# EDGAR Filing Document

**Accession Number:** 0000798081
**File Stem:** 0001193125-26-022599
**Filing Date:** 2026-1
**Character Count:** 14196
**Document Hash:** 53353e20614017c6fea6eaad07e35838
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-022599.hdr.sgml**: 20260126

**ACCESSION NUMBER**: 0001193125-26-022599

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 12

**CONFORMED PERIOD OF REPORT**: 20260126

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260126

**DATE AS OF CHANGE**: 20260126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LAKELAND INDUSTRIES INC
- **CENTRAL INDEX KEY:** 0000798081
- **STANDARD INDUSTRIAL CLASSIFICATION:** ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES [3842]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 133115216
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0131

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 000-15535
- **FILM NUMBER:** 26560672

**BUSINESS ADDRESS:**
- **STREET 1:** 1525 PERIMETER PARKWAY, SUITE 325
- **CITY:** HUNTSVILLE
- **STATE:** AL
- **ZIP:** 35806
- **BUSINESS PHONE:** 800-645-9291

**MAIL ADDRESS:**
- **STREET 1:** 1525 PERIMETER PARKWAY, SUITE 325
- **CITY:** HUNTSVILLE
- **STATE:** AL
- **ZIP:** 35806

?xml version='1.0' encoding='ASCII'? 8-K

**UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549**

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## FORM 8-K

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**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported):** January 26, 2026<br>

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Lakeland Industries, Inc.

**(Exact name of Registrant as Specified in Its Charter)**

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| | | |
|:---|:---|:---|
| Delaware | 000-15535 | 13-3115216 |
| **(State or Other Jurisdiction<br>of Incorporation)** | **(Commission File Number)** | **(IRS Employer<br>Identification No.)** |
| 1525 Perimeter Parkway, Suite 325 |  |  |
| Huntsville**,** Alabama |  | 35806 |
| **(Address of Principal Executive Offices)** |  | **(Zip Code)** |

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**Registrant's Telephone Number, Including Area Code:** 256 350-3873<br>

**(Former Name or Former Address, if Changed Since Last Report)**

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:**

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| | |
|:---|:---|
| **<br>Title of each class** | **<br>Name of each exchange on which registered** |
| Common Stock, $0.01 Par Value<br> LAKE | The Nasdaq Stock Market |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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## Item 7.01 Regulation FD Disclosure.
On January 26, 2026, the Company issued a letter to its shareholders. A copy of the shareholder letter is attached to this report as Exhibit 99.1 and incorporated herein by reference.

**Item 9.01. Financial Statements and Exhibits.**

(d) *Exhibits*.

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| | |
|:---|:---|
| **Exhibit**<br>**Number** | **Description** |
| 99.1 | [<u>Shareholder letter, dated January 26, 2026</u>](lake-ex99_1.htm) |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

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The information included in this Current Report on Form 8-K (including Exhibits 99.1 hereto) is being "furnished" in accordance with Item 7.01 and shall not be deemed to be "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of such section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | | |
|:---|:---|:---|:---|
|  |  |  | **LAKELAND INDUSTRIES, INC.** |
| Date: | January 26, 2026 | By:  | */s/ James M. Jenkins* |
|  |  |  | James M. Jenkins<br>Chief Executive Officer, President and Executive Chairman |

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## Exhibit 99.1

**Exhibit 99.1**

![img33608822_0.jpg](img33608822_0.jpg)

**Lakeland Fire + Safety Issues Shareholder Letter and Provides Corporate Update**

**HUNTSVILLE, AL – January 26, 2026 –** Lakeland Industries, Inc. ("Lakeland Fire + Safety" or "Lakeland") (NASDAQ: LAKE), a leading global manufacturer of protective clothing and apparel for industry, healthcare and first responders, today issued a letter to shareholders from Jim Jenkins, President, Chief Executive Officer and Executive Chairman.

Dear Lakeland Shareholders,

Lakeland Fire + Safety's fiscal year 2026, which ends January 31st, was underscored by both opportunities and challenges. While we made meaningful strategic progress, our financial results did not meet our expectations, nor those of our shareholders. We recognize that clearly, and we are taking decisive actions to address it.

During 2024, we completed four accretive acquisitions that expanded our product portfolio, geographic reach, and service capabilities, as part of our strategy to build a portfolio of premier global fire brands in a fragmented $2 billion market. Throughout 2025, we worked to integrate these businesses, expand market share in fire protection across major global markets, and continue growing our Industrial products business. While these efforts strengthened our long-term position, they did not translate into the level of near-term revenue growth and profitability we expected.

There were notable commercial wins during the year. We secured a $5.6 million three-year contract to provide advanced decontamination, managed care, and maintenance services for the Hong Kong Fire Services Department, one of the largest emergency response organizations in Asia. Our Jolly Scarpe brand shipped a $3.1 million order for fire intervention boots to the Italian Ministry of the Interior – Firefighters Department under a previously awarded four-year supply contract. We also expanded our presence in Southeast Asia with an order from the Fire and Rescue Department of Malaysia for firefighter personal protective equipment.

