UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 0-15535 LAKELAND INDUSTRIES, INC. (Exact name of Registrant as specified in its charter) Delaware ...

财务数据和关键指标变化 - 公司第二季度收入为33.1百万美元,同比增长17.3% [7] - 毛利率为42.9%,较上年同期的41.3%有所提升 [20][21] - 营业利润为3.7百万美元,较上年同期的1.8百万美元大幅增长 [22] - 调整后EBITDA为4.2百万美元,同比增长超过50% [8][25] - 公司现金和现金等价物为24.3百万美元,无债务,有25百万美元的银行授信额度 [26] 各条业务线数据和关键指标变化 - 消防服务产品销售大幅增长202% [7][18] - 消耗品产品占比下降至38%,较上年同期的45%有所下降 [18][19] 各个市场数据和关键指标变化 - 美国、欧洲和拉丁美洲市场销售强劲,但亚洲市场尤其是中国市场表现较弱 [9][10] - 美国市场受益于炼油厂检修需求持续,消防服务产品销售尤其强劲 [9] - 欧洲市场受益于Eagle收购,表现符合预期 [9][10] - 拉丁美洲市场受益于一笔大订单交付 [10] 公司战略和发展方向及行业竞争 - 公司致力于在关键战略市场实现收入增长,并将销售资源转向高附加值产品 [13] - 公司通过提高产品交货速度和灵活的制造能力,吸引新的终端用户采用公司的容器计划和高附加值战略产品 [13][14] - 公司正积极寻找符合"小型、战略性、快速"收购策略的目标公司,如Eagle收购 [15] - 行业竞争格局非常分散,最大玩家市场份额仅10%,为公司提供了大量收购机会 [49][50] 管理层对经营环境和未来前景的评论 - 公司在关键战略产品线和市场保持强劲增长势头 [7] - 公司通过提高产品交货速度和制造效率提升了毛利率 [21] - 公司收购Eagle有助于提升调整后EBITDA表现 [8][11] - 公司在墨西哥的产能扩张项目受到一些影响,但不会对财务业绩和运营产生不利影响 [12] - 公司看好未来在消防服务和高附加值产品市场的增长机会 [13][41][42] 问答环节重要的提问和回答 问题1 **Gerry Sweeney 提问** 公司如何保持和加速高附加值产品和消防产品的增长势头 [35] **Charlie Roberson 回答** 公司通过提高原材料可用性和制造效率,维持了行业领先的交货速度优势,这是推动增长的关键 [36][37][38] 公司还计划通过整合Eagle业务,将其产品拓展到全球市场,进一步提升市场份额 [44][46] 问题2 **Gerry Sweeney 提问** 公司在消防和防护装备领域的收购整合情况如何 [43][48] **Charlie Roberson 和 Roger Shannon 回答** 公司已经开始在拉丁美洲和欧洲市场销售Eagle产品,未来还将把Eagle的设计师纳入公司NFPA防护服的开发 [44][46][47] 公司看好消防装备这个高度分散的市场,有大量潜在的收购目标 [49][50][51][52] 问题3 **George Melas 提问** 公司墨西哥产能扩张项目遇到的问题以及应对措施 [63][64][65] **Charlie Roberson 回答** 公司正在调查问题原因,但目前不会对未来业绩和运营产生不利影响 [64][65]

Safe Harbor Statement � Lakeland ~$114.0 million ~$0 15 in 11 countries What We Do 5% 13% 49% 13% 20% ■High-Visibility 3 Product Lines · Volunteer Fire | --- | |-----------------| | | | | | | | | | · Energy | | · Utilities | | | | · Petrochemical | | · Industrial | · Energy · Utilities · Transportation · Construction · Industrial "High Value" references products that provide exceptional benefits to our customers and end users. When sourcing these products, customers actively solicit our engagement in the de ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 0-15535 LAKELAND INDUSTRIES, INC. (Exact name of Registrant as specified in its charter) Delaware 13 ...

