| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | 1 | — | 5 | 1 | — | — | — | — |
| Sell | 1 | — | — | — | — | — | — | — | — | — | — | — |
| total | individual payouts | |
|---|---|---|
| 2029 | ‡‡‡‡‡ |
|
| 2028 | ‡‡‡‡‡ |
|
| 2027 | ‡‡‡‡‡ |
|
| 2026 | 1.50 |
—
—
—
|
| 2025 | 1.48 |
—
—
—
—
|
| 2024 | 1.44 |
—
—
—
—
|
| 2023 | 1.12 |
—
—
—
—
|
| 2022 | 0.98 |
—
—
—
—
|
| 2021 | 0.94 |
—
—
—
—
|
| 2020 | 0.92 |
—
—
—
—
|
| 2019 | 0.80 |
—
—
—
—
|
| 2018 | 0.76 |
—
—
—
—
|
| 2017 | 0.75 |
—
—
—
—
|
| 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|
| Cash | 304.80 | 71.40 | 70.70 | 68.20 |
| Receivables | 724.20 | 743.60 | 781.60 | 779.10 |
| Inventory | 932.00 | 1,138.60 | 1,035.40 | 968.50 |
| Other | 144.00 | — | — | — |
| 2,127.20 | 2,090.00 | 2,032.70 | 2,014.40 |
| 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|
| Payables | 636.60 | 833.80 | 616.40 | 613.10 |
| ST’ Debt | 213.80 | 382.70 | 448.60 | 320.00 |
| Other | 543.00 | — | — | — |
| 1,360.20 | 1,624.10 | 1,476.00 | 1,415.50 |
| 10y | 5y | 3y | |
| Sales | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Cash Flow | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Earnings | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Book Value | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Aug | Nov | Feb | May | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 1,659.30 | 1,618.10 | 1,564.80 | 1,770.10 |
6,612.30
|
| ’25 | 1,654.10 | 1,600.90 | 1,520.50 | 1,675.80 |
6,451.30
|
| ’24 | 1,665.30 | 1,732.10 | 1,458.30 | 1,611.90 |
6,467.60
|
| ’23 | 1,125.60 | 1,276.50 | 1,253.60 | 1,694.90 |
5,350.60
|
| ’22 | 984.20 | 1,006.60 | 955.00 | 1,153.10 |
4,098.90
|
| ’21 | 871.50 | 896.10 | 895.80 | 1,007.50 |
3,670.90
|
| Aug | Nov | Feb | May | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 352.00 | 178.40 | 65.20 | 347.30 |
942.90
|
| ’25 | 330.20 | 99.10 | 56.00 | 383.00 |
868.30
|
| ’24 | 334.60 | 120.60 | 26.30 | 316.70 |
798.20
|
| ’23 | 192.10 | 95.90 | 47.10 | 426.60 |
761.70
|
| ’22 | 161.80 | 45.70 | (33.50) | 244.60 |
418.60
|
| ’21 | 250.60 | 68.20 | 56.00 | 177.90 |
552.70
|
| Aug | Nov | Feb | May | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 272.80 | 116.60 | (35.50) | 204.90 |
558.80
|
| ’25 | (22.00) | (53.50) | (21.00) | 295.00 |
198.50
|
| ’24 | 29.90 | (141.20) | (235.50) | 153.20 |
(193.60)
|
| ’23 | 70.90 | (53.20) | (179.60) | 187.60 |
25.70
|
| ’22 | 82.90 | (23.50) | (112.40) | 165.20 |
112.20
|
| ’21 | 217.40 | 47.70 | 3.00 | 121.30 |
389.40
|
| Aug | Nov | Feb | May | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 0.46 | 0.44 | 0.39 | 0.79 |
2.08
|
| ’25 | 0.88 | (0.25) | 1.03 | 0.85 |
2.50
|
| ’24 | 1.60 | 1.48 | 1.01 | 0.89 |
4.98
|
| ’23 | 1.60 | 0.71 | 1.21 | 3.40 |
6.95
|
| ’22 | 0.20 | 0.22 | 0.73 | 0.22 |
1.38
|
| ’21 | 0.61 | 0.66 | 0.45 | 0.44 |
2.16
|
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 49.71 | 81.26 | 52.99 | 41.41 | 37.62 | — | — | — |
Low Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 90.60 | 117.38 | 111.88 | 67.93 | 55.70 | — | — | — |
High Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8,000 | 10,300 | 10,700 | 10,100 | 10,000 | — | — | — |
Employees
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.51 | 0.52 | 0.60 | 0.64 | 0.66 | — | — | — |
Revenue/Emp
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 4,098.90 | 5,350.60 | 6,467.60 | 6,451.30 | 6,612.30 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 20.30% | 26.77% | 27.32% | 21.68% | 20.56% | — | — | — |
Gross Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 283.40 | 772.90 | 929.50 | 485.10 | 410.60 | — | — | — |
EBT
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 6.91% | 14.45% | 14.37% | 7.52% | 6.21% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 200.90 | 1,008.90 | 725.50 | 357.20 | 290.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 192.10 | 222.80 | 306.80 | 374.80 | 396.70 | — | — | — |
