LW · Lamb Weston Holdings, Inc. · Earnings Call Transcripts & Audio
$41.69
-1.58 (-3.65%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$5.99B
Shares
137.48M
Volume · Sep 30
1.94M
Avg daily vol (3M)
1.6M
Lamb Weston Holdings, Inc. Earnings Call Transcripts
Quarterly earnings calls for Lamb Weston Holdings, Inc. (LW), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲26.8%
$1.28B
$103.10M
'23 Q2
23-01-05
▲31.3%
$1.25B
$175.10M
'23 Q3
23-04-06
▲47%
$1.69B
$498.80M
'23 Q4
23-07-25
▲47.9%
$1.67B
$234.80M
'24 Q1
23-10-05
▲35.7%
$1.73B
$215.00M
'24 Q2
24-01-04
▲16.3%
$1.46B
$146.10M
'24 Q3
24-04-04
▼4.9%
$1.61B
$129.60M
'24 Q4
24-07-24
▼0.7%
$1.65B
$127.40M
'25 Q1
24-10-02
▼7.6%
$1.60B
−$36.10M
'25 Q2
24-12-19
▲4.3%
$1.52B
$146.00M
'25 Q3
25-04-03
▲4%
$1.68B
$119.90M
'25 Q4
25-07-23
▲0.3%
$1.66B
$64.30M
'26 Q1
25-09-30
▲1.1%
$1.62B
$62.10M
'26 Q2
25-12-19
▲2.9%
$1.56B
$54.00M
'26 Q3
26-04-01
LATEST
▲5.6%
$1.77B
$109.60M
'26 Q4
26-07-24
Earnings call
FY27 · Q1
2026-10-06
Lamb Weston Holdings, Inc. (LW) Q1 2027 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Annual General Meeting
Investor event
2026-09-16
Lamb Weston Holdings, Inc. (LW) September 2026 Annual General Meeting
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q4
2026-07-24
Lamb Weston Holdings, Inc. (LW) Q4 2026 Earnings Call Transcript
Positive tone
North America Volume Recovery
Customer Partnerships and NPS
Input Cost Inflation Outlook
Revenue
$1.77B*
▲ 5.6% YoY Gross margin
20.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-05-13
Lamb Weston Holdings, Inc. (LW) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-04-01
Lamb Weston Holdings, Inc. (LW) Q3 2026 Earnings Call Transcript
Positive tone
Cost savings program
Guidance update
North America volume and customer wins
Revenue
$1.56B
▲ 2.9% YoY Diluted EPS
$0.39
▼ 62.1% YoY Gross margin
21.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-12-19
Lamb Weston Holdings, Inc. (LW) Q2 2026 Earnings Call Transcript
Positive tone
International / Europe challenges
Capacity utilization and North America restart
Cost savings and operational execution
Revenue
$1.62B
▲ 1.1% YoY Diluted EPS
$0.44
Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-09-30
Lamb Weston Holdings, Inc. (LW) Q1 2026 Earnings Call Transcript
Positive tone
Volume growth and customer wins
Focus to Win strategic plan execution
Cost savings program
Revenue
$1.66B
▲ 0.3% YoY Diluted EPS
$0.46
▼ 47.7% YoY Gross margin
20.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-07-23
Lamb Weston Holdings, Inc. (LW) Q4 2025 Earnings Call Transcript
Positive tone
Innovation and premium products
Customer partnerships and volume
Cost savings program
Revenue
$1.68B*
▲ 4% YoY Gross margin
20.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-04-03
Lamb Weston Holdings, Inc. (LW) Q3 2025 Earnings Call Transcript
Cautious tone
Potato crop outlook
Value creation and cost savings program
Volume recovery and ERP lap
Revenue
$1.52B
▲ 4.3% YoY Diluted EPS
$1.03
▲ 2% YoY Gross margin
27.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-12-19
Lamb Weston Holdings, Inc. (LW) Q2 2025 Earnings Call Transcript
Cautious tone
Volume and market share losses
Capital allocation and free cash flow
Restructuring and cost reduction initiatives
Revenue
$1.60B
▼ 7.6% YoY Diluted EPS
$-0.25
▼ 116.9% YoY Gross margin
17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-02
Lamb Weston Holdings, Inc. (LW) Q1 2025 Earnings Call Transcript
Cautious tone
Volume and price mix trends
Restaurant traffic trends
Manufacturing footprint optimization
Revenue
$1.65B
▼ 0.7% YoY Diluted EPS
$0.88
▼ 45% YoY Gross margin
21.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-07-24
Lamb Weston Holdings, Inc. (LW) Q4 2024 Earnings Call Transcript
Cautious tone
Pricing actions and trade investment to drive volume
Soft global restaurant traffic and demand
Capacity investments and footprint flexibility
Revenue
