Earnings summaries and quarterly performance for Lamb Weston Holdings.
Executive leadership at Lamb Weston Holdings.
Board of directors at Lamb Weston Holdings.
André Hawaux
Detailed
Director
Bradley Alford
Detailed
Chairman of the Board
Hala Moddelmog
Detailed
Director
Lawrence Kurzius
Detailed
Director
Norman Prestage
Detailed
Director
Paul Maass
Detailed
Director
Peter Bensen
Detailed
Director
Robert Coviello
Detailed
Director
Ruth Kimmelshue
Detailed
Director
Scott Ostfeld
Detailed
Director
Timothy McLevish
Detailed
Director
Research analysts who have asked questions during Lamb Weston Holdings earnings calls.
Marc Torrente
Wells Fargo
6 questions for LW
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Andrew Lazar
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5 questions for LW
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Peter Galbo
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5 questions for LW
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Carla Casella
JPMorgan Chase & Co.
4 questions for LW
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Robert Moskow
TD Cowen
4 questions for LW
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Alexia Howard
AllianceBernstein
3 questions for LW
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Kenneth Goldman
JPMorgan Chase & Co.
3 questions for LW
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Matthew Smith
Analyst
3 questions for LW
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Max Gumport
BNP Paribas
3 questions for LW
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Scott Marks
Jefferies
3 questions for LW
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Steve Powers
Deutsche Bank
3 questions for LW
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Thomas Palmer
Citigroup Inc.
3 questions for LW
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Jacob Henry
TD Cowen
2 questions for LW
Also covers: BRBR
Matt Smith
Bank of America
2 questions for LW
Also covers: BRBR, GIS, HAIN +7 more
Max Andrew Gumport
BNP Paribas
2 questions for LW
Also covers: CAG, FLO, GIS +8 more
Robert Dickerson
Jefferies
2 questions for LW
Also covers: BGS, JJSF, K +11 more
Tom Palmer
JPMorgan Chase & Co.
2 questions for LW
Also covers: ADM, CPB, HRL +7 more
William Reuter
Bank of America
2 questions for LW
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Adam Samuelson
The Goldman Sachs Group, Inc.
1 question for LW
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Stephen Robert Powers
Deutsche Bank
1 question for LW
Also covers: BRBR, CHD, CL +20 more
Yasmin Daswani
Bank of America
1 question for LW
Also covers: SFD
Recent press releases and 8-K filings for LW.
Lamb Weston Faces Investor Probe Over ERP Rollout Misrepresentations
LW
Legal Proceedings
- Bragar Eagel & Squire, P.C. is conducting an investigation into whether Lamb Weston’s board breached fiduciary duties by misrepresenting the design and implementation of its new ERP system between July 25, 2023 and April 3, 2024.
- On April 4, 2024, Lamb Weston disclosed ERP‐related disruptions that cost $135 million in net sales, $72 million in net income, and prompted a $330 million cut to full‐year sales guidance, sending the stock down over 19%.
- Long‐term stockholders who purchased between July 25, 2023 and April 3, 2024 are encouraged to contact Bragar Eagel & Squire at [email protected] or (212) 355-4648 at no cost or obligation.
Oct 16, 2025, 8:46 PM
Lamb Weston opens Mar del Plata, Argentina production facility
LW
New Projects/Investments
- Lamb Weston inaugurated a 40,000 m² frozen French fry plant in Mar del Plata, Argentina, with capacity to process 200 million pounds of potatoes annually and produce over 100 varieties of products.
- The facility is fully operational, completed its first shipments to Brazil, and will export 80% of output to Brazil and other Latin America markets.
- The project created 250 direct jobs, is expected to generate approximately 3,000 indirect jobs, and sources raw materials from more than 100 local producers, using sustainable, low-waste practices.
- Management views the new plant as a key strategic asset to expand Lamb Weston’s presence in the Latin America region via the Mar del Plata port.
Oct 7, 2025, 6:35 PM
Lamb Weston reports Q1 FY2026 results
LW
Earnings
Guidance Update
Dividends
- Lamb Weston delivered flat net sales of $1.659 B, with volume +6% offsetting price/mix -7%, resulting in adjusted EBITDA of $302 M (+1%) and adjusted EPS of $0.74 (-5%).
- Generated $273 M free cash flow and $352 M net operating cash flow, returning $62 M to shareholders ($52 M dividends, $10 M repurchases) in Q1.
- Capital expenditures were $79 M (down $256 M YoY) as the company shifts from growth spending to modernization and maintenance; FY26 capex forecast ~$500 M.
- Reaffirmed FY26 outlook: net sales $6.35 B–$6.55 B, adjusted EBITDA $1.0 B–$1.2 B, interest expense ~$190 M, and tax rate 26–27%.
Sep 30, 2025, 2:00 PM
Lamb Weston reports Q1 2026 results
LW
Earnings
Guidance Update
Dividends
- Delivered strong volume growth in both segments; cost savings, working capital improvements and reduced capex (down to $79 M) drove strong free cash flow.
- Returned $62 M to shareholders in Q1 (including $52 M dividends and $10 M repurchases), with $348 M remaining under buyback authorization.
- Restarted a curtailed North America line and began shipping from its Mar del Plata, Argentina facility; preparing to launch innovative retail products this fall.
