Every 8-K that Lamb Weston Hold (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 8-K covers material events a company has to report between its quarterly 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 reported fiscal 2026 results with modest sales growth but lower profitability. Net sales for the year rose 2% to $6,612 million, exceeding the high end of guidance of $6,550 million, driven by 7% volume growth, favorable currency and a 53rd week.
Net income declined to $290 million and Adjusted EBITDA to $1,147 million, decreases of 19% and 9%, as lower price/mix, input cost inflation and higher selling, general and administrative expenses more than offset cost savings. Diluted EPS was $2.08, with adjusted diluted EPS of $3.01. North America net sales grew 3% to $4,395 million and segment Adjusted EBITDA increased 3% to $1,142 million, while International segment Adjusted EBITDA fell 55% to $115 million, including a $33.1 million potato write-off amid competitive pressure in EMEA.
Operating cash flow increased to $942.9 million and capital expenditures declined to $410.1 million as major growth projects wound down. The company returned $320.7 million to shareholders in fiscal 2026 and targets fiscal 2027 Adjusted EBITDA of $1.1 billion to $1.2 billion, adjusted diluted EPS of $2.95 to $3.25, and net cash from operating activities of $750 million to $800 million.
Lamb Weston Holdings, Inc. amended its 2026 Inducement Stock Plan on July 13, 2026, reducing the shares of common stock authorized for issuance under the plan from 2,000,000 to 1,538,000.
The 2026 Inducement Stock Plan, originally adopted on February 2, 2026, reserves shares for equity awards to individuals who were not previously employees of Lamb Weston, or who are returning after a bona fide period of non-employment, as an inducement to enter employment in accordance with New York Stock Exchange Listed Company Manual Rule 303A.08. The amended and restated plan text is provided in Exhibit 10.1.
Lamb Weston Holdings, Inc. has approved a plan to close its manufacturing facility in Broekhuizenvorst, the Netherlands, as part of efforts to improve operational efficiency and align its global manufacturing footprint with customer needs.
The company expects total pre-tax charges of $80 million to $110 million related to the closure, primarily from writing down long-lived assets and inventory, employee severance and other one-time termination benefits, and associated costs. Substantially all of these charges are expected to be recognized in the fiscal year ending May 30, 2027, and at least 20% are expected to require future cash expenditures. Lamb Weston will begin a formal consultation process with the local Works Council in accordance with Dutch regulations.
Lamb Weston Holdings, Inc., through its wholly owned PRC subsidiary Ulanqab Lamb Weston Food Co., Ltd., entered into a new Facility Agreement providing an RMB 700,000,000 term loan facility (approximately USD 102,940,000 as of May 19, 2026). The term loan will be used to refinance existing indebtedness under a 2022 facility and matures on May 22, 2031. Borrowings bear interest at the five-year prime rate published by the PRC National Interbank Funding Center plus 0.30%, with amortization beginning six months after initial borrowing and continuing in bi-annual installments until maturity. The loan is unconditionally guaranteed by Lamb Weston and includes customary PRC credit facility covenants and events of default. The prior 2022 facility was repaid and terminated on May 22, 2026 in connection with the new borrowing.
Lamb Weston Holdings, Inc. reported fiscal Q3 2026 results showing higher sales but sharply lower profits and a mixed performance by region. Net sales rose to $1,564.8 million, up 3% year over year, driven by a 7% volume increase, mainly in North America, offset by a 7% decline in price/mix as customers shifted toward value channels.
Net income fell to $54.0 million, down 63%, with diluted EPS at $0.39, reflecting unfavorable global price/mix, higher manufacturing costs per pound, and a $32.5 million pre-tax charge to write off excess raw potatoes in the International segment. Adjusted EBITDA was $271.7 million, down 27%.
North America net sales increased 5% to $1,035.0 million, with 12% volume growth but lower pricing, while International net sales declined 1% to $529.8 million and segment Adjusted EBITDA dropped 80% to $18.5 million. The company generated $595.6 million in operating cash flow over the first three quarters and cut capital expenditures to $256.6 million. It returned $204.7 million to shareholders year-to-date and declared a quarterly dividend of $0.38 per share.
For fiscal 2026, Lamb Weston raised its net sales target to $6.45–$6.55 billion, tightened Adjusted EBITDA guidance to $1.08–$1.14 billion, and lowered expected capital expenditures to about $400 million, while noting continued international softness and cost-savings initiatives.
