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NYSE: LW Lamb Weston Holdings, Inc. 8-K

Lamb Weston raises FY2027 outlook after Q1 sales beat guidance

Filed October 6, 2026 · Period ending October 6, 2026 · ~1 min read

4 key changes 4 high relevance 1 section

Key Changes

  • high

    Q1 FY2027 net sales rose 1% to $1.67 billion, driven by a 2% increase in volume partially offset by a 2% decline in price/mix.

    Exhibit 99.1 view on EDGAR →
  • high

    Adjusted EBITDA fell 5% to $286 million as higher volume was offset by lower price/mix and higher costs.

    Exhibit 99.1 view on EDGAR →
  • high

    Reported net income dropped 55% to $29 million, while adjusted net income was flat at $103 million due to cost savings program and legal accruals.

    Exhibit 99.1 view on EDGAR →
  • high

    Full-year adjusted EBITDA guidance raised to $1.125–$1.215 billion and adjusted diluted EPS to $3.05–$3.35.

    Exhibit 99.1 view on EDGAR →

Summary

Lamb Weston reported first quarter fiscal 2027 results that came in above its own guidance, with net sales up 1% to $1.67 billion on higher volume. Adjusted EBITDA declined 5% to $286 million, reflecting lower price/mix and higher costs, but the company raised its full-year outlook for net sales, adjusted diluted EPS, and adjusted EBITDA. Reported net income fell sharply to $29 million due to comparability items, while adjusted net income was flat at $103 million.

The raised guidance signals management confidence in demand and cost execution for the remainder of the fiscal year. For retail holders, the key takeaway is that underlying profitability remains stable despite reported GAAP declines, and the company expects modest growth in adjusted earnings.

Section-by-Section Diff

Event · Exhibit 99.1

~6,300 words View exhibit on EDGAR ↗
2 Added
Added Q1 FY2027 diluted EPS high

Added in current filing · view on EDGAR →

Reported and Adjusted Diluted EPS(1) for the first quarter were $0.21 and $0.75

Reported diluted EPS fell 54% year-over-year to $0.21, while adjusted diluted EPS rose 1% to $0.75. The large gap reflects the same comparability items affecting net income.

Added Full-year FY2027 outlook raised high

Added in current filing · view on EDGAR →

Full-year Adjusted EBITDA(1) outlook updated to $1.125 billion to $1.215 billion

The company raised its full-year fiscal 2027 outlook for net sales, adjusted diluted EPS, and adjusted EBITDA. Adjusted EBITDA guidance increased from $1.10-$1.20 billion to $1.125-$1.215 billion, and adjusted diluted EPS guidance increased from $2.95-$3.25 to $3.05-$3.35.

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View original filing on SEC.gov Press release (Ex 99.1) on EDGAR ↗

Figures/quotes linked to EDGAR · Narrative written by AI · Oct 7, 2026 · How we verify