Depreciation
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 28.17 | 37.03 | 44.63 | 45.37 | 47.60 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡ | ‡‡‡‡ | 1.38 | 6.98 | 5.01 | 2.51 | 2.09 | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡ |
Earnings/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.88 | 5.27 | 5.51 | 6.11 | 6.79 | — | — | — |
Cash Flow/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (2.11) | (5.09) | (6.84) | (4.71) | (2.77) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.77 | 0.18 | (1.34) | 1.40 | 4.02 | — | — | — |
Free CF/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.48 | 9.77 | 12.34 | 12.22 | 13.14 | — | — | — |
Book Value/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 145.50 | 144.50 | 144.90 | 142.20 | 138.90 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 48.97 | 15.95 | 17.66 | 21.76 | 20.27 | ‡‡‡‡ | ‡‡‡‡ | — |
PE Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.40 | 3.00 | 1.98 | 1.21 | 0.89 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 27.28 | 11.39 | 7.16 | 4.49 | 3.24 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.94 | 3.59 | 2.56 | 1.84 | 1.48 | ‡‡‡‡ | ‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 107.27 | 748.09 | (85.46) | 59.74 | 17.47 | — | — | — |
EV/FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 418.60 | 761.70 | 798.20 | 868.30 | 942.90 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (306.40) | (736.00) | (991.80) | (669.80) | (384.10) | ‡‡‡‡‡ | — | — |
Capex
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 112.20 | 25.70 | (193.60) | 198.50 | 558.80 | — | — | — |
FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 960.50 | 767.00 | 465.90 | 556.70 | 598.90 | — | — | — |
Working Cap'
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,728.00 | 3,462.20 | 3,823.40 | 4,131.40 | 3,915.20 | — | — | — |
Total Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,203.00 | 3,157.40 | 3,752.00 | 4,060.70 | 3,847.00 | — | — | — |
Net Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 360.50 | 1,411.30 | 1,787.80 | 1,737.70 | 1,824.90 | — | — | — |
Sh' Equity
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 4.81% | 18.93% | 10.45% | 4.84% | 3.93% | — | — | — |
ROA
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 10.83% | 12.07% | 12.02% | 7.17% | 6.51% | — | — | — |
ROIC
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 47.77% | 113.88% | 45.36% | 20.26% | 16.28% | — | — | — |
ROE
|
Lamb Weston Holdings (LW), the frozen potato giant spun off from Conagra in 2016, has doubled revenue to $6.5 billion by fiscal 2024, fueled by pricing power, supply constraints, and quick-service restaurant demand. Yet, this boom has given way to cautionary signals: margins have compressed sharply from peaks, debt has ballooned to $4.1 billion post-acquisitions, and the stock has plunged nearly 50% from 2024 highs amid post-pandemic normalization and flat revenue forecasts hovering around $6.5 billion through 2028.
Profitability echoes historical cycles in agribusiness, with EPS tumbling from $6.98 in 2023 to a projected $2.51 in 2025, ROIC sliding to 7.2%, and capex straining free cash flow despite efficiency gains like revenue per employee up 29%. Valuation now looks compelling—PE at 22x forward, PS compressed to 1.2x—trading at a discount to peers and norms, bolstered by the executive chair’s $2.4 million share purchase in early 2026 amid sparse insider selling.
Analysts project EPS recovery to $3.37 by 2028 with margin repair, implying 10-15% total returns for patient investors if cost cuts and debt management succeed—paralleling post-split reinventions like Kellogg’s. But potato volatility, labor risks, and leverage demand vigilance; dive deeper for the full metrics and historical parallels.
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