CoverageForm 410-K10-Q8-K13D13G13F

LWAY · Lifeway Foods, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · LWAY

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$212.50M$186.82M$160.12M$141.57M$119.06M$102.03M
Cost of Revenue$154.29M$138.25M$117.68M$114.78M$90.36M$75.09M
Gross Profit$58.21M$48.57M$42.44M$26.79M$28.71M$26.93M
R&D------
SG&A$21.60M$19.44M$13.13M$12.59M$11.61M$11.66M
Total Operating Expenses$42.03M$34.72M$25.45M$24.44M$22.83M$22.01M
D&A$3.98M$3.39M$3.16M$2.97M$2.87M$3.24M
Operating Income$16.17M$13.85M$17.00M$2.35M$5.88M$4.92M
Interest Expense$77.0K$105.0K$384.0K$267.0K$116.0K$118.0K
Income Tax$5.83M$4.94M$5.28M$917.0K$2.31M$1.60M
Net Income$13.86M$9.03M$11.37M$924.0K$3.31M$3.23M
EPS - Basic$0.91$0.61$0.77$0.06$0.21$0.21
EPS - Diluted$0.89$0.60$0.75$0.06$0.21$0.21

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$5.57M$16.73M$13.20M$4.44M$9.23M$7.93M
Accounts Receivable$16.64M$15.42M$13.88M$11.41M$9.93M$8.00M
Inventory$11.89M$8.68M$9.10M$9.63M$8.29M$6.93M
Accounts Payable$11.01M$10.40M$9.98M$7.98M$6.61M$5.59M
Current Assets$37.06M$43.60M$38.20M$26.98M$29.05M$24.05M
Total Assets$105.61M$90.55M$81.65M$69.00M$70.87M$60.07M
Current Liabilities$16.64M$15.50M$16.62M$13.04M$12.06M$8.44M
Long-term Debt--$2.75M$2.48M$3.47M-
Total Liabilities$19.79M$18.64M$21.22M$21.43M$21.74M$13.21M
Stockholders' Equity$85.82M$71.91M$60.44M$47.57M$49.13M$46.85M
Retained Earnings$88.68M$74.82M$65.80M$54.43M$53.51M$50.20M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$10.95M$12.96M$16.94M$3.99M$5.56M$6.38M
Investing Cash Flow($22.04M)($6.68M)($4.41M)($4.03M)($7.14M)($1.89M)
Financing Cash Flow($65.0K)($2.75M)($3.78M)($4.75M)$2.88M($405.0K)
CapEx$27.36M$6.70M$4.35M$3.45M$1.92M$1.90M
Free Cash Flow($16.41M)$6.26M$12.59M$538.0K$3.64M$4.49M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin27.4%26.0%26.5%18.9%24.1%26.4%
Operating margin7.6%7.4%10.6%1.7%4.9%4.8%
EBITDA margin9.5%9.2%12.6%3.8%7.4%8.0%
Net margin6.5%4.8%7.1%0.7%2.8%3.2%
Free cash flow margin-7.7%3.4%7.9%0.4%3.1%4.4%
FCF / Net income-1.180.691.110.581.101.39
R&D / Revenue------
SG&A / Revenue10.2%10.4%8.2%8.9%9.8%11.4%
Effective tax rate29.6%35.4%31.7%49.8%41.0%33.1%
Return on assets13.1%10.0%13.9%1.3%4.7%5.4%
Return on equity16.1%12.6%18.8%1.9%6.7%6.9%
Return on invested capital--18.4%2.4%6.6%-
Liquidity
Current ratio2.232.812.302.072.412.85
Quick ratio1.512.251.751.331.722.03
Cash ratio0.331.080.790.340.770.94
Leverage
Debt / Equity--0.050.050.07-
Debt / Assets--0.030.040.05-
Debt / EBITDA--0.140.470.40-
Interest coverage210.0x131.9x44.3x8.8x50.7x41.7x
Equity multiplier1.231.261.351.451.441.28
Liabilities / Assets0.190.210.260.310.310.22
Efficiency
Asset turnover2.012.061.962.051.681.70
Inventory turnover12.9815.9312.9311.9210.9110.84
Days sales outstanding29d30d32d29d30d29d
Days inventory outstanding28d23d28d31d33d34d
Days payable outstanding26d27d31d25d27d27d
Cash conversion cycle31d26d29d35d37d35d
Valuation
P / E27.2x41.3x17.9x92.5x21.9x25.8x
P / B4.4x5.2x3.4x1.8x1.5x1.8x
P / S1.8x2.0x1.3x0.6x0.6x0.8x
EV / EBITDA18.4x20.8x9.5x16.0x7.6x9.5x
Growth
Revenue growth (YoY)13.7%16.7%13.1%18.9%16.7%-1.3%
Revenue CAGR (3y)14.5%16.2%16.2%11.1%0.0%-
Revenue CAGR (5y)15.8%12.6%6.1%---5.8%
Gross profit growth (YoY)19.8%14.5%58.4%-6.7%6.6%21.6%
Operating income growth (YoY)16.7%-18.5%623.5%-60.1%19.4%-
Net income growth (YoY)53.6%-20.6%1130.2%-72.1%2.4%613.5%
EPS growth (YoY)48.3%-20.0%1150.0%-71.4%0.0%600.0%
EPS CAGR (3y)145.7%41.9%52.9%26.0%--
EPS CAGR (5y)33.5%82.1%---0.9%-
FCF growth (YoY)--50.2%2240.1%-85.2%-18.9%70.5%
FCF CAGR (5y)-18.9%--14.3%-1.1%
Book value growth (YoY)19.3%19.0%27.0%-3.2%4.9%8.3%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$424.99M total
Net Sales$212.50M · 50.0%
Drinkable Kefirotherthan Pro Bugs$181.42M · 42.7%
Cheese$16.57M · 3.9%
Cream And Other$8.69M · 2.0%
Drinkable Yogurt$2.28M · 0.5%
Pro Bugs Kefir$2.21M · 0.5%
Other Dairy$1.31M · 0.3%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

5.15
Safe

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Dairy Products

CompanyRevenue (last FY)Net marginROE
TDNT$224.7K-1373.5%9.9%

Comparing Lifeway Foods against the 1 most active filer in the same SIC group.

Dividends

$0.00/share trailing 12 months

Ex-datePer share
May 29, 2013$0.0800
May 25, 2012$0.0700