secwatch.observer — SEC 8-K summary
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Issuer:     Lamb Weston Holdings, Inc. (LW)
CIK:        0001679273
Form:       8-K
Filed at:   2026-07-24T12:00:54+00:00
Accession:  0001679273-26-000024
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1679273/000167927326000024/0001679273-26-000024-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1679273/000167927326000024/lw-20260724.htm
  HTML page:      https://secwatch.observer/filing/0001679273-26-000024

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