Lamb Weston Holdings, Inc.
LW · Price history
Price at last available close
$52.94
+$9.76 (+22.59%) 1M
2026-10-28
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Company & revenue
About Lamb Weston Holdings, Inc.
Primary reporting period: 2026-05-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Lamb Weston Holdings, Inc. is a prominent global entity specializing in the manufacturing, distribution, and sale of enhanced frozen potato items. Its operations are structured across four distinct segments: Global, Foodservice, Retail, and Other. The company's product portfolio encompasses frozen potatoes, various commercial ingredients, and appetizers.
How they make money
Lamb Weston generates revenue primarily through the production, marketing, and distribution of frozen potato products. The company operates by selling these products to a diverse customer base including quick-service restaurants, full-service restaurants, foodservice distributors, and retail grocery chains, utilizing both its own manufacturing facilities and third-party co-packing agreements.
Products & services
Frozen potato products including french fries, sweet potato fries, potato appetizers, and other vegetable-based products sold under the Lamb Weston brand and various customer-specific private labels.
Brands & revenue mix
Primary brand for frozen potato products.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Customer types
Disclosed major customers
- McDonald's CorporationSource
Customer concentration
The company's largest customer, McDonald's Corporation, historically accounted for approximately 10% of consolidated net sales, as disclosed in recent filings.
Suppliers, materials & equipment
Business relationships & partnerships
- Lamb-Weston/RDO Frozen — A 50/50 joint venture with RDO Frozen Co. that operates a potato processing facility in the U.S., for which Lamb Weston provides all sales and marketing services.Source
Strengths
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-08-30.
Quarterly EPS fell 54.3% versus the same quarter last year.
Review net income and weighted-average shares together. Per-share earnings can change because of operating performance, nonrecurring items or the share denominator.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
32
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
58
Fair
Financial Strength
61
Business Quality / Moat
70
Management
59
Growth Quality
26
Risk / Durability
62
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
30
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
37/100
Building Historical Record
Model Score 37/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Balance-sheet / debt profile scores strongly
- •Recent buyback activity is present
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
- •Asset quality is a weaker factor
Company-specific research
Questions worth answering for LW
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can LW maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is LW's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Is LW's debt load manageable relative to cash generation, interest costs and upcoming maturities?
- •What future growth or profitability would be needed to justify LW's current valuation?
- •What does the current fundamental change risk warning mean for the reliability or interpretation of LW's score?
Essential Investment Snapshot
Wall Street Score
32
Opportunity Score
30
Market Cap
$7.31B
P/E Ratio
26.0
EPS
$1.85
52-Week High
$67.07
52-Week Low
$37.62
Beta
0.47
Intrinsic Value
$42.78
Analyst Target
$53.00
Shares Outstanding
139.1M
Total Revenue
$6.62B
Total Debt
$3.93B
Reported Dividend Yield
3.14%
Liquidation Value / Share
$12.99
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Building upward momentum
Normal movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for LW
Detected from reported data — verify before acting.Dividend history reported
The provider reports a dividend yield. Confirm the latest declaration before treating it as a current payment.
Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Community Sentiment
0 active · 0 total callsNo personal call yet on LW.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Leading market position in frozen potato products.
- +Long-tenured relationships with major global restaurant chains.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Packaged Foods industry.
- −Dependence on a limited number of large customers.
- −Volatility in raw potato and energy costs.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
7 historical score records availablePrevious Score
32
Oct 6, 2026
Change
Unchanged
Current Score
32
Oct 7, 2026
Category Changes
LW score was unchanged.
Projected Score
Projected Score
27
Projected Change
-5.0 points
Preliminary comparable-period financial changes suggest decline of approximately 5.0 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
OvervaluedCurrent Price
$53.03
Model Intrinsic Value
$42.78
Difference
+$10.25
+24.0% vs IV
Margin of Safety
-24.0%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.62B | $6.61B | $6.45B | $6.47B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $5.34B | $5.25B | $5.05B | $4.70B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $1.28B | $1.36B | $1.40B | $1.77B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $678.0M | $664.6M | $633.5M | $701.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $767.0M | $768.6M | $733.5M | $701.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $811.5M | $591.1M | $1.09B | $1.40B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $516.8M | $591.1M | $665.1M | $1.07B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $179.2M | $180.5M | $180.0M | $135.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $340.8M | $410.6M | $500.3M | $955.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $94.9M | $128.1M | $143.1M | $230.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $254.8M | $290.0M | $357.2M | $725.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $1.85 | $2.09 | $2.51 | $5.01 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 138M | 139M | 142M | 145M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 138M | 139M | 143M | 146M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$1.67B
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$0.21
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-1.6%
Cash Change
+68.7%
Margin Change
-2.1 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Cash position grew
- Debt reduced
What Weakened
- Margins contracted
Potential Score Impact
Positive indicators included revenue growth, cash levels, debt levels. Pressure indicators included EPS growth, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 0.7%. EPS declined 54.3%. Cash increased 68.7%. Total debt declined 1.6%. Net income margin declined by 2.1 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
40
Smart Money
40
Number of Gurus
1
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
A dividend is reported, but detailed payment history is temporarily unavailable or awaiting refresh.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
7 historical recordsHistorical Score Chart
3 of 7 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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News
Lamb Weston Stock Rallies 13% Since Q1 Earnings: What's Next for LW?
Is Lamb Weston Holdings Inc (LW) a Bargain After 3.2% Drop? GF Value Says Undervalued
Why Lamb Weston (LW) is a Top Momentum Stock for the Long-Term
Lamb Weston (LW) to Issue Quarterly Dividend of $0.38 on December 4th
Rumor Mill · LW
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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