Lamb Weston's Q4 adj EPS beats estimates as North America sales rise

Lamb Weston Holdings

24/07/2026 13:12

    

    Overview
  
Frozen potato supplier's Q4 net sales grew 6%, driven by North America volume gains
Adjusted EPS, net income and EBITDA for Q4 beat analyst expectations
Company repurchased $63.2 mln of stock in Q4, returned $320.7 mln to shareholders in fiscal yr

    

    Outlook
  
Company expects fiscal 2027 adjusted EBITDA of $1.1 bln to $1.2 bln
Lamb Weston forecasts fiscal 2027 adjusted diluted EPS of $2.95 to $3.25

    

    Result Drivers
  
NORTH AMERICA VOLUME GROWTH - Higher sales volumes in North America, driven by customer contract wins, share gains and strong retention, supported overall results
INTERNATIONAL CHALLENGES - Disruption in the Middle East and input cost inflation weighed on EMEA business, offsetting growth in Asia Pacific and Latin America
COST SAVINGS INITIATIVES - Cost savings and operational improvements lowered manufacturing costs per pound, helping to offset inflation and unexpected costs

    
Company press release: ID:nBw9LKMLna

    

    Key Details
  

            Metric
          

            Beat/Miss
          

            Actual
          

            Consensus Estimate
          
Q4 Adjusted EPS
Beat
$0.87
$0.63 (10 Analysts)
Q4 EPS
 
$0.79
 
Q4 Adjusted Net Income
Beat
$120 mln
$85.19 mln (8 Analysts)
Q4 Net Income
 
$110 mln
 
Q4 Adjusted EBITDA
Beat
$288 mln
$251.05 mln (10 Analysts)

    

    Analyst Coverage
  
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the food processing peer group is "buy."
Wall Street's median 12-month price target for Lamb Weston Holdings Inc is $46.00, about 6.5% below its July 23 closing price of $49.18
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

    

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)