- Reaffirmed fiscal 2026 guidance: revenue of $6.35 B–$6.55 B (constant currency) and $1 B–$1.2 B adj. EBITDA, including a 53rd week and enacted tariffs.
Sep 30, 2025, 2:00 PM
Lamb Weston reports Q1 FY2026 results and reaffirms FY2026 outlook
LW
Earnings
Guidance Update
Share Buyback
- Lamb Weston reported Q1 FY2026 net sales of $1.659 billion, income from operations of $156.5 million, net income of $64.3 million (–50% YoY) and diluted EPS of $0.46; adjusted EBITDA was $302.2 million.
- The company reaffirmed FY2026 guidance for net sales at constant currency of $6.35 – 6.55 billion, adjusted EBITDA of $1.00 – 1.20 billion, and capital expenditures of approximately $500 million.
- North America segment net sales declined 2% to $1.085 billion due to a 7% decline in price/mix despite a 5% volume increase; International net sales rose 4% to $574.7 million (flat at constant currency).
- Operating cash flow for the quarter was $352.0 million, capital expenditures were $79.2 million, and available liquidity under the revolving credit facility was $1.318 billion as of August 24, 2025.
- The company returned $51.7 million in dividends and repurchased $10.4 million of common stock in Q1, leaving $348 million remaining under its share repurchase authorization.
Sep 30, 2025, 12:32 PM
Lamb Weston reports Q1 FY2026 results
LW
Earnings
Guidance Update
Share Buyback
- Reported $1,659.3 million in Q1 fiscal 2026 net sales, flat year-over-year as a 6% volume gain was offset by a 7% price/mix decline, resulting in a 1% constant-currency decrease.
- Delivered $156.5 million of operating income (down 26% year-over-year) and $64.3 million of net income, with diluted EPS of $0.46 (down 48%).
- Achieved $302.2 million of Adjusted EBITDA, a 1% increase year-over-year.
- Returned $62.1 million to shareholders in Q1, including $51.7 million of dividends and $10.4 million of share repurchases.
- Reaffirmed fiscal 2026 targets of $6.35 billion–$6.55 billion net sales at constant currency, $1.00 billion–$1.20 billion Adjusted EBITDA, and approximately $500 million of capital expenditures.
Sep 30, 2025, 12:30 PM
Lamb Weston investigated over ERP-related investor losses
LW
Legal Proceedings
- Bragar Eagel & Squire is investigating potential fiduciary breaches by Lamb Weston’s board over its ERP system rollout, covering stock purchases from July 25, 2023, to April 3, 2024.
- On April 4, 2024, Lamb Weston disclosed that ERP issues led to a $135 million net sales loss, $72 million net income impact, $95 million adjusted EBITDA reduction, and a $330 million cut to fiscal 2024 sales guidance, triggering a $19.59 (19%) stock drop.
- Affected investors are encouraged to contact attorneys Brandon Walker or Marion Passmore at Bragar Eagel & Squire for no-cost consultations.
Jul 30, 2025, 12:41 AM
Lamb Weston reports Q4 2025 results and FY26 guidance
LW
Earnings
Guidance Update
Share Buyback
- Lamb Weston delivered 4% net sales growth and 8% volume growth in Q4 2025, with adjusted EBITDA of $285 million, flat year-over-year.
- Management announced a $250 million annualized cost savings program by end of FY2028, with ~$100 million of run-rate savings targeted by FY2026.
- For fiscal 2026, the company guides net revenue of $6.35 billion–$6.55 billion (–2% to +2% on constant currency) and adjusted EBITDA of $1.0 billion–$1.2 billion.
- In FY2025, Lamb Weston generated $860 million of operating cash flow and ended with net debt of $4.1 billion (3.3× EBITDA leverage).
Jul 24, 2025, 2:00 AM
Lamb Weston under shareholder investigation following ERP disclosure
LW
Legal Proceedings
Guidance Update
Profit Warning
- Bragar Eagel & Squire is investigating Lamb Weston for alleged misrepresentations about its new ERP system during the Class Period of July 25, 2023–April 3, 2024.
- On April 4, 2024, Lamb Weston disclosed ERP-related disruptions that cost $135 million in net sales, $72 million in net income, and $95 million in adjusted EBITDA, and cut its fiscal 2024 sales guidance midpoint by $330 million.
- The ERP rollout issues triggered a $19.59 per-share (over 19%) stock price decline upon the Q3 2024 results release.
- Long-term Lamb Weston stockholders are encouraged to contact Bragar Eagel & Squire to discuss potential claims.
Jul 22, 2025, 11:25 PM
Lamb Weston Faces Shareholder Investigation
LW
Legal Proceedings
- Bragar Eagel & Squire, P.C. is investigating potential fiduciary breaches by Lamb Weston’s board following a class action complaint covering July 25, 2023 through April 3, 2024
- The probe centers on alleged misrepresentations and omissions regarding the design and implementation of Lamb Weston’s new ERP system
- On April 4, 2024, Lamb Weston disclosed ERP-related disruptions that cost $135 million in net sales, $72 million in net income, and $95 million in adjusted EBITDA, and led to a $330 million full-year sales-guidance cut at midpoint and a $19.59 per-share stock drop (>19%)
- Long-term stockholders may contact Bragar Eagel & Squire at [email protected] or (212) 355-4648 at no cost or obligation
Jul 9, 2025, 1:00 AM
Quarterly earnings call transcripts for Lamb Weston Holdings.
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