Filing Flows › Lamb Weston Holdings (LW) › Q4 FY26 › vs Q3 FY26
Lamb Weston Holdings (LW) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Lamb Weston Holdings's revenue rose $205M (+13%) from $1.6B in Q3 FY26 to $1.8B in Q4 FY26. Gross margin 20.4% against 21.2% (-0.8 pts).
Lamb Weston Holdings, Q4 FY26: revenue $1.8B (+6% year over year), operating margin 9.5%, net earnings $110M, operating cash flow $347M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 20.4% | 21.2% | -0.8 pts |
| Operating margin | 9.5% | 8.1% | +1.4 pts |
| Net margin | 6.2% | 3.5% | +2.7 pts |
| Free cash flow margin | 11.4% | -2.3% | +13.7 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $1.8B | $1.6B | $205M | +13% |
| Gross profit | $361M | $332M | $29.8M | +9% |
| Cost of revenue | $1.4B | $1.2B | $176M | +14% |
| Operating profit | $169M | $127M | $42.2M | +33% |
| Operating expenses | $193M | $205M | −$12.4M | -6% |
| Pre-tax earnings | $124M | $84.3M | $39.2M | +47% |
| Other expense, net | $45.3M | $42.3M | $3.0M | +7% |
| SG&A | $183M | $157M | $26.4M | +17% |
| Other operating costs | $9.4M | $48.2M | −$38.8M | -80% |
| Net earnings | $110M | $54.0M | $55.6M | +103% |
| Income tax | $13.9M | $30.3M | −$16.4M | -54% |
| Depreciation & amortization | $105M | $100M | $4.6M | +5% |
| Share-based compensation | $15.6M | $10.5M | $5.1M | +49% |
| Working capital & other | $117M | −$99.6M | $217M | — |
| Operating cash flow | $347M | $65.2M | $282M | +433% |
| Free cash flow (OCF − capex) | $201M | −$36.3M | $237M | — |
| Capital expenditures | $146M | $102M | $44.7M | +44% |
Questions
How much did Lamb Weston Holdings's revenue grow quarter over quarter in Q4 FY26?
Lamb Weston Holdings's revenue rose $205M (+13%) from $1.6B in Q3 FY26 to $1.8B in Q4 FY26. Gross margin 20.4% against 21.2% (-0.8 pts).