Sign In
Buy LWAY
Lifeway Foods Earnings Calls
| Release date | May 14, 2026 |
| EPS estimate | $0.300 |
| EPS actual | $0.300 |
| Revenue estimate | 60.8M |
| Revenue actual | 63.012M |
| Revenue Surprise | 3.64% |
| Release date | Mar 17, 2026 |
| EPS estimate | $0.290 |
| EPS actual | $0.160 |
| EPS Surprise | -44.83% |
| Revenue estimate | 55M |
| Revenue actual | 55.361M |
| Revenue Surprise | 0.656% |
| Release date | Nov 12, 2025 |
| EPS estimate | $0.280 |
| EPS actual | $0.230 |
| EPS Surprise | -17.86% |
| Revenue estimate | 55M |
| Revenue actual | 57.143M |
| Revenue Surprise | 3.90% |
| Release date | Aug 12, 2025 |
| EPS estimate | $0.180 |
| EPS actual | $0.280 |
| EPS Surprise | 55.56% |
| Revenue estimate | 55M |
| Revenue actual | 53.901M |
| Revenue Surprise | -2.00% |
Last 4 Quarters for Lifeway Foods
Below you can see how LWAY 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 | Aug 12, 2025 |
| Price on release | $29.50 |
| EPS estimate | $0.180 |
| EPS actual | $0.280 |
| EPS surprise | 55.56% |
| Date | Price |
|---|---|
| Aug 06, 2025 | $27.66 |
| Aug 07, 2025 | $27.44 |
| Aug 08, 2025 | $27.75 |
| Aug 11, 2025 | $27.62 |
| Aug 12, 2025 | $29.50 |
| Aug 13, 2025 | $30.19 |
| Aug 14, 2025 | $29.99 |
| Aug 15, 2025 | $29.80 |
| Aug 18, 2025 | $30.51 |
| 4 days before | 6.65% |
| 4 days after | 3.42% |
| On release day | 2.34% |
| Change in period | 10.30% |
| Release date | Nov 12, 2025 |
| Price on release | $22.75 |
| EPS estimate | $0.280 |
| EPS actual | $0.230 |
| EPS surprise | -17.86% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $24.53 |
| Nov 07, 2025 | $24.40 |
| Nov 10, 2025 | $23.69 |
| Nov 11, 2025 | $23.33 |
| Nov 12, 2025 | $22.75 |
| Nov 13, 2025 | $21.91 |
| Nov 14, 2025 | $22.27 |
| Nov 17, 2025 | $21.70 |
| Nov 18, 2025 | $21.75 |
| 4 days before | -7.26% |
| 4 days after | -4.40% |
| On release day | -3.69% |
| Change in period | -11.33% |
| Release date | Mar 17, 2026 |
| Price on release | $19.22 |
| EPS estimate | $0.290 |
| EPS actual | $0.160 |
| EPS surprise | -44.83% |
| Date | Price |
|---|---|
| Mar 11, 2026 | $21.14 |
| Mar 12, 2026 | $20.95 |
| Mar 13, 2026 | $20.91 |
| Mar 16, 2026 | $20.71 |
| Mar 17, 2026 | $19.22 |
| Mar 18, 2026 | $18.49 |
| Mar 19, 2026 | $17.83 |
| Mar 20, 2026 | $17.80 |
| Mar 23, 2026 | $18.70 |
| 4 days before | -9.08% |
| 4 days after | -2.71% |
| On release day | -3.80% |
| Change in period | -11.54% |
| Release date | May 14, 2026 |
| Price on release | $26.00 |
| EPS estimate | $0.300 |
| EPS actual | $0.300 |
| Date | Price |
|---|---|
| May 08, 2026 | $25.60 |
| May 11, 2026 | $24.95 |
| May 12, 2026 | $25.36 |
| May 13, 2026 | $27.25 |
| May 14, 2026 | $26.00 |
| May 15, 2026 | $24.21 |
| May 18, 2026 | $23.80 |
| May 19, 2026 | $25.20 |
| May 20, 2026 | $25.53 |
| 4 days before | 1.56% |
| 4 days after | -1.81% |
| On release day | -6.88% |
| Change in period | -0.273% |
Lifeway Foods Earnings Call Transcript Summary of Q1 2026
LifeWay Foods reported a record-breaking Q1 2026 driven by volume growth in core products. Net sales reached $63.0 million, up 36.7% year-over-year, extending a 26-quarter growth streak. Gross margin expanded to 27.5% (up 360 basis points) due to higher volumes, manufacturing efficiencies and favorable milk pricing. Net income was $4.7 million, up ~32% versus the prior year, with EPS of $0.31 basic ($0.30 diluted). SG&A increased 16.8% to $10.9 million but leveraged as a percent of revenue (~300 bps) reflecting continued marketing investments. Key growth drivers were drinkable kefir and high-protein farmer cheese; growth was entirely volume-led. Company updates include: Waukesha facility expansion on track for completion by year-end (full benefits expected Q1 2027), new product rollouts (LifeWay Muscle Mates, Kefir Butter), a pet-nutrition partnership with Open Farm (GoodGut), and expanded Costco distribution. Digital marketing efforts (including a viral ad campaign with >10M views) and targeted retail programs are driving trial and velocity. Management emphasized favorable consumer trends (gut-health focus, GLP-1 user interest, USDA recognition of fermented/full-fat dairy) as structural tailwinds. No formal forward guidance update was provided on the call; management reiterated risks associated with forward-looking statements.
