45% |
| Revenue estimate | 16.054M |
| Revenue actual | 18.205M |
| Revenue Surprise | 13.40% |
| Release date | Sep 09, 2025 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.0200 |
| EPS Surprise | 81.82% |
| Revenue estimate | 35.35M |
| Revenue actual | 42.821M |
| Revenue Surprise | 21.13% |
| Release date | Sep 09, 2025 |
| EPS estimate | - |
| EPS actual | -$0.0479 |
| Revenue estimate | - |
| Revenue actual | 47.478M |
Last 4 Quarters for Limoneira
Below you can see how LMNR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 09, 2025 |
| Price on release | $15.73 |
| EPS estimate | - |
| EPS actual | -$0.0479 |
| Date | Price |
|---|---|
| Sep 03, 2025 | $15.66 |
| Sep 04, 2025 | $15.96 |
| Sep 05, 2025 | $15.77 |
| Sep 08, 2025 | $15.72 |
| Sep 09, 2025 | $15.73 |
| Sep 10, 2025 | $14.90 |
| Sep 11, 2025 | $15.49 |
| Sep 12, 2025 | $15.26 |
| Sep 15, 2025 | $15.19 |
| 4 days before | 0.447% |
| 4 days after | -3.46% |
| On release day | -5.28% |
| Change in period | -3.03% |
| Release date | Sep 09, 2025 |
| Price on release | $15.73 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.0200 |
| EPS surprise | 81.82% |
| Date | Price |
|---|---|
| Sep 03, 2025 | $15.66 |
| Sep 04, 2025 | $15.96 |
| Sep 05, 2025 | $15.77 |
| Sep 08, 2025 | $15.72 |
| Sep 09, 2025 | $15.73 |
| Sep 10, 2025 | $14.90 |
| Sep 11, 2025 | $15.49 |
| Sep 12, 2025 | $15.26 |
| Sep 15, 2025 | $15.19 |
| 4 days before | 0.447% |
| 4 days after | -3.46% |
| On release day | -5.28% |
| Change in period | -3.03% |
| Release date | Mar 12, 2026 |
| Price on release | $13.78 |
| EPS estimate | -$0.330 |
| EPS actual | -$0.480 |
| EPS surprise | -45.45% |
| Date | Price |
|---|---|
| Mar 06, 2026 | $14.02 |
| Mar 09, 2026 | $13.83 |
| Mar 10, 2026 | $13.65 |
| Mar 11, 2026 | $13.70 |
| Mar 12, 2026 | $13.78 |
| Mar 13, 2026 | $13.20 |
| Mar 16, 2026 | $13.55 |
| Mar 17, 2026 | $13.31 |
| Mar 18, 2026 | $13.22 |
| 4 days before | -1.71% |
| 4 days after | -4.06% |
| On release day | -4.21% |
| Change in period | -5.71% |
| Release date | Jun 09, 2026 |
| Price on release | $12.10 |
| EPS estimate | -$0.260 |
| EPS actual | -$0.290 |
| EPS surprise | -11.54% |
| Date | Price |
|---|---|
| Jun 03, 2026 | $12.90 |
| Jun 04, 2026 | $11.87 |
| Jun 05, 2026 | $11.83 |
| Jun 08, 2026 | $11.88 |
| Jun 09, 2026 | $12.10 |
| Jun 10, 2026 | $13.18 |
| Jun 11, 2026 | $13.01 |
| Jun 12, 2026 | $12.96 |
| Jun 15, 2026 | $13.14 |
| 4 days before | -6.20% |
| 4 days after | 8.60% |
| On release day | 8.93% |
| Change in period | 1.86% |
Limoneira Earnings Call Transcript Summary of Q2 2026
Key points for investors:
- Q2 results included significant noncash charges ($23.8M) — $9.3M Windfall Farms impairment, $7.8M loss on asset disposals (Yuma lemon orchards), $5.1M accumulated foreign exchange losses and $1.6M allowance on foreign receivables — which drove GAAP net loss of $21.4M ($1.20/share). Adjusted Q2 results were better: adjusted net loss $5.2M ($0.29/share) and adjusted EBITDA loss of $1.7M; the company says it exceeded internal expectations on adjusted EBITDA.
- Management reiterated that the business is in strategic transition under the Sunkist partnership, which shifted seasonal cadence (Q3–Q4 now the stronger selling period). Fresh lemon volumes guidance unchanged at 4.0–4.5M cartons for FY26; avocado volume guidance raised to 5.5–6.5M pounds.
- Operational positives: lemon pricing > $20/carton currently and improving; fresh utilization above 80% since returning to Sunkist; avocado harvest timing was deliberately delayed to capture higher pricing (about 500k lbs shifted from Q2 to Q3). Management expects blended avocado prices ~ $1.30/lb.
- Cost and capital moves: targeted $10M annual SG&A savings from the Sunkist partnership are being realized; completed strategic transactions include a structured 80% sale of Windfall Farms (aggregate $16M: $10M cash + $6M seller note) and cessation of farming on 600 acres in Yuma to pursue water monetization strategies.
- Asset-monetization and development pipeline: Agromin organic recycling JV (capacity up to 295k tons/year) expected to contribute in FY27; Harvest at Limoneira real estate pipeline with $155M expected proceeds over next 5 years; Limco Del Mar entitlement process and a 25-acre medical pavilion could monetize starting FY26–27.
- Balance sheet and liquidity: long-term debt rose seasonally to $93.7M (from $72.5M FY25 end); management expects liquidity to improve in the seasonally stronger H2 and remains confident in achieving positive adjusted EBITDA in Q3 and Q4 FY26.
- Investor takeaways: Q2 GAAP results were depressed by one-time/noncash items, but underlying operational trends (pricing, utilization, avocado acreage expansion, SG&A savings and asset monetizations) are expected to drive improved adjusted EBITDA and cash flow in H2 FY26 and into FY27.
