Lassonde Industries Q4 sales beat estimates on Canada pricing, higher US volumes

Lassonde Industries

26/03/2026 21:28

Overview

Canada food and beverage maker's Q4 sales rose 4%, beating analyst expectations

Q4 adjusted EPS beat analyst expectations

Outlook

Lassonde expects to reach $3 bln in sales in 2026 barring significant external shocks

Company anticipates inflationary pressures on commodities and packaging inputs to offset lower orange concentrate costs

Lassonde estimates 2026 capital expenditures at up to 7% of sales, including US$96 mln for New Jersey plant

Result Drivers

SELLING PRICE ADJUSTMENTS - Co said higher selling prices in Canada contributed to Q4 sales growth

U.S. SALES VOLUME - Co said increased sales volume in its U.S. business supported Q4 sales growth

TRANSPORTATION COSTS - Co said lower carrier charges reduced transportation costs, supporting operating profit

Company press release: ID:nGNX8wqnrD

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
C$768.1 mln
C$757.49 mln (3 Analysts)
Q4 Adjusted EPS
Beat
C$7.52
C$5.93 (3 Analysts)
Q4 EPS
C$7.92
Q4 EBITDA
C$100.1 mln
Q4 Gross Profit
C$225 mln
Q4 Operating Income
C$71.1 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for Lassonde Industries Inc is C$267.50, about 20.3% above its March 25 closing price of C$222.35

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)