Lifecore Biomedical Gestione
Criteri Gestione verificati 2/4
Lifecore Biomedical Il CEO è Paul Josephs, nominato in May2024, e ha un mandato di 2.17 anni. la retribuzione annua totale è $ 782.08K, composta da 42.3% di stipendio e 57.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.58% delle azioni della società, per un valore di $ 2.59M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 2.2 anni.
Informazioni chiave
Paul Josephs
Amministratore delegato
US$782.1k
Compenso totale
| Percentuale dello stipendio del CEO | 42.34% |
| Mandato del CEO | 2.2yrs |
| Proprietà del CEO | 1.6% |
| Durata media del management | 1.8yrs |
| Durata media del Consiglio di amministrazione | 2.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • Jun 30
Is Now An Opportune Moment To Examine Lifecore Biomedical, Inc. (NASDAQ:LFCR)?
Lifecore Biomedical, Inc. ( NASDAQ:LFCR ), is not the largest company out there, but it received a lot of attention...
Aggiornamento narrativa • Jun 26
LFCR: New Pharma Agreements Will Shape A Measured Outlook Ahead
Lifecore Biomedical’s analyst price target has moved to $6.50, a $0.50 increase that analysts link to recent agreements with global pharmaceutical partners, as well as greater confidence in the company’s ability to expand its clinical reach and execute on its plans. Analyst Commentary Recent Street research on Lifecore Biomedical centers on the updated US$6.50 price target, which is tied to new agreements with global pharmaceutical partners and increased confidence in the company’s ability to carry out its plans.
Aggiornamento narrativa • Jun 11
LFCR: CDMO Site Transfers And 2028 Ramps Will Drive Long Term Upside
Narrative Update on Lifecore Biomedical The analyst price target for Lifecore Biomedical has been reset to $5, reflecting a balance between a $5.50 target tied to expectations for a later breakout year and a $5 target that factors in softer FY26 guidance and delayed commercial ramps, which analysts generally view as timing related rather than a shift in the long term opportunity. Analyst Commentary Recent Street research on Lifecore Biomedical reflects a mix of optimism about the long term setup and caution around the near term execution and guidance.Aggiornamento narrativa • May 28
LFCR: CDMO Site Transfers And 2028 Ramps Will Support Future Upside
Narrative Update: Lifecore Biomedical Analysts have adjusted their average price target for Lifecore Biomedical toward $5 to $5.50, reflecting mixed recent research in which one firm lifted its target by $0.50 while another reduced its target by $3.50. The firms cited the timing of commercial ramps and a slightly later potential breakout year as key drivers.Aggiornamento narrativa • May 01
LFCR: CDMO Site Transfers And 2028 Commercial Ramps Will Drive Upside
Narrative update on Lifecore Biomedical The updated analyst price target for Lifecore Biomedical moves to $6.67 from $6.50. Analysts point to slightly higher modeled fair value, a modestly adjusted discount rate, incremental changes to revenue growth and margin assumptions, and a higher future P/E multiple following recent target revisions and rating changes.Aggiornamento narrativa • Apr 16
LFCR: CDMO Site Transfers And 2028 Pipeline Ramps Will Drive Upside
Narrative Update: Lifecore Biomedical The analyst price target on Lifecore Biomedical has shifted to a range centered around $5 to $5.50, reflecting reactions to softer FY26 guidance and delayed commercial ramps, while analysts generally frame these changes as timing related and continue to describe long term potential tied to future program wins and site transfers. Analyst Commentary Recent research shows a mix of optimism and caution around Lifecore Biomedical, with price targets clustering around the mid single digits and views that recent guidance reflects timing shifts rather than a change in the longer term opportunity.Aggiornamento narrativa • Apr 01
LFCR: CDMO Site Transfers And Late Stage Pipeline Will Drive Future Upside
