Recent 8-K filings for LMNR

• April 20, 2026, 7:59 PM ET other material materiality 0.65 negative item 1.01item 2.06item 9.01 ◈ Material Agreements◈ Restructurings & Charges

  Limoneira to sell 80% of Paso Robles vineyard for $16M; records $9.3M impairment

  Sale of 80% tenant-in-common interest in 724-acre Paso Robles property for $16M: $10M cash + $6M promissory note.

• April 15, 2026, 7:59 PM ET other material materiality 0.70 positive item 1.01item 8.01item 9.01 ◈ Material Agreements ×3

  Limoneira forms 50/50 JV with Agromin to build organics recycling facility; operational H2 FY2027

  JV will process ~295,000 tons of organic waste annually; only permitted commercial composting center in Ventura County.

• March 23, 2026, 7:59 PM ET dividend materiality 0.65 negative item 8.01item 9.01

  Limoneira pauses common dividend to fund avocado, recycling, housing investments

  Board pauses regular cash dividend to support strategic capital investments; expects to resume when prudent.

• March 12, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Limoneira Q1 FY2026 net loss $0.53/share; revenue down 47% on Sunkist shift

  Q1 net loss $9.6M ($0.53 diluted EPS); adjusted net loss $0.48/share; adjusted EBITDA -$7.7M.

• January 28, 2026, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01

  Limoneira CFO Mark Palamountain resigns; Greg Hamm named successor

  Mark Palamountain steps down as EVP, CFO and Treasurer; effective date not set.

• December 23, 2025, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Limoneira reports Q4 net loss $0.49/diluted share; full-year loss $0.93 vs. prior-year profit

  Q4 revenue $42.8M (down 2.5% YoY); operating loss $11.1M vs. $2.8M loss.

• November 13, 2025, 6:59 PM ET other material materiality 0.60 positive item 1.01item 8.01item 9.01

  Limoneira sells Chilean citrus ranches for $15M; retains 47% interest in packing co.

  Sale price ~$15M for 500 acres lemons, 100 acres oranges; initial cash $6.8M, remainder via installment payments.

• October 22, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.02item 9.01

  Limoneira terminates GPMA with PAI Centurion Citrus effective Oct 13, 2025

  Mutual early termination of five-year Grower Packing & Marketing Agreement (original term through 2028/2029).

• September 9, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Limoneira Q3 net loss $0.06/sh vs income $0.35; revenue down 25% to $47.5M

  Q3 total revenue $47.5M (down 25% YoY); operating loss $0.6M vs income $9.0M.

• August 5, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 8.01

  Limoneira increases ownership in Limco Del Mar to 54.5% by purchasing 80,608 units for $5.6M

  On August 4, 2025, closed purchase of 80,608 limited partnership units at $70/unit for ~$5.6M.

• June 9, 2025, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 8.01item 9.01

  Limoneira merges citrus sales & marketing with Sunkist, expects $5M annual savings

  Signed Packinghouse License Agreement with Sunkist on June 6, 2025; term runs Nov 1, 2025 to Oct 31, 2028.

• June 9, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Limoneira Q2 net loss $0.20/sh; revenue down 21% YoY; plans Sunkist merger for $5M annual savings

  Net revenue $35.1M vs $44.6M YoY; operating loss improved 28% to $3.3M.

• April 10, 2025, 7:59 PM ET other material materiality 0.75 positive item 9.01

  Limoneira receives $10M from JV distribution; targets $50M EBITDA by FY2030

  Limoneira received $10M from $20M cash distribution from Harvest at Limoneira JV; total proceeds expected $180M over 7 fiscal years.

• April 9, 2025, 7:59 PM ET other material materiality 0.60 positive item 7.01item 8.01item 9.01

  Limoneira receives $10M JV distribution; targets $50M EBITDA by 2030

  Received $10M as 50% share of $20M distribution from Harvest at Limoneira JV with Lewis Group.

• April 8, 2025, 7:59 PM ET M&A materiality 0.65 positive item 8.01item 9.01

  Limoneira forms 50/50 JV with Agromin to expand organic waste facility; first-year EBITDA ~$5M

  JV plans 70-acre commercial composting facility (from existing 15 acres) processing green and food waste.

• March 17, 2025, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Limoneira authorizes $30M buyback, ends strategic alternatives review

  Board approved up to $30M share repurchase program; purchases may be made in open market or private transactions.

• March 12, 2025, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Limoneira Q1 FY2025 operating loss narrows to $5.3M; revenue down 13.6% to $34.3M

  Net loss per diluted share $(0.18) vs $(0.21) prior year; adjusted net loss per share $(0.14).

• March 7, 2025, 6:59 PM ET other material materiality 0.60 negative item 1.02

  Limoneira receives termination of Farm Management Agreement for 3,537-acre citrus groves effective March 31, 2025

  PGIM (on behalf of PAI) terminated Farm Management Agreement (FMA) effective March 31, 2025; no early termination penalties.

• December 23, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Limoneira FY2024: record revenue $191.5M, GAAP EPS $0.40, adjusted EPS $0.62, avocado sales record $25.1M

  FY2024 total net revenue $191.5M (record, +6% YoY); net income $7.2M ($0.40 diluted EPS) vs $8.9M ($0.50) prior year.

• September 9, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Limoneira Q3 op income $9.0M vs loss of $1.5M; avocado guidance raised >50%

  Q3 net revenue $63.3M (+21% YoY); operating income $9.0M vs loss $1.5M; diluted EPS $0.35 vs -$0.07.

• August 23, 2024, 7:59 PM ET other material materiality 0.65 neutral item 5.02item 9.01

  Limoneira grants CEO/CFO transaction bonuses up to $5.25M/$3.15M on sale at $28+/share

  CEO Harold Edwards: $3.75M base bonus at $28/share, increasing to $5.25M at $40/share, plus $62,500 per $1 above $40.

• June 6, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Limoneira raises Harvest proceeds 46% to $180M; targets $45-55M EBITDA by FY2030

  Q2 FY2024 net income $6.4M ($0.35 diluted EPS) vs. loss of $1.7M ($0.10) YoY; adjusted EPS $0.44.

• May 7, 2024, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Limoneira JV gets approval for 550 additional dwelling units at Harvest community (1,500 to 2,050)

  Santa Paula City Council approved increase from 1,500 to 2,050 dwelling units (37% increase) on April 3, 2024.

• May 2, 2024, 7:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  Limoneira JV closes sale of 554 homesites to Lennar, completing Phase 2 of Harvest community

  Phase 2 (Foothill Neighborhood) sold to Lennar: 554 homesites with home sizes 1,500–3,500 sq ft and Pacific Ocean views.

• March 7, 2024, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01 ◈ Earnings Releases

  Limoneira Q1 net loss narrows on asset-lighter shift; revenue up 5% to $39.7M

  Adjusted net loss per diluted share improved to $0.18 from $0.53; adjusted EBITDA loss narrowed 39% to $4.8M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event other_material

10 positive 6 negative 18 neutral

source · LMNR on sec.gov