LW Lamb Weston

Q4 2025 10-Q

Filed: Dec 19, 2025Period ending Nov 23, 2025

Consumer Staples

Canned, Frozen & Preservd Fruit, Veg & Food SpecialtiesSEC EDGAR

Lamb Weston (LW) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 19, 2025 for the fiscal period ending Nov 23, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

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

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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

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Quarterly Financial Summary
XBRL

Revenue

$1.6B

▲ +1.1% YoY▼ -2.5% QoQ

Net Income

$62M

▲ +272.0% YoY▼ -3.4% QoQ

Net Margin

3.8%

▲ +609bp YoY▼ -4bp QoQ

Source: XBRL data from Lamb Weston Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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