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Limoneira CO (LMNR) Fundamental Analysis & AI Grade 2026

LMNR Nasdaq Agricultural Production-Crops DE CIK: 0001342423
Recently Updated • Analysis: Jun 10, 2026 • SEC Data: 2026-04-30
Combined AI Grade
C
82% Confidence
AGREEMENT
D
92% Conf
C
72% Conf

📊 LMNR Key Takeaways

Revenue: $42.1M
Net Margin: -73.2%
Free Cash Flow: $-19.9M
Current Ratio: 1.68x
Debt/Equity: 0.62x
EPS: $-1.74
AI Grade: D with 92% confidence
Limoneira CO (LMNR) receives a C fundamental grade with 82% confidence from our AI analysis based on SEC 10-K filings. With revenue of $42.1M, net profit margin of -73.2%, and return on equity (ROE) of -20.2%, Limoneira CO demonstrates mixed fundamentals in the Market sector. Below is our complete LMNR stock analysis for 2026.

Is Limoneira CO (LMNR) a Good Investment?

Claude

Limoneira is in financial distress with deeply negative profitability (-73.2% net margin, -76.5% operating margin) and severe cash burn (-$19.9M FCF on only $42.1M revenue). The company maintains minimal cash reserves ($891K) while carrying $94.1M in long-term debt that cannot be serviced from operations, creating immediate solvency concerns. Without dramatic operational turnaround or significant capital infusion, the company faces potential insolvency.

ChatGPT

Despite modest revenue growth, Limoneira’s fundamentals show deep operating and net losses with severely negative free cash flow. Liquidity is thin and interest coverage is negative, elevating financial risk. A solid asset base and moderate leverage provide some buffer, but sustained profitability and cash generation are not yet evident.

Limoneira CO Key Strengths (LMNR)

Claude
  • + Positive revenue growth of 3.9% YoY shows modest demand for products
  • + Current ratio of 1.68x indicates sufficient short-term liquidity coverage relative to current liabilities
  • + Positive stockholders equity of $152.9M provides balance sheet cushion
ChatGPT
  • + Moderate leverage (0.53x D/E) and sizable equity base
  • + Slight top-line growth (+3.9% YoY)
  • + Large asset base that can support financing options

LMNR Stock Risks: Limoneira CO Investment Risks

Claude
  • ! Critical cash depletion: only $891K cash against $42.1M revenue run-rate (10 days coverage)
  • ! Negative operating cash flow of -$16.2M indicates core business cannot fund operations
  • ! Unable to service $94.1M debt: interest coverage ratio of -21.5x means no operating income to cover debt payments
  • ! Massive operating losses consuming 76.5% of every revenue dollar
  • ! 9 Form 4 insider filings in 90 days may signal distress or insider selling
ChatGPT
  • ! Persistent operating losses and deeply negative margins
  • ! Weak liquidity and minimal cash with negative OCF/FCF
  • ! Negative interest coverage, increasing refinancing/dilution risk

Key Metrics to Watch

Claude
  • * Monthly cash burn rate and path to cash runway exhaustion
  • * Operating cash flow trend and return to positive territory
  • * Debt refinancing or covenant waiver negotiations with lenders
  • * Asset impairment charges or write-downs on balance sheet
  • * Revenue sustainability and gross margin recovery
ChatGPT
  • * Operating cash flow (TTM)
  • * Interest coverage (EBIT/interest)

Limoneira CO (LMNR) Financial Metrics & Key Ratios

Revenue
$42.1M
Net Income
$-30.8M
EPS (Diluted)
$-1.74
Free Cash Flow
$-19.9M
Total Assets
$293.8M
Cash Position
$891.0K

💡 AI Analyst Insight

Limoneira CO presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

LMNR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -76.5%
Net Margin -73.2%
ROE -20.2%
ROA -10.5%
FCF Margin -47.2%

LMNR vs Market Sector: How Limoneira CO Compares

How Limoneira CO compares to Market sector averages

Net Margin
LMNR -73.2%
vs
Sector Avg 12.0%
LMNR Sector
ROE
LMNR -20.2%
vs
Sector Avg 15.0%
LMNR Sector
Current Ratio
LMNR 1.7x
vs
Sector Avg 1.8x
LMNR Sector
Debt/Equity
LMNR 0.6x
vs
Sector Avg 0.7x
LMNR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Limoneira CO Stock Overvalued? LMNR Valuation Analysis 2026

