HF Foods

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus expectations on the bottom line, despite a slight revenue beat. GAAP Net Income was $2.6M compared to the anticipated loss of $1.3M, driven by non-recurring items including employee retention credits and tariff refunds. Adjusted Diluted EPS of $0.12 doubled the consensus estimate of $0.06. While gross margins of 17.0% surpassed the 16.7% mean, Adjusted EBITDA slightly decreased YoY due to elevated fuel and insurance costs, though the company announced its first international expansion via the Searay Foods acquisition.