earnings
confidence high
sentiment negative
materiality 0.75
Lamb Weston Q3 adj. EPS $0.72, down 37% YoY; raises FY2026 guidance
Lamb Weston Holdings, Inc.
2026-Q3 EPS reported
$1.29
revenue$4,842,200,000
- Net sales $1,564.8M (+3% YoY), diluted EPS $0.39 (-62% YoY), adj. diluted EPS $0.72 (-37% YoY).
- Adj. EBITDA $271.7M (-27% YoY); gross profit fell ~$91M incl. $32.5M raw potato write-off.
- Volume +7% driven by North America wins; price/mix -7% on trade support and channel mix.
- Raises midpoint of FY2026 net sales and EBITDA outlook; reduces expected capex.
- Board declares quarterly dividend of $0.38 per share (unchanged QoQ).