earnings
confidence high
sentiment positive
materiality 0.65
Farmer Bros Q2 net sales flat at $90M; gross margin +270bps to 43.1%; adj EBITDA $5.9M
FARMER BROTHERS CO
2025-Q2 EPS
reported -$0.23
vs consensus -$0.19
▼ miss
(-21.9%)
- Net sales $90.0M (vs $89.5M YoY); gross margin 43.1% vs 40.4% (+270 bps).
- Adjusted EBITDA $5.9M vs $2.3M YoY; net income $0.2M (includes $1.5M asset disposal loss).
- Operating expenses 42% of sales vs 35.4% due to absence of branch-sale gains.
- Cash $5.5M; borrowings $23.3M; revolver availability $23.7M.
- Appointed Brian Miller VP Sales; Tom Bauer to operations role; SKU rationalization on track.