Lamb Weston (NYSE:LW) Releases FY 2027 Earnings Guidance

Lamb Weston (NYSE:LW) updated its FY 2027 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.050-3.350 for the period, compared to the consensus EPS estimate of 3.020. The company issued revenue guidance of -, compared to the consensus revenue estimate of $6.5 billion.

Analyst Ratings Changes

Several research firms have recently commented on LW. Stifel Nicolaus boosted their price target on Lamb Weston from $45.00 to $52.00 and gave the stock a “hold” rating in a research report on Monday, July 27th. Wall Street Zen downgraded Lamb Weston from a “buy” rating to a “hold” rating in a research report on Saturday, October 3rd. TD Cowen upped their target price on Lamb Weston from $40.00 to $52.00 and gave the company a “hold” rating in a research report on Tuesday, July 28th. Stephens lowered their price target on Lamb Weston from $55.00 to $50.00 and set an “equal weight” rating for the company in a report on Monday, September 28th. Finally, Weiss Ratings upgraded shares of Lamb Weston from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Three research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, Lamb Weston currently has a consensus rating of “Hold” and a consensus target price of $53.18.

Lamb Weston Price Performance

Shares of NYSE LW opened at $48.02 on Thursday. Lamb Weston has a 52 week low of $37.62 and a 52 week high of $67.07. The business’s 50 day moving average price is $49.88 and its 200 day moving average price is $46.06. The company has a quick ratio of 0.74, a current ratio of 1.45 and a debt-to-equity ratio of 1.98. The firm has a market cap of $6.60 billion, a P/E ratio of 26.24, a P/E/G ratio of 2.06 and a beta of 0.49.

Lamb Weston (NYSE:LW) last released its quarterly earnings results on Tuesday, October 6th. The specialty retailer reported $0.75 EPS for the quarter, beating the consensus estimate of $0.59 by $0.16. Lamb Weston had a net margin of 3.85% and a return on equity of 23.27%. The company had revenue of $1.67 billion for the quarter, compared to analyst estimates of $1.65 billion. During the same quarter last year, the business earned $0.74 earnings per share. The firm’s revenue was up .7% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 3.050-3.350 EPS. On average, sell-side analysts expect that Lamb Weston will post 3.17 earnings per share for the current year.

Lamb Weston Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 6th will be issued a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a dividend yield of 3.2%. The ex-dividend date is Friday, November 6th. Lamb Weston’s payout ratio is currently 73.08%.

More Lamb Weston News

Here are the key news stories impacting Lamb Weston this week:

• Positive Sentiment: Earnings and sales exceeded expectations. Adjusted EPS was $0.75 versus the $0.59 consensus estimate, while revenue reached $1.67 billion, about $10 million above expectations. Lamb Weston rallies after cost-saving measures help the bottom line
• Positive Sentiment: Management raised fiscal 2027 guidance. The company now expects low-single-digit sales growth, adjusted EBITDA of $1.125 billion to $1.215 billion and adjusted EPS of $3.05 to $3.35, above the prior consensus estimate of $3.02. Lamb Weston Lifts Fiscal 2027 Outlook
• Positive Sentiment: North American performance was strong. North America sales increased 5.2% to $1.14 billion, with resilient restaurant demand and stable volumes supporting the quarter. Cost-saving initiatives also helped protect adjusted earnings. LW Q1 Earnings Beat Estimates on Higher North America Volume
• Positive Sentiment: JPMorgan raised its price target from $46 to $53, although it maintained a neutral rating. Lamb Weston also declared its regular $0.38 quarterly dividend, equivalent to a roughly 3.2% annual yield at the referenced price.
• Neutral Sentiment: Analyst views remain mixed. The higher target reflects improving execution, but the neutral rating indicates that investors may want further evidence that the turnaround can be sustained.
• Negative Sentiment: Underlying profitability remains pressured. Net income fell to $29.1 million from $64.3 million a year earlier, while international sales declined 8.0% and gross profit reportedly dropped 22.2%. These figures highlight continuing inflation, pricing and overseas-market challenges.

Lamb Weston Company Profile

Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.

Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.

The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.