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Limoneira CO (LMNR) Stock Fundamental Analysis & AI Rating 2026

LMNR Nasdaq Agricultural Production-Crops DE CIK: 0001342423
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2026-01-31
Combined AI Rating
SELL
78% Confidence
AGREEMENT
STRONG SELL
85% Conf
SELL
72% Conf

📊 LMNR Key Takeaways

Revenue: $18.2M
Net Margin: -51.8%
Free Cash Flow: $-15.4M
Current Ratio: 1.16x
Debt/Equity: 0.53x
EPS: $-0.53
AI Rating: STRONG SELL with 85% confidence
Limoneira CO (LMNR) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $18.2M, net profit margin of -51.8%, and return on equity (ROE) of -5.6%, 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 severe financial distress with persistent operating losses (-58% margin), negative free cash flow (-15.4M), and a critically depleted cash position (1.3M) insufficient to support ongoing operations. The company cannot service its 89.9M debt burden from operations (negative interest coverage), creating imminent refinancing risk.

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.

Why Buy Limoneira CO Stock? LMNR Key Strengths

Claude
  • + Substantial asset base of 307.5M provides liquidation value
  • + Positive stockholders equity of 169.8M
  • + Modest revenue growth of 3.9% YoY indicates some market demand
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
  • ! Liquidity crisis: only 1.3M cash against 3.7M annual capex and debt obligations
  • ! Negative operating cash flow (-11.7M) signals fundamental operational deterioration
  • ! Debt-to-equity of 0.53x is manageable numerically but dangerous given negative EBIT and inability to cover interest
  • ! Free cash flow margin of -84.7% indicates unsustainable cash burn
  • ! Negative interest coverage ratio (-7.0x) suggests covenant violation risk
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
  • * Operating cash flow trajectory (must reach positive territory)
  • * Gross margin and product-level profitability (currently unavailable)
  • * Cash position and liquidity events (refinancing timelines)
  • * Debt covenant compliance and potential restructuring announcements
ChatGPT
  • * Operating cash flow (TTM)
  • * Interest coverage (EBIT/interest)

Limoneira CO (LMNR) Financial Metrics & Key Ratios

Revenue
$18.2M
Net Income
$-9.4M
EPS (Diluted)
$-0.53
Free Cash Flow
$-15.4M
Total Assets
$307.5M
Cash Position
$1.3M

💡 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 -58.0%
Net Margin -51.8%
ROE -5.6%
ROA -3.1%
FCF Margin -84.7%

LMNR vs Market Sector: How Limoneira CO Compares

How Limoneira CO compares to Market sector averages

Net Margin
LMNR -51.8%
vs
Sector Avg 12.0%
LMNR Sector
ROE
LMNR -5.6%
vs
Sector Avg 15.0%
LMNR Sector
Current Ratio
LMNR 1.2x
vs
Sector Avg 1.8x
LMNR Sector
Debt/Equity
LMNR 0.5x
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
-5.6%
Sector avg: 15%
Net Profit Margin
-51.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.53x
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
1.16x
Quick Ratio
1.16x
Debt/Equity
0.53x
Debt/Assets
41.3%
Interest Coverage
-7.03x
Long-term Debt
$89.9M

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
-84.7%
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
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
Q3 2023 $51.1M -$1.2M $-0.07

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
-$11.7M
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
Apr 15, 2026 8-K tm2611893d1_8k.htm View →
Apr 3, 2026 4 xslF345X06/tm2611146-1_4seq1.xml View →
Mar 27, 2026 8-K tm2610104d1_8k.htm View →
Mar 26, 2026 4 xslF345X06/tm269919-6_4seq1.xml View →
Mar 26, 2026 4 xslF345X06/tm269919-5_4seq1.xml View →

Frequently Asked Questions about LMNR

What is the AI rating for LMNR?

Limoneira CO (LMNR) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are LMNR's key strengths?

Claude: Substantial asset base of 307.5M provides liquidation value. Positive stockholders equity of 169.8M. 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: Liquidity crisis: only 1.3M cash against 3.7M annual capex and debt obligations. Negative operating cash flow (-11.7M) signals fundamental operational deterioration. 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 $18.2M.

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 $-0.53.

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 rating reflects both perspectives for balanced insights.

Is LMNR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Limoneira CO has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is LMNR stock overvalued or undervalued?

Valuation metrics for LMNR: ROE of -5.6% (sector avg: 15%), net margin of -51.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy LMNR stock in 2026?

Our dual AI analysis gives Limoneira CO a combined SELL rating 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 $-11.7M, with capital expenditures of $3.7M. FCF margin is -84.7%.

How does LMNR compare to other Market stocks?

Vs Default sector averages: Net margin -51.8% (avg: 12%), ROE -5.6% (avg: 15%), current ratio 1.16 (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: Apr 12, 2026 | Data as of: 2026-01-31 | Powered by Claude AI