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Aug 24, 2025
Lamb Weston Q1 2026 Earnings Report
Lamb Weston reported its Q1 2026 results and reaffirmed full-year guidance.
Key Takeaways
Lamb Weston posted flat revenue growth and a significant drop in net income, but maintained its fiscal year outlook while focusing on volume growth and cost-saving initiatives.
Net income dropped 50% YoY to $64.3 million.
Adjusted EPS was $0.74, down from $0.78 a year ago.
North America volume grew 5% but price/mix declined 7%.
Free cash flow remained strong at $272.8 million.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company reaffirmed its fiscal 2026 guidance, maintaining expectations for adjusted EBITDA and net sales within its projected ranges.
Positive Outlook
- Full-year adjusted EBITDA guidance maintained at $1.00B–$1.20B.
- Expected net sales range reaffirmed: $6.35B to $6.55B.
- Cost savings program on track for $100M in FY26.
- Working capital improvements expected to add $60M.
- Volume growth seen across North America and Asia.
Challenges Ahead
- Price/mix pressure continues, especially in North America.
- Net income dropped significantly YoY.
- Adjusted EPS down 5% YoY.
- Equity method investment earnings turned negative.
- Higher effective tax rate impacted profitability.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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