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LAKE · NASDAQ · Apparel - Footwear & Accessories

Lakeland Fire + Safety (LAKE)

Makes firefighter gear, chemical suits, and cleanroom protection for global safety markets.

$10.28
vs last close+0.13 (+1.25%)
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Lakeland Industries, Inc.LAKE
Consumer Discretionary

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

CEOJames M. Jenkins
ListedSep 9, 1986
ExchangeNASDAQ
HeadquartersHuntsville, AL
CountryUnited States
Employees2,600
CIK0000798081
ISINUS5117951062

Market cap$100.2M
EPS (ttm)−$2.76
P/E (ttm)−3.67
ROE-20.6%
P/B0.8007
P/S0.5246
Dividend yieldDiv yield0.59%
Beta0.82vs XLY 0.47

Price target$16.50+62.6%Average of 9 analysts
ConsensusBuy9 of 9 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 10, 2026Roth CapitalTarget
Target: $19
Target: $17
Jun 11, 2026DA DavidsonReiterate
Rating: —Target: $10
Rating: BuyTarget: $18
Apr 20, 2026Maxim GroupTarget
Target: $26
Target: $16
Apr 20, 2026DA DavidsonUpgrade
Rating: Neutral
Rating: Buy
Apr 17, 2026Lake StreetReiterate
Rating: —Target: $19
Rating: BuyTarget: $13

Next report
Dec 8, 26
estimated · in 77 days
EPS estimate
−$0.02
Revenue estimate
$50.3M
Fiscal quarter
Q3 FY27

EPSReportedEstimate

Apr '25Jun '25Sep '25Dec '25Apr '26Jun '26Sep '26Dec '26
Reported−$2.47−$0.41$0.08−$1.64−$0.66$0.04−$0.50Pending
Estimate$0.43$0.22−$0.04$0.17−$0.19−$0.14−$0.06−$0.02
Surprise−674.4%−286.4%+300.0%−1,064.7%−247.4%+128.6%−809.1%—

RevenueReportedEstimate

Apr '25Jun '25Sep '25Dec '25Apr '26Jun '26Sep '26Dec '26
Reported$46.6M$46.7M$52.5M$47.6M$45.8M$47.4M$50.1MPending
Estimate$46.5M$48.8M$54.6M$56.6M$49.3M$47.4M$51.4M$50.3M
Surprise+0.3%−4.3%−3.8%−16.0%−7.2%+0.1%−2.4%—
Estimate−$0.02
ReportedDue Dec 8, 2026
Estimate$50.3M
ReportedDue Dec 8, 2026
View details

Debt to equity31.10%
Current ratio297.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Revenue$45.8M$46.6M$46.7M$52.5M$47.6M$45.8M$47.4M$50.1M
Net income$86.0K−$18.4M−$3.9M$766.0K−$16.0M−$6.2M$369.0K−$4.9M
Net margin0.2%0.0%0.0%1.5%0.0%0.0%0.8%0.0%

GrowthOperating income

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Operating income$807.0K−$145.0K−$4.6M−$465.0K−$6.0M−$8.0M−$4.2M−$2.1M
YoY growth−77.7%Loss narrowedTurned lossLoss narrowedTurned lossLoss widenedLoss narrowedLoss widened

Balance sheet, Jul 31, 2026Cash & short-term investments $17.9M · Total debt $38.9M · Total assets $206.5M · Shareholders' equity $125.1M

Revenue
$50.1M
Operating income
−$2.1M
Net income
−$4.9M
View details

Dividend yield
0.59%
Next ex-date
Nov 17, 26
estimated · in 56 days
Annual dividend
$0.06
per share
Schedule
Semi-annual
2 payments a year

HistoryDividendAnnual yield

Feb '24May '24Aug '24Nov '24Feb '25May '25Aug '25Nov '25
Dividend$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03
Annual yield0.69%0.70%0.50%0.59%0.50%0.67%0.80%0.82%
Ex-dateFeb 14May 14Aug 15Nov 15Feb 14May 15Aug 15Nov 17
Payment dateFeb 22May 22Aug 22Nov 22Feb 24May 22Aug 22Nov 24
View details

Institutions65.96%6.51M shares
71 holders · as of Jun 30, 2026
Insiders5.91%583.7K shares
15 holders · as of Aug 4, 2026
Strategic holders6.34%626.2K shares
1 holder · as of Feb 3, 2021
Other21.79%2.15M shares
remainder

9.87M company shares as of Sep 9, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Royce & Associates LPInstitution
13.37%1.32Mas of Jun 30, 2026
Private Capital Management, LLCInstitution
12.66%1.25Mas of Jun 30, 2026
Pacific Ridge Capital Partners, LLCInstitution
9.89%975,881as of Jun 30, 2026
Private Capital Management, LLC (46-3167283)Institution
7.90%779,647filed Mar 7, 2022
Wellington Trust Company, NAInstitution
7.43%732,843filed Feb 3, 2021

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jan 13, 2026Cameron Stokesofficer: See Remarks+450$9.43
Jan 9, 2026An Huiofficer: Chief Operating Officer+2,000$8.97
Jan 9, 2026James Calven Jr. Swineaofficer: Interim CFO+1,000$8.71
Jan 5, 2026James M. Jenkinsdirector, officer: President, CEO & Exec. Chair+1,127$8.88
Dec 23, 2025Barry G. Phillipsofficer: Chief Revenue Officer - Fire+1,250$8.71
View details

  • 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

Compare

CompanyPriceChange
Lakeland Fire + Safety$10.28+1.25%$100.2M—134.00.5−4.5%
MSA$179.74+1.40%$6.84B22.019.03.5+6.2%
DuPont$132.09+1.77%$17.52B288.317.52.1−44.2%
3M$168.15+1.93%$85.07B29.318.13.4+2.5%
Alpha Pro Tech$5.18+0.98%$52.4M12.63.80.8+7.5%
Median25.717.82.7+4.3%