<p>兰威斯顿控股公司（NYSE: LW）的股票在周五保持上涨。过去三个月，该股下跌了 19%。这家薯条巨头预计将在 4 月 3 日星期四市场开盘前公布其 2025 财年第三季度财报。以下是对财报的预期：</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2024/12/Lamb-Weston-Q2-2025-Earnings-Infographic-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2024/12/Lamb-Weston-Q2-2025-Earnings-Infographic-scaled.jpg"/></p>
<h2><strong>收入</strong></h2>
<p>分析师预计兰威斯顿在 2025 财年第三季度的收入为 15 亿美元，较去年同期增长超过 2%。在 2025 财年第二季度，净销售额同比下降 8%，降至 16 亿美元。</p>
<h2><strong>收益</strong></h2>
<p>2025 财年第三季度每股收益的共识目标为 0.87 美元，较去年同期下降 27%。在 2025 财年第二季度，调整后的每股收益同比下降 54%，降至 0.66 美元。</p>
<p>兰威斯顿 2025 财年第二季度收益信息图</p>
<h2><strong>注意事项</strong></h2>
<p>兰威斯顿面临着一个充满挑战的运营环境，需求疲软以及竞争对手的产能扩张。公司预计这些不利因素将在 2025 财年持续到 2026 财年，这导致其下调了 2025 财年的全年指引。这些因素可能影响了第三季度的表现。</p>
<p>由于制造成本上升和销量疲软，兰威斯顿在 2025 财年第二季度的表现低于预期。第二季度销量下降了 6%，受到美国及许多主要国际市场餐厅客流量下降的影响，以及由于激烈竞争导致的客户份额损失。销量还受到在欧洲、中东和非洲地区退出某些低价、低利润业务的影响，但预计这一不利因素在第三季度不会持续。</p>
<p>尽管美国的餐厅客流量因快餐连锁店（QSR）的促销活动而有所提升，但薯条的份量缩减对销量造成了压力。</p>
<p>LW 预计在下半年北美将面临销量压力，原因是失去了一家连锁餐厅客户，以及份量缩减带来的超预期影响。国际销量预计将受到由于激烈竞争和餐厅客流量疲软导致的客户份额损失的影响。这些压力预计将通过一些新客户的赢得和部分失去客户的份额恢复得到抵消。公司预计下半年的销售额为 31 亿至 32 亿美元，同比增长 1% 至 4%。这些利好因素可能有助于第三季度的业绩。</p>
<p>兰威斯顿还可能从其重组计划中产生的成本节约中受益。作为重组努力的一部分，公司在某些生产线减少了产量，降低了员工人数，并减少了其他一些开支。</p>
<p>关于兰威斯顿（LW）公布 2025 财年第三季度收益结果时需要关注的内容，首次出现在 AlphaStreet 上。</p>

蓝威斯顿

<p>Lamb Weston Holdings, Inc.（纽约证券交易所代码：LW）将于 4 月 3 日公布其 2025 财年第三季度财报，分析师预计收入为 15 亿美元，同比增长 2%。然而，每股收益预计将下降 27%，降至 0.87 美元。该公司面临来自冷冻土豆产品需求减少和竞争加剧的挑战，导致全年指引下调。尽管面临这些困难，Lamb Weston 预计将实现一定的销量恢复和通过重组努力带来的成本节约</p>

