Village Farms International, Inc. cultivates, markets, and distributes greenhouse-grown produce, including tomatoes, bell peppers, and cucumbers, across North America. The company operates ...
예상 EPS $0.18 · 매출 $242.59M · 2 명의 애널리스트
예상 EPS $0.06 · 매출 $79.00M · 1 명의 애널리스트
예상 EPS $0.06 · 매출 $76.28M · 1 명의 애널리스트
예상 EPS $0.27 · 매출 $291.64M · 2 명의 애널리스트
EPS $-0.06 · 매출 $77.07M
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $215.9M | -35.8% | +27.3% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $32.4M | +190.5% | +144.9% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +40.6% | +188.0% | +12.2% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +12.7% | +280.3% | +73.8% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +15.0% | +240.9% | +92.3% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $31.5M | +29343.9% | +110.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +14.6% | +45739.7% | +108.0% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 11.3% | -39.7% | +22.5% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 2.64x | +41.4% | +3.5% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $423.1M | +8.7% | +6.9% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 0.27 vs 0.20 | +35.3% | 0.06 vs 0.06 | -2.5% |
| 매출 서프라이즈 | $215.9M vs $219.3M | -1.5% | $64.0M vs $79.0M | -19.0% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Bovenschen Orville | officer: Global President Operations | Common Shares | A | 30,000 | — |
| Aug 21, 2026 | Bovenschen Orville | officer: Global President Operations | Common Shares | D | 7,500 | $2.57 |
| Jul 9, 2026 | Woodward Christopher C. | director | Common Shares | A | 75,757 | — |
| Jul 9, 2026 | Woodward Christopher C. | director | Common Shares | D | 15,151 | $1.99 |
| Jul 9, 2026 | Woodward Christopher C. | director | Restricted Stock | D | 75,757 | — |
Operator: Good morning, ladies and gentlemen. Welcome to Village Farms International's second quarter 2026 financial results conference call. This morning, Village Farms issued a news release reporting its financial results for the second quarter ended June 30, 2026. That news release, along with the company's financial statements, are available on the company's website at villagefarms.com under the Investors heading. Please note that today's call is being broadcast live over the Internet and will be archived for replay both by telephone and by the Internet, beginning approximately 1 hour following completion of the call. Details of how to access the replays are available in today's news release. Before we begin, let me remind you that forward-looking statements may be made today, during or after the formal part of this conference call. Certain material assumptions were applied in providing these statements, many of which are beyond our control. These statements are subject to a number of risks and uncertainties that could cause actual results to differ materially from those expressed or implied in forward-looking statements. A summary of these underlying assumptions, risks, and uncertainties is contained in the company's various securities filings with the SEC and Canadian regulators, including its Form 10-K MD&A for the year ended December 31, 2025, and 10-Q for the quarter ended June 30, 2026, which will be available on EDGAR and SEDAR+. These forward-looking statements are made as of today's date and, except as required by applicable securities law, we undertake no obligation to publicly update or revise any statements. I would now like to turn the call over to Michael DeGiglio, Chief Executive Officer of Village Farms International. Please go ahead, Mr. DeGiglio. Mike DeGiglio: Thank you, [ Liz ]. And good morning, everyone. And thank you for joining us for our second quarter results. With me today are Steve Ruffini, our Chief Financial Officer, and Ann Gillin Lefever, our Chief Operating Officer, and [ Sam Gibbons ], our Senior Vice President, Corporate Affairs and Investor Relations. I will begin with my customary review of our highlights from the quarter, then Steve will review the segments and financials in more detail before I make some last closing comments. Our second quarter results continue to demonstrate the strength of our expanding global cannabis platform, driven by record cannabis revenues as we continue growing in target markets and product categories in the countries we currently operate in. We delivered our fifth consecutive quarter of positive net income and earnings per share since we privatized our legacy produce business last year. And as we noted in this morning's press release, we're having a record year of production in our Delta, British Columbia facilities, which has contributed to stronger margin performance. Consolidated net sales growth was strong, and we achieved record cannabis harvest yields from our Delta …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Michael A. DeGiglio | Founder, Chief Executive Officer, President & Director | USD 3,679,234 | Male | 1955 | Active |
Ann Gillin Lefever | Chief Opearating Officer | USD 1,306,304 | Female | 1964 | Active |
Stephen C. Ruffini | CFO, Company Secretary & Director | USD 1,285,900 | Male | 1960 | Active |
Orville Bovenschen | President of Global Operations | USD 204,760 | Male | — | Active |
Brian D. Stevenson | Global Chief Strategy Officer | — | Male | — | Active |
Sam Gibbons | Senior VP of Corporate Affairs & Investor Relations | — | Male | — | Active |
Yvonne S. Trupiano | Chief Human Resources Officer | — | Female | 1979 | Active |
John Harloe | General Counsel of Global Cannabis | — | Male | — | Active |
Paul Furfaro | President of Global Commercial | — | Male | — | Active |
Valentine Vaillant | Global Head of Cannabis Growth Strategy | — | Female | — | Active |
Bill Stoufer | President of Balanced Health Botanicals Division | — | Male | — | Active |
Brian Ellis | Chief Information & Technology Officer | — | Male | — | Active |
Canadian cannabis stocks are once again gaining attention as investors search for opportunities within the global marijuana industry. The sector has experienced significant changes since Canada legalized recreational cannabis in 2018. However, several leading companies have emerged stronger after years of restructuring, cost reductions, and increased competition.
Village Farms International, Inc. reported strong Q2 financial results with record international cannabis sales. The company has expanded its Canadian and Netherlands grow facilities, which will continue to drive revenue and lower operating costs. VFF stock remains undervalued with a strong forward outlook and a strong balance sheet.
Village Farms International, Inc. (VFF) Q2 2026 Earnings Call Transcript
Village Farms International NASDAQ: VFF reported higher second-quarter sales and record cannabis segment adjusted EBITDA, supported by international medical cannabis exports, improved production yields and a more favorable sales mix.
Village Farms (VFF) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.1 per share a year ago.
