Lakeland Industries, Inc. (LAKE) AI Stock Analysis
LAKE AI stock analysis summary
AI ResearchLakeland Industries, Inc. (LAKE) manufactures and distributes industrial and public protective apparel worldwide. FY2026 revenue increased 15.2% to $192.6M, but the company recorded a net loss of -$25.3M and free cash flow of -$16.4M. Its forward P/E of 45.0x trades above the median of its US-listed Consumer Cyclical peers, while analysts maintain an average price target of $15.25.
- Market cap
- $90.3M
- Revenue (TTM)
- $191.0M
- P/E
- — fwd 45.0x
- 1Y return
- -43.2% S&P 500 16.8%
- Avg. target
- $15.25 67.8% vs last close
Bull case
- Revenue expanded 15.2% in FY2026 to $192.6M following a 34.1% increase in FY2025.
- Analysts expect an earnings recovery next fiscal year with EPS estimated at $0.54 on 8.3% revenue growth to $215.9M.
- The consensus mean price target of $15.25 represents an implied upside of 67.8% from the recent close of $9.09.
Bear case
- Lakeland posted a net loss of -$25.3M and free cash flow of -$16.4M in FY2026.
- Gross margin declined from 43.0% in FY2022 to 32.9% in FY2026, contributing to an operating margin of -3.9%.
- Short interest accounts for 16.7% of float as the stock dropped 43.2% over the trailing one-year period.
What Lakeland Industries does
Lakeland Industries, Inc. specializes in the manufacturing and global distribution of industrial protective clothing and accessories. Dedicated to serving the industrial and public protective clothing markets worldwide, the company offers a comprehensive range of products tailored for various sectors. These include limited use and disposable protective clothing such as coveralls, laboratory coats, shirts, pants, and aprons, alongside high-end chemical protective suits and firefighting apparel. Lakeland also manufactures durable woven garments such as electrostatic dissipative apparel for clean rooms and flame-resistant apparel for petrochemical operations, refining, and utilities. Products are distributed through approximately 1,600 safety and industrial supply distributors.
Growth and profitability
Lakeland's annual revenue rose from $118.4M in FY2022 to $192.6M in FY2026, supported by 34.1% growth in FY2025 and 15.2% in FY2026, yielding a five-year revenue CAGR of 3.9%. However, profitability contracted substantially over this timeframe. Gross margin fell from 43.0% in FY2022 to 32.9% in FY2026, while operating margin declined from 13.6% to -3.9%. Net income shifted from $11.4M in FY2022 to -$25.3M in FY2026. For the trailing twelve months ended July 31, 2026, revenue stood at $191.0M with a profit margin of -14.0%, as latest quarterly revenue fell 4.5% year-over-year and quarterly earnings declined 97.1%.
Balance sheet and cash flow
As of July 31, 2026, Lakeland held $17.9M in cash and short-term investments against total debt of $38.9M, leaving net debt at $21.0M. Total assets were $206.5M and shareholders' equity stood at $125.1M, with a current ratio of 2.98 and a debt-to-equity ratio of 0.31. For FY2026, operating cash flow was -$15.8M and free cash flow was -$16.4M. Cash usage included capital expenditures of $671,000, share buybacks of $429,000, and $1.2M in dividends paid.
Valuation and performance
Lakeland carries a market cap of $90.3M and an enterprise value of $121.7M. The stock trades at a forward P/E of 45.0x and an EV to EBITDA of 22.5x, both higher than the median of its US-listed Consumer Cyclical peers of 14.1x and 11.1x, respectively. Its price-to-sales ratio is 0.5x compared to the peer median of 0.7x, and its price-to-book ratio is 0.8x. Over the past year, Lakeland shares fell 43.2% while the S&P 500 rose 16.8%, and its five-year return of -54.4% lagged the index return of 83.0%.
What analysts expect
Wall Street coverage consists of 3 Strong Buy ratings, 1 Buy rating, and zero Hold, Sell, or Strong Sell ratings. The mean price target of $15.25 sits 67.8% above the last close of $9.09. For the fiscal year ending January 31, 2027, consensus estimates model revenue of $199.3M and an EPS of -$0.58. For the next fiscal year, 2 analysts project revenue of $215.9M and an EPS of $0.54. Lakeland has beaten EPS estimates in 1 of the last 4 quarters, and its next earnings date is December 8, 2026.
Key risks and what to watch
- Free cash flow has been negative in three of the last four fiscal years, including -$16.4M in FY2026 and -$17.4M in FY2025.
- Net debt of $21.0M remains on the balance sheet with $38.9M in total debt against $17.9M in cash and short-term investments.
- Dilution has increased the share count by 24.3% over the past five fiscal years.
- Trading volatility is high, with a beta of 1.45 and the share price sitting 10.3% below its 200-day moving average.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this LAKE AI stock analysis
This page is an AI-written research summary of Lakeland Industries, Inc. (LAKE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: LAKE income statement, LAKE balance sheet, LAKE key metrics, LAKE analyst forecast, LAKE chart. See the LAKE stock overview for the latest quote and news.
LAKE AI stock analysis FAQ
What products does Lakeland Industries manufacture?
Lakeland produces industrial protective clothing, including disposable coveralls, high-end chemical suits, firefighting gear, and flame-resistant garments for utility and petrochemical sectors.
What was Lakeland's financial performance in FY2026?
In FY2026, revenue increased 15.2% to $192.6M, but the company reported a net loss of -$25.3M and free cash flow of -$16.4M.
How is Lakeland valued compared to its sector peers?
Lakeland trades at a forward P/E of 45.0x and an EV to EBITDA of 22.5x, above the median of its US-listed Consumer Cyclical peers of 14.1x and 11.1x, respectively, though its price-to-sales ratio of 0.5x is lower than the peer median of 0.7x.
What do analysts project for Lakeland's upcoming fiscal years?
Analysts forecast an EPS of -$0.58 on revenue of $199.3M for the fiscal year ending January 31, 2027, followed by a positive EPS of $0.54 on revenue of $215.9M the following year.
When does Lakeland report earnings next?
The company is scheduled to report earnings on December 8, 2026.