Based on fundamental analysis, Limoneira CO shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
-20.2%
Sector avg: 15%
Net Profit Margin
-73.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.62x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Limoneira CO Balance Sheet: LMNR Debt, Cash & Liquidity

Current Ratio
1.68x
Quick Ratio
1.68x
Debt/Equity
0.62x
Debt/Assets
44.3%
Interest Coverage
-21.48x
Long-term Debt
$94.1M

LMNR Revenue & Earnings Growth: 5-Year Financial Trend

LMNR 5-year financial data: Year 2021: Revenue $166.5M, Net Income -$5.9M, EPS $-0.37. Year 2022: Revenue $179.3M, Net Income -$16.4M, EPS $-0.96. Year 2023: Revenue $179.3M, Net Income -$3.4M, EPS $-0.23. Year 2024: Revenue $185.9M, Net Income -$236.0K, EPS $-0.04. Year 2025: Revenue $185.9M, Net Income $9.4M, EPS $0.50.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Limoneira CO's revenue has grown significantly by 12% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.50 reflects profitable operations.

LMNR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-47.2%
Free cash flow / Revenue

LMNR Quarterly Earnings & Performance

Quarterly financial performance data for Limoneira CO including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $22.5M -$3.4M $-0.20
Q1 2026 $16.8M -$3.1M $-0.18
Q3 2025 $45.9M -$855.0K $-0.06
Q2 2025 $33.6M $3.0M $0.15
Q1 2025 $32.9M -$3.1M $-0.18
Q3 2024 $51.1M -$1.2M $-0.07
Q2 2024 $43.3M -$1.6M $-0.10
Q1 2024 $36.5M -$3.6M $-0.21

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Limoneira CO Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$16.2M
Cash generated from operations
Capital Expenditures
$3.7M
Investment in assets
Dividends Paid
$1.4M
Returned to shareholders

LMNR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Limoneira CO (CIK: 0001342423)

📋 Recent SEC Filings

Date Form Document Action
Jun 9, 2026 10-Q lmnr-20260430.htm View →
Jun 9, 2026 8-K lmnr-20260609.htm View →
Jun 2, 2026 4 xslF345X06/tm2616713-1_4seq1.xml View →
May 5, 2026 4 xslF345X06/tm2613625-1_4seq1.xml View →
Apr 20, 2026 8-K tm2612188d1_8k.htm View →

Frequently Asked Questions about LMNR

What is the AI rating for LMNR?

Limoneira CO (LMNR) has a Combined AI Grade of C from Claude (D) and ChatGPT (C) with 82% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are LMNR's key strengths?

Claude: Positive revenue growth of 3.9% YoY shows modest demand for products. Current ratio of 1.68x indicates sufficient short-term liquidity coverage relative to current liabilities. ChatGPT: Moderate leverage (0.53x D/E) and sizable equity base. Slight top-line growth (+3.9% YoY).

What are the risks of investing in LMNR?

Claude: Critical cash depletion: only $891K cash against $42.1M revenue run-rate (10 days coverage). Negative operating cash flow of -$16.2M indicates core business cannot fund operations. ChatGPT: Persistent operating losses and deeply negative margins. Weak liquidity and minimal cash with negative OCF/FCF.

What is LMNR's revenue and growth?

Limoneira CO reported revenue of $42.1M.

Does LMNR pay dividends?

Limoneira CO pays dividends, with $1.4M distributed to shareholders in the trailing twelve months.

Where can I find LMNR SEC filings?

Official SEC filings for Limoneira CO (CIK: 0001342423) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is LMNR's EPS?

Limoneira CO has a diluted EPS of $-1.74.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is LMNR's fundamental grade?

Based on our AI fundamental analysis in June 2026, Limoneira CO has a C grade with 82% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is LMNR stock overvalued or undervalued?

Valuation metrics for LMNR: ROE of -20.2% (sector avg: 15%), net margin of -73.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is LMNR's AI grade for 2026?

Our dual AI analysis gives Limoneira CO a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is LMNR's free cash flow?

Limoneira CO's operating cash flow is $-16.2M, with capital expenditures of $3.7M. FCF margin is -47.2%.

How does LMNR compare to other Market stocks?

Vs Default sector averages: Net margin -73.2% (avg: 12%), ROE -20.2% (avg: 15%), current ratio 1.68 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Jun 10, 2026 | Data as of: 2026-04-30 | Powered by Claude AI