Lakeland Fire + Safety
Makes firefighter gear, chemical suits, and cleanroom protection for global safety markets.
Something off on this page? Send us feedback.
Profile
Sells firefighter protective apparel, fire-gear services, chemical suits, cleanroom garments, and disposable protection. Recent acquisitions shifted the mix toward Fire Services, while international sales are larger than domestic sales and owned manufacturing supports supply-chain control.
Designs and manufactures protective clothing for fire service, chemical, clean room, energy, manufacturing, and utility applications. The current portfolio centers on Fire Suits, Chemical Suits, Cleanroom Suits, and related service capabilities, with high-performance FR/AR and high-visibility apparel sold after the latest fiscal year.
Recent acquisitions added helmets, footwear, turnout gear, protective apparel, and fire-gear decontamination, inspection, repair, and rental services. Fire Services is now roughly half of sales, and international sales are larger than domestic sales.
Owned manufacturing across a global footprint supports supply-chain control. The business depends on safety-standard compliance, certification timing, tender timing, distributor and direct-sales execution, currency exposure, and integration of the recent fire platform acquisitions.
Company facts
Key statistics
Year to date +33.3% · Average volume (30d) 60.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | DA Davidson | Reiterate | Buy | $10 | $18 | |
| Apr 20, 2026 | Maxim Group | Target | $26 | $16 | ||
| Apr 20, 2026 | DA Davidson | Upgrade | Neutral | Buy | ||
| Apr 17, 2026 | Lake Street | Reiterate | Buy | $19 | $13 | |
| Apr 8, 2026 | DA Davidson | Reiterate | Neutral | $14 | $10 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 9, 2026Q1 FY27 | −$0.14 | $0.04 | +128.6% | $47.4M | $47.4M | +0.1% | +18.97% |
| Apr 16, 2026Q4 FY26 | −$0.19 | −$0.61 | −221.1% | $49.3M | $45.8M | −7.2% | +25.56% |
| Dec 9, 2025Q3 FY26 | $0.17 | −$0.70 | −511.8% | $49.7M | $47.6M | −4.2% | −38.97% |
| Sep 9, 2025Q2 FY26 | −$0.04 | $0.36 | +1,000.0% | $59.6M | $52.5M | −11.9% | −4.43% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $46.6M | $46.7M | $52.5M | $47.6M | $45.8M | $47.4M | |
| Gross profit | $18.7M | $15.6M | $18.8M | $14.1M | $14.7M | $14.9M | |
| Operating income | −$145.0K | −$4.6M | −$465.0K | −$6.0M | −$8.0M | −$4.2M | |
| Net income | −$18.4M | −$3.9M | $766.0K | −$16.0M | −$6.2M | $369.0K | |
| Diluted EPS | −$2.48 | −$0.41 | $0.08 | −$1.64 | −$0.66 | $0.04 | |
| Gross margin | 40.1% | 33.5% | 35.8% | 29.7% | 32.2% | 31.4% | |
| Operating margin | -0.3% | -9.9% | -0.9% | -12.5% | -17.4% | -8.8% |
Fiscal years (4-quarter sums)FY22 $118.4M · FY23 $112.8M · FY24 $124.7M · FY25 $167.2M · FY26 $192.6M
Balance sheet, Apr 30, 2026Cash & short-term investments $17.4M · Total debt $41.3M · Total assets $212.3M · Shareholders' equity $130.5M
Dividends
Raised for 2 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Nov 17, 2025 | Nov 17 | Nov 24 | $0.03 | |
| Aug 15, 2025 | Aug 15 | Aug 22 | $0.03 | |
| May 15, 2025 | May 15 | May 22 | $0.03 | |
| Feb 14, 2025 | Feb 17 | Feb 24 | $0.03 | |
| Nov 15, 2024 | Nov 15 | Nov 22 | $0.03 | |
| Aug 15, 2024 | Aug 15 | Aug 22 | $0.03 | |
| May 14, 2024 | May 15 | May 22 | $0.03 | |
| Feb 14, 2024 | Feb 15 | Feb 22 | $0.03 |
Ownership
Shares outstanding 9.87M · Float 8.51M · 86.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Private Capital Management, LLC | 1.51M | 15.28% | 13F | May 15, 2026 |
| Royce & Associates LP | 1.21M | 12.30% | 13F | May 12, 2026 |
| Lempel Brian David | 974.3K | 10.00% | 13G | Dec 11, 2025 |
| Pacific Ridge Capital Partners, LLC | 929.0K | 9.41% | 13F | May 11, 2026 |
| Global Value Investment Corporation | 821.9K | 8.38% | 13D | Dec 22, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 13, 2026 | Cameron Stokes | officer: See Remarks | +450 | $9.43 |
| Jan 9, 2026 | An Hui | officer: Chief Operating Officer | +2,000 | $8.97 |
| Jan 9, 2026 | James Calven Jr. Swinea | officer: Interim CFO | +1,000 | $8.71 |
| Jan 5, 2026 | James M. Jenkins | director, officer: President, CEO & Exec. Chair | +1,127 | $8.88 |
| Dec 23, 2025 | Barry G. Phillips | officer: Chief Revenue Officer - Fire | +1,250 | $8.71 |
Peers
- MSA
Fire-service PPE platform with turnout gear, helmets, and SCBA
- DuPont
Tyvek and Tychem overlap in chemical, cleanroom, and disposable PPE
- 3M
Industrial PPE giant with coveralls, respirators, and face protection
- Alpha Pro Tech
Small-cap disposable garments peer for cleanroom and industrial users
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lakeland Fire + Safety | $11.86 | +0.51% | $117.0M | — | 124.2 | 0.6 | +1.4% |
| MSA | $190.34 | −0.04% | $7.35B | 23.7 | 19.8 | 3.8 | +6.2% |
| DuPont | $136.98 | −0.01% | $18.49B | 304.4 | 18.2 | 2.2 | −44.2% |
| 3M | $174.82 | +0.27% | $89.91B | 31.0 | 18.8 | 3.6 | +2.5% |
| Alpha Pro Tech | $5.35 | −0.37% | $54.7M | 13.1 | 3.9 | 0.9 | +12.0% |
| Median | 27.3 | 18.5 | 2.9 | +4.3% |