Narrative Update: Lifecore Biomedical Analysts have reset Lifecore Biomedical’s price expectations into a tighter band, with targets moving from $8.50 to a range of about $5 to $5.50 as they factor in pushed out commercial ramps and FY26 guidance that came in below expectations, while still viewing the long term opportunity as intact. Analyst Commentary Recent research shows a mix of optimism and caution around Lifecore Biomedical, with price targets reset into a US$5 to US$5.50 range and views that focus on timing of growth rather than the existence of the opportunity itself.Aggiornamento narrativa • Mar 18
LFCR: Delayed Commercial Ramps And CDMO Wins Will Drive Long Term Upside
Narrative Update: Lifecore Biomedical The analyst price target for Lifecore Biomedical has shifted lower, with recent cuts to around the $5 to $5.50 range. This reflects updated views on timing for commercial ramps and FY26 expectations, even as analysts continue to reference the long term opportunity.Articolo di analisi • Jan 20
Lifecore Biomedical, Inc.'s (NASDAQ:LFCR) Subdued P/S Might Signal An Opportunity
You may think that with a price-to-sales (or "P/S") ratio of 2.4x Lifecore Biomedical, Inc. ( NASDAQ:LFCR ) is a stock...Seeking Alpha • Jan 14
Lifecore Biomedical: Wins Should Blow Previous 'New Business' Estimates Out Of The Water
Summary Lifecore Biomedical has excess capacity in a market where there is a global shortage of capacity, demand is growing, and new supply cannot be quickly or effectively built. LFCR is a business with real competitive advantages that is executing at a very high level, where the stock has solid downside protection, and earnings power is growing. LFCR is well on their way to $100M in EBITDA versus a current enterprise value of approximately $400M where a 16x multiple would be conservative here. Lifecore Biomedical experienced fantastic execution toward increasing capacity utilization, and it seems as if the necessary elements of earnings power improvement and a re-rating are already in place. Read the full article on Seeking AlphaAggiornamento narrativa • Jan 08
LFCR: New Index Inclusion And CDMO Agreements Will Support Balanced Outlook
Analysts now place a neutral US$8.75 price target on Lifecore Biomedical, with the change supported by updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these factors reflect a slightly more cautious yet still constructive outlook on the shares.Aggiornamento narrativa • Dec 21
LFCR: New Manufacturing Agreements Will Support Steadier Outlook With Balanced Prospects
Analysts have modestly revised their price target for Lifecore Biomedical to about $8.75 per share, citing slightly improved long term profit margin assumptions and a marginally lower discount rate that together support a steadier valuation outlook. What's in the News Lifecore signed a CDMO master services agreement with a new large global pharmaceutical customer to transfer commercial supply of an injectable product from overseas facilities to Lifecore, with potential for the partner to become one of its top five commercial customers (Key Developments).Aggiornamento narrativa • Dec 07
LFCR: New Supply And Services Agreements Will Drive Shares Higher
Analysts have modestly raised their price target on Lifecore Biomedical to $8.75, reflecting slightly improved discount rate and forward valuation assumptions even as profit margin expectations edge lower. What's in the News Lifecore Biomedical affirmed its transition period 2025 guidance, projecting revenue of approximately $74 million to $76 million and a net loss between $18.4 million and $16.4 million (company guidance filing).Aggiornamento narrativa • Nov 23
LFCR: New Program Wins Will Drive Shares Higher Amid Pipeline Transition
Analysts have kept their price target for Lifecore Biomedical steady at $8.75, citing a need for new program wins or contractual step-ups to drive meaningful valuation expansion as the company shifts toward faster-growing markets. Analyst Commentary Recent commentary from the Street highlights both optimism and caution regarding Lifecore Biomedical's outlook.Aggiornamento narrativa • Nov 06
LFCR: Future Program Wins Will Drive Upside As Pipeline Expands
