Every material Form 8-K Lamb Weston filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lamb Weston reported fiscal second-quarter 2026 net sales of $1.6 billion, up 1% from a year earlier, and net income of $62.1 million, compared with a net loss of $36.1 million a year ago. Adjusted diluted EPS fell 5% to $0.69 because adjusted gross profit declined on unfavorable price/mix, and the company reaffirmed its fiscal 2026 guidance and raised its quarterly dividend 3% to $0.38 per share.
Net sales were $1,618.1 million, up 1%; at constant currency they were essentially flat, with volume up 8% and price/mix down 8%.
Diluted EPS was $0.44 versus a loss of $0.25 a year ago; adjusted diluted EPS was $0.69, down 5%.
Fiscal 2026 guidance was reaffirmed: net sales of $6.35 billion to $6.55 billion and adjusted EBITDA of $1.00 billion to $1.20 billion.
The board authorized a 3% dividend increase to $0.38 per share, payable February 27, 2026.
Lamb Weston reported first-quarter fiscal 2026 net sales of $1,659.3 million, up $5.2 million from a year earlier, but net income fell 50% to $64.3 million and diluted EPS fell 48% to $0.46, including $31.9 million of pre-tax cash charges mostly tied to its Cost Savings Program. The company reaffirmed its fiscal 2026 targets, which matters because shareholders now see flat sales and sharply lower reported profit, with guidance unchanged rather than cut.
Net sales were $1,659.3 million, up $5.2 million, but down 1% at constant currency as a 6% volume gain was offset by a 7% price/mix decline
Net income was $64.3 million versus $127.4 million, and diluted EPS was $0.46 versus $0.88; adjusted diluted EPS was $0.74, down 5%
Fiscal 2026 targets reaffirmed: constant-currency net sales of $6.35 billion to $6.55 billion and Adjusted EBITDA of $1.00 billion to $1.20 billion
The Board declared a quarterly dividend of $0.37 per share, payable November 28, 2025 to holders of record on October 31, 2025
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.
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.
Lamb Weston entered a cooperation agreement with activist investor JANA Partners and Continental Grain. The board will grow from 11 to 13 directors, with six new independent directors and Bradley Alford named chairman, with changes due no later than July 11, 2025. The filing reports no financial results; the change concerns board composition and shareholder representation.
Board expands from 11 to 13 directors; Bradley Alford to become Chairman, Ruth Kimmelshue, Lawrence Kurzius, Paul Maass, Timothy R. McLevish and Scott Ostfeld join as directors
Charles A. Blixt and W.G. Jurgensen resigned from the board on June 29, 2025; Robert A. Niblock and Maria Renna Sharpe resignations were accepted
Changes take effect upon JANA's written request, and no later than 4:00 PM EDT on July 11, 2025
Cooperation Agreement terminates on the earlier of 30 calendar days before the 2026 advance notice period or April 28, 2026
Lamb Weston reported fiscal third-quarter 2025 net sales up 4% to $1.52 billion and GAAP diluted EPS up $0.02 to $1.03, while adjusted diluted EPS fell 8% to $1.10. The company reaffirmed its full-year fiscal 2025 targets and said it has engaged AlixPartners to evaluate value creation and cost savings opportunities.
Net sales rose 4% to $1,520.5 million; income from operations rose 11% to $248.7 million
Adjusted diluted EPS declined 8% to $1.10; adjusted EBITDA rose 6% to $363.8 million
Fiscal 2025 targets reaffirmed: net sales of $6.35 billion to $6.45 billion and adjusted diluted EPS of $3.05 to $3.20; adjusted SG&A target lowered to $665 million to $675 million
Company returned $151.4 million to shareholders in the quarter and declared a $0.37 quarterly dividend payable May 30, 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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lamb Weston filing is on SEC EDGAR ↗. 8-K briefs of other companies →