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Mar 31

Seneca Foods Q4 2025 Earnings Report

Seneca Foods posted a modest profit in Q4 despite continued margin pressure from high input costs.

Key Takeaways

Seneca Foods achieved higher sales in Q4 2025 but experienced a steep drop in gross margin and earnings, mainly due to elevated inventory costs carried from the prior year.

Net sales in Q4 rose to $345.8M, driven by higher volumes and favorable pricing.

Net income was $601K, recovering from a $2.2M loss in Q4 2024.

Gross margin fell to 4.5%, reflecting cost pressures from 2024 inventory.

Operating income dropped to $2M, down from $2.5M a year ago.

Total Revenue
$346M
Previous year: $308M
+12.3%
EPS
$0.09
Previous year: -$0.22
-140.9%
Gross Margin
4.5%
Previous year: 6.7%
-32.8%

Seneca Foods

Seneca Foods

Forward Guidance

Seneca Foods expects ongoing cost pressures and margin impacts from 2024 inventory but is cautiously optimistic about long-term positioning.

Positive Outlook

  • Strong operating cash flow reduced net debt significantly.
  • Sales volumes are expected to remain strong.
  • Better pricing strategies are being implemented.
  • Customer demand remains solid across categories.
  • Expansion of branded and private label products is ongoing.

Challenges Ahead

  • High-cost inventory from 2024 will continue to weigh on margins.
  • Fluctuating tariffs create planning uncertainties.
  • Labor shortages remain a concern.
  • Commodity and packaging costs are still elevated.
  • Weather-related risks could affect crop yields.