Inferra AI / Company / LW
Lamb Weston Holdings, Inc.
LW · Consumer Staples
Last earnings Oct 6, 2026
Key results
Net incomequarter
$64.3 million
Net income declined $63.1 million from the prior year quarter to $64.3 million.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Adjusted net incomequarter
$103.0 million
Adjusted Net Income (1) declined $9.7 million year-over-year to $103.0 million, and Adjusted Diluted EPS (1) declined $0.04 from the prior year quarter to $0.74.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Adjusted EPSquarter
$0.74
Adjusted Net Income (1) declined $9.7 million year-over-year to $103.0 million, and Adjusted Diluted EPS (1) declined $0.04 from the prior year quarter to $0.74.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
AI analysis
Q1 FY2026 · reported Sep 30, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | $64.3 million | — | — |
| Adjusted net income | $103.0 million | — | — |
| Adjusted EPS | $0.74 | — | — |
Guidance · company-stated
Direction: Reiterated
“Fiscal 2026 Outlook The Company reaffirms its financial targets for fiscal 2026 as follows Net sales at constant currency in the target range of $6.35 billion to $6.55 billion.”
“com Lamb Weston Reports First Quarter Fiscal 2026 Results Reaffirms Fiscal Year 2026 Outlook EAGLE, ID (September 30, 2025) Lamb Weston Holdings, Inc.”
“Words such as believe, drive, focus, deliver, strengthen, outlook, reaffirm, target, improve, expect, will, and variations of such words and similar expressions are intended to identify forward-looking statements.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Cash Flows, Capital Expenditures and Liquidity Net cash provided by operating activities increased $21.8 million to $352.0 million, primarily reflecting favorable working capital, led by lower finished goods inventories in North America, compared to the last day of the first quarter of fiscal 2025.
Event summary
(NYSE LW) announced today its results for the first quarter of fiscal 2026 and reaffirmed its full year financial targets for fiscal 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Reiterated
Revenue: “Fiscal 2026 Outlook The Company reaffirms its financial targets for fiscal 2026 as follows Net sales at constant currency in the target range of $6.35 billion to $6.55 billion.”
Company outlook — Reiterated (“Reaffirms”)
“com Lamb Weston Reports First Quarter Fiscal 2026 Results Reaffirms Fiscal Year 2026 Outlook EAGLE, ID (September 30, 2025) Lamb Weston Holdings, Inc.”
Revenue — Reiterated (“reaffirms”)
“Fiscal 2026 Outlook The Company reaffirms its financial targets for fiscal 2026 as follows Net sales at constant currency in the target range of $6.35 billion to $6.55 billion.”
Company outlook — Reiterated (“reaffirm”)
“Words such as believe, drive, focus, deliver, strengthen, outlook, reaffirm, target, improve, expect, will, and variations of such words and similar expressions are intended to identify forward-looking statements.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Cash Flows, Capital Expenditures and Liquidity Net cash provided by operating activities increased $21.8 million to $352.0 million, primarily reflecting favorable working capital, led by lower finished goods inventories in North America, compared to the last day of the first quarter of fiscal 2025.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Capital expenditures, net of proceeds from blue chip swap transactions, were $79.2 million during the first quarter of fiscal 2026, down $256.4 million from the prior year period.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
As of August 24, 2025, the Company had $98.6 million of cash and cash equivalents, with $1,318.4 million of available liquidity under its revolving credit facility.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Capital Returned to Shareholders In the first quarter of fiscal 2026, the Company returned $51.7 million to shareholders through cash dividends.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
In addition, the Company repurchased $10.4 million of its common stock under the Company s share repurchase program, with 187,259 shares repurchased at an average price of $55.34 per share.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
The Company has approximately $348 million remaining that is authorized and available for repurchase under the share repurchase program.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Strategy & priorities
We believe our sharpened executional focus and strategic plans behind our Focus to Win strategy are beginning to deliver and position us to drive long-term growth and sustainable value for our shareholders.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Unfavorable price mix was partially offset by higher sales volumes, lower manufacturing costs per pound driven by cost savings initiatives, and the benefit of lapping an approximately $39 million charge in the prior year related to a voluntary product withdrawal.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Adjusted SG A (1) declined $24.0 million versus the prior year quarter to $132.4 million, reflecting the benefits of ongoing cost savings initiatives and $7.3 million of miscellaneous income primarily from an insurance recovery and property tax refunds.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
The decline primarily reflects price and trade in support of customers, partially offset by higher sales volumes, lower manufacturing costs per pound and Adjusted SG A (1) , which included the benefit of cost savings initiatives.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
The improvement primarily reflects lapping an approximately $18 million charge related to the prior year s voluntary product withdrawal, lower potato prices and benefits from ongoing cost savings initiatives.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
Risks & headwinds
The Company s guidance includes its current view of the anticipated impact of enacted tariffs by the U.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
and other governments but does not include potential effects of evolving trade policies, including future changes in tariffs or retaliatory measures.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
These forward-looking statements are based on management s current expectations and are subject to uncertainties and changes in circumstances.
SEC original ↗Lamb Weston Holdings, Inc. — Earnings release (8-K exhibit)EX-99Sep 30, 2025
OTHER INFORMATION 26 Item 1 Legal Proceedings 26 Item 1A Risk Factors 26 Item 2 Unregistered Sales of Equity Securities and Use of Proceeds 27 Item 3 Defaults Upon Senior Securities 27 Item 4 Mine Safety Disclosures 27 Item 5 Other Information 27 Item 6 Exhibits 28 Signature 29 2 Table of Contents PART I FINANCIAL INFORMATION ITEM 1.
SEC original ↗Lamb Weston Holdings, Inc. — 10-Q Quarterly report10-QOct 6, 2026
This guidance provides criteria that must be met for entities to capitalize software development costs and factors to consider if there is significant uncertainty associated with the development activities of software.
SEC original ↗Lamb Weston Holdings, Inc. — 10-Q Quarterly report10-QOct 6, 2026
(d) Represents accruals for legal proceedings and other claims as described in Note 14, Commitments, Contingencies, Guarantees and Legal Proceedings, of these Condensed Notes to Consolidated Financial Statements.
SEC original ↗Lamb Weston Holdings, Inc. — 10-Q Quarterly report10-QOct 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KLW
- 10-QLW
- 8-KLW
- Q2 2026
- 8-KLW
Sep 16, 2026
- 10-KLW
Jul 24, 2026
- 8-KLW
Jul 24, 2026
- 8-KLW
Jul 15, 2026
- Q1 2026
- 8-KLW
- 8-KLW
May 26, 2026
- 10-QLW
- 8-KLW
- Q4 2025
- 8-K/ALW
- 8-KLW
- 8-KLW
- Q3 2025
- 10-QLW
- 8-KLW
Dec 19, 2025
- Q2 2025
- 10-QLW
- 8-KLW
Sep 30, 2025
- 8-KLW
Sep 26, 2025
- 10-KLW
Jul 23, 2025
- 8-KLW
Jul 23, 2025
- Q1 2025
- 8-KLW
Jun 30, 2025
- 10-QLW
- 8-KLW
- Q4 2024
- 8-KLW
Feb 13, 2025
- Q3 2024
- 8-KLW
Dec 23, 2024
- 10-QLW
- 8-KLW
Dec 19, 2024
- 8-KLW
Oct 18, 2024
- 10-QLW
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Lamb Weston Holdings, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Lamb Weston Holdings, Inc. are held in this edition of the library.
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