Lakeland LHD secured a contract renewal of up to 12 years with Fire and Emergency New Zealand, extending a relationship that spans more than 22 years. More recently, we were awarded a fire equipment tender by ANAC, Argentina's National Civil Aviation Administration, which included Eagle structural suits and gloves, Veridian boots and hoods, Pacific Fire helmets, and Lakeland proximity suits. Our ability to offer a broad, integrated, multi-brand Fire + Safety portfolio was a key differentiator in securing this award.

Despite these wins, external and internal factors combined to materially impact our results. New tariffs, freight cost increases, raw material inflation, and broader supply-chain disruptions affected both Lakeland and our peers. In addition, we faced political uncertainty in certain markets, certification timing delays, and material flow challenges. These issues disrupted execution, reduced forecast visibility, and resulted in revenue and gross margin shortfalls. Because our business model relies on operating leverage, these revenue misses had a disproportionate impact on EBITDA.

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We do not view these challenges as structural demand issues. Rather, they are execution, timing, and cost challenges, and we are addressing them directly. During the year, we completed a $6.1 million sale and partial leaseback of our Decatur, Alabama warehouse, generating a $4.3 million gain and strengthening our balance sheet. We are implementing operating and manufacturing efficiency initiatives, accelerating inventory reduction to release working capital, prioritizing liquidity and debt reduction, and tightening execution discipline across the organization.

We continue to view M&A as a strategic lever, but with increased selectivity and a sharper focus on returns and integration. During the year, we acquired Arizona PPE Recon, Inc. and California PPE Recon, Inc., which together generate approximately $5 million in annual recurring revenue. These businesses expand our U.S. fire services platform through cleaning, inspection, repair, and rental services.

Looking ahead, our focus is on accelerating growth while improving execution and profitability. Fiscal 2027 is shaping up as an important year as we enter multiple global tender cycles with a significantly stronger and broader product portfolio. We are actively pursuing approximately $178 million in global tender opportunities, including roughly $38 million of opportunities over $100,000 in value with high probabilities of success.

While macroeconomic uncertainty remains, our long-term strategy and market positioning are unchanged. As a tangible expression of confidence in Lakeland's future, I have recently made open-market purchases of Lakeland common stock, and other members of our management team have also increased their ownership through open-market purchases.

We look forward to updating you on our progress throughout 2026.

Sincerely,

Jim Jenkins<br>President, Chief Executive Officer and Executive Chairman<br>

**About Lakeland Fire + Safety**

Lakeland Fire + Safety manufactures and sells a comprehensive line of fire services and industrial protective clothing and accessories for the industrial and first responder markets. In addition, we provide decontamination, repair and rental services that complement our fire services portfolio. Our products are sold globally by our in-house sales teams, our customer service group, and authorized independent sales representatives to a strategic global network of selective fire and industrial distributors and wholesale partners. Our authorized distributors supply end users across various industries, including integrated oil, chemical/petrochemical, automobile, transportation, steel, glass, construction, smelting, cleanroom, janitorial, pharmaceutical, and high-tech electronics manufacturers, as well as scientific, medical laboratories, and the utilities industry. In addition, we supply federal, state and local governmental agencies and departments, including fire and law enforcement, airport crash rescue units, the Department of Defense, the Department of Homeland Security and the Centers for Disease Control. Internationally, we sell to a mix of end-users directly and to industrial distributors, depending on the particular country and market. In addition to the United States, sales are made into more than 50 foreign countries, the majority of which were into China, the European Economic Community ("EEC"), Canada, Chile, Argentina, Commonwealth of Independent States ("CIS") Region, Colombia, Mexico, Ecuador, India, Uruguay, Middle East, Southeast Asia, Australia, Hong Kong and New Zealand.

For more information about Lakeland, please visit the Company's website at www.lakeland.com.

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**"Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995**

This press release contains estimates, predictions, opinions, goals and other "forward-looking statements" as that phrase is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, without limitation, references to the Company's predictions or expectations of future business or financial performance as well as its goals and objectives for future operations, financial and business trends, business prospects, and management's expectations for earnings, revenues, expenses, inventory levels, capital levels, liquidity levels, or other future financial or business performance, strategies or expectations, including without limitation our M&A strategy and beliefs regarding probabilities of success for tender opportunities. All statements, other than statements of historical facts, which address Lakeland's expectations of sources or uses for capital, or which express the Company's expectation for the future with respect to financial performance or operating strategies, can be identified as forward-looking statements. Forward-looking statements involve risks, uncertainties and assumptions as described from time to time in press releases and Forms 8-K, registration statements, quarterly and annual reports and other reports and filings filed with the Securities and Exchange Commission or made by management. As a result, there can be no assurance that Lakeland's future results will not be materially different from those described herein as "believed," "projected," "planned," "intended," "anticipated," "can," "estimated" or "expected," or other words which reflect the current view of the Company with respect to future events. We caution readers that these forward-looking statements speak only as of the date hereof. The Company hereby expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any such statements to reflect any change in the Company's expectations or any change in events, conditions or circumstances on which such statement is based, except as may be required by law.

**Investor Relations**

Chris Tyson

Executive Vice President

MZ Group - MZ North America<br>949-491-8235<br>LAKE@mzgroup.us<br>www.mzgroup.us

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