Short answer
Lamb Weston (LW) filed its Q4 2025 10-Q quarterly report on Dec 19, 2025 for the quarter ended Nov 23, 2025. Quarterly revenue was $1.6B (up 1.1% year over year) with net income of $62M.
Q4 2025 key financials · XBRL
- Revenue
- $1.6B
- +1.1% YoY · −2.5% QoQ
- Net income
- $62M
- +272.0% YoY · −3.4% QoQ
- Operating margin
- 8.6%
- Gross margin
- 20.0%
- EPS (diluted)
- $0.44
- +283.3% YoY · −4.3% QoQ
Source: XBRL data from the Lamb Weston (LW) Q4 2025 10-Q on SEC EDGAR. USD.
Lamb Weston Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1,618.1M in Q2 FY2026, up $17.2M (1%) YoY; North America flat at $1,069.5M, International up 4% to $548.6M including currency effects
- Net income $62.1M vs. loss of $36.1M YoY; Adjusted EBITDA down 3% to $285.7M; Operating margin approx. 17.6% ($285.7M/$1,618.1M) vs 18.4% ($294.2M/$1,600.9M) prior year
- North America segment best: Adjusted EBITDA +7% to $287.8M on 8% volume growth; International worst: Adjusted EBITDA down 44% to $27.2M due to higher costs & start-up expenses
- Operating cash flow rose $101.1M to $530.4M; Capex $137.3M, down from prior year $484.9M; $59.1M stock repurchases and $103.3M dividends paid in 1H FY2026
- Outlook cautious due to macroeconomic/geopolitical pressures and competitive environment; focus on cost savings, volume growth, and customer base expansion
Risk Factors
- No new or materially changed risk factors since last 10-K filing
- Supply chain disruption risk from climate events impacting raw material availability
- Economic downturn risk potentially reducing customer demand and sales volume
- Foreign currency exposure risk due to international sales and purchasing activities
- Debt refinancing risk amid rising interest rates affecting liquidity and costs
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Lamb Weston quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.