Lamb Weston Holdings, Inc. — Form 8-K
Filed July 24, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Lamb Weston reported fiscal 2026 net sales of $6,612 million (+2% YoY), exceeding guidance of $6,550 million. Adjusted EBITDA was $1,147 million, exceeding guidance of $1,140 million. Adjusted diluted EPS was $3.01 vs. $3.58 prior year. North America segment grew sales 3% and EBITDA 3%, while International segment declined sharply with sales +1% but EBITDA down 55% (including $33.1 million potato write-offs). Company returned $320.7 million to shareholders (dividends $207.5M + buybacks $113.2M of 2.3M shares at avg. $48.28). FY2027 guidance: net sales flat to +1%, Adjusted EBITDA $1.1–1.2B, Adjusted EPS $2.95–3.25.
Why this rating
Beat guidance but profits fell 19% YoY; International EBITDA collapsed 55%. Material weakness offsets North America gains. Modest relative to $10.9B market cap.
See more from July 24, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.