AfternsAfterns
Up or down this time?Dec 17 scheduled
0%0%

···

LW

Lamb Weston Holdings Inc. Common Stock (LW) earnings date & stock reaction

Lamb Weston Holdings Inc. Common Stock · Consumer Staples

Lamb Weston Holdings Inc. Common Stock earnings date & time

Next earningsThu, December 17 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Thu, December 17
Reporting pattern
12 of last 12 before open
Typical move
±12.0% · 12-report avg

What the market expects

Consensus EPS

$0.86Coming in above this counts as a beat

Year-ago quarter
$0.69→+24.6%
Guided EPS
$3.20
Full earnings calendarFrom an earnings calendar · Schedule last checked October 7
Latest reportJun–Aug 2026 results· October 6, 2026 reported
EPS consensus $0.59 → $0.75 ▲ +27.7% beatRev $1.7B → $1.7B +1% YoY
Post-earnings price move
Next-day move
+7.5%
After 5 days
+12.6%
Price around earnings
Around this report
Ran up +7% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings callUpward revision of annual guidance driven by North American growth and cost savings
“We grew volume for the seventh consecutive quarter in North America and are exceeding end market growth.”
· Mike Smith, CEO
“For fiscal 2027, we are increasing our net sales outlook to low-single-digit growth versus our prior expectation of flat to 1% growth.”
· Jim Gray, CFO
Positives
  • ▲Solid North American Growth
    • North America net sales increased 5% YoY, marking the seventh consecutive quarter of volume growth.
    • North America segment adjusted EBITDA grew 11% YoY, driving overall profitability.
  • ▲Raised Full-Year Outlook
    • Full-year net sales growth outlook was raised from 0-1% to low-single digits.
    • Full-year adjusted EBITDA guidance was increased to $1.125-$1.215 billion from the previous $1.10-$1.20 billion.
  • ▲Cost Savings and Efficiency
    • Implementing zero-based budgeting and organizational restructuring to structurally lower operating costs.
    • Optimizing the European manufacturing network, including facility closures, to target over 90% utilization.
Concerns
  • ▼Weak International Performance
    • International segment net sales declined 8% YoY, with adjusted EBITDA falling 54%.
    • Poor potato crop yields in Europe and higher manufacturing costs negatively impacted segment profitability.
  • ▼Declining Profitability and Cash Flow
    • Net income for the quarter dropped 55% YoY to $29 million.
    • Cash provided by operating activities decreased by $117 million compared to the prior-year period.
  • ▼Pressure on Price and Mix
    • Company-wide price mix declined 2% YoY, partially offsetting sales growth.
    • North America price mix also fell 2%, limiting the upside of volume gains.
Based on the Oct 6, 2026 earnings-call transcript. Quotes are verbatim.

Lamb Weston Holdings Inc. Common Stock (LW) rose the day after earnings in 7 of its last 12 reports (58%), moving ±12.0% on average. It has fallen despite beating the consensus estimate 2 times.

Up next day
7/12
58%
Fell despite growth
1/12
Good earnings ignored
Price when beating
+0.8%
avg over 9 beats
Price when missing
-22.6%
avg over 3 misses
Avg earnings move
±12.0%
typical swing on earnings
Biggest single move
-28.2%
'24.7 · largest reaction
🔑What actually moves this stock?
What really matters here
Whether sales grow on real volume, not price
In finance terms: Organic growth · volume
Growth · revenue (YoY by quarter, latest right)
+4%
25-07(May qtr)
+0%
25-09(Aug qtr)
+1%
25-12(Nov qtr)
+3%
26-04(Feb qtr)
+6%
26-07(May qtr)
+1%
26-10(Aug qtr)
Holding steady · Growth is holding around +1%.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 9 of 12 times
Median beat +26.7%. 2 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Good results usually push the stock up
Up the next day 7 of 9 beats (78%)
Moves in line with results, fairly predictable
Avg +0.8% on a beat, -22.6% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Consumer Staples sector avg (44 peers)
This
-5.1%
Sector
+0.2%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock mostly moves with the reported earnings number
Moved opposite to results 2 of last 12 times (17%)
2xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth1/12

2/9 beats fell next day · watches Organic growth · volume

Next-day reaction
  • Aug 2026 report+7.5%
  • May 2026 report+0.8%
  • Feb 2026 report-8.9%
  • Nov 2025 report-25.9%
  • Aug 2025 report+4.3%
  • May 2025 report+16.3%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Jun–Aug 2026 results
Reported 2026-10-06
Next-day move
+7.5%
After 5 days +12.6%
EPS consensus $0.59 → $0.75 ▲ +27.7% beatRev $1.7B → $1.7B +1% YoY
Price around earnings
Around this report
Ran up +7% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$0.75YoY +1%
'24.1'26.10
Revenue$1.7BYoY +1%
'24.1'26.10

Earnings history and price reaction

Lamb Weston Holdings Inc. Common Stock across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
8/20262026-10-06+27.7%+7.5%+12.6%
5/20262026-07-24+39.1%+0.8%+8.9%
2/20262026-04-01+17.4%-8.9%-1.6%
11/20252025-12-19+6.4%-25.9%-29.0%
8/20252025-09-30+38.7%+4.3%+13.9%
5/20252025-07-23+38.2%+16.3%+20.9%

12 reports, quarters ending 11/2023 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Lamb Weston Holdings Inc. Common Stock earnings date?

The next Lamb Weston Holdings Inc. Common Stock (LW) earnings report is expected Thu, December 17 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Lamb Weston Holdings Inc. Common Stock's next earnings?

Analysts expect EPS of about $0.86 for Lamb Weston Holdings Inc. Common Stock (LW). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Lamb Weston Holdings Inc. Common Stock (LW) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 7 of them (58%). The average move on earnings day was ±12.0%.

Does Lamb Weston Holdings Inc. Common Stock react more to the earnings numbers or to guidance?

In 2 of the last 12 reports (17%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Lamb Weston Holdings Inc. Common Stock stock fall even when earnings are good?

Yes. In 1 of the last 12 reports, Lamb Weston Holdings Inc. Common Stock fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Lamb Weston Holdings Inc. Common Stock stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 67% of the time. This tendency is known as post-earnings announcement drift.