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北京时间·🕒 发布 21:11:54时区推断·⟳ 抓取 21:14:55·⚡ 决策 07-24 21:16:14 +1m19s·95.2 天前
Lamb Weston第四财季收入和调整后EPS超预期，FY27指引略高于市场预期
公司第四财季调整后EPS为0.87美元，高于市场预期0.24美元，FY27销售和EPS指引中点也略高于一致预期。
📄 原文Seeking Alpha↗ 原文
Lamb Weston offsets geopolitical disruptions, inflation with higher production, cost savings
Lamb Weston (LW) delivered a top- and bottom-line beat in the fiscal fourth quarter and exceeded the high end of their…
不做 Lamb Weston（LW.US）
同一具体财报催化已在近72小时处理库中出现，本条为Seeking Alpha转述，不重复开新仓或推卡。
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研究档案
🔎 新鲜度:最早出现 2026-07-24 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 公司第四财季调整后EPS为0.87美元，高于市场预期0.24美元，FY27销售和EPS指引中点也略高于一致预期。
- 但同一具体财报催化已在近72小时已处理库中出现，标题为“Lamb Weston第四财季收入和调整后EPS超预期，2027财年EPS指引略高于预期”，当前信号只是Seeking Alpha转述。
主要风险
- 财报利好属于日历内披露，且前序同催化已进入处理流，重复推卡会延长同一事件影响窗口。
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原文全文
展开原文 · 1,443 字
Lamb Weston (LW) delivered a top- and bottom-line beat in the fiscal fourth quarter and exceeded the high end of their guidance by offsetting inflation pressures and disruptions in the Middle East through supply chain efficiencies and productivity gains.
“This past year marked an important inflection point for our company,” said Mike Smith, Lamb Weston president and CEO. “We overdelivered on our financial guidance with solid performance in sales and profitability, led by volume growth in North America.”
Lamb Weston (LW) earned an adjusted profit of $0.87 per share in the fiscal fourth quarter. And while this was 5% less than last year, it beat Wall Street’s expectations by $0.24. The decline in net income for the quarter was attributed to higher cost of sales and selling that were partially offset by higher sales volume and operational improvements that delivered lower manufacturing costs per pound.
Although profits were pressured, sales were up, especially in North America, as sales volume increased for the sixth consecutive quarter. This was a result of new customer contracts, strong customer retention, and the benefit of an extra week in the quarter.
For FY27, Lamb Weston (LW) expects sales to be flat to up 1%, translating into a range of $6.5B to $6.56B versus $6.38B estimates.
The company also expects to earn an adjusted profit between $2.95 and $3.25 per share with a midpoint of $3.10 that exceeds $3.01 estimates.
“This past year marked an important inflection point for our company,” said Mike Smith, Lamb Weston president and CEO. “We overdelivered on our financial guidance with solid performance in sales and profitability, led by volume growth in North America.”
Lamb Weston (LW) earned an adjusted profit of $0.87 per share in the fiscal fourth quarter. And while this was 5% less than last year, it beat Wall Street’s expectations by $0.24. The decline in net income for the quarter was attributed to higher cost of sales and selling that were partially offset by higher sales volume and operational improvements that delivered lower manufacturing costs per pound.
Although profits were pressured, sales were up, especially in North America, as sales volume increased for the sixth consecutive quarter. This was a result of new customer contracts, strong customer retention, and the benefit of an extra week in the quarter.
For FY27, Lamb Weston (LW) expects sales to be flat to up 1%, translating into a range of $6.5B to $6.56B versus $6.38B estimates.
The company also expects to earn an adjusted profit between $2.95 and $3.25 per share with a midpoint of $3.10 that exceeds $3.01 estimates.
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