Analysts have lowered their fair value estimate for Lifecore Biomedical from $10.00 to $8.75 per share. They cited moderated growth assumptions and the need for additional program wins to drive valuation expansion.Articolo di analisi • Jul 18
Lifecore Biomedical (NASDAQ:LFCR) Is Making Moderate Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • May 02
A Piece Of The Puzzle Missing From Lifecore Biomedical, Inc.'s (NASDAQ:LFCR) Share Price
With a price-to-sales (or "P/S") ratio of 1.9x Lifecore Biomedical, Inc. ( NASDAQ:LFCR ) may be sending bullish signals...Seeking Alpha • Mar 03
Lifecore Biomedical: We Are Not Playing To Make 5% Or 10% Here
Summary Lifecore Biomedical can triple production without additional capital, driven by increased volumes, cost containment, and potential new contracts, boosting EBITDA margins from 15% to 25%+. Alcon's contractual minimum volume step-ups, estimated at $25M medium-term and $50M long-term, will significantly drive Lifecore's revenue growth. New CEO Paul Josephs' business development experience and strategic investments position Lifecore for substantial margin improvement and potential multiple expansion. Simple math suggests Lifecore's share price could rise from sub-$7 to $20, with potential for higher multiples and EBITDA margins, aiming for significant returns. Read the full article on Seeking Alpha
Nuova narrativa • Jan 26
Over 50 New Opportunities Expected From Business Development Expansion
Expanding business development and operational capacity is expected to drive revenue growth by broadening the customer base and enhancing earning potential.Seeking Alpha • Dec 01
Lifecore Biomedical: An Interesting CDMO Pure Play
Summary Lifecore, a leading CDMO, specializes in sterile injectable pharmaceuticals and is poised to benefit from the growing CDMO market and potential GLP-1 opportunities. The company is doubling production capacity, enhancing financial performance, and attracting new customers with advanced technology and strategic investments. Despite a challenging Q1, Lifecore anticipates significant revenue growth and improved EBITDA in H2 FY25, driven by increased capacity utilization and cost management. With strong market tailwinds, experienced management, and promising financial outlook, Lifecore shares are rated a buy under $7. Read the full article on Seeking AlphaArticolo di analisi • Nov 26
Lifecore Biomedical, Inc. (NASDAQ:LFCR) Soars 36% But It's A Story Of Risk Vs Reward
Despite an already strong run, Lifecore Biomedical, Inc. ( NASDAQ:LFCR ) shares have been powering on, with a gain of...Seeking Alpha • Nov 12
Lifecore Biomedical: Finally A 'Pure Play' CDMO Business
Summary Lifecore has a new CEO, who has turned around three previous CDMOs, as well as a new CFO who was the CFO for another CDMO that was acquired. Lifecore now operates at less than 35% utilization, meaning that it can almost triple revenue with virtually no additional capital required. Margins should improve as volumes increase/capacity is utilized, but, even without growth, there is opportunity on the cost side. Read the full article on Seeking AlphaSeeking Alpha • Jun 24
Lifecore Biomedical: No Sale Soon Amidst Leverage And Uncertainty
Summary Lifecore Biomedical's strategic review process ended in March 2024 with no sale transaction materializing, leaving shareholders with uncertain prospects. The company, specializing in biomaterials for pharmaceutical and medical sectors, faces financial distress risk due to high leverage and cyclical sector challenges. A fair equity value of $6 per share, with a 20% upside, is suggested based on a comparable transaction, but risks including debt, leverage, and sector uncertainty jeopardize this potential upside. Read the full article on Seeking AlphaSeeking Alpha • Apr 20
White Falcon Capital - Lifecore Biomedical: Potential For Rapid Growth In Earnings And FCF Surge
Summary In our FY 2023 letter, we noted our less-than-ideal experience with merger-arbitrage strategies, with Lifecore Biomedical being the sole remaining investment of this nature in the portfolio. We bought more shares at $4.8 per share to bring Lifecore back to a 3% position. Lifecore is increasing capacity and most of this capacity is already paid for, potentially leading to a surge in free cash flow. Read the full article on Seeking AlphaArticolo di analisi • Jun 30
