Quarterly ResultJul 24, 2026, 08:07 AM
Lamb Weston FY26 Net Sales $6.61B, Adj EBITDA $1.15B Exceed Guidance
AI Summary
Lamb Weston Holdings, Inc. announced its fiscal fourth quarter and full-year 2026 results, reporting full-year net sales of $6,612 million and Adjusted EBITDA of $1,147 million, both exceeding the high end of the company's guidance. For Q4, net sales increased 6% to $1,770 million, primarily due to strong volume growth in North America, which offset challenges in the International segment. However, Q4 Adjusted EBITDA declined 2% to $288 million, and full-year Adjusted EBITDA decreased 9%, reflecting higher costs and unfavorable price/mix. The company also provided its fiscal 2027 outlook and declared a quarterly dividend of $0.38 per share.
Key Highlights
- Full-year fiscal 2026 Net Sales: $6,612 million (+2% YoY), exceeding guidance of $6,550 million.
- Full-year fiscal 2026 Adjusted EBITDA: $1,147 million (-9% YoY), exceeding guidance of $1,140 million.
- Q4 fiscal 2026 Net Sales: $1,770 million (+6% YoY), driven by a 7% increase in sales volume.
- Q4 fiscal 2026 Adjusted EBITDA: $288 million (-2% YoY), impacted by price/mix and higher costs.
- North America Q4 Net Sales: $1,206 million (+9% YoY), with 11% volume growth.
- International Q4 Net Sales: $564 million (-2% YoY), affected by Middle East conflict and price/mix decline.
- Fiscal 2027 Net Sales Guidance: 0.0% to 1.0% growth compared to 52-week adjusted fiscal 2026.
- Quarterly Dividend: $0.38 per share declared, payable September 4, 2026.
Price Impact
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