$1.61B*
▼ 4.9% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-04-04
Lamb Weston Holdings, Inc. (LW) Q3 2024 Earnings Call Transcript
Cautious tone
ERP Transition Issues
Restaurant Traffic / Consumer Demand
EMEA Acquisition
Revenue
$1.46B
▲ 16.3% YoY Diluted EPS
$1.01
▼ 16.5% YoY Gross margin
27.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-01-04
Lamb Weston Holdings, Inc. (LW) Q2 2024 Earnings Call Transcript
Positive tone
Potato crop write-off
EMEA acquisition / consolidation
Price/mix and inflation pricing
Revenue
$1.73B
▲ 35.7% YoY Diluted EPS
$1.48
▲ 108.5% YoY Gross margin
27.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-10-05
Lamb Weston Holdings, Inc. (LW) Q1 2024 Earnings Call Transcript
Revenue
$1.67B
▲ 47.9% YoY Diluted EPS
$1.60
▲ 0% YoY Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-07-25
Lamb Weston Holdings, Inc. (LW) Q4 2023 Earnings Call Transcript
Revenue
$1.69B*
▲ 47% YoY Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-04-06
Lamb Weston Holdings, Inc. (LW) Q3 2023 Earnings Call Transcript
Revenue
$1.25B
▲ 31.3% YoY Diluted EPS
$1.21
▲ 65.8% YoY Gross margin
31.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-01-05
Lamb Weston Holdings, Inc. (LW) Q2 2023 Earnings Call Transcript
Revenue
$1.28B
▲ 26.8% YoY Diluted EPS
$0.71
▲ 222.7% YoY Gross margin
29.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-10-05
Lamb Weston Holdings, Inc. (LW) Q1 2023 Earnings Call Transcript
Revenue
$1.13B
▲ 14.4% YoY Diluted EPS
$1.60
▲ 700% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-07-27
Lamb Weston Holdings, Inc. (LW) Q4 2022 Earnings Call Transcript
Revenue
$1.15B*
▲ 14.5% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-04-07
Lamb Weston Holdings, Inc. (LW) Q3 2022 Earnings Call Transcript
Revenue
$955.00M
▲ 6.6% YoY Diluted EPS
$0.73
▲ 62.2% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-01-06
Lamb Weston Holdings, Inc. (LW) Q2 2022 Earnings Call Transcript
Revenue
$1.01B
▲ 12.3% YoY Diluted EPS
$0.22
▼ 66.7% YoY Gross margin
20.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-10-07
Lamb Weston Holdings, Inc. (LW) Q1 2022 Earnings Call Transcript
Revenue
$984.20M
▲ 12.9% YoY Diluted EPS
$0.20
▼ 67.2% YoY Gross margin
15.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-07-27
Lamb Weston Holdings, Inc. (LW) Q4 2021 Earnings Call Transcript
Revenue
$1.01B*
▲ 19% YoY Gross margin
19.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-04-07
Lamb Weston Holdings, Inc. (LW) Q3 2021 Earnings Call Transcript
Revenue
$895.80M
▼ 4.4% YoY Diluted EPS
$0.45
▼ 40.8% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-01-07
Lamb Weston Holdings, Inc. (LW) Q2 2021 Earnings Call Transcript
Revenue
$896.10M
▼ 12.1% YoY Diluted EPS
$0.66
▼ 30.5% YoY Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-10-07
Lamb Weston Holdings, Inc. (LW) Q1 2021 Earnings Call Transcript
Revenue
$871.50M
▼ 11.9% YoY Diluted EPS
$0.61
▼ 22.8% YoY Gross margin
24.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-07-28
Lamb Weston Holdings, Inc. (LW) Q4 2020 Earnings Call Transcript
Revenue
$846.90M
▼ 15.6% YoY Diluted EPS
$-0.01
▼ 101.3% YoY Gross margin
13.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-04-01
Lamb Weston Holdings, Inc. (LW) Q3 2020 Earnings Call Transcript
Revenue
$937.30M
▲ 1.1% YoY Diluted EPS
$0.76
▼ 20% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-01-03
Lamb Weston Holdings, Inc. (LW) Q2 2020 Earnings Call Transcript
Revenue
$1.02B
▲ 11.8% YoY Diluted EPS
$0.95
▲ 28.4% YoY Gross margin
28.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-08-31
Lamb Weston Holdings, Inc. (LW) Q1 2020 Earnings Call Transcript
Revenue
$989.00M
▲ 8.1% YoY Diluted EPS
$0.79
▲ 8.2% YoY Gross margin
25.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–31 of 31 earnings calls
Key facts
CIK
1679273
CUSIP
513272104
13F (30d)
13 filings
12 filers
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