AI brief of an SEC Form 8-K · Lamb Weston (LW)

Lamb Weston Q4 sales rise 4%, profit falls; FY2026 EBITDA outlook below FY2025

Mixed Impact 4 of 5 earnings Written later

Lamb Weston reported fiscal fourth-quarter 2025 net sales up 4% to $1,675.8 million, while net income fell 7% to $119.9 million and diluted EPS fell to $0.85. For fiscal 2026 it guided to net sales of $6.35 billion to $6.55 billion and Adjusted EBITDA of $1,000 million to $1,200 million, compared with fiscal 2025 Adjusted EBITDA of $1,220.5 million, and announced a Focus to Win plan with at least $250 million of savings.

Key points

  • Q4 2025 net sales were $1,675.8 million, up 4%, with volume up 8% and price/mix down 4%.
  • Q4 2025 net income was $119.9 million, down 7%; Adjusted Diluted EPS was $0.87, up 12%.
  • Fiscal 2026 outlook: net sales of $6.35 billion to $6.55 billion and Adjusted EBITDA of $1,000 million to $1,200 million, including a 53rd week.
  • Focus to Win plan targets at least $250 million of savings by the end of fiscal 2028, with about $200 million by fiscal 2027 end.

The filing

CompanyLamb Weston (LW)
Form8-K, current report
Filed with the SECJul 23, 2025, 8:01 AM ET
Accession number0001679273-25-000047

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 23, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.