Eric Des Lauriers

Gerard Sweeney

Aaron Grey

- Farmer Bros. Co. reported a strong fiscal year 2025, with **adjusted EBITDA improving by over $14 million** year-over-year and gross margins above **43%**.  **[34563_2141030_1]**  The company also significantly paid down debt and improved free cash flow to **$6.5 million** for the full fiscal year.  **[34563_2141030_1]** **[34563_2141030_4]** 
- However, the company experienced a **10% decrease in total coffee volumes** in 2025 to just under **20 million pounds** and faced a **65%+ rise in green coffee prices**.  **[34563_2141030_2]** 
- Management anticipates continued pressure on top line and gross margins in fiscal 2026, expecting gross margins to drop into the **high 30% range** due to rising green coffee costs and no further planned price adjustments.  **[34563_2141030_2]** **[34563_2141030_3]** 
- The company successfully launched its **SOME1** specialty brand in March, completing its SKU rationalization and brand pyramid initiatives, and is now focusing on driving top line revenue, increasing coffee volumes, and strengthening customer retention and expansion efforts in fiscal 2026.  **[34563_2141030_1]** **[34563_2141030_5]**

Farmer Brothers Reports Strong FY 2025 Financials; Anticipates FY 2026 Margin Pressure

- Farmer Bros. Co. reported a **net loss of $14.5 million** for fiscal year 2025, with **net sales of $342.3 million**.  **[34563_2139178_3]** 
- The company achieved significant financial improvements in fiscal 2025, including **adjusted EBITDA of $14.8 million** (up over $14 million year-over-year) and **gross margins of 43.5%** (up 420 basis points year-over-year).  **[34563_2139178_3]**  **Free cash flow increased by $34.5 million** year-over-year to **$6.5 million** for the full fiscal year.  **[34563_2139178_4]** 
- Operational highlights for fiscal 2025 include the completion of **SKU rationalization** and **brand pyramid initiatives**, the successful launch of the **SOME1 specialty brand**, and investments in **technology platforms** and **customer service**.  **[34563_2139178_1]** **[34563_2139178_2]** 
- Despite these improvements, the company faced significant market headwinds in 2025, with **total coffee volumes decreasing by 10%** to just under **20 million pounds** and **green coffee prices rising over 65%**.  **[34563_2139178_2]** 
- For fiscal 2026, Farmer Bros. Co. anticipates continued pressure on **top line and gross margins**, with gross margins expected to drop into the **high 30% range** due to elevated green coffee costs and tariff impacts.  **[34563_2139178_2]** **[34563_2139178_3]**  The company plans to focus on driving revenue growth and customer retention.  **[34563_2139178_2]**

Farmer Bros. Co. Reports Q4 and Full-Year 2025 Results with Significant Financial Improvements Amidst Market Headwinds

- Farmer Bros. Co. reported strong fiscal year 2025 results with **adjusted EBITDA of $14.8 million** and **gross margins of 43.5%**, alongside **net sales of $342.3 million** and **$6.5 million in free cash flow**.  **[34563_2139415_1]** **[34563_2139415_3]** **[34563_2139415_4]**  For Q4 2025, adjusted EBITDA was **$5.8 million**, gross margin was **44.9%**, and net sales were **$85.1 million**.  **[34563_2139415_3]** 
- Despite these improvements, total coffee volumes decreased by **10%** year-over-year in 2025, and the company anticipates significant pressure on its top line and gross margins in fiscal 2026 due to a **65%+ rise in green coffee prices** and potential tariffs, expecting gross margins to drop into the **high 30% range**.  **[34563_2139415_2]** **[34563_2139415_3]** 
- In response, management is pivoting its focus to addressing customer and coffee pound degradation, driving top line revenue, and activating its DSD network, while continuing to explore opportunities through its strategy committee.  **[34563_2139415_2]** **[34563_2139415_5]**

Farmer Brothers Reports Strong FY25 Financial Improvements Amidst Market Headwinds