<p>Shares of Lamb Weston Holdings, Inc. (NYSE: LW) stayed green on Friday. The stock has dropped 19% over the past three months. The French fry giant is slated to report its third quarter 2025 earnings results on Thursday, April 3, before the market opens. Here’s a look at what to expect from the earnings report:</p>
<div class="lb-trans"><p>兰威斯顿控股公司（NYSE: LW）的股票在周五保持上涨。过去三个月，该股下跌了 19%。这家薯条巨头预计将在 4 月 3 日星期四市场开盘前公布其 2025 财年第三季度财报。以下是对财报的预期：</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.news.alphastreet.com/wp-content/uploads/2024/12/Lamb-Weston-Q2-2025-Earnings-Infographic-scaled.jpg" alt="" original-src="https://cdn.news.alphastreet.com/wp-content/uploads/2024/12/Lamb-Weston-Q2-2025-Earnings-Infographic-scaled.jpg"/></p>
<h2><strong>Revenue</strong></h2>
<div class="lb-trans"><h2><strong>收入</strong></h2>
</div><p>Analysts are projecting revenue of $1.5 billion for Lamb Weston in Q3 2025, which indicates a growth of over 2% from the same period a year ago. In Q2 2025, net sales declined 8% year-over-year to $1.6 billion.</p>
<div class="lb-trans"><p>分析师预计兰威斯顿在 2025 财年第三季度的收入为 15 亿美元，较去年同期增长超过 2%。在 2025 财年第二季度，净销售额同比下降 8%，降至 16 亿美元。</p>
</div><h2><strong>Earnings</strong></h2>
<div class="lb-trans"><h2><strong>收益</strong></h2>
</div><p>The consensus target for Q3 2025 earnings per share is $0.87, which implies a decline of 27% from the year-ago period. In Q2 2025, adjusted EPS decreased 54% YoY to $0.66.</p>
<div class="lb-trans"><p>2025 财年第三季度每股收益的共识目标为 0.87 美元，较去年同期下降 27%。在 2025 财年第二季度，调整后的每股收益同比下降 54%，降至 0.66 美元。</p>
</div><p>Lamb Weston Q2 2025 Earnings Infographic</p>
<div class="lb-trans"><p>兰威斯顿 2025 财年第二季度收益信息图</p>
</div><h2><strong>Points to note</strong></h2>
<div class="lb-trans"><h2><strong>注意事项</strong></h2>
</div><p>Lamb Weston has been facing a challenging operating environment marked by softness in demand for frozen potato products and capacity expansions by competitors. The company expects these headwinds to persist through fiscal year 2025 and into fiscal year 2026, which led it to lower its guidance for full-year 2025. These factors may have impacted the Q3 performance.</p>
<div class="lb-trans"><p>兰威斯顿面临着一个充满挑战的运营环境，需求疲软以及竞争对手的产能扩张。公司预计这些不利因素将在 2025 财年持续到 2026 财年，这导致其下调了 2025 财年的全年指引。这些因素可能影响了第三季度的表现。</p>
</div><p>The potato products maker’s performance in the second quarter of 2025 came below its expectations due to higher manufacturing costs and softer volumes. Volumes in Q2 fell 6%, impacted by a drop in restaurant traffic in the US and many key international markets, as well as customer share losses due to heavy competition. Volumes were also impacted by the exiting of certain low-price, low-margin business in the Europe, Middle East, and Africa region but this headwind is not expected to continue in the third quarter.</p>
<div class="lb-trans"><p>由于制造成本上升和销量疲软，兰威斯顿在 2025 财年第二季度的表现低于预期。第二季度销量下降了 6%，受到美国及许多主要国际市场餐厅客流量下降的影响，以及由于激烈竞争导致的客户份额损失。销量还受到在欧洲、中东和非洲地区退出某些低价、低利润业务的影响，但预计这一不利因素在第三季度不会持续。</p>
</div><p>Although restaurant traffic in the US is being buoyed by higher promotional activity by quick service restaurants (QSRs), there has been a downsizing in serving sizes of French fries, which pose headwinds to volumes.</p>
<div class="lb-trans"><p>尽管美国的餐厅客流量因快餐连锁店（QSR）的促销活动而有所提升，但薯条的份量缩减对销量造成了压力。</p>
</div><p>LW anticipates volume pressures in North America during the second half of the year from the loss of a chain restaurant customer, and a larger-than-expected impact from the reductions in serving sizes. International volumes are expected to be impacted by customer share losses due to heavy competition, and soft restaurant traffic. These pressures are expected to be offset by some new customer wins and the regaining of share of some lost customers. The company has forecast sales of $3.1-3.2 billion for the second half of the year, representing growth of 1-4% YoY. These benefits may have aided the third quarter results.</p>
<div class="lb-trans"><p>LW 预计在下半年北美将面临销量压力，原因是失去了一家连锁餐厅客户，以及份量缩减带来的超预期影响。国际销量预计将受到由于激烈竞争和餐厅客流量疲软导致的客户份额损失的影响。这些压力预计将通过一些新客户的赢得和部分失去客户的份额恢复得到抵消。公司预计下半年的销售额为 31 亿至 32 亿美元，同比增长 1% 至 4%。这些利好因素可能有助于第三季度的业绩。</p>
</div><p>Lamb Weston may also see benefits from cost savings generated by its restructuring plan. As part of its restructuring efforts, the company cut back production across certain lines, lowered headcount and reduced certain other expenses.</p>
<div class="lb-trans"><p>兰威斯顿还可能从其重组计划中产生的成本节约中受益。作为重组努力的一部分，公司在某些生产线减少了产量，降低了员工人数，并减少了其他一些开支。</p>
</div><p>The post What to look for when Lamb Weston (LW) reports its Q3 2025 earnings results first appeared on AlphaStreet.</p>
<div class="lb-trans"><p>关于兰威斯顿（LW）公布 2025 财年第三季度收益结果时需要关注的内容，首次出现在 AlphaStreet 上。</p>
</div>

蓝威斯顿（LW）发布 2025 年第三季度财报时需要关注的事项