财务数据和关键指标变化 - 公司本季度实现净销售额28.7亿美元,同比增长5.2% [7] - 毛利率为43.4%,高于公司长期目标40%,主要得益于产品组合调整和成本管控 [26] - 营业利润为190万美元,同比增长36.4%,营业利润率为6.8% [27] - 净利润为130万美元,每股收益为0.18美元,同比分别增长18.2%和28.6% [29] - EBITDA为240万美元,同比增长26.3% [30] 各条业务线数据和关键指标变化 - 防火、防焰和防电弧产品销售同比分别增长103%和55%,公司在这些高附加值产品领域取得进展 [7][14] - 公司正在努力降低一次性防护服产品占比,从去年49%下降至本季度43% [48][49] - 化学防护服产品占比保持稳定在20%左右 [49] 各个市场数据和关键指标变化 - 北美工业需求保持强劲,符合预期 [8] - 欧洲市场表现超出预期,但整体工业活动仍然疲软 [13] - 中国市场需求疲软,主要受疫情后库存过高和工业活动缓慢恢复的影响 [10][11][12] - 印度和墨西哥市场在第一季度略有落后,但预计全年可追平预期 [14] - 拉丁美洲市场表现超预期,预计全年保持良好态势 [14] 公司战略和发展方向及行业竞争 - 公司将继续专注于防火、防焰、防电弧等高附加值产品,通过新增经销商、拓展地域覆盖等方式提高市场份额 [14] - 收购的Eagle公司正在与公司业务进行整合,在北美市场取得协同效果 [15][16] - 公司在墨西哥新建生产基地,将提升公司在高附加值产品领域的制造能力和市场竞争力 [17] 管理层对经营环境和未来前景的评论 - 公司对中国市场的经济复苏持谨慎态度,预计全年表现将低于最初预期 [10][11][12][18] - 除中国外,公司其他主要市场的需求预计将保持稳定,有望实现中高单位数的收入增长 [18][19] - 公司将通过聚焦高附加值产品、优化产品组合和定价策略等方式,实现收入增长和利润目标 [19]

| --- | --- | --- | --- | |----------------------------------------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | Fiscal First Quarter 2024 Financial Results Call June 8, 2023 | | | | | | | | | Non-GAAP Financial Measures Lakeland Overview (Nasdaq: LAKE) Debt (4/30/2023) ~$0 Distribution 78 countries 74% of global population 49% 20% 13% 13% 5% Disposables Focus on High Value Applications • Municipal Fire • Volunteer Fire • Search & Rescue • Wild Land • Utilities • Energy • ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 0-15535 LAKELAND INDUSTRIES, INC. (Exact name of Registrant as specified in its charter) Delaware 1 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ______________ Commission File Number: 0-15535 LAKELAND INDUSTRIES, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 13-3115216 ...

Lakeland Industries, Inc. (NASDAQ:LAKE) Q3 2023 Earnings Conference Call December 8, 2022 4:30 PM ET Company Participants Charlie Roberson - Chief Executive Officer Allen Dillard - Chief Operating and Financial Officer Conference Call Participants Alex Fuhrman - Craig-Hallum Operator Good day, and welcome to the Lakeland Industries Fiscal 2023 Third Quarter Financial Results Conference Call. All lines have been placed on a listen-only mode, and the floor will be opened for your questions and comments follow ...

Lakeland Industries, Inc. (NASDAQ:LAKE) Q2 2023 Earnings Conference Call September 8, 2022 4:30 PM ET Company Participants Charles Roberson - President & CEO Allen Dillard - COO & CFO Conference Call Participants Alex Fuhrman - Craig-Hallum Operator Good day, and welcome to the Lakeland Industries Fiscal 2023 Second Quarter Financial Results Conference Call. All lines have been placed on a listen-only mode and the floor will be opened for your questions and comments following the presentation. During today' ...