Lamb Weston Holdings, Inc.
LW · Canned, Frozen & Preservd Fruit, Veg & Food Specialties · 138.1M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Grade
B73#1 North American value-added frozen potato supplier with scale and strong ROE, offset by margin pressure and leverage.
Strengths
- Market-leading scale, ROE 20.6% (78th pct) and ROA 78th pct with positive FCF (76th pct)
- Long-tenured blue-chip customer relationships and global footprint
Risks
- Gross-margin compression (21.7%, 21st pct) amid soft demand and elevated commodity/tariff costs
- High leverage (D/E 2.17, 91st pct) and customer concentration (McDonald's ~15%)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- High leverageHigh leverage (debt/equity 2.17)
Quarterly revenue
Last 2 quarters · from SEC filings.
Key metrics
Gross margin
21.7%
Operating margin
10.3%
Net margin
5.5%
Return on equity
20.6%
Return on assets
4.8%
ROIC
9.5%
Revenue growth (QoQ)
5.5%
Net-income growth
-50.8%
Debt / equity
2.2×
Net debt / EBITDA
3.5×
Current ratio
1.4×
Free cash flow
$230M
EBITDA
$1.1B
Tangible book value
$534M
Cash & investments
$71M
Stock comp / revenue
0.6%
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-04 | 2.05 | filing ↗ |
| 2026-05-26 | Material agreement1.02Debt obligationExhibits | filing ↗ |
| 2026-04-01 | ResultsExhibits | filing ↗ |
| 2026-02-20 | Exec/director changeExhibits | filing ↗ |
| 2026-02-04 | Exec/director changeExhibits | filing ↗ |
| 2026-01-08 | 2.05 | filing ↗ |
| 2025-12-19 | ResultsExhibits | filing ↗ |
| 2025-09-30 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-01 | 0001679273-26-000020 ↗ |
| 8-K | 2026-05-26 | 2026-05-19 | 0001679273-26-000018 ↗ |
| 10-Q | 2026-04-01 | 2026-02-22 | 0001679273-26-000013 ↗ |
| 8-K | 2026-04-01 | 2026-04-01 | 0001679273-26-000011 ↗ |
| 8-K/A | 2026-02-20 | 2026-02-02 | 0001679273-26-000006 ↗ |
| 8-K | 2026-02-04 | 2026-02-02 | 0001104659-26-010076 ↗ |
| 8-K | 2026-01-08 | 2026-01-05 | 0001679273-26-000002 ↗ |
| 8-K | 2025-12-19 | 2025-12-19 | 0001679273-25-000075 ↗ |
| 10-Q | 2025-12-19 | 2025-11-23 | 0001679273-25-000076 ↗ |
| 10-Q | 2025-09-30 | 2025-08-24 | 0001679273-25-000070 ↗ |
| 8-K | 2025-09-30 | 2025-09-30 | 0001679273-25-000068 ↗ |
| 8-K | 2025-09-26 | 2025-09-25 | 0001679273-25-000066 ↗ |