Lamb Weston demonstrated resilience with volume and sales growth and new contracts, but faced challenges with soft restaurant traffic, competitive pricing, and increased costs. The company's proactive restructuring and cost-saving measures are positive indications for future performance.

Company Guidance -

Q1 2026

During the Lamb Weston Third Quarter FY 2025 Earnings Call, several key metrics and guidance were discussed. The company reported a 9% increase in volume, a 4% rise in net sales, and a 6% growth in adjusted EBITDA compared to the prior year period. Despite these gains, the company noted that consumer uncertainty has increased, impacting demand. Lamb Weston is on track to achieve at least $55 million in pretax savings for fiscal 2025 and $85 million in fiscal 2026 through restructuring plans. For the upcoming potato crop, the company expects a mid-single-digit percent decline in price in North America, while European prices are anticipated to remain flat. The company is also focused on driving operational efficiencies and cost reductions, with over 30 projects underway, aiming to deliver quick wins and a savings pipeline across multiple years. Adjusted SG&A is now expected to be between $665 million to $675 million, down from previous estimates. Finally, Lamb Weston plans to return cash to shareholders, with $151 million returned in the quarter through share repurchases and dividends.

Volume Growth and Net Sales Increase

Volume grew 9% and net sales increased 4% in the third quarter, indicating recovery and growth post-ERP transition.

New Customer Wins and Product Launches

Lamb Weston secured new contracts, including a large QSR, and launched new products like fridge-friendly fries and internationally received positive feedback for Frenzy Fries.

Cost Savings and Restructuring

The company is on track to deliver $55 million of pretax savings in fiscal 2025 and $85 million in 2026 as part of its restructuring plan.

International Segment Volume Growth

International segment volume increased by 12%, driven by new customer contract wins.

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

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LW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 02, 2025	2026 (Q1)	0.53 / -	0.73	―	―	―
Jul 23, 2025	2025 (Q4)	0.63 / 0.87	0.78	11.54% (+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	1.28	13.28% (+0.17)	―
Oct 05, 2023	2024 (Q1)	1.08 / 1.63	0.75	117.33% (+0.88)	―
Jul 25, 2023	2023 (Q4)	1.04 / 1.22	0.65	87.69% (+0.57)	―

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
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%
Oct 01, 2024	$63.35	$64.98	+2.57%

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.