Eric Des Lauriers

Gerard Sweeney

Aaron Grey

- 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 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 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)