The raised guidance and strong North America performance outweigh international challenges; monitor next quarter's international segment recovery and cost savings execution.
Price Chart
Executive Summary
Lamb Weston reported Q3 FY2026 earnings with revenue of $1.56B (3% YoY growth) and adjusted EPS of $0.72, beating consensus by 16.5%. The company raised its full-year net sales and EBITDA guidance while reducing capital expenditure expectations, signaling improved outlook despite international segment challenges.
Key Financial Metrics
Key Facts
- Q3 FY2026 revenue: $1.56B (+3% YoY), beating consensus of $1.69B
- Adjusted EPS: $0.72 vs $0.62 consensus (16.5% beat)
- Raised full-year 2026 net sales guidance to $6.45B-$6.55B (from $6.35B-$6.55B)
- Raised EBITDA guidance to $1.08B-$1.14B (from $1.00B-$1.20B)
- Reduced expected capital expenditures to $400M (from $500M)
- North America segment drove performance with 5% sales growth and 12% volume growth
Financial Impact
Revenue $1.56B (+3% YoY), adjusted EPS $0.72 (+16.5% vs consensus)
Risk Factors
- International segment Adjusted EBITDA declined 80% YoY to $18.5M
- Company recorded $32.5M charge for write-off of excess raw potatoes in International segment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001679273-26-000011 |
| Document: lw-20260401.htm | 0001679273-26-000011 |
| Document: 0001679273-26-000011-index-headers.html | 0001679273-26-000011 |
| Document: 0001679273-26-000011-index.html | 0001679273-26-000011 |
| Document: 0001679273-26-000011.txt | 0001679273-26-000011 |
| 8-K Data (Synthetic) | 0001679273-26-000011 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 30, 2026 9w ago | DEFA14A | $53.55 $54.80 | ▲ +2.33% | ▼ −1.63% | $43.60 (−18.58%) |
Jul 24, 2026 10w ago | 8-K | $49.58 $53.68 | ▲ +8.27% | ▲ +4.64% | $43.60 (−12.06%) |
Jul 15, 2026 11w ago | 8-K | $46.92 $53.78 | ▲ +14.62% | ▲ +11.00% | $43.60 (−7.08%) |
Jun 4, 2026 17w ago | 8-K | $42.18 $45.91 | ▼ −8.84% | ▼ −10.47% | $43.60 (−3.37%) |
May 26, 2026 18w ago | 8-K | $42.10 $44.88 | ▲ +6.60% | ▲ +8.87% | $43.60 (+3.56%) |
Apr 6, 2026 25w ago | Insider Cluster | $40.14 $42.51 | ▲ +5.90% | ▼ −3.08% | $43.60 (+8.62%) |
Apr 6, 2026 25w ago | Insider Cluster | $40.14 $42.51 | ▲ +5.90% | ▼ −3.08% | $43.60 (+8.62%) |
Apr 1, 2026 26w ago | 8-K | $38.45 $43.03 | ▲ +11.91% | ▲ +2.19% | $43.60 (+13.39%) |
US Market Status
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