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Lifeway Foods (LWAY) Q4 EPS Misses Estimate by 45% at $0.16 Despite 18% Revenue Growth to $55.4M

Earnings Per Share (GAAP)
$0.16
vs $0.29 est.
Revenue
$55.4M
vs $55.0M est.

EPS misses by 45%. Lifeway Foods, Inc. (NASDAQ: LWAY) reported Q4 2025 GAAP diluted earnings per share of $0.16, falling short of the $0.29 analyst consensus by 44.8%. Net income reached $2.5 million for the quarter. The packaged foods company matched its prior quarter EPS of $0.16 but swung sharply from a year-ago loss of $0.01 per share, marking a 1,700% year-over-year improvement.

Revenue edges past estimates. Q4 revenue of $55.4 million topped the $55.0 million consensus by 0.7%. The top line climbed 18.0% from year-ago revenue of $46.9 million, accelerating from the prior quarter’s $55.4 million. Gross profit totaled $15.4 million against cost of revenue of $40.0 million. The revenue beat came despite the significant earnings shortfall, suggesting margin pressure or higher-than-expected operating expenses compressed profitability below analyst models.

Single-analyst coverage limits visibility. Only one analyst covers Lifeway Foods with a Buy rating, leaving limited consensus data for forward guidance. The company’s earnings call is scheduled for March 17, 2026, with a webcast available at lifewaykefir.com. Shares traded at $20.91 with volume of 52,246, near the 52-week low of $20.04 and well below the 52-week high of $34.20.

What to Watch: Management commentary on the March 17 earnings call will be critical to explain the 45% EPS miss despite revenue growth—focus on operating expense trends and whether margin pressure is transitory or structural.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

Tags: LWAY
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