Jan 31

Limoneira Q1 2025 Earnings Report

Limoneira reported a decline in revenue due to an oversupplied lemon market but saw operational improvements.

Key Takeaways

Limoneira's Q1 2025 revenue was $34.3 million, down from $39.7 million in Q1 2024, primarily due to lower fresh packed lemon sales. The company reported a net loss of $3.2 million and an adjusted net loss of $2.5 million. Despite revenue declines, operating loss improved by 31% year-over-year.

Total revenue for Q1 2025 was $34.3 million, a decline of 14% year-over-year.

Agribusiness revenue decreased by 14% to $32.9 million due to lower lemon sales.

Operating loss improved by 31% year-over-year, reaching $5.3 million.

Net loss applicable to common stock was $3.2 million, compared to $3.7 million in Q1 2024.

Total Revenue
$34.3M
Previous year: $39.7M
-13.7%
EPS
-$0.14
Previous year: -$0.18
-22.2%
Average Price per Carton
$18.4
Previous year: $21.1
-12.4%
Fresh Lemons Sales
$21.2M
Previous year: $23.9M
-11.4%
Fresh Lemons Cartons Sold
1.15M
Previous year: 1.14M
+0.9%
Gross Profit
-$607K
Previous year: -$879K
-30.9%
Cash and Equivalents
$1.13M
Previous year: $527K
+115.0%
Free Cash Flow
-$17M
Previous year: -$12.5M
+36.2%
Total Assets
$301M
Previous year: $300M
+0.6%

Limoneira

Limoneira

Limoneira Revenue by Segment

Forward Guidance

Limoneira expects fresh lemon volumes to be between 5.0 and 5.5 million cartons for FY 2025 and avocado volumes to be between 7.0 and 8.0 million pounds.

Positive Outlook

  • Fresh lemon volume guidance remains at 5.0M - 5.5M cartons for FY 2025.
  • Avocado volume expected to be between 7.0M - 8.0M pounds.
  • Continued land and water monetization efforts, with $1.7M already realized.
  • Operational cost reductions have improved profitability despite revenue decline.
  • Expansion of avocado production and third-party lemon sourcing expected to drive growth.

Challenges Ahead

  • Revenue declined due to oversupply in the lemon market.
  • Farm management revenues fell 40% year-over-year due to crop conditions.
  • Adjusted EBITDA remained negative at -$2.3M.
  • Avocado volume is expected to be lower in FY 2025 due to the alternate bearing nature of trees.
  • Debt increased to $57.9M from $40.0M in the prior year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income