Would Lifecore Biomedical (NASDAQ:LFCR) Be Better Off With Less Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Oct 06
Landec Non-GAAP EPS of -$0.32, revenue of $43.35M
Landec press release (NASDAQ:LNDC): Q1 Non-GAAP EPS of -$0.32. Revenue of $43.35M (+4.1% Y/Y). Lifecore segment revenues increased 8.0% to $23.7 million in fiscal 2023 first quarter versus the prior year period Lifecore segment EBITDA increased 8.1% to $2.5 million in fiscal 2023 first quarter versus the prior year period Consolidated adjusted EBITDA of $(1.1) million, compared to $2.5 million in the prior year period FISCAL 2023 OUTLOOK:The Company is reiterating its full year fiscal 2023 guidance for its Lifecore and Corporate segments. Lifecore segment revenue: range of $122 million to $126 million (+12% to +15%) Lifecore segment adjusted EBITDA: range of $31.0 million to $32.5 million (+7% to +12%) Other segment (corporate expense): range of ($7.0) million to ($7.5) million Consolidated adjusted EBITDA: range of $23.5 million to $25.5 millionSeeking Alpha • Sep 09
Landec receives Nasdaq's notification on delayed annual report filing
Landec (NASDAQ:LNDC) stated Friday that it has been notified by Nasdaq for not in compliance with exchange's listing rules as the company failed to file its annual report for the year ended May 29, 2022. Source: Press ReleaseAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | US$782k | US$331k | -US$35m |
| May 25 2025 | n/a | n/a | -US$44m |
| Feb 23 2025 | n/a | n/a | -US$49m |
| Nov 24 2024 | n/a | n/a | -US$17m |
| Aug 25 2024 | n/a | n/a | US$6m |
| May 26 2024 | US$10m | US$11k | US$9m |
Compensazione vs Mercato: La retribuzione totale di Paul ($USD 782.08K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.64M ).
Compensazione vs guadagni: La retribuzione di Paul è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Paul Josephs (60 yo)
2.2yrs
Mandato
US$782,079
Compensazione
Mr. Paul Josephs is President, CEO & Director of Lifecore Biomedical, Inc. from May 20, 2024. Mr. Josephs was President of Woodstock Sterile Solutions, Inc. Mr. Josephs served as Senior Vice President of S...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.2yrs | US$782.08k | 1.58% $ 2.6m | |
| Executive VP & CFO | 1.8yrs | US$604.94k | 0.34% $ 552.4k | |
| Chief Legal & Administration Officer and Corporate Secretary | 1.3yrs | US$573.28k | 0.15% $ 252.9k | |
| Senior Vice President of Operations | no data | Nessun dato | Nessun dato | |
| Director of Internal Audit & Chief Compliance Officer | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Quality & Development Services | 4.5yrs | Nessun dato | Nessun dato | |
| Chief Commercial Officer | less than a year | Nessun dato | Nessun dato | |
| Vice President | no data | US$460.69k | Nessun dato |
1.8yrs
Durata media
56.5yo
Età media
Gestione esperta: Il team dirigenziale di LFCR non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.2yrs | US$782.08k | 1.58% $ 2.6m | |
| Independent Director | 7.8yrs | US$187.92k | 0.37% $ 602.5k | |
| Independent Chairman of the Board | 6.9yrs | US$252.92k | 0.29% $ 477.0k | |
| Independent Director | 5.8yrs | US$203.33k | 0.29% $ 476.0k | |
| Independent Director | 1.9yrs | US$200.42k | 0.13% $ 205.2k | |
| Independent Director | 3.5yrs | US$185.00k | 0.16% $ 254.1k | |
| Independent Director | 1.9yrs | US$203.33k | 0.12% $ 192.1k | |
| Independent Director | 1.9yrs | US$187.92k | 0.12% $ 192.1k | |
| Independent Director | 1.9yrs | US$190.83k | 0.12% $ 192.1k |
2.2yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di LFCR non è considerato esperto (durata media del mandato 2.2 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/31 03:55 |
| Prezzo dell'azione a fine giornata | 2026/07/31 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Lifecore Biomedical, Inc. è coperta da 12 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Petusky | Barrington Research Associates, Inc. |
| Matthew Hewitt | Craig-Hallum Capital Group LLC |
| Brian Holland | D.A. Davidson & Co. |