LAKE · Lakeland Industries Inc
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 9, 2026TL;DR. Lakeland reported sequential improvements in Q2 with revenue up 5.7% to $50.1M, gross margin expanding to 37.0% (114 bps YoY) and adjusted EBITDA excluding FX more than doubling sequentially to $2.7M, though net loss of $4.9M included a $3.2M non-cash goodwill impairment tied to LHD Germany.
- + Adjusted gross margin expanded 410 basis points sequentially to 37.7%
- + Adjusted EBITDA excluding FX more than doubled sequentially to $2.7M from $1.1M
- + Fire revenue rose 12% sequentially to $26.1M with helmets up 41% and hoods up 66%
- + Year-to-date operating cash flow improved $15.1M year over year to $5.4M and inventory declined $15.3M year over year
- + Fire Services revenue grew 78% year over year and ISP business contributed $3.5M in the quarter
- + Secured intended award under UK National Fire Chiefs Council framework with total potential value of up to £220 million over seven years across all awarded suppliers
- − Recorded $3.2M non-cash goodwill impairment charge tied to LHD Germany performance and revised outlook
- − Foreign exchange was a $1.3M headwind versus $43K a year ago and management is evaluating hedging
- − Some Fire order timing expected to shift into the fourth quarter with near-term impact from portfolio repositioning
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $1.8M | 1H FY2027 | — |
| Adjusted EBITDA ex. FX non-GAAP | $3.8M | 1H FY2027 | — |
| Adjusted EBITDA excluding FX Margin non-GAAP | 5.4% | Q2 FY2027 | — |
| Adjusted EBITDA Margin non-GAAP | 2.9% | Q2 FY2027 | — |
| Adjusted Gross Margin non-GAAP | 37.7% | Q2'27 | — |
| Adjusted Gross Profit non-GAAP | $18.91M | Q2 FY2027 | — |
GAAP → non-GAAP reconciliationGAAP Gross profit 18.54M
+371K Depreciation and amortization
+0K Amortization of step-up in inventory basis
+0K Severance, restructuring and transformation costs
+0K ERP project
= Adjusted Gross Profit 18.91M
|
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| Adjusted operating expenses excluding FX non-GAAP | $16.2M | Q2 FY27 | — |
GAAP → non-GAAP reconciliationGAAP Operating expenses 20.64M
-1.03M Depreciation and amortization
-602K Equity compensation
-213K Acquisition expenses
-481K Severance, restructuring and transformation costs
-175K New Monterrey, Mexico facility start-up costs
-194K Litigation
-126K ERP project
-350K Start-up costs for new service locations
-1.28M FX
= Adjusted Operating Expenses excluding FX 16.19M
|
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| Fire as a percentage of revenue | 52% | Q2 FY27 | — |
| Fire revenue | $26.1M | Q2-FY27 | — |
| Industrial revenue | $24M | Q2-FY27 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Manufacturing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LAKE
this stock
Lakeland Industries Inc
|
$104.23M | +16.2% | +15.2% | — | 10.3% |
|
HMRZF
H&M Hennes & Mauritz AB
|
$29.63B | -7.7% | — | — | 1.3% |
|
RL
Ralph Lauren Corp
|
$21.28B | +2.8% | +14.6% | 22.5 | 4.7% |
|
MONRF
Moncler S.p.A./ADR
|
$13.29B | -22.6% | — | — | 1.0% |
|
LEVI
Levi Strauss & Co
|
$7.59B | -4.2% | +4.1% | 12.3 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LAKE | -2.1% | -15.3% | +13.2% | +4.0% | +16.2% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -1.9% | -14.9% | +1.1% | +3.0% | +3.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.