Lakeland Reports Record Q2 Revenue Surge

Lakeland (NASDAQ:LAKE) reported fiscal second quarter 2026 earnings on September 3, 2025, posting record revenue of $52.5 million, up 36% year-over-year driven largely by fire services growth and recent acquisitions, and adjusted EBITDA of $5.1 million, up 90% year-over-year. Net income turned positive at $800,000 versus a $1.4 million loss in fiscal Q2 2025, but adjusted gross margin (non-GAAP) contracted to 37.4% from 41.1% a year prior due to tariffs and acquisition-related margin dilution. This analysis provides three actionable insights on strategic integration, margin management, and operational discipline taken from executive commentary and Q&A.Recent deals, including Meridian, LHD, and Jolly, contributed $9 million of the $14 million total year-over-year revenue growth, with fire services products increasing by 113% year-over-year and comprising 47% of total revenue year-to-date. Lakeland’s exposure now spans the U.S., Europe, and Asia Pacific, and the company is actively engaged in multiple new M&A opportunities in the fire suit rental, decontamination, and services sector, especially within the United States.These integrations enhance Lakeland's competitive moat in consolidated fire and industrial protective markets by creating cross-selling opportunities and recurring revenue streams.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool