Lamb Weston Holdings, Inc. (LW) Q2 2026 Earnings Call Transcript
LW beats fiscal second-quarter earnings and sales estimates as volume gains offset pricing pressure, even as profit declines from last year.
Although the revenue and EPS for Lamb Weston (LW) give a sense of how its business performed in the quarter ended November 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Lamb Weston (LW) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.66 per share a year ago.
French-fry maker Lamb Weston swung to a profit in its latest quarter as revenue edged up.
LW's second-quarter results are likely to show softer revenues and pricing pressure, partly offset by steady volume growth and benefits from restructuring efforts.
Lamb Weston Holdings, Inc. faces margin pressure from rising input costs and competitive pricing, prompting a Hold rating despite reasonable valuation. LW's international segment growth was acquisition-driven; organic sales declined 9% due to weak demand and strategic exits from low-margin businesses. North America revenue is flat as price cuts to defend market share offset only modest volume gains, reflecting a challenging environment.
Lamb Weston (LW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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NEM, LW and RY made it to the Zacks Rank #1 (Strong Buy) income stocks list on Oct. 21, 2025.