Lifeway Foods

Q2 FY2026 EarningsQ2 FY26 net sales reached a record $66.9M, beating consensus of $61.4M by 8.95%, marking the 27th consecutive quarter of YoY growth. However, significant margin compression due to elevated milk and resin costs led to a severe miss on profitability: GAAP EPS of $0.01 missed the $0.265 consensus by 96.23%. While top-line momentum remains strong with 24.1% YoY growth, the sharp decline in gross margin (19.5% vs. 26.5% expected) highlights temporary but acute input cost headwinds.