Lamb Weston Tops Q4 Guidance, Sets FY27 Outlook as North American Strength Counters International Weakness
LW sits 36% above its 52-week low of $37.62 on elevated volume (3.0× avg).
Summary
Lamb Weston beat Q4 and full-year guidance on strong North American volumes, but International profits collapsed. FY27 guidance calls for modest growth.
Key Events · Earnings and Guidance · LW
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Q4 Results Beat Guidance
Net sales of $1.77B and adjusted EBITDA of $288M exceeded the high end of guidance, driven by 11% volume growth in North America.
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International Segment Profit Collapse
International adjusted EBITDA fell 81% to $11.8M, hit by Middle East conflict, competitive pressure in EMEA, and higher costs.
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Full-Year FY26 Performance
Full-year net sales rose 2% to $6.612B; adjusted EBITDA of $1.147B and adjusted diluted EPS of $3.01 both exceeded guidance.
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Fiscal 2027 Guidance Issued
Company targets net sales growth of 0%-1%, adjusted EBITDA of $1.1B-$1.2B, and adjusted diluted EPS of $2.95-$3.25.
Analysis · LW · Manufacturing
Driven by an 11% volume surge in North America, Lamb Weston posted Q4 net sales of $1.77B and adjusted EBITDA of $288M—both above the high end of its guidance. The International segment told a different story, with adjusted EBITDA plunging 81% as Middle East disruption and competitive pressure in EMEA took their toll. For the full year, adjusted EBITDA of $1.147B also exceeded expectations. Looking ahead, fiscal 2027 targets call for flat to 1% net sales growth and adjusted EBITDA of $1.1B–$1.2B, signaling cautious optimism. The results underscore a sharp divergence: a North American business that is gaining share versus an international operation under severe strain. Despite those headwinds, the company returned $116M to shareholders in Q4 through buybacks and dividends, reflecting confidence in its cash generation.
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At the time of this filing, LW was trading at $51.00 on NYSE in the Manufacturing sector, with a market capitalization of approximately $6.8B. The 52-week trading range was $37.62 to $67.07. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.