---
schema_version: "secwatch.filing_event.v1"
accession: "0001679273-26-000024"
form_type: "8-K"
ticker: "LW"
cik: "0001679273"
company_name: "Lamb Weston Holdings, Inc."
filed_at: "2026-07-24T12:00:54+00:00"
generated_at: "2026-07-24T12:05:15.911312+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001679273-26-000024
- form_type: 8-K
- ticker: LW
- cik: 0001679273
- company_name: Lamb Weston Holdings, Inc.
- filed_at: 2026-07-24T12:00:54+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1679273/000167927326000024/0001679273-26-000024-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1679273/000167927326000024/lw-20260724.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001679273-26-000024
- JSON: https://secwatch.observer/filing/0001679273-26-000024.json
- Plain text: https://secwatch.observer/filing/0001679273-26-000024.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.