Lamb Weston is navigating a post-ERP disruption recovery, with revenue growth stabilizing at 5.6% in 2026Q4 and gross margins recovering to 20.4% from a trough of 17.4% in 2025Q2. The company's dominant position in frozen potato products and recent capacity in...
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 stabilized at 5.6% in 2026Q4, but gross margin remains 740 basis points below its 2025Q3 peak of 27.8%, reflecting persistent cost pressures and ERP-related inefficiencies.
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 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Sep 30, 2025 | $0.74+35.8% vs $0.55 | $1.7B+2.6% vs $1.6B |
Tidal Investments LLC boosted its position in shares of Lamb Weston (NYSE: LW) by 44.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,963 shares of the specialty retailer's stock after purchasing an additional 15,092 shares during
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Lamb Weston (LW) To Contact Him Directly To Discuss Their Options
Amundi decreased its stake in Lamb Weston (NYSE: LW) by 51.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 284,598 shares of the specialty retailer's stock after selling 297,760 shares during the quarter. Amundi owned approximately
Canada Pension Plan Investment Board purchased a new stake in Lamb Weston (NYSE: LW) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 24,400 shares of the specialty retailer's stock, valued at approximately $1,054,000. A number of other institutional investors
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 |
|---|---|---|---|---|---|---|---|
| $46.36 | $6.37B | 22.29 | 2.5% | 4.39% | 16.28% | 3.22% | |
| $14.79 | $7.08B | -3.70 | -2.85% | -0.39% | -0.51% | — | |
| $10.50 | $1.47B | 10.06 | -2.17% | 4.19% | 4.96% | — | |
| $10.01 | $885.3M | 9.81 | 8.98% | -14.28% | -12.33% | — | |
| $60.13 | $2.95B | 22.78 | 13.01% | 17.28% | 16.65% | — | |
| $121.11 | $12.92B | -93.16 | 3.72% | 2.51% | 4.06% | — |
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)
Jul 24, 2026·SEC
Jul 15, 2026·SEC
Jun 4, 2026·SEC
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Lamb Weston Holdings, Inc. (LW) stock FAQ — growth, dividends, profitability & financials explained
Lamb Weston Holdings, Inc. (LW) reported $6.67B in revenue for fiscal year 2026. This represents a 137% increase from $2.82B in 2014.
Lamb Weston Holdings, Inc. (LW) grew revenue by 2.5% over the past year. Growth has been modest.
Yes, Lamb Weston Holdings, Inc. (LW) is profitable, generating $347.8M in net income for fiscal year 2026 (4.4% net margin).
Yes, Lamb Weston Holdings, Inc. (LW) pays a dividend with a yield of 3.22%. This makes it attractive for income-focused investors.
Lamb Weston Holdings, Inc. (LW) has a return on equity (ROE) of 16.3%. This is reasonable for most industries.
Lamb Weston Holdings, Inc. (LW) generated $831.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
