Lamb Weston Holdings, Inc. Just Recorded A 5.2% EPS Beat: Here's What Analysts Are Forecasting Next

Lamb Weston Holdings, Inc. (NYSE:LW) just released its latest quarterly results and things are looking bullish. Results were good overall, with revenues beating analyst predictions by 2.7% to hit US$1.7b. Statutory earnings per share (EPS) came in at US$0.46, some 5.2% above whatthe analysts had expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Following last week's earnings report, Lamb Weston Holdings' ten analysts are forecasting 2026 revenues to be US$6.52b, approximately in line with the last 12 months. Statutory earnings per share are predicted to surge 20% to US$2.53. Before this earnings report, the analysts had been forecasting revenues of US$6.48b and earnings per share (EPS) of US$2.56 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

View our latest analysis for Lamb Weston Holdings

There were no changes to revenue or earnings estimates or the price target of US$66.00, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Lamb Weston Holdings analyst has a price target of US$80.00 per share, while the most pessimistic values it at US$60.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Lamb Weston Holdings' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 1.4% growth on an annualised basis. This is compared to a historical growth rate of 15% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 3.3% annually. Factoring in the forecast slowdown in growth, it seems obvious that Lamb Weston Holdings is also expected to grow slower than other industry participants.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Lamb Weston Holdings going out to 2028, and you can see them free on our platform here..

You should always think about risks though. Case in point, we've spotted 3 warning signs for Lamb Weston Holdings you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.