{"schema_version":"secwatch.filing_event.v1","accession":"0001679273-26-000011","form_type":"8-K","ticker":"LW","cik":"0001679273","company_name":"Lamb Weston Holdings, Inc.","filed_at":"2026-04-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.722932+00:00","generated_at":"2026-05-15T07:59:12.577255+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lamb Weston Q3 adj. EPS $0.72, down 37% YoY; raises FY2026 guidance","bullets":["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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001679273-26-000011","json":"https://secwatch.observer/filing/0001679273-26-000011.json","markdown":"https://secwatch.observer/filing/0001679273-26-000011.md","text":"https://secwatch.observer/filing/0001679273-26-000011.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1679273/000167927326000011/0001679273-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1679273/000167927326000011/lw-20260401.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T07:59:12.577255+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6ca6d6e921c6f368560590f7ec2e3ca5c1ac744d","claim":"Lamb Weston Holdings, Inc. reported the third quarter of fiscal 2026 results: revenue $1,564.8, net income $54.0, EPS $0.39.","evidence_excerpt":"for fiscal 2026. Summary of Third Quarter FY 2026 Results ($ in millions, except per share) Q3 2026 Year-Over-Year Growth Rates YTD 2026 Year-Over-Year Growth Rates Net sales $ 1,564.8 3 % $ 4,842.2 1 % Income from operations $ 126.6 (49) % $ 422.3 (12) % Net income $ 54.0 (63) % $ 180.4 (24) % Diluted EPS $ 0.39 (62) % $ 1.29 (22) % Adjusted Income from","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1679273/000167927326000011/0001679273-26-000011-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter of fiscal 2026"},{"label":"Revenue","value":"$1,564.8"},{"label":"Net income","value":"$54.0"},{"label":"EPS","value":"$0.39"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}