logo
logo
LW stock ticker logo

Lamb Weston Holdings, Inc.

NYSE•LW
CEO: Mr. Thomas P. Werner
Sector: Consumer Defensive
Industry: Packaged Foods
Listing Date: 2016-11-10
Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of frozen potato products in the United States, Canada, Mexico, and internationally. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also provides its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' own brands. It sells its products through a network of internal sales personnel and independent brokers, agents, and distributors to quick service and full-service restaurants and chains, wholesale, grocery, mass merchants, club retailers, and specialty retailers, as well as foodservice distributors and institutions, including businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. The company was incorporated in 1950 and is headquartered in Eagle, Idaho.
Contact Information
599 South Rivershore Lane, Eagle, ID, 83616, United States
208-938-1047
www.lambweston.com
Market Cap
$5.86B
P/E (TTM)
19.5
22.8
Dividend Yield
3.5%
52W High
$67.07
52W Low
$37.62
52W Range
16%
Rank27Top 14.4%
5.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2026 Data

Revenue

$1.56B+0.00%
4-Quarter Trend

EPS

$0.39+0.00%
4-Quarter Trend

FCF

-$36.30M+0.00%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Net Income Rebounds Strongly Net income $62.1M for the quarter, a $98.2M increase from prior period loss of $(36.1)M.
Sales Volume Growth Offset Quarterly net sales flat at $1,618.1M constant currency; 8% volume increase offset by 8% price/mix decline.
Strong Liquidity Position Maintained Cash position $82.7M; $1,350.3M available liquidity under committed revolving credit facility as of November 23.
Restructuring Costs Recognized Recognized $14.1M restructuring expense this quarter related to October 2024 plan and July 2025 Cost Savings Program.

Risk Factors

Pending Securities Litigation Risk Facing securities class action regarding ERP implementation and pricing; outcome and potential loss range currently unpredictable.
Antitrust Litigation Exposure Consolidated antitrust actions allege price fixing; defendants intend vigorous defense, but loss estimation is currently impossible.
International Segment EBITDA Decline International Segment Adjusted EBITDA fell 44% to $27.2M due to higher manufacturing costs and start-up expenses.
Price/Mix Decline Pressure Quarterly price/mix declined 8% due to ongoing customer support and carryover impact from prior fiscal year pricing actions.

Outlook

Cost Savings Program Execution Expecting $70M to $100M in total pre-tax cash charges related to the Cost Savings Program, mostly in fiscal 2026.
Drive Long-Term Growth Anticipate operating in competitive environment while executing strategic plans to expand customer base and drive long-term growth.
Capital Allocation Focus Funding requirements include capital expenditures, working capital needs, and shareholder returns via dividends and share repurchases.
Evaluating New Tax Rules Actively evaluating implications of recently enacted OBBBA legislation, anticipating favorable cash tax timing benefit for the full year.

Peer Comparison

Revenue (TTM)

PPC stock ticker logoPPC
$18.50B
+3.5%
CAG stock ticker logoCAG
$11.18B
-4.7%
TAP stock ticker logoTAP
$11.14B
-4.2%

Gross Margin (Latest Quarter)

EDU stock ticker logoEDU
53.3%
+1.2pp
OLLI stock ticker logoOLLI
36.0%
-0.1pp
SJM stock ticker logoSJM
35.8%
-5.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SJM$9.70B-7.7-21.6%45.8%
EDU$9.04B23.710.0%9.4%
TAP$8.48B-4.1-18.2%27.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.3%
Flat Growth
4Q Net Income CAGR
-23.3%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Jul 22, 2026
|
EPS:$0.62
|
Revenue:$1.69B
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data