- Farmer Brothers (FARM) reported strong fiscal year 2025 results, with adjusted EBITDA reaching **$14.8 million** and gross margins at **43.5%** for the full fiscal year, alongside a **$10 million** decrease in net debt.  **[34563_2139443_1]** **[34563_2139443_3]** 
- Net sales for fiscal year 2025 were **$342.3 million**, with a net loss of **$14.5 million** for the full year.  **[34563_2139443_3]** 
- The company completed its SKU rationalization and brand pyramid initiatives, successfully launching the **SOME1** specialty brand, and made significant operational efficiency gains.  **[34563_2139443_1]** 
- Despite these improvements, total coffee volumes decreased by **10%** year-over-year in 2025, and the company anticipates continued pressure on top line and gross margins in fiscal 2026 due to a **65%+ rise** in green coffee prices and potential tariffs, expecting gross margins to drop into the **high 30% range**.  **[34563_2139443_2]** **[34563_2139443_3]** 
- Management is focused on addressing customer and coffee pound degradation, driving top line revenue, and leveraging its DSD network for product penetration and new customer acquisition in fiscal 2026.  **[34563_2139443_2]**

Farmer Brothers Reports Q4 and Full-Year 2025 Results

- Farmer Brothers Coffee reported **fiscal year 2025 net sales of $342.3 million**, a **0.3% increase** from fiscal 2024, and a **net loss of $14.5 million**, which increased from a **$3.9 million net loss in fiscal 2024**.  **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:0]** **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:1]** **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:4]** 
- The company achieved a **gross margin increase of 420 basis points year-over-year to 43.5%** for fiscal 2025.  **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:0]** **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:1]** 
- **Adjusted EBITDA for fiscal 2025 increased by more than $14 million to $14.8 million** compared to fiscal 2024.  **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:0]** **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:1]** **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:8]** 
- For the fourth quarter of fiscal 2025, net sales were **$85.1 million**, a **1% increase** compared to Q4 2024, and Adjusted EBITDA was **$5.8 million**, an **increase of $7.4 million** from Q4 2024.  **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:0]** **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:4]** **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:8]** 
- The company noted significant operational and financial improvement in fiscal 2025, including gross margins above 43%, decreased SG&A, and debt reduction, but anticipates **challenging market conditions to continue through fiscal 2026**.  **[34563_0000034563-25-000070_fbcq42025pressrelease.htm:0]**

Farmer Brothers Coffee Reports Q4 and Full Year Fiscal 2025 Financial Results

- Farmer Brothers reported **fiscal 2025 net sales of $342.3 million**, a 0.3% increase from fiscal 2024, with **gross margins increasing 420 basis points year-over-year to 43.5%**.  **[34563_ef3b39628a3048979cf2821f130ec8b8_0]** **[34563_ef3b39628a3048979cf2821f130ec8b8_1]**  The company posted a **net loss of $14.5 million** for fiscal 2025, but saw a **$14.3 million year-over-year improvement in Adjusted EBITDA to $14.8 million**.  **[34563_ef3b39628a3048979cf2821f130ec8b8_0]** **[34563_ef3b39628a3048979cf2821f130ec8b8_1]** 
- For the fourth quarter of fiscal 2025, net sales were **$85.1 million**, a 1% increase compared to the fourth quarter of fiscal 2024.  **[34563_ef3b39628a3048979cf2821f130ec8b8_1]**  Gross profit was **$38.3 million (44.9% gross margin)**, up from 38.8% in the prior year quarter, and Adjusted EBITDA increased by **$7.4 million to $5.8 million**.  **[34563_ef3b39628a3048979cf2821f130ec8b8_1]**  The net loss for the quarter was **$4.7 million**.  **[34563_ef3b39628a3048979cf2821f130ec8b8_1]** 
- As of June 30, 2025, the company had **$6.8 million of unrestricted cash** and **$14.3 million in outstanding borrowings**.  **[34563_ef3b39628a3048979cf2821f130ec8b8_1]**  President and CEO John Moore stated that fiscal 2025 was a year of significant improvement, including debt paydown, and despite expectations of challenging market conditions in fiscal 2026, the company remains committed to driving top-line revenue growth and strengthening customer retention.  **[34563_ef3b39628a3048979cf2821f130ec8b8_0]**

FARMER BROTHERS (FARM)