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Lamb Weston LW

Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Get access to target analyst prices, predictions, compound annual growth rates and more than four years of historical data.

Insider Decisions

Total buys
19.42
Total sells
0.10
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy 1 5 1
Sell 1
Insider Ownership
2.20%

Capital & Financial Ratios

Market Cap
6,420.00
Revenue
6,612.30
Net Income
290.00
Free Cash Flow
558.80
Net Debt
3,847.00
Current Ratio
1.42
Debt/Equity
2.15
P/E ratio
22.22
P/S ratio
0.98
P/B ratio
3.55
Past 5Y EPS Growth
9.43%
This Y EPS Growth
0.43%
Next Y EPS Growth
11.53%
Next 5Y EPS Growth
6.91%
in millions of $

Dividends

Payout Ratio
0.15
Annual Dividend Rate
1.12
Annual Dividend Yield
1.25%
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
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

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
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

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
in millions of $

Operating Cash Flow

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
in millions of $

Free Cash Flow

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
in millions of $

EPS

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

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.7
1
Buy
2
3
Hold
4
5
Sell
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
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

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.

Lamb Weston (LW) Latest News

News by impact score

Fine-tune

25 Aug

3 , 9:07 PM
Lamb Weston Holdings faces ongoing core business pressure, raising questions on whether its stock rebound is fully priced in. Ongoing core business pressure points to moderately noticeable influence on Lamb Weston's financial performance and market sentiment.

12 Aug

3 www.trefis.com, 3:07 PM
Seneca Foods looks like an attractive takeover target due to undervalued assets and sector dynamics that could draw interest from players including Lamb Weston. Potential Seneca Foods acquisition would moderately shift competitive positioning in vegetable processing without guaranteeing direct effect on Lamb Weston operations.

3 , 11:36 AM
Lamb Weston Q4 volume rose 7% but margin pressure challenges its FY27 outlook. Q4 volume growth supports results while margin pressures create risks for FY27 targets.

3 Aug

3 , 10:13 PM
Lamb Weston reported Q2 earnings results, prompting analysis of whether investors should buy, sell or hold the stock amid details on financial performance, margins and forward outlook. Q2 earnings and buy/sell/hold recommendation can moderately sway near-term investor sentiment and stock trading around Lamb Weston.

27 Jul

4 , 6:08 PM
Lamb Weston lifts earnings outlook despite Middle East disruptions. Raising earnings guidance directly boosts performance expectations and investor sentiment for the company.

25 Jul

3 transcript app.moby.co, 8:30 AM
Lamb Weston Holdings reported Q4 2026 results in its earnings call, covering revenue, volume trends, cost pressures, segment performance, and management outlook for fiscal 2027. Quarterly earnings and guidance updates typically produce moderate short-term share price movement without altering long-term company trajectory.

24 Jul

3 , 5:01 PM
Lamb Weston reported strong sales growth during its Q4 2026 earnings call. Strong sales growth indicates positive financial results likely to influence stock sentiment and near-term performance.

3 , 12:45 PM
Lamb Weston issued an upbeat earnings outlook while noting war-related disruptions to its EMEA business. Upbeat earnings guidance signals positive momentum offset by regional supply-chain risks from the war.

3 www.marketbeat.com, 12:03 PM
Lamb Weston Q4 earnings call covered revenue, earnings figures, operational metrics and forward outlook for the company. Quarterly earnings updates typically move sentiment and valuation multiples in the near term without altering long-term strategy.

3 , 10:00 AM
Lamb Weston (LW) Q4 earnings key metrics analyzed for performance details including revenue, margins and operational trends. Q4 earnings metrics provide insight into financial results that can moderately shape near-term investor views on Lamb Weston.

3 , 9:10 AM
Lamb Weston beat Q4 earnings and revenue estimates. Quarterly earnings beats typically lift near-term stock sentiment without altering long-term strategy.

3 , 8:45 AM
Lamb Weston exceeded analyst expectations in its Q2 CY2026 earnings, posting strong results that signal robust operational performance. Earnings beat reflects solid financial results that may lift near-term sentiment and valuation without altering long-term trajectory.

3 , 8:00 AM
Lamb Weston reported Q4 and full-year fiscal 2026 results with net sales and adjusted EBITDA exceeding the high end of guidance while advancing its Focus to Win strategy. Earnings beat on net sales and adjusted EBITDA provides moderate positive signal for near-term financial outlook and market sentiment.

22 Jul

3 , 4:10 PM
Lamb Weston raised sales guidance amid ongoing margin pressures, leading to varied investor reactions on the stock. Raised guidance offers positive sales signal but margin pressures limit overall trajectory shift.

