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Farmer Bros. (FARM) investor relations material
Farmer Bros. Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Sep, 2025
Executive summary
Fiscal 2025 saw significant operational and financial improvements, including gross margins above 43%, a $14 million year-over-year increase in adjusted EBITDA, and substantial debt reduction.
Efficiency gains were realized through manufacturing, sales, and network optimization, and the successful launch of the SOME1 specialty brand completed the SKU rationalization and brand pyramid initiatives.
Leadership changes in sales and field operations improved focus, execution, and customer service, with the reintegration of the Revive services team enhancing field operations.
Net loss for fiscal 2025 was $14.5 million, impacted by a $7.7 million pension settlement loss and $3.3 million net loss from asset sales.
Technology upgrades, including a new CRM tool, improved customer analytics and supply chain flexibility.
Financial highlights
Adjusted EBITDA for Q4 was $5.8 million and $14.8 million for the year, up over $7 million for the quarter and $14 million for the year compared to the prior year.
Gross margin for Q4 was 44.9%, up 610 basis points year-over-year; full-year gross margin was 43.5%, up 420 basis points.
Net sales for Q4 were $85.1 million (vs. $84.4 million prior year); full-year net sales were $342.3 million (vs. $341.1 million prior year).
Operating expenses increased to $150.4 million, mainly due to a $20.2 million decrease in asset sale gains; excluding asset sales, operating expenses fell by $6 million.
Free cash flow improved to $6.5 million for the year, a $34.5 million year-over-year increase.
Outlook and guidance
No further price increases are planned; expect pressure on top line and gross margin in fiscal 2026 due to elevated green coffee costs and tariffs.
Gross margins are expected to drop into the high 30% range in the coming quarters.
Focus for 2026 is on addressing coffee pound and customer count degradation, driving top line revenue, and leveraging the DSD network.
Market challenges are expected to persist, but recent changes have created a strong foundation for future growth.
How will tariffs impact FY26 gross margins?
Strategy for allied goods growth via DSD network
Primary drivers of customer churn in current macro?
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Next Farmer Bros. earnings date
Q1 20266 Nov, 2025
Next Farmer Bros. earnings date
Q1 20266 Nov, 2025
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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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