Lamb Weston Holdings, Inc. filed an amended report to outline the transition and separation terms for outgoing Chief Financial Officer Bernadette M. Madarieta. She will remain CFO through April 1, 2026 and serve in an advisory role until April 30, 2026.
Under a Transition and Separation Agreement approved by the Compensation and Human Capital Committee, Ms. Madarieta will receive a severance payment of $1,500,000, paid in equal installments over 18 months, plus the equivalent of 18 months of the employer portion of medical coverage. She will vest in prorated fiscal 2024, 2025 and 2026 equity awards based on service through her separation date, and may exercise outstanding stock options until the third anniversary of that date.
The agreement includes a general release of claims and imposes non-compete, non-solicitation and confidentiality obligations, with non-compete and non-solicitation provisions lasting one year after separation.
Lamb Weston Holdings, Inc. announced major leadership changes and new equity incentives. The Board appointed Jan Eli B. Craps as Executive Chair effective February 6, 2026, with a target long‑term incentive of about $3,150,000 in RSUs plus a one‑time grant of 17,647 RSUs and multiple stock option tranches with exercise prices of $60.00, $75.00 and $85.00 per share. He will also receive a sign‑on option on 750,000 shares at the closing stock price on the grant date and can receive matching RSUs for up to 300,000 purchased shares if he buys at least 250,000 shares by December 31, 2026.
James D. Gray was appointed Chief Financial Officer effective April 2, 2026, with an annual base salary of $825,000, a target bonus equal to 100% of salary, and a target LTIP opportunity of about $2,200,000, plus a $100,000 cash sign‑on and $1,600,000 in RSUs. Gray also receives a dollar‑for‑dollar RSU match on up to $1,000,000 of stock purchases if he buys at least $500,000 in shares within six months.
The Compensation Committee also approved supplemental RSU and stock option awards for several named executive officers, with options again struck at $60.00, $75.00 and $85.00 per share, and adopted a 2026 Inducement Stock Plan reserving 2,000,000 shares for equity grants to new or returning employees.
Lamb Weston Holdings, Inc. plans to close its manufacturing facility in Munro, Argentina and consolidate Latin American production at its new plant in Mar del Plata as part of efforts to improve operating efficiency. The company expects to record total pre-tax charges of approximately $50 million to $60 million, with substantially all of these costs recognized in the fiscal year ending May 31, 2026.
About half of these charges are expected to lead to future cash expenditures, largely in fiscal year 2026. The charges will primarily come from writing down long-lived assets and inventory, employee severance and other one-time termination benefits, costs tied to contracted raw potatoes that will not be used in production, and other related closure costs.
Lamb Weston Holdings, Inc. filed a current report to note that it has announced its financial results for its fiscal second quarter 2026. The results are described in a press release dated December 19, 2025, which is attached to the report as an exhibit and incorporated by reference. The company’s common stock continues to trade on the New York Stock Exchange under the symbol LW.
Lamb Weston Holdings, Inc. filed a current report to note that it announced its financial results for fiscal first quarter 2026 on September 30, 2025. The company states that a detailed press release with these results is provided as Exhibit 99.1 and is incorporated by reference into the report. Lamb Weston’s common stock, with $1.00 par value, trades on the New York Stock Exchange under the symbol LW.
Lamb Weston Holdings held its annual stockholder meeting in Eagle, Idaho, with 123,427,039 common shares represented, about 88.6% of shares outstanding. Stockholders elected twelve directors to one-year terms, each receiving a substantial majority of votes cast.
Investors also approved the advisory proposal on fiscal 2025 executive compensation and ratified KPMG LLP as independent auditors for the fiscal year ending May 31, 2026, indicating broad support for the company’s pay practices and audit firm.
Lamb Weston Holdings, Inc. (NYSE: LW) filed a Form 8-K dated July 23, 2025 to furnish information under Item 2.02 (Results of Operations and Financial Condition). The filing states that the company issued a press release on the same date announcing its fiscal fourth-quarter and full-year 2025 financial results. The actual financial metrics are not included in the 8-K; instead, the release is provided as Exhibit 99.1 and incorporated by reference. No other material events, transactions, or changes were reported.
The 8-K therefore serves primarily as a procedural notice that the earnings press release has been publicly disseminated and placed on record with the SEC. Investors seeking quantitative details (revenue, EPS, guidance, etc.) must review Exhibit 99.1, which is not reproduced within this filing.