Company did not provide specific financial guidance for the current or future periods
Overview
US Asian food distributor's Q2 revenue rose 2.8%, slightly beating analyst expectations
Adjusted net income for Q2 increased 0.8% year-over-year
Company agreed to acquire Searay Foods, marking first expansion outside the US
Analyst coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the food retail & distribution peer group is "buy"
Wall Street's median 12-month price target for HF Foods Group Inc is $6.00, about 284.6% above its August 7 closing price of $1.56
The stock recently traded at 13 times the next 12-month earnings versus a P/E of 9 three months ago
Result drivers and key details
SEAFOOD & COMMODITY GROWTH - The company said higher volumes and improved pricing in Seafood and Commodity categories drove the revenue increase.
- Gross margin declined due to incremental tariffs that began in Q3 2025, partially offset by IEEPA tariff refunds.
NON-OPERATING INCOME - Net income growth was driven by employee retention credit, tariff refunds, and a favorable change in interest rate swap contracts.
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Slight Beat*
$323.80 mln
$320.67 mln (3 Analysts)
Q2 Gross Margin
17.00%
Q2 Gross Profit
$55 mln
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
HFFG•
