Lamb Weston appears caught between stagnant pricing power and an asset-heavy fixed-cost footprint, with revenue growth stalling at 0.7% in 2027Q1 while gross margin compressed roughly 810 basis points to 16.0% from 24.1% in late 2024, suggesting input cost inflation on potatoes, oils, and energy is no longer being…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has flattened to 0.7% year-over-year on $1.7B of quarterly sales while gross margin slid to 16.0% and diluted EPS declined 54.3% to $0.21, suggesting the pricing actions taken over recent quarters are no longer offsetting underlying volume softness in the QSR channel.
The recent stock volatility is seen as an overreaction to management's transparent and de-risked 2026 guidance, suggesting potential undervaluation.
The underlying cash generation and dividend stability remain fundamentally sound, supporting the investment thesis.
The bullish case emphasizes capturing market share through volume growth, indicating potential revenue upside.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 6, 2026 | $0.75+27.8% vs $0.59 | $1.7B+1.0% vs $1.7B |
Q3 2026 Jul 24, 2026 | $0.87+39.0% vs $0.63 | $1.8B+4.3% vs $1.7B |
Q2 2026 Apr 1, 2026 | $0.72+15.0% vs $0.63 | $1.6B+4.6% vs $1.5B |
Q4 2025 Dec 19, 2025 | $0.69+7.1% vs $0.64 | $1.6B+1.7% vs $1.6B |
State of Alaska Department of Revenue trimmed its holdings in shares of Lamb Weston (NYSE: LW) by 32.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,477 shares of the specialty retailer's stock after selling 16,820 shares during the period. State of Alaska
CO, MO, LW, SJM and ELF have delivered over 20% YTD returns, backed by growth strategies and favorable earnings trends.
Lamb Weston (LW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Lamb Weston's nearly 13% rally since its Q1 earnings release reflects strong results and raised guidance, with volume growth, cost savings and inflation shaping its outlook.
Benchmark LW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lamb Weston Holdings, Inc. (LW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $55.24 | $7.59B | 29.94 | 2.5% | 3.85% | 14.13% | 2.7% | |
| $15.24 | $7.29B | -3.84 | -2.85% | -16.95% | -26.28% | 9.17% | |
| $11.75 | $1.64B | 11.13 | -2.17% | 4.46% | 5.24% | 5.77% | |
| $12.05 | $1.07B | -6.84 | -6.51% | -11.49% | -10.23% | — | |
| $64.39 | $3.16B | 26.80 | 13.01% | 10.9% | 10.65% | — | |
| $130.55 | $13.92B | 60.92 | 3.72% | 2.51% | 4.06% | 3.34% |
Lamb Weston Holdings, Inc. (LW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Lamb Weston Holdings, Inc. (LW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 6, 2026·SEC
Oct 6, 2026·SEC
Sep 16, 2026·SEC
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Lamb Weston Holdings, Inc. (LW) stock FAQ — growth, dividends, profitability & financials explained
Lamb Weston Holdings, Inc. (LW) reported $6.61B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 135% more than the $2.82B of fiscal year 2014.
Lamb Weston Holdings, Inc. (LW) grew revenue by 2.6% over the trailing twelve months, compared with the twelve months before.
Yes. Lamb Weston Holdings, Inc. (LW) earned $254.8M in net income over the trailing twelve months (a 3.8% net margin).
Yes. Lamb Weston Holdings, Inc. (LW) pays a dividend that yields 2.70% at the current price, a moderate yield.
Lamb Weston Holdings, Inc. (LW) had a return on equity (ROE) of 14.1% over the trailing twelve months. That is in line with the market's typical 10-15%.
Lamb Weston Holdings, Inc. (LW) generated $508.5M in free cash flow over the trailing twelve months.
