Lifecore Biomedical Beheer
Beheer criteriumcontroles 2/4
De CEO Lifecore Biomedical is Paul Josephs, benoemd in May2024, heeft een ambtstermijn van 2.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 782.08K, bestaande uit 42.3% salaris en 57.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.58% van de aandelen van het bedrijf, ter waarde $ 3.28M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.8 jaar en 2.1 jaar.
Belangrijke informatie
Paul Josephs
Algemeen directeur
US$782.1k
Totale compensatie
| Percentage CEO-salaris | 42.34% |
| Dienstverband CEO | 2.1yrs |
| Eigendom CEO | 1.6% |
| Management gemiddelde ambtstermijn | 1.8yrs |
| Gemiddelde ambtstermijn bestuur | 2.1yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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
Nieuw narratief • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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 ReleaseSeeking Alpha • Jul 27
Laughing Water Capital - Landec Corp. : A High Quality CDMO
Landec Corp. has been selling off the food businesses in order to become a pure play CDMO. When LNDC becomes a pure play CDMO – probably within the next few months – I suspect that awareness will rise quickly, and the stock will re-rate substantially higher. The market will realize that a high quality CDMO is more attractive than commodity packaged salads and pre-made guacamole. The following segment was excerpted from this fund letter. Landec Corporation (LNDC) Landec Corp. is new to the portfolio, and is an example of an investment archetype that should be familiar: good co. / bad co. A year or so ago, the company owned several businesses, including a packaged salad business, a processed avocado business (shelf stable guacamole), a salad oil business, a breathable produce packaging business and… a high quality injectables focused CDMO known as Lifecore Biomedical. With a 2-year-old son and a 1-year-old daughter, Sesame Street is presently the sound track of my life, and “one of these things is not like the others.” With help from activist investor and friend of LWC Legion Partners, LNDC has realized that pairing commodity based packaged food businesses with a high quality CDMO makes zero sense, and LNDC has been selling off the food businesses in order to become a pure play CDMO. We bought our shares around $10, and I estimate that Lifecore Biomedical is worth somewhere between $14 and $25 a share today, and that value will grow substantially in the years to come. At this point, the bulk of the remaining food business is the avocado business, which was purchased 4 years ago for $80M. It is not impossible to believe that the value of this business has declined, but if the CDMO is worth somewhere between $14 and $25 per share, this implies that the market thinks the avocado business is worth somewhere between negative $120 million and negative $440 million. I think this is overly pessimistic. Notably, the company has been clear that they intend to use the proceeds from the sale of the avocado business to pay down and refinance debt, which is catnip for investment bankers. Those same investment banks have already had their CDMO focused research analysts out to meet with management of Landec, but management has indicated that so far commentary has been, “we will have to wait until the avocado business is gone before launching coverage.” But when Landec becomes a pure play CDMO – probably within the next few months – I suspect that awareness will raise quickly, and the stock will re-rate substantially higher. Also contributing to this potential re-rating is the fact that at present LNDC is categorized under “packaged food and meats” by the Global Industry Classification Standards (GICS), that powers equity screening tools that are relied upon by the estimated 80% of market participants that make their investment decisions based solely on quantitative inputs. In other words, at present health care focused investors – and investors that may want to hide in healthcare during uncertain economic times - may not even know that Landec – or more appropriately Lifecore Biomedical - exists. In addition to these non-economic factors, Lifecore is primed to benefit from fundamental improvement. Historically Lifecore was milked for cash to help support the food businesses. However, more recently Lifecore has made substantial investments to expand capacity in fill/finish of injectable-grade pharmaceutical products, and is on pace to more than double capacity by 2025 in order to meet expected demand from the existing pipeline. Again, how cheap is cheap enough? Is an implied value for the avocado business of negative $120M to negative $440M not enough? Should we wait until the implied value is negative $500M? Why not negative $700M? At some point you just have to say that this does not make any sense, hold your nose, and accept that the market can do whatever it wants in the near term.Analyseartikel • Jun 24
Landec (NASDAQ:LNDC) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$9m |
Compensatie versus markt: De totale vergoeding ($USD 782.08K ) Paul } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.63M ).
Compensatie versus inkomsten: De vergoeding van Paul is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Paul Josephs (60 yo)
2.1yrs
Tenure
US$782,079
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 2.1yrs | US$782.08k | 1.58% $ 3.3m | |
| Executive VP & CFO | 1.8yrs | US$604.94k | 0.20% $ 411.0k | |
| Chief Legal & Administration Officer and Corporate Secretary | 1.2yrs | US$573.28k | 0.15% $ 321.3k | |
| Senior Vice President of Operations | no data | geen gegevens | geen gegevens | |
| Director of Internal Audit & Chief Compliance Officer | no data | geen gegevens | geen gegevens | |
| Executive Vice President of Quality & Development Services | 4.4yrs | geen gegevens | geen gegevens | |
| Chief Commercial Officer | less than a year | geen gegevens | geen gegevens | |
| Vice President | no data | US$460.69k | geen gegevens |
1.8yrs
Gemiddelde duur
56.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van LFCR wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.8 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 2.1yrs | US$782.08k | 1.58% $ 3.3m | |
| Independent Director | 7.7yrs | US$187.92k | 0.37% $ 765.6k | |
| Independent Chairman of the Board | 6.8yrs | US$252.92k | 0.29% $ 606.1k | |
| Independent Director | 5.7yrs | US$203.33k | 0.29% $ 604.8k | |
| Independent Director | 1.8yrs | US$200.42k | 0.13% $ 260.7k | |
| Independent Director | 3.4yrs | US$185.00k | geen gegevens | |
| Independent Director | 1.8yrs | US$203.33k | 0.12% $ 244.1k | |
| Independent Director | 1.8yrs | US$187.92k | 0.12% $ 244.1k | |
| Independent Director | 1.8yrs | US$190.83k | 0.12% $ 244.1k |
2.1yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van LFCR wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.1 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/20 01:15 |
| Aandelenkoers aan het einde van de dag | 2026/06/18 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Lifecore Biomedical, Inc. wordt gevolgd door 12 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Michael Petusky | Barrington Research Associates, Inc. |
| Matthew Hewitt | Craig-Hallum Capital Group LLC |
| Brian Holland | D.A. Davidson & Co. |