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Nov 23, 2025
Lamb Weston Q2 2026 Earnings Report
Lamb Weston reported its Q2 2026 results with steady revenues and a return to profitability.
Key Takeaways
Lamb Weston posted a modest 1% revenue increase and returned to profitability in Q2 2026, driven by volume gains in key markets despite pricing pressure.
Net income turned positive at $62.1M, up from a loss in the prior year quarter.
Revenue rose slightly to $1.62B, supported by strong volume growth.
Adjusted EBITDA declined 3% YoY, reflecting lower gross profit.
Dividend increased by 3%, continuing annual growth since IPO.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Lamb Weston reaffirmed its full-year guidance for fiscal 2026, maintaining expectations for sales and EBITDA despite ongoing global market challenges.
Positive Outlook
- Fiscal year net sales expected between $6.35B and $6.55B.
- Adjusted EBITDA guided between $1.00B and $1.20B.
- Cost savings program remains on track to deliver $100M in FY26.
- Cash used for capital expenditures projected around $500M.
- Dividend growth signals confidence in financial health.
Challenges Ahead
- Price/mix declines continue to weigh on profitability.
- International manufacturing costs remain elevated.
- Volume growth offset by competitive pricing pressure.
- Lower utilization at international facilities reduces margin.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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