Every 10-Q that Lamb Weston Holdings, Inc. (LW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow LW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LW filings page.
Lamb Weston Holdings, Inc. (LW) reported first-quarter fiscal 2027 net sales of $1,670.3 million, compared with $1,659.3 million a year earlier, while net income fell to $29.1 million from $64.3 million and diluted earnings per share to $0.21 from $0.46. Gross profit was $266.5 million, versus $342.4 million; Adjusted EBITDA was $285.6 million, versus $302.2 million. Net sales excluding foreign exchange were essentially flat as 2% higher volume was offset by a 2% decline in price/mix.
North America net sales rose 5% and Segment Adjusted EBITDA rose 11%; International net sales fell 8% and Segment Adjusted EBITDA fell 54%. Adjusted Gross Profit declined $22.1 million to $316.8 million, reflecting unfavorable global price/mix and higher manufacturing costs per pound, partly offset by cost savings and approximately $5 million in tariff refunds. Cash provided by operating activities was $234.8 million, compared with $352.0 million. Fiscal 2027 outlook calls for low-single-digit net sales growth and mid-single-digit earnings growth on a 52-week comparable basis; approximately $30 million to $50 million in restructuring charges are expected during the remainder of fiscal 2027.
Lamb Weston Holdings reported modest top-line growth but stronger profitability for the quarter ended November 23, 2025. Net sales rose to $1,618.1 million, up 1%, as an 8% volume increase was offset by an 8% decline in price/mix in a competitive market.
Net income improved to $62.1 million from a prior-year loss, with diluted EPS at $0.44 versus $(0.25). For the first half of fiscal 2026, net income reached $126.4 million on net sales of $3,277.3 million, helped by cost savings and lower SG&A.
The company is executing a Cost Savings Program, recording $46.0 million of related charges year-to-date and expecting total pre-tax cash charges of $70–$100 million. Operating cash flow strengthened to $530.4 million, supporting $137.3 million of capital spending, debt reduction, share repurchases, and $103.3 million of dividends.
Lamb Weston Holdings, Inc. reported its unaudited results for the 13 weeks ended August 24, 2025. The company saw volume growth and improved customer momentum, lower inventories, higher operating cash flow and reduced capital expenditures as capacity expansions near completion, including a new Argentina facility. It recorded restructuring and Cost Savings Program charges, including $31.9 million of pre-tax charges in the quarter and $187.6 million cumulatively since announcement, and expects $70–$100 million of pre-tax cash charges, mostly in fiscal 2026. Liquidity under the revolver was $1,318.4 million. The company repurchased 187,259 shares for $10.4 million and paid $51.7 million of dividends during the quarter. Legal proceedings include consolidated securities class actions and multiple antitrust suits; outcomes and potential losses are currently not estimable.