21 Jul

3 , 10:34 AM
Lamb Weston Q4 earnings positioning raises possibility of a beat versus estimates. Pre-earnings positioning questions can moderately sway near-term LW stock sentiment.

7 Jul

3 , 10:54 AM
Lamb Weston's Focus to Win strategy shows early signs of success with improved operations and competitive positioning. Focus to Win strategy produces measurable gains in Lamb Weston operational efficiency and market position.

14 Jun

3 , 3:14 AM
Lamb Weston shares rose 7.7% after a legal setback and closure of its Dutch plant. Legal setback combined with Dutch plant closure points to moderate operational and financial effects on Lamb Weston.

14 May

3 Simply Wall St., 9:24 AM
Lamb Weston Holdings CFO James Gray buys 210% more company shares. CFO's 210% share purchase signals strong insider confidence, likely boosting short-term market sentiment and stock performance.

13 May

4 Zacks, 11:41 AM
Lamb Weston expands North American market share through premium french fry launches, retail partnerships like Walmart, increased frozen sweet potato offerings, and capacity investments amid rising demand. Strategic expansions via product innovation and distribution strengthen competitive positioning and drive future revenue growth.

4 Simply Wall St., 9:19 AM
Activist investor Starboard Value pressures Lamb Weston's board to cut costs and reset strategy amid valuation concerns. Starboard's activist push targets core costs and strategy, likely forcing significant operational shifts and boosting investor focus on valuation.

4 May

4 Simply Wall St., 1:16 PM
Starboard Value demands aggressive cost cuts at Lamb Weston Holdings to address inefficiencies and boost profitability, potentially serving as a game-changer amid recent weak performance and stock decline. Starboard's activist push for major cost reductions targets Lamb Weston's operational inefficiencies, likely driving significant margin improvements and positive shifts in investor sentiment.

1 May

3 Zacks, 11:30 AM
Lamb Weston (LW) stock has surged 10.7% since its last earnings report due to favorable post-earnings momentum. Post-earnings stock rise of 10.7% signals moderately noticeable positive influence on financial performance and investor sentiment.

30 Apr

4 MT Newswires, 10:54 AM
Activist investor Starboard Value urges Lamb Weston board to host an Investor Day and reset earnings guidance amid concerns over performance. Starboard's push for Investor Day and earnings reset signals potential strategic overhaul and heightened investor scrutiny on Lamb Weston's trajectory.

4 , 8:00 AM
Activist investor Starboard Value delivered a public letter to Lamb Weston Holdings, criticizing weak financial performance, excessive costs, and leadership failures, while nominating three new directors and urging a board refresh, operational overhaul, and potential sale of underperforming assets. Starboard's activist campaign targets core governance and strategy issues at Lamb Weston, likely forcing major changes that could significantly enhance efficiency and shareholder value.

12 Apr

4 Simply Wall St., 10:07 AM
Lamb Weston (LW) raised its 2026 guidance alongside insider buying, prompting a valuation reassessment highlighting improved long-term outlook. Raised 2026 guidance and insider buying signal stronger future financials and management confidence, significantly lifting investor sentiment and stock trajectory.

6 Apr

4 www.fool.com, 4:40 AM
Lamb Weston suffers surprise removal from S&P 500 index, signaling caution for investors in the stock amid potential performance risks. Removal from S&P 500 triggers index fund selling, erodes visibility, and sharply impacts stock price and investor sentiment.

3 Zacks, 9:15 AM
Lamb Weston's international revenues display key trends, unexpected surprises, and promising future prospects amid global expansion efforts. International revenue trends and prospects moderately influence financial performance and competitive positioning.

4 Apr

3 Insider Monkey, 8:20 AM
JPMorgan states Lamb Weston Holdings' (LW) Q3 results were better than feared, despite ongoing challenges in the frozen potato category. Q3 earnings exceeding lowered expectations provides moderate boost to financial performance and market sentiment.

2 Apr

4 app.moby.co, 8:30 AM
Lamb Weston Holdings, Inc. released Q3 2026 earnings call summary detailing financial results, operational updates, and future outlook. Q3 2026 earnings call summary provides critical financial metrics and guidance significantly influencing stock trajectory and investor sentiment.

3 www.marketbeat.com, 12:52 PM
Lamb Weston beat earnings expectations, yet shares slid after the report amid concerns over frozen potato demand and guidance. Earnings beat signals solid financial performance, but stock decline highlights demand weakness and cautious outlook limiting broader trajectory shifts.