Lamb Weston Beats High-End Guidance on North America Volume Surge; Sets FY2027 Outlook
LW sits 32% above its 52-week low of $37.62 on elevated volume (3.0× avg).
Summary
Lamb Weston delivered Q4 net sales of $1.77B and adjusted EBITDA of $288M, both exceeding the high end of its guidance. North America drove the beat with 11% volume growth and a 17% jump in segment adjusted EBITDA to $305M, fueled by contract wins and cost savings. International lagged, with sales down 2% as Middle East disruption and EMEA weakness offset gains in Asia and Latin America. The company issued its fiscal 2027 outlook, projecting sales flat to up 1%, adjusted EPS of $2.95 to $3.25, adjusted EBITDA of $1.1B to $1.2B, and capital spending of $380M to $410M. Lamb Weston plans an Investor Day in early 2027 to detail its strategic focus, following the June announcement of a Netherlands plant closure and a May China subsidiary financing, signaling ongoing portfolio reshaping. The North America momentum and cost discipline are key positives, but traders will watch for margin pressure from price/mix declines and international headwinds.
At the time of this announcement, LW was trading at $49.62 on NYSE in the Trade & Services sector, with a market capitalization of approximately $6.8B. The 52-week trading range was $37.62 to $67.07. This news item was assessed with neutral market sentiment and an importance score of 8 out of 10. Source: BusinessWire.