<p>蘭威斯頓控股公司（NYSE: LW）的股票在週五保持上漲。過去三個月，該股下跌了 19%。這家薯條巨頭預計將在 4 月 3 日星期四市場開盤前公佈其 2025 財年第三季度財報。以下是對財報的預期：</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>分析師預計蘭威斯頓在 2025 財年第三季度的收入為 15 億美元，較去年同期增長超過 2%。在 2025 財年第二季度，淨銷售額同比下降 8%，降至 16 億美元。</p>
<h2><strong>收益</strong></h2>
<p>2025 財年第三季度每股收益的共識目標為 0.87 美元，較去年同期下降 27%。在 2025 財年第二季度，調整後的每股收益同比下降 54%，降至 0.66 美元。</p>
<p>蘭威斯頓 2025 財年第二季度收益信息圖</p>
<h2><strong>注意事項</strong></h2>
<p>蘭威斯頓面臨着一個充滿挑戰的運營環境，需求疲軟以及競爭對手的產能擴張。公司預計這些不利因素將在 2025 財年持續到 2026 財年，這導致其下調了 2025 財年的全年指引。這些因素可能影響了第三季度的表現。</p>
<p>由於製造成本上升和銷量疲軟，蘭威斯頓在 2025 財年第二季度的表現低於預期。第二季度銷量下降了 6%，受到美國及許多主要國際市場餐廳客流量下降的影響，以及由於激烈競爭導致的客户份額損失。銷量還受到在歐洲、中東和非洲地區退出某些低價、低利潤業務的影響，但預計這一不利因素在第三季度不會持續。</p>
<p>儘管美國的餐廳客流量因快餐連鎖店（QSR）的促銷活動而有所提升，但薯條的份量縮減對銷量造成了壓力。</p>
<p>LW 預計在下半年北美將面臨銷量壓力，原因是失去了一家連鎖餐廳客户，以及份量縮減帶來的超預期影響。國際銷量預計將受到由於激烈競爭和餐廳客流量疲軟導致的客户份額損失的影響。這些壓力預計將通過一些新客户的贏得和部分失去客户的份額恢復得到抵消。公司預計下半年的銷售額為 31 億至 32 億美元，同比增長 1% 至 4%。這些利好因素可能有助於第三季度的業績。</p>
<p>蘭威斯頓還可能從其重組計劃中產生的成本節約中受益。作為重組努力的一部分，公司在某些生產線減少了產量，降低了員工人數，並減少了其他一些開支。</p>
<p>關於蘭威斯頓（LW）公佈 2025 財年第三季度收益結果時需要關注的內容，首次出現在 AlphaStreet 上。</p>

藍威斯頓

<p>Lamb Weston Holdings, Inc.（紐約證券交易所代碼：LW）將於 4 月 3 日公佈其 2025 財年第三季度財報，分析師預計收入為 15 億美元，同比增長 2%。然而，每股收益預計將下降 27%，降至 0.87 美元。該公司面臨來自冷凍土豆產品需求減少和競爭加劇的挑戰，導致全年指引下調。儘管面臨這些困難，Lamb Weston 預計將實現一定的銷量恢復和通過重組努力帶來的成本節約</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>蘭威斯頓控股公司（NYSE: LW）的股票在週五保持上漲。過去三個月，該股下跌了 19%。這家薯條巨頭預計將在 4 月 3 日星期四市場開盤前公佈其 2025 財年第三季度財報。以下是對財報的預期：</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>分析師預計蘭威斯頓在 2025 財年第三季度的收入為 15 億美元，較去年同期增長超過 2%。在 2025 財年第二季度，淨銷售額同比下降 8%，降至 16 億美元。</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 財年第三季度每股收益的共識目標為 0.87 美元，較去年同期下降 27%。在 2025 財年第二季度，調整後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>蘭威斯頓 2025 財年第二季度收益信息圖</p>
</div><h2><strong>Points to note</strong></h2>
<div class="lb-trans"><h2><strong>注意事項</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>蘭威斯頓面臨着一個充滿挑戰的運營環境，需求疲軟以及競爭對手的產能擴張。公司預計這些不利因素將在 2025 財年持續到 2026 財年，這導致其下調了 2025 財年的全年指引。這些因素可能影響了第三季度的表現。</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>由於製造成本上升和銷量疲軟，蘭威斯頓在 2025 財年第二季度的表現低於預期。第二季度銷量下降了 6%，受到美國及許多主要國際市場餐廳客流量下降的影響，以及由於激烈競爭導致的客户份額損失。銷量還受到在歐洲、中東和非洲地區退出某些低價、低利潤業務的影響，但預計這一不利因素在第三季度不會持續。</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>儘管美國的餐廳客流量因快餐連鎖店（QSR）的促銷活動而有所提升，但薯條的份量縮減對銷量造成了壓力。</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 預計在下半年北美將面臨銷量壓力，原因是失去了一家連鎖餐廳客户，以及份量縮減帶來的超預期影響。國際銷量預計將受到由於激烈競爭和餐廳客流量疲軟導致的客户份額損失的影響。這些壓力預計將通過一些新客户的贏得和部分失去客户的份額恢復得到抵消。公司預計下半年的銷售額為 31 億至 32 億美元，同比增長 1% 至 4%。這些利好因素可能有助於第三季度的業績。</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>蘭威斯頓還可能從其重組計劃中產生的成本節約中受益。作為重組努力的一部分，公司在某些生產線減少了產量，降低了員工人數，並減少了其他一些開支。</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>關於蘭威斯頓（LW）公佈 2025 財年第三季度收益結果時需要關注的內容，首次出現在 AlphaStreet 上。</p>
</div>

藍威斯頓（LW）發佈 2025 年第三季度財報時需要關注的事項