LW Earnings

LW reported its earnings on 2026-04-01, showcasing a revenue of 1.56B against an estimate of 1.49B, resulting in a 5.02% surprise. The EPS was 0.72, surpassing the expected 0.61 by 18.03%. The stock experienced a -8.94% price change on the earnings day and a -3.98% change over the next five days, reflecting market reactions to the results.

Following LW's earnings announcement on 2026-04-01, the stock price moved by -8.94% on the day of the release. Over the subsequent five days, it saw a -3.98% change. Historically, LW's stock price tends to shift by an average of 11.37% in the 10 days leading up to earnings and 1.44% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate LW's annual revenue to reach 1.76B, while the EPS is projected at 0.65. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between LW's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LW's stock price typically moves by 11.37% in the 10 days before its earnings and 1.44% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.65 and revenue of 1.76B.

The earnings call summary and Q&A reveal mixed signals. While the company expects volume growth and strong demand in North America, international markets face pricing pressures and flat growth. The Q&A highlighted some uncertainties, such as the impact of the Middle East conflict and unclear guidance on future costs. However, the lack of additional potato write-offs and strong cost savings initiatives are positive. Overall, the mixed outlook on pricing and international challenges balance the positive aspects, leading to a neutral sentiment.