NASDAQ$LWAY

Lifeway Foods Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Lifeway Foods reported Q3 2025 net sales growth with profitability in kefir and probiotic products.

The company discusses net sales trends, gross margin, and retail distribution for its cultured dairy portfolio in the quarter ended September 30, 2025, with tax and stock-based compensation affecting the effective rate.

  • Kefir and probiotic net sales trends in Q3.
  • Gross margin and input-cost commentary in MD&A.
  • Retail distribution and brand marketing investments.
  • Effective tax rate impacted by non-deductible compensation items.

Headline financials

Total Revenue

$57.1M

Previous: $46.1M+24.0%
EPS (adj)

$0.51

Previous: $0.19+168.4%
Gross profit margin

28.7%

No prior period
Selling expense as % of sales

8.8%

No prior period
Basic shares outstanding

15.2K

No prior period
Diluted shares outstanding

15.4K

No prior period
Capital Expenditures

-$9.68M

Previous: -$5.45M-77.7%
Net Income

$3.53M

Previous: $2.98M+18.6%
Operating Income

$5.04M

Previous: $4.19M+20.3%
Gross Profit

$16.4M

Previous: $11.9M+38.3%

Revenue & EPS history

Lifeway Foods · Revenue · Quarterly

$57.1M

Q3 2025+24%vs Q3 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

The 10-Q discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment or product commentary supports the investment narrative.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+3.1%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+9.7%

Avg return

30 days after

46%

29 / 63 earnings

Positive

+58.8%

Q2 2024

Best reaction

-18.0%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.8%-7.5%-8.2%
Q4 2025-0.1%+17.6%+40.1%
Q3 2025-2.6%-7.0%-0.9%
Q1 2025-1.0%-1.5%+10.1%
Q4 2024-0.2%-2.9%+14.1%
Q3 2024+0.7%+8.3%+4.5%
Q2 2024+58.8%+66.1%+86.4%
Q1 2024-13.9%-31.2%-52.3%
Q4 2023+35.5%+60.8%+78.1%
Q3 2023+3.1%+16.4%+1.2%
Q2 2023+29.8%+32.4%+90.5%
Q1 2023-1.2%-1.3%+14.1%
Q4 2022-2.8%-1.3%-2.0%
Q3 2022+6.4%+8.8%-8.8%
Q2 2022-2.3%-0.9%-6.2%
Q1 2022-7.8%-4.3%-11.6%
Q4 2021-0.2%-1.6%+28.5%
Q3 2021-3.4%-6.3%-12.5%
Q2 2021+0.0%-4.6%-1.5%
Q1 2021+18.2%+11.6%+11.0%
Q4 2020-11.9%-16.4%-24.0%
Q3 2020+31.5%+43.8%+21.0%
Q2 2020+20.7%+21.9%+68.2%
Q1 2020-8.6%-8.7%+17.1%
Q4 2019+17.0%+12.9%+17.5%
Q3 2019+3.6%+5.6%+4.1%
Q2 2019+0.8%+3.2%+0.0%
Q1 2019+3.4%-16.2%+9.1%
Q4 2018-9.5%-12.2%+22.2%
Q3 2018+2.8%-2.8%-18.8%
Q2 2018+3.6%+2.8%-20.8%
Q1 2018+14.3%+21.9%+22.1%
Q4 2017-0.8%+0.0%-5.2%
Q3 2017-0.4%+7.9%-8.7%
Q2 2017+0.0%-2.8%-11.7%
Q1 2017+2.0%+2.6%-1.8%
Q4 2016-3.0%-6.7%-6.1%
Q3 2016-18.0%-25.7%-31.7%
Q2 2016-0.6%+2.4%+51.0%
Q1 2016-2.7%
Q4 2015+3.0%
Q3 2015-3.6%
Q1 2015-1.7%
Q4 2014+0.3%
Q3 2014-2.1%
Q2 2014+6.0%
Q1 2014-3.1%
Q4 2013+3.2%
Q3 2013+2.9%
Q2 2013-5.1%
Q1 2013+27.0%
Q4 2012-10.2%
Q3 2012+5.8%
Q2 2012+7.8%
Q1 2012+19.9%
Q4 2011-2.3%
Q3 2011-2.7%
Q2 2011-4.6%
Q1 2011-6.3%
Q4 2010+5.6%
Q3 2010+1.7%
Q2 2010+0.5%
Q1 2010-1.0%

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