Lumida
/LAKE
⌘K
Lakeland Industries Inc

Lakeland Industries Inc

LAKE
$11.43USD↓-0.17%-0.02 today

MARKET CAP

112.8M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$11 – $12

52W RANGE

$7
$18

AI Summary

Stalk
StalkMedium

Despite the intact long-term downtrend, LAKE has stabilized in an early Stage 1 base with rising 9/21 EMAs and a reclaim of the 50 DMA, supporting a medium-term bullish bias. Price is currently extended and overbought around prior resistance, making immediate entries suboptimal. Execution should be deferred, stalking for pullbacks into the confluence of rising EMAs in this speculative setup.

  • ↑Q2 2026 revenue +36% YoY, led by 113% surge in fire services.
  • ↑Q1 2027 operating cash flow $5.8M, up from prior year loss.
  • ↓Adjusted gross margin slid from 41.1% to 37.4% on acquisition mix.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Lakeland Industries, Inc. (NASDAQ: LAKE) is a leading manufacturer of personal protective equipment (PPE) primarily for the fire protection and industrial markets. The company specializes in a comprehensive range of fire safety products, and is currently undergoing a transformation from a commodity PPE manufacturer into a higher-margin fire services platform. This evolution is driven by strategic acquisitions and geographic expansion, positioning Lakeland favorably within the fragmented $2 billion fire protection sector.

Bull says

  • ↑Q2 2026 revenue +36% YoY, led by 113% surge in fire services.
  • ↑Q1 2027 operating cash flow $5.8M, up from prior year loss.
  • ↑Strategic acquisitions (CA, AZ PPE) to drive ~$5M in new ARR.
  • ↑Order backlog >$130M underpins revenue visibility into next periods.
  • ↑Management targets margins recovery via service mix and operational efficiency.
  • ↑Favorable interest rate sensitivity and positive analyst revisions support stock.

Bear says

  • ↓Adjusted gross margin slid from 41.1% to 37.4% on acquisition mix.
  • ↓Management admitted recent performance misses, highlighting execution risks.
  • ↓High short interest (~59%) signals investor skepticism and selling pressure.
  • ↓Tariff uncertainty pressures inputs and may delay margin recovery.
  • ↓Weak earnings yield and profitability factors signal poor returns.
  • ↓No dividend yield and small-cap volatility add downside risk.

Investment themes with LAKE

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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 06-10-2026neutral

Transcript signals

Bull points

  • We achieved record net sales of 46.7 million, representing a 29% year-over-year increase driven by a 100% increase in fire services products and the ongoing momentum from our recent acquisitions.
  • Additionally, we continue to believe that a significant Jolly Fire boots order, originally anticipated for shipment in Q2 of fiscal 25, is still likely to materialize.
  • As such, we anticipate sequential growth in gross margins and adjusted EBITDA, excluding the impact of FX in the second quarter, aided by the improving global tariff environment and reduction in necessary mitigation strategies.

Bear points

  • Growth profit as a percentage of net sales decreased to 33.5% from 44.6% for the comparable year-ago period.
  • Robust growth in our organic and acquisition-driven fire services vertical in the U.S. market was partially offset by weakness in Canada and Latin America, where margins are typically above our corporate average.
  • decreased to 33.5% from 44.6% for the comparable year-ago period.
Read full transcript analysis ›