Limoneira Co. (LMNR)
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-11-05
$10.41-1.05%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-11-05
QuarterlyIQ Insights · LMNR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We now expect to achieve the lower end of our lemon volume guidance as a result of higher imports, and we are again raising our avocado volume guidance for fiscal year 2026.
Stated in 2 of 2 supplied quarters. Management reported: “The Company increased its expected avocado volumes to be in the range of 7.0 million to 7.25 million, compared to the previous range of 5.5 million to 6.5 million pounds for fiscal year 2026.” “Approximately 7,013,000 pounds were sold in aggregate during the third quarter of fiscal year 2026 at a $1.15 average price per pound, compared to approximately 5,654,000 pounds sold at a $1.50 average price per pound during the third quarter of fiscal year 2025.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=2099).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We now expect to achieve the lower end of our lemon volume guidance as a result of higher imports, and we are again raising our avocado volume guidance for fiscal year 2026.”
“Our avocado production capacity continues to expand with 800 non-bearing acres maturing over the next two to four years, and we’ve increased our full-year avocado volume guidance to 5.5 to 6.5 millio…”
The quarter benefited from higher total agribusiness operating income and progress toward our targeted $10 million in annual selling, general and administrative expense savings, excluding an allowanc…
Stated in 2 of 2 supplied quarters. Management reported: “Selling, general and administrative expenses were $4.0 million in the third quarter of fiscal year 2026, compared to $5.0 million in the third quarter of fiscal year 2025, primarily due to lower salaries, benefits and other selling expenses related to the Sunkist transition.” “The quarter benefited from higher total agribusiness operating income and progress toward our targeted $10 million in annual selling, general and administrative expense savings, excluding an allowance on foreign receivables.”
“The quarter benefited from higher total agribusiness operating income and progress toward our targeted $10 million in annual selling, general and administrative expense savings, excluding an allowanc…”
“The fundamentals of our business are strengthening as we track toward our targeted $10 million in annual selling, general and administrative savings, excluding a second quarter allowance on foreign r…”
We expect the sale of Windfall Farms for $15 million to close on September 14, 2026, subject to customary closing conditions, which is the most recent step in Limoneira's ongoing strategy to monetize…
Stated in 2 of 2 supplied quarters. Management reported: “We expect the sale of Windfall Farms for $15 million to close on September 14, 2026, subject to customary closing conditions, which is the most recent step in Limoneira's ongoing strategy to monetize non-strategic assets, strengthen our balance sheet, reduce debt, and redeploy capital into higher-return opportunities across our core agribusiness and real estate platforms.” “In total, we have identified over $200 million of real estate development and non-strategic land assets and certain water rights for potential monetization.”
“We expect the sale of Windfall Farms for $15 million to close on September 14, 2026, subject to customary closing conditions, which is the most recent step in Limoneira's ongoing strategy to monetize…”
“This quarter, we completed two strategic initiatives: our Agromin joint venture, which we expect to create a new high-return platform generating substantial shared earnings while optimizing underutil…”
The composting center is expected to become operational in the second half of fiscal year 2027 and is projected to generate significant earnings, shared equally between Limoneira and Agromin.
Stated in 2 of 2 supplied quarters. Management reported: “The composting center is expected to become operational in the second half of fiscal year 2027 and is projected to generate significant earnings, shared equally between Limoneira and Agromin.” “Limoneira leases the site to the joint venture for approximately $560,000 annually, with the lease including 89 acre-feet of annual water supply to the facility.”
“The composting center is expected to become operational in the second half of fiscal year 2027 and is projected to generate significant earnings, shared equally between Limoneira and Agromin.”
“The joint venture is expected to become operational in the second half of fiscal year 2027 and is projected to generate significant earnings, shared equally between Limoneira and Agromin.”
Expand avocado acreage and production, with increased fiscal 2026 volume guidance and expected additional growth in fiscal 2027.
Over the trailing year it converted 1.95x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
21 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Staples names rated volatile grew net income 55% of the time over the next year (vs 57% for the rest of the cohort, n=1973).
Not investment advice. As of 2026-11-05.