Lamb Weston Beats Q1 Guidance and Raises Full-Year FY2027 Outlook
LW sits 17% above its 52-week low of $37.62 on elevated volume (3.9× avg).
Summary
Lamb Weston beat Q1 FY2027 expectations and raised full-year guidance for net sales, Adjusted EBITDA, and Adjusted Diluted EPS, driven by North American strength. The 10-Q reports Q1 net income of $29.1M, diluted EPS of $0.21, and a $34.2M restructuring charge.
Updated with an SEC 10-Q filing · What changed
Updates
· SEC 10-Q — The 10-Q reports Q1 net income of $29.1M, diluted EPS of $0.21, and a $34.2M restructuring charge.
Key Events · Earnings and Guidance · LW
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Updated · · SEC 10-Q
Q1 FY2027 Results Beat Guidance
Net sales rose 1% to $1.67B; Adjusted EBITDA was $286M and Adjusted Diluted EPS was $0.75, all above management's expectations. The 10-Q reports Q1 net income of $29.1M, diluted EPS of $0.21, and a $34.2M restructuring charge.
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Full-Year FY2027 Guidance Raised
Adjusted EBITDA outlook increased to $1.125B–$1.215B (from $1.10B–$1.20B); Adjusted Diluted EPS raised to $3.05–$3.35 (from $2.95–$3.25); Net Sales outlook raised to 'Up Low Single Digits'.
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North America Drives Growth
North America segment Adjusted EBITDA rose 11% to $287.3M on 7% volume growth, offsetting price/mix declines and input cost inflation.
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International Segment Remains Weak
International segment Adjusted EBITDA fell 54% to $26.5M due to EMEA market conditions, higher potato costs, and factory underutilization; the company ended production at Broekhuizenvorst.
Analysis · LW · Manufacturing
Lamb Weston delivered Q1 FY2027 results above its own guidance and raised full-year targets across the board. Net sales rose 1% to $1.67B, Adjusted EBITDA came in at $286M, and Adjusted Diluted EPS hit $0.75 — all ahead of expectations. Management lifted FY2027 Adjusted EBITDA guidance to $1.125B–$1.215B and Adjusted Diluted EPS to $3.05–$3.35, citing North American volume momentum and cost savings. The International segment remains a drag, with Adjusted EBITDA down 54% on EMEA weakness and higher potato costs, but the company is taking capacity actions there. The 10-Q reports Q1 net income of $29.1M, diluted EPS of $0.21, and a $34.2M restructuring charge. This is a meaningful positive update for a $6.1B company, especially after last quarter's International profit collapse.
How filings like this one have moved
In the 30 days to Oct 6, 2026, 36.5% of the 1012 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.63%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, LW was trading at $43.91 on NYSE in the Manufacturing sector, with a market capitalization of approximately $6.1B. The 52-week trading range was $37.62 to $67.07. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.