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Farmer Bros (FARM) investor relations material
Farmer Bros Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Nov, 2025
Executive summary
Net sales for the quarter ended September 30, 2025, declined 4.1% year-over-year to $81.6 million, primarily due to lower volumes despite higher average unit prices.
Gross margin decreased by 400 basis points year-over-year to 39.7%, mainly due to higher green coffee commodity costs.
Net loss improved to $4.0 million from $5.0 million in the prior year quarter.
Adjusted EBITDA remained flat year-over-year at $1.4 million.
Operational efficiency and cost management led to a $4 million reduction in SG&A expenses year-over-year.
Financial highlights
Net sales: $81.6 million, down from $85.1 million year-over-year.
Gross profit: $32.4 million (39.7% margin), down from $37.3 million (43.9% margin) year-over-year.
Operating expenses: $35.6 million, down from $40.1 million year-over-year, representing 43.6% of net sales.
Net loss: $4.0 million, improved from $5.0 million loss year-over-year.
Adjusted EBITDA: $1.4 million, unchanged year-over-year; Adjusted EBITDA margin: 1.7%.
Outlook and guidance
Gross margins are expected to average in the high 30s throughout fiscal 2026 due to ongoing cost pressures.
No additional price increases are planned in the near term.
Fiscal 2026 capital expenditures are anticipated to be $9–11 million, financed through operations and credit facility.
Management expects to fund working capital and capital expenditures for the next 12 months through available credit and cash flows.
Market conditions are expected to remain challenging, with continued pressure on gross margin and revenue performance.
Explain Q1 gross margin 400 bps decrease
Eurest partnership's expected revenue contribution
Strategic initiative costs: what alternatives, liquidity?
Expected market share impact from pricing hold
White label portfolio growth targets for FY26
Sourcing strategy to offset tariff costs
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Next Farmer Bros earnings date
Q2 20265 Feb, 2026
Next Farmer Bros earnings date
Q2 20265 Feb, 2026
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Frequently asked questions
Farmer Brothers Co. engages in the manufacture, wholesale, and distribution of coffee, tea, and culinary products. The company also markets its own brand of instant coffee and cappuccino. Its products include flavored creamers, peanut butter, cinnamon, nutmeg, powdered mixes for gravy and desserts, chocolate syrups, salad dressings, barbecue sauces, vegetable oils national brand vegetables and canned vegetables. Farmer Brothers Co. is based in Northlake, Texas.
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