Health Care · Pharmaceutical Preparations

LFCR LIFECORE BIOMEDICAL, INC. DE SEC Filings & Insider Trading Activity 2026

company
CIK 1005286100 filings
Russell 2000

LFCR at a glance

LIFECORE BIOMEDICAL, INC. DE (LFCR, SEC CIK 1005286) filed its latest 10-K annual report on August 7, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as June 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended May 25, 2025 (FY2025), LIFECORE BIOMEDICAL, INC. DE (LFCR) reported revenue of $128.9 million (up 0.5% from FY2024) and a net loss of $38.7 million. Diluted EPS was -$1.27.
  • As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding LIFECORE BIOMEDICAL, INC. DE (LFCR) shares worth $31.0 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$128.9M
+0.5% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
21 funds
$31.0M · +2 vs prior quarter
Latest 8-K
Sep 29, 2026
Item 1.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Quarterly revenue $34.167M, down 6% YoY from $36.444M
  • Gross margin 35.3% vs 38.4% YoY
  • HA manufacturing best performer: revenue $18.615M, up 44%; CDMO worst: $15.552M, down 34%
  • Cash $17.2M plus $21.6M borrowing availability; no revolving debt outstanding
  • Outlook: over 40 cost-reduction projects; headwinds include rising Alcon loan interest and customer project timing

Risk Factors

  • No new regulatory, legal, compliance, operational, competitive, market, or financial risks identified
  • No director or executive adopted or terminated trading arrangements during three months ended June 30, 2026

AI summary of the LFCR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Sep 29, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • Alcon manufacturing agreement extended from December 31, 2031 to December 31, 2034
  • Automatic 24-month renewals after 2034, subject to termination notice
Filed Sep 28, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Exhibits 99.3 and 99.4 excluded from Securities Act incorporation by reference
  • No substantive Regulation FD disclosure included in the provided text

Item 1.01: Entry into a Material Definitive Agreement

  • Webster affiliates to acquire Lifecore for $6.28 cash per common share plus one non-tradeable CVR
  • CVRs could pay $30M in 2028, $45M in 2029, and $85M in 2030, contingent on revenue and EBITDA milestones

Item EX-99.1: Item EX-99.1

  • Webster Equity Partners acquisition offers $6.28 per common share, a 49.5% premium to September 25, 2026’s closing price
  • CVRs could add up to $160 million, raising potential consideration to $9.67 per common equivalent
Filed Aug 5, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q2 and six-month financial results ended June 30, 2026 announced August 5, 2026
  • Detailed results and management commentary available in Exhibit 99.1

Item 7.01: Regulation FD Disclosure

  • Investor presentation furnished under Reg FD, providing market-facing information to investors
  • Exhibit 99.2 contains the substantive presentation materials and likely details management’s current messaging

Item EX-99.1: Item EX-99.1

  • Q2 2026 revenue $34.2M, net loss $(6.2)M, and Adjusted EBITDA $8.6M
  • 2026 guidance reaffirmed: revenue $120-$125M and Adjusted EBITDA $20.5-$25M

AI summaries of LFCR 8-K current reports filed with the SEC. What 8-K item codes mean

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  • Fund moves. Which tracked funds opened, added or cut LFCR, by share count.
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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
OBUS NELSONAJun 4, 2026-
Kiper Christopher SAJun 4, 2026-
Antunes Humberto CalheirosAJun 4, 2026-
Johnson Paul HaroldAJun 4, 2026-
Korenberg Matthew EAJun 4, 2026-
Schechter JoshuaAJun 4, 2026-
HOUDE LOVAS KATRINAAJun 4, 2026-
Aryeh JasonAJun 4, 2026-

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue-$128.3M$128.9M
Gross Profit-$41.9M$40.3M
Operating Income--$8.8M-$17.2M
Net Income-$12.0M-$38.7M
Gross Margin-32.6%31.3%
Op. Margin--6.9%-13.4%
Net Margin-9.4%-30.0%
Balance Sheet
Total Assets$253.5M$254.0M$239.3M
Equity-$11.3M$1.3M
ROE-106.2%-2898.0%
Per Share
EPS$-3.32$0.32$-1.27
Cash Flow
Operating CF--$217K-$206K
CapEx-$18.4M$13.4M

Source: XBRL data in LIFECORE BIOMEDICAL, INC. DE (LFCR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate LFCR share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
LFCR shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202621$31.0M
Q1 202619$20.4M
Q4 202521$47.6M
Q3 202519$39.7M
Q2 202520$46.2M
Q1 202515$23.1M
Q4 202410$20.7M
Q3 20246$2.9M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
Closed Positions
None this quarter.

Source: 13F-HR filings on SEC EDGAR (aggregated from 131 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

LFCR filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
8-KSep 29, 2026Analysis-
8-KSep 28, 2026Analysis-
10-QAug 5, 2026Analysis
8-KAug 5, 2026Analysis-
SC 13GJul 29, 2026-
8-KJul 2, 2026Analysis-
4Jun 8, 2026-
8-KJun 5, 2026Analysis
4Jun 5, 2026-
4Jun 5, 2026-
4Jun 5, 2026-
4Jun 5, 2026-
4Jun 5, 2026-
4Jun 5, 2026-
4Jun 5, 2026-
4May 21, 2026-
8-KMay 6, 2026Analysis
10-QMay 6, 2026Analysis
4Apr 16, 2026--
8-KMar 16, 2026Analysis-
8-KMar 5, 2026Analysis-
4Mar 2, 2026--
SC 13GJan 21, 2026-
8-KJan 16, 2026-
10-QNov 6, 2025Analysis

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LFCR SEC filings: frequently asked questions

Which institutions hold LFCR stock?

As of June 30, 2026, the largest LIFECORE BIOMEDICAL, INC. DE (LFCR) holders among the 13F filers tracked by SignalX were BlackRock ($10.6 million), Vanguard Capital Management LLC ($6.8 million), Morgan Stanley ($4.0 million), State Street Corp ($3.5 million), Northern Trust ($1.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was LFCR's revenue in fiscal year 2025?

For the fiscal year ended May 25, 2025 (FY2025), LIFECORE BIOMEDICAL, INC. DE (LFCR) reported revenue of $128.9 million (up 0.5% from FY2024) and a net loss of $38.7 million. Diluted EPS was -$1.27. The figures come from the XBRL data in the 10-K.

What did LFCR report in its latest 8-K?

LIFECORE BIOMEDICAL, INC. DE (LFCR) filed an 8-K on September 29, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Alcon manufacturing agreement extended from December 31, 2031 to December 31, 2034.

What are the latest LFCR SEC filings?

LIFECORE BIOMEDICAL, INC. DE (LFCR) filed its latest 10-K annual report on August 7, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on June 8, 2026.

What is LFCR's SEC CIK number?

LIFECORE BIOMEDICAL, INC. DE (LFCR)'s SEC Central Index Key (CIK) is 1005286. EDGAR lists every LFCR filing under that number.

Ask anything about LFCR

The research agent reads LFCR's filings, financials, insider trades and 13F holders, then answers with sources.