LW · Lamb Weston Holdings, Inc.
$53.07
-0.71 (-1.32%)
At close · Aug 14
Market Cap
$7.30B
Shares
137.48M
Lamb Weston Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for Lamb Weston Holdings, Inc. (LW) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲14.4%
$1.13B
$231.90M
'23 Q1
22-10-05
▲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
FY26 · Q4
2026-07-24
Fourth Quarter and Full Year Fiscal 2026 Earnings Call
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
2026 BMO Farm to Market | Chemicals Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-04-01
Lamb Weston Holdings, Inc. Q3 FY2026 Earnings Call
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. Q2 FY2026 Earnings Call
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. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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. Q1 FY2020 Earnings Call
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 1–29 of 29 earnings calls
Key facts
CIK
1679273
CUSIP
513272104
13F (30d)
539 filings
507 filers
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