Lamb Weston Q4 net sales up 6% but net income down 9%; FY2026 adjusted EBITDA beats guidance; FY2027 outlook provided

Lamb Weston Holdings, Inc.

Full-year FY2026 net sales $6,612M (+2% YoY), above guidance of $6,550M; adjusted EBITDA $1,147M, above $1,140M guidance.
Q4 net income $110M (-9% YoY), adjusted diluted EPS $0.87 (-5% YoY); North America segment adjusted EBITDA up 17% to $305M.
International segment adjusted EBITDA plunged 81% to $12M in Q4, down 55% for the year to $115M, hurt by Middle East conflict and EMEA competition.
Cost savings program exceeded $100M milestone in FY2026; targeting $250M annualized run rate by end of FY2028.
FY2027 guidance: net sales growth 0-1%, adjusted EBITDA $1.1B-$1.2B, adjusted diluted EPS $2.95-$3.25; dividend $0.38/share declared.

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