Farmer Brothers demonstrated significant operational and financial improvements with increased efficiency and successful brand initiatives. However, the company faces considerable challenges due to decreased coffee volumes, rising costs, and market headwinds that may impact future financial results.

Company Guidance

In the Farmer Brothers Fiscal Fourth Quarter and Year-End 2025 earnings call, the company reported significant financial improvements, including a year-over-year increase in adjusted EBITDA of over $14 million and gross margins exceeding 43%. A strategic focus on operational efficiency led to a reduction in SG&A expenses and significant debt repayment. Despite facing a challenging macroeconomic environment, including a 65% rise in green coffee prices and a 50% tariff on Brazilian imports, the company successfully launched its Sum>One specialty brand and completed its SKU rationalization initiative. Farmer Brothers also improved its technology platforms, enhancing supply chain optimization and customer analytics. With new leadership appointments and a focus on driving top-line revenue, the company aims to leverage its distribution network and improve customer retention while navigating anticipated financial pressures in fiscal 2026.

Gross Margin Improvement

Gross margins ended the year above 43%, representing a more than $14 million year-over-year improvement in adjusted EBITDA and a 420 basis point increase compared to the prior year.

Debt Reduction and Cash Flow

The company significantly paid down debt, ending the year with $6.8 million in unrestricted cash and cash equivalents and a $10 million decrease in net debt. Free cash flow generation improved significantly, with a $34.5 million year-over-year increase for the full fiscal year.

Operational Efficiency Gains

Farmer Brothers captured internal efficiency gains from manufacturing, sales, and network optimization initiatives. Decreases in SG&A expenses were achieved, and a new CRM tool was launched to enhance customer analytics.

Successful Launch of Sum>One Brand

The launch of the Sum>One specialty brand was completed, with early promising opportunities and collaborations with larger customers to launch branded cafe experiences.

Leadership and Structural Improvements

Appointments of Brian Miller in sales and Travis Young in field operations helped separate responsibilities, align KPIs, and improve execution.

Farmer Brothers Company (FARM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

FARM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q1)	-0.11 / -	-0.24	―	―	―
Sep 11, 2025	2025 (Q4)	-0.18 / -0.22	-0.22	0.00% (0.00)	―
May 08, 2025	2025 (Q3)	-0.10 / -0.23	-0.03	-666.67% (-0.20)	―
Feb 06, 2025	2025 (Q2)	-0.06 / 0.01	0.13	-92.31% (-0.12)	―
Nov 07, 2024	2025 (Q1)	-0.24 / -0.24	-0.06	-300.00% (-0.18)	―
Sep 12, 2024	2024 (Q4)	-0.27 / -0.22	-2.33	90.56% (+2.11)	―
May 09, 2024	2024 (Q3)	-0.16 / -0.03	-0.57	94.74% (+0.54)	―
Feb 08, 2024	2024 (Q2)	-0.21 / 0.13	-0.73	117.81% (+0.86)	―
Nov 09, 2023	2024 (Q1)	-0.29 / -0.06	-0.39	84.62% (+0.33)	―
Sep 12, 2023	2023 (Q4)	-0.61 / -2.33	-0.21	-1009.52% (-2.12)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

FARM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 11, 2025	$2.33	$1.83	-21.46%
May 08, 2025	$1.90	$1.63	-14.21%
Feb 06, 2025	$1.80	$2.18	+21.11%
Nov 07, 2024	$1.83	$2.13	+16.39%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Farmer Brothers (FARM) report earnings?

Farmer Brothers (FARM) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Farmer Brothers (FARM) earnings time?

Farmer Brothers (FARM) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is FARM EPS forecast?

FARM EPS forecast for the fiscal quarter 2026 (Q1) is -0.11.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing