Lamb Weston Beats Q1 Guidance, Raises FY27 EPS Target to $3.05–$3.35
LW sits 22% above its 52-week low of $37.62 on elevated volume (3.9× avg).
Summary
Lamb Weston delivered Q1 FY2027 results above its own guidance, with net sales of $1.67B (up 0.7% YoY) and adjusted diluted EPS of $0.75, beating the high end of expectations. North America drove the beat with 7% volume growth and an 11% jump in segment adjusted EBITDA to $287M, while International adjusted EBITDA fell 54% to $26.5M on weak EMEA demand and higher potato costs. Management raised full-year adjusted EPS guidance to $3.05–$3.35 (from $2.95–$3.25) and adjusted EBITDA to $1.125–$1.215B, citing cost savings and capacity optimization. The company also declared a $0.38 quarterly dividend. For FY27, Lamb Weston sees sales up low single digits, capital expenditures of $380M to $410M, and net cash provided by operating activities of $750M to $800M. This follows the Q4 FY2026 beat in July, but the International profit collapse remains a key risk. The conference call at 9:00 a.m. ET today will provide more color on the EMEA turnaround and the updated outlook.
Updates
· SEC 8-K — The 8-K attaches the press release with full financial statements and confirms the dividend of $0.38 per share payable December 4, 2026 to shareholders of record November 6, 2026.
At the time of this announcement, LW was trading at $45.99 on NYSE in the Trade & Services sector, with a market capitalization of approximately $6.1B. 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.