Lamb Weston's Q4 adj EPS beats estimates as North America sales rise
LW•Key quarterly figures
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q4 Adjusted EPS | Beat | $0.87 | $0.63 (10 Analysts) |
| Q4 EPS | $0.79 | ||
| Q4 Adjusted Net Income | Beat | $120 mln | $85.19 mln (8 Analysts) |
| Q4 Net Income | $110 mln | ||
| Q4 Adjusted EBITDA | Beat | $288 mln | $251.05 mln (10 Analysts) |
Outlook and shareholder returns
Lamb Weston expects fiscal 2027 adjusted EBITDA of $1.1 billion to $1.2 billion and fiscal 2027 adjusted diluted EPS of $2.95 to $3.25.
The company repurchased $63.2 million of stock in the quarter and returned $320.7 million to shareholders in the fiscal year.
Quarterly results beat estimates
Lamb Weston said fourth-quarter net sales grew 6%, driven by North America volume gains.
Adjusted EPS, net income and EBITDA for the quarter all beat analyst expectations.
North America strength offset international pressure
Higher sales volumes in North America, driven by customer contract wins, share gains and strong retention, supported overall results.
