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Lamb Weston Holdings (LW)
NYSE:LW
US Market
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Lamb Weston Holdings (LW) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 02, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.64
Last Year’s EPS
0.66
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Sep 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong volume growth, successful cost savings initiatives, and product innovation, which are driving positive momentum. However, challenges remain with declining price mix, increased international competition, and start-up costs in Argentina impacting profitability.
Company Guidance
During the Lamb Weston First Quarter 2026 Earnings Call, the company provided guidance for its fiscal year 2026, highlighting several key metrics and strategic initiatives. The company aims to achieve at least $250 million in annual run rate savings by the fiscal year-end 2028 as part of its "Focus to Win" strategic plan. They reported a 6% increase in volume growth, driven by customer wins and retention, particularly in North America and Asia. Lamb Weston expects net sales for fiscal 2026 to be in the range of $6.35 billion to $6.55 billion, with adjusted EBITDA projected between $1 billion to $1.2 billion. Additionally, the company plans to invest approximately $500 million in capital expenditures, including $400 million for maintenance and modernization, and $100 million for environmental projects. The guidance also incorporated potential tariffs, primarily on palm oil imports, which could amount to approximately $25 million annually. Lamb Weston reaffirmed its fiscal 2026 outlook, emphasizing its commitment to profitable growth, customer-centric innovation, and strategic market prioritization.
Strong Volume Growth
Lamb Weston reported another quarter of strong volume growth, driven by customer wins and retention, particularly in North America and Asia.
Cost Savings Initiatives
The company is on track to deliver at least $250 million of annual run rate savings by fiscal year-end 2028, with significant cost savings realized already.
Successful Strategic Plan Implementation
Lamb Weston is making progress with its new strategic plan 'Focus to Win,' including strengthening customer partnerships and realigning sales teams.
Product Innovation and Expansion
New innovative products are being launched, including flavor-forward offerings and expanding licensed brands, with strong performance internationally.
Positive Potato Crop Forecast
The potato crops in North America and Europe are expected to be above historical averages, which should benefit future production costs.
Strong Cash Flow and Liquidity
Lamb Weston generated $352 million of cash from operations and maintains a healthy liquidity position with $1.4 billion available.

Lamb Weston Holdings (LW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LW Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 02, 2026
2026 (Q2)
0.64 / -
0.66
Sep 30, 2025
2026 (Q1)
0.55 / 0.74
0.731.37% (+0.01)
Jul 23, 2025
2025 (Q4)
0.63 / 0.87
0.7811.54% (+0.09)
Apr 03, 2025
2025 (Q3)
0.86 / 1.10
1.2-8.33% (-0.10)
Dec 19, 2024
2025 (Q2)
1.01 / 0.66
1.45-54.48% (-0.79)
Oct 01, 2024
2025 (Q1)
0.72 / 0.73
1.63-55.21% (-0.90)
Jul 24, 2024
2024 (Q4)
1.26 / 0.78
1.22-36.07% (-0.44)
Apr 04, 2024
2024 (Q3)
1.45 / 1.20
1.43-16.08% (-0.23)
Jan 04, 2024
2024 (Q2)
1.42 / 1.45
1.2813.28% (+0.17)
Oct 05, 2023
2024 (Q1)
1.08 / 1.63
0.75117.33% (+0.88)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

LW Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Sep 30, 2025
$55.67$58.08+4.33%
Jul 23, 2025
$48.85$56.82+16.32%
Apr 03, 2025
$53.42$58.76+10.00%
Dec 19, 2024
$76.70$61.28-20.10%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lamb Weston Holdings (LW) report earnings?
Lamb Weston Holdings (LW) is schdueled to report earning on Jan 02, 2026, Before Open (Confirmed).
    What is Lamb Weston Holdings (LW) earnings time?
    Lamb Weston Holdings (LW) earnings time is at Jan 02, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is LW EPS forecast?
          LW EPS forecast for the fiscal quarter 2026 (Q2) is 0.64.

            Lamb Weston Holdings (LW) Earnings News

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