US · Consumer Defensive · Packaged Foods
EPS came in at 0.75 against a street estimate of 0.59 — a beat of 27.1%.
Analysts rate Lamb Weston Holdings Inc a buy (4 buy, 8 hold, 0 sell out of 12) with an average price target of $56.00.
CONFIDENT Lamb Weston exceeded first-quarter expectations, with strong North American volume, improving pricing, cost savings, and tighter European potato supply supporting raised fiscal 2027 guidance. Q1 FY27 Europe faces smaller potato crops and higher raw-material costs; Lamb Weston expects utilization above 90% after network actions. China EBITDA improved, while Latin America added volume and a strategic QSR customer. Analysts focused on North American volume sustainability, inflation and pricing, European supply, international restructuring, and cash flow. Management emphasized customer mix, pricing pass-through, contracted potato supply, cost savings, and execution improvements. 2026-10-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.27% |
| T. Rowe Price Associates, Inc. | 6.65% |
| Vanguard Portfolio Management, LLC | 5.83% |
| JPMorgan Chase & Co | 5.16% |
| Vanguard Capital Management, LLC | 4.35% |
| Starboard Value LP | 4.16% |
| Jana Partners Management LP | 3.92% |
| AQR Capital Management LLC | 3.58% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • Fiscal 2027 first-quarter net sales were $1,670.3 million, up from $1,659.3 million in the prior-year quarter. • Net income fell | 2026-10-06 |
| Board / officer change · Q2 FY2027 HEADLINE NUMBERS • Lamb Weston’s President, International, Marc Schroeder, resigned under a transition and separation agreement dated October 5, 2026 | 2026-10-06 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Q1 fiscal 2027 net sales increased 1% year over year to $1.67 billion, driven by a 2% volume increase and a favorable currency imp | 2026-10-06 |
| Shareholder vote results · Q2 FY2027 LAMB WESTON HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held September 16, 2026 in Eagle, Idaho • 115,548,380 sh | 2026-09-16 |
| Proxy statement · Q4 FY2026 LAMB WESTON HOLDINGS, INC. — PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Annual Meeting scheduled for September 16, 2026 at 8:00 a.m. MDT in Eagle, I | 2026-07-30 |
| Annual report FY2026 LAMB WESTON HOLDINGS, INC. – FORM 10-K SUMMARY Fiscal Year Ended May 31, 2026 --- HEADLINE NUMBERS • Market Capitalization: ~$8.0 billion as of Nov | 2026-07-24 |
| Results announced · Q1 FY2027 LAMB WESTON HOLDINGS, INC. – FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales FY2026: $6,612 million, +2% YoY, exceeded guidance high-end of | 2026-07-24 |
| Board / officer change · Q1 FY2027 LAMB WESTON HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: July 13, 2026 • Company: Lamb Weston Holdings, Inc. (Ticker: LW, NYSE) | 2026-07-15 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.38 / share ex-date Nov 6, 2026 · pay Dec 4, 2026 | 2026-11-06 |
| Dividend | $0.38 / share ex-date Aug 7, 2026 · pay Sep 4, 2026 | 2026-08-07 |
| Dividend | $0.38 / share ex-date May 8, 2026 · pay Jun 5, 2026 | 2026-05-08 |
| Dividend | $0.38 / share ex-date Jan 30, 2026 · pay Feb 27, 2026 | 2026-01-30 |
| Dividend | $0.37 / share ex-date Oct 31, 2025 · pay Nov 28, 2025 | 2025-10-31 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.