The raised full-year guidance and strong North America performance signal improving fundamentals, but the International segment remains a drag. Watch for further EMEA stabilization and cost savings execution ahead of the Investor Day in early calendar 2027.
Price Chart
Executive Summary
Lamb Weston reported Q1 FY2027 adjusted diluted EPS of $0.75, above the $0.59 consensus estimate, and net sales of $1.67B (+1% YoY), slightly above the $1.64B consensus. The company raised its full-year FY2027 guidance for net sales (to up low single digits), adjusted EBITDA (to $1.125B-$1.215B), and adjusted diluted EPS (to $3.05-$3.35), driven by continued North America volume growth and cost savings, though International segment weakness and inflationary pressures persist.
Key Financial Metrics
Key Facts
- Q1 FY2027 adjusted diluted EPS of $0.75 beat consensus of $0.59 by 27.1%
- Q1 net sales of $1.67B (+1% YoY) exceeded consensus of $1.64B
- North America segment net sales +5% YoY, volume +7% for 7th consecutive quarter
- North America segment adjusted EBITDA +11% YoY to $287M
- International segment net sales -8% YoY, adjusted EBITDA -54% to $27M
- Full-year FY2027 guidance raised: net sales to up low single digits (from 0-1%), adjusted EBITDA to $1.125B-$1.215B (from $1.10B-$1.20B), adjusted diluted EPS to $3.05-$3.35 (from $2.95-$3.25)
- GAAP net income fell 55% to $29M due to $33M in legal accruals and $34M in restructuring costs
- Cash from operations was $235M, down $117M YoY; capital expenditures were $91M
- Company returned $52M in dividends, no share repurchases in Q1; $245M remains authorized for buybacks
Financial Impact
EPS beat of $0.16 (27%) vs consensus; guidance raised across all key metrics; North America segment EBITDA +11%
Risk Factors
- International segment weakness, particularly EMEA, with -54% EBITDA decline
- Unexpected inflationary pressure on key input costs and freight
- Legal proceedings and other claims accrual of $33M in Q1
- GAAP net income down 55% due to one-time items
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001679273-26-000051 |
| Document: lw-20261006.htm | 0001679273-26-000051 |
| Document: 0001679273-26-000051-index-headers.html | 0001679273-26-000051 |
| Document: 0001679273-26-000051-index.html | 0001679273-26-000051 |
| Document: 0001679273-26-000051.txt | 0001679273-26-000051 |
| 8-K Data (Synthetic) | 0001679273-26-000051 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $53.50 | awaiting T+1 | — | $53.78 (+0.52%) |
Oct 6, 2026 21d ago | 8-K | $48.09 $49.46 | ▲ +2.85% | ▲ +3.27% | $53.78 (+11.83%) |
Oct 6, 2026 21d ago | 8-K | $47.91 $48.09 | ▲ +0.38% | ▲ +0.62% | $53.78 (+12.25%) |
Jul 30, 2026 12w ago | DEFA14A | $53.55 $52.52 | ▼ −1.92% | ▼ −2.58% | $53.78 (+0.43%) |
Jul 24, 2026 13w ago | 8-K | $49.58 $53.11 | ▲ +7.12% | ▲ +7.10% | $53.78 (+8.47%) |
Jul 15, 2026 14w ago | 8-K | $46.92 $46.79 | ▼ −0.28% | ▲ +0.71% | $53.78 (+14.62%) |
Jun 4, 2026 20w ago | 8-K | $42.18 $41.92 | ▲ +0.62% | ▼ −1.98% | $53.78 (−27.50%) |
May 26, 2026 22w ago | 8-K | $42.10 $42.69 | ▲ +1.40% | ▲ +1.39% | $53.78 (+27.74%) |
Apr 6, 2026 29w ago | Insider Cluster | $40.14 $40.46 | ▲ +0.80% | ▲ +0.73% | $53.78 (+33.98%) |
Apr 6, 2026 29w ago | Insider Cluster | $40.14 $40.46 | ▲ +0.80% | ▲ +0.73% | $53.78 (+33.98%) |
US Market Status
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