Lamb Weston Holdings, Inc. · LW · Next earnings

Lamb Weston Holdings, Inc. reports Tuesday, Oct 6, 2026

LW reports before market open with consensus EPS at $0.59 and revenue at $1.65B. Last quarter: Lamb Weston Closes FY26 With Strong North America Volume, Beats on EPS and Revenue

Reports Before market open16 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $0.59 Calendar consensus
Consensus revenue $1.65B Calendar consensus
Report date Oct 6, 2026 Tuesday, date estimated
Session Before market open 16 days away

Where LW left off: FY2026 Q4

Full report

Lamb Weston Closes FY26 With Strong North America Volume, Beats on EPS and Revenue

EPS surprise +39.0% Reported $0.87 vs $0.63
Revenue surprise +4.3% Reported $1.77B vs $1.70B
Stock move +0.8% Event window
Subsequent drift +6.0% Up to 20 sessions

Guidance sentiment moved from raised in Q3 to maintained in Q4. The company had already lifted the low end of FY2026 net-sales guidance and the EBITDA midpoint in Q3; this quarter's maintained stance confirms those targets were met or exceeded. FY27 capex is guided to $350-410M, down from $410M in FY26. Management refrained from issuing explicit FY27 revenue or earnings guidance but expressed confidence in continued earnings growth and modest pricing actions.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Volatile input costs, particularly edible oils and transportation, driven by Middle-East conflict inflation.
  • Continued competitive pressure and pricing headwinds in the EMEA region following the Netherlands facility closure.
  • Higher per-pound manufacturing costs and lower utilization at international plants.
  • Potential delays or cost overruns on new capacity projects in Argentina and China.
  • Uncertainty around contract renewals and pricing negotiations with large customers heading into FY27.

Questions analysts left open

  • International profitability and the strategic direction for individual country clusters.
  • Impact of the Netherlands facility closure on EMEA margins and competitive positioning.
  • Status of the paused ERP modernization program and its operational implications.
  • Visibility into upcoming contract negotiations and fiscal 2027 pricing.
  • Whether capex can be reduced further while sustaining growth initiatives and capacity expansion.

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Recent LW quarters

All LW earnings
+0.8%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.