Lifeway Foods, Inc. Liquidation Value

LWAY Dairy Products

Cash & Equivalents

$5.57M
As of 2025-12-31
Current Price: N/A

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $5.57M
Total Obligations: -$17.00M
$-11.43M
Per share: $-0.75
Period: 2025-12-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)
  • Long-Term Debt: not reported in this period (annual-only)

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $5.57M
AR: $16.64M
Total Obligations: -$17.00M
$5.21M
Per share: $0.34
Period: 2025-12-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)
  • Long-Term Debt: not reported in this period (annual-only)

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $5.57M
AR: $16.64M
Inventory: $11.89M
Total Obligations: -$17.00M
$17.11M
Per share: $1.12
Period: 2025-12-31
incomplete 2 components missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)
  • Long-Term Debt: not reported in this period (annual-only)

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-11.43M$-0.75
Liquid Liquidation Value$5.21M$0.34
Operating Liquidation Value$17.11M$1.12

Key Components (as of 2025-12-31)

Data as of 2025-12-31 from 10-K filed 2026-03-17. View on SEC EDGAR →

Cash & Equivalents$5.57M
Accounts Receivable$16.64M
Inventory$11.89M
Current Liabilities$16.64M
Long-term Debt (?)N/A
Op. Lease Liability (?)$360,000
Finance Lease (?)N/A
Shares Outstanding15.2M

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2025-12-31$5.57M$16.64M$11.89M$11.01M$16.64MN/A$360,000N/A
2025-09-30$22.99M$17.42M$11.06M$17.50M$23.41MN/A$289,000N/A
2025-06-30$21.22M$16.07M$10.22M$11.88M$16.29MN/A$220,000N/A
2025-03-31$19.45M$16.68M$9.24M$11.63M$16.37MN/A$68,000N/A
2024-12-31$16.73M$15.42M$8.68M$10.40M$15.50MN/A$70,000N/A
2024-09-30$20.56M$13.49M$8.44M$11.12M$16.71MN/A$79,000N/A
2024-06-30$14.63M$14.53M$8.45M$9.37M$13.86MN/A$88,000N/A
2024-03-31$12.03M$15.06M$8.13M$10.02M$14.88MN/A$102,000N/A

Comments

SEC Filings

PeriodFormFiledLink
2025-12-31 10-K 2026-03-17 View
2025-09-30 10-Q 2025-11-12 View
2025-06-30 10-Q 2025-08-12 View
2025-03-31 10-Q 2025-05-13 View
2024-12-31 10-K 2025-03-14 View
2024-12-31 10-K/A 2025-04-29 View
2024-09-30 10-Q 2024-11-14 View
2024-06-30 10-Q 2024-08-13 View

AI Insights

AI Insight·Generated 2026-05-05

Lifeway Foods (LWAY) presents a positive liquidation recovery posture as of December 31, 2025, supported by the MFFAIS operating liquidation value of $17.1M and liquid liquidation value of $5.2M against negative cash liquidation value of -$11.4M. Total reported equity is $85.8M, but under liquidation haircuts the picture deteriorates materially. Asset-side recoveries: cash $5.6M (100% = $5.6M); AR net $16.6M less $1.7M allowance = $14.9M at 90-95% = ~$13.8M; inventory $11.9M at 60% = $7.1M; PP&E net $48.3M at 50-70% — land $1.6M likely 100%, buildings/improvements gross $24.5M and machinery $43.4M heavily depreciated and partially CIP, estimated blended 55% recovery on net book value yields ~$26.6M; intangibles $5.8M net = $0 under liquidation lens; goodwill $11.7M = $0; operating lease ROU $0.5M = $0; other assets $2.3M (herd agreement receivable) — recoverability uncertain, treated as $0 for conservatism; prepaid $2.6M = $0. Estimated gross liquidation asset recovery approximately $53M. Liability stack at face: current liabilities $16.6M (AP $11.0M + accrued $5.4M), operating lease liability $0.5M, deferred tax liability net $2.8M (arguable face value), total liabilities $19.8M. Estimated equity recovery under liquidation: ~$33M, meaningfully below book equity of $85.8M. The dominant driver of the book-to-liquidation gap is PP&E: gross PP&E surged from $66.7M to $90.5M year-over-year, driven almost entirely by construction-in-process expanding from $2.2M to $19.8M related to the Waukesha, WI facility expansion (estimated $45M total project per MD&A). This CIP receives no recovery value until placed in service and is carried at cost with no depreciation — under liquidation it is worth only scrap or partial cost recovery. The revolving credit facility has $0 outstanding ($25M capacity, extended to February 2029), so no funded debt exists in the liability stack — a material positive for recovery. No pension obligation, no long-term debt. Organic milk supply herd agreement ($2.9M purchased in 2025, $2.9M total receivable split $0.6M current / $2.3M long-term) is a novel off-balance-sheet-adjacent structure: cows sold to a third-party dairy under a 60-month finance receivable. Recovery is contract-counterparty dependent and not separately XBRL-tagged as a finance receivable — filing discusses it in Note 15 but does not tag a distinct finance receivable line. This $2.9M is embedded in other assets and prepaid. Since prior filing (Q3 2025 10-Q), CIP increased from approximately $9.2M to $19.8M and total PP&E gross from approximately $66.7M to $90.5M, reflecting continued Waukesha capex acceleration. Cash decreased $11.2M for the full year, with $27.4M of PP&E capex partially offset by $10.9M operating cash flow and $5.2M investment sale proceeds.

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