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Lamb Weston Holdings, Inc. reports on its position as a leading global producer, distributor, and marketer of value-added frozen potato products, primarily french fries, serving customers in more than 100 countries through North America and International segments.
The company operates 25 production facilities and, as of May 31, 2026, has operations in 32 countries. As of July 17, 2026 it had 137,481,011 shares of common stock outstanding, and the aggregate market value of voting common stock held by non‑affiliates was approximately $8.0 billion as of November 21, 2025.
Customer concentration is significant: the ten largest customers represented about 50% of net sales in fiscal 2026, with McDonald’s accounting for 15%, 15%, and 14% of consolidated net sales in fiscal 2026, 2025, and 2024. About 35% of net sales came from outside the U.S. in fiscal 2026 and 2025. The company highlights key risks including commodity and logistics cost inflation, potato crop volatility, supply chain and export disruptions, geopolitical conflicts in Ukraine and the Middle East, labor shortages and union negotiations, competitive pressure, international currency and trade exposure, cybersecurity and ERP‑system disruptions, and a substantial debt load of about $3.9 billion as of May 31, 2026.
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. executive Steven J. Younes, Chief Human Resources Officer, reported compensation-related equity activity. He received 1,576 shares of common stock upon vesting of non-derivative performance shares, including dividend equivalents. In connection with this vesting, 468 shares were withheld to satisfy tax withholding obligations. After these transactions, Younes directly holds 39,395.7 shares of Lamb Weston common stock, which includes 312.2 shares acquired through a dividend reinvestment feature since his prior report.
Lamb Weston Holdings President and CEO Michael Jared Smith reported compensation-related stock activity on July 14, 2026. He received 3,942 shares of common stock from vested performance share awards, while 2,245 shares were withheld at $46.50 per share to cover tax obligations.
After these entries, he directly holds 142,093.3 Lamb Weston shares, including 1,059.3 shares accumulated since his last report through a dividend reinvestment feature.
Lamb Weston Holdings, Inc. reported that its President, International, Marc Schroeder received a grant of 2,417 shares of common stock upon vesting of performance shares, including dividend equivalents. To satisfy related tax withholding obligations, 1,354 shares were withheld at $46.50 per share. He now directly holds 39,179.1 shares, including 259.2 shares acquired through a dividend reinvestment feature.
Lamb Weston Holdings, Inc. VP and Controller Gregory W. Jones received a grant of 209 shares of common stock upon vesting of non-derivative performance shares, including dividend equivalents. To satisfy tax obligations, 61 shares were withheld at $46.50 per share in a tax-withholding disposition.
Including 108.04 shares acquired through a dividend reinvestment feature since his last report, Jones now holds 9,731.04 shares of Lamb Weston common stock directly following these compensation-related transactions.
Lamb Weston Holdings, Inc. executive Michael Christopher Crowley, President, North America, received 378 shares of common stock as a grant tied to vested performance shares and related dividend equivalents at no cost. To cover associated tax obligations, 113 shares were withheld at $46.50 per share. He now directly holds 25,639.7 shares of common stock, which includes 275 shares accumulated through a dividend reinvestment feature since his prior report.
Lamb Weston Holdings, Inc. officer Eryk J. Spytek, general counsel and chief compliance officer, reported equity compensation activity in the company’s common stock.
He received 2,354 shares upon vesting of performance shares and had 2,311 shares withheld at $46.50 per share to satisfy tax obligations. After these entries, he holds 27,205 shares directly and 25,322 shares indirectly through a Revocable Trust, including 361.7 shares acquired via a dividend reinvestment feature since his prior report.
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.