Lamb Weston Holdings Inc

LW · NYSE · Consumer Defensive / Packaged Foods

56.06USD+0.83 (+1.50%)

Price History

Full chart

Market Stats

Previous Close55.23

Open55.58

Day Range55.31 – 56.88

52-Week Range37.02 – 61.54

Volume1.46M

Market Cap7.80B

P/E (TTM)30.92

Forward P/E16.89

EPS1.83

Dividend Yield2.69%

Beta0.47

50-Day Avg49.97

200-Day Avg46.66

About

Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of frozen potato products in the United States, Canada, Mexico, and internationally. The company offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. It also provides its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' own brands. It sells its products through a network of internal sales personnel and independent brokers, agents, and distributors to quick service and full-service restaurants and chains, wholesale, grocery, mass merchants, club retailers, non-commercial channels, and specialty retailers, as well as foodservice distributors and institutions, including businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.

Company Details

SectorConsumer Defensive
IndustryPackaged Foods
CEOMr. Michael Jared Smith
Employees10.00K
Headquarters599 South Rivershore Lane, Eagle, ID, United States, 83616, USA
Websitehttps://www.lambweston.com

Leadership

Mr. Jan Eli B. CrapsExecutive Chair · b. 1977
Mr. Michael Jared SmithPresident, CEO & Director · b. 1977
Mr. James Derek GrayChief Financial Officer · b. 1967
Mr. Marc J.P.H. SchroederPresident of International · b. 1971
Ms. Sylvia J. WilksChief Supply Chain Officer · b. 1964
Mr. Benjamin HeseltonChief Information Officer · b. 1972
Ms. Debbie HancockVice President of Investor Relations
Mr. Eryk J. Spytek J.D.General Counsel & Chief Compliance Officer · b. 1968
Mr. Steven J. Younes J.D.Chief Human Resources Officer · b. 1966
Mr. Michael Christopher CrowleyPresident of North America · b. 1973

Financials

Income Statement

Currency: USD	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31	2024-05-31	2025-05-31	2026-05-31
Total Revenue	2.78B	2.82B	2.92B	2.99B	3.17B	3.42B	3.76B	3.79B	3.67B	4.10B	5.35B	6.47B	6.45B	6.61B
Growth (%)	-	+1.32%	+3.90%	+2.35%	+5.82%	+8.07%	+9.72%	+0.96%	-3.20%	+11.66%	+30.54%	+20.88%	-0.25%	+2.50%
Cost of Revenue	2.09B	2.23B	2.34B	2.33B	2.39B	2.54B	2.75B	2.90B	2.84B	3.27B	3.92B	4.70B	5.05B	5.25B
Gross Profit	692.20M	587.50M	587.30M	661.80M	778.80M	879.50M	1.00B	895.20M	832.00M	832.00M	1.43B	1.77B	1.40B	1.36B
Gross Margin	24.91%	20.87%	20.08%	22.11%	24.58%	25.69%	26.71%	23.61%	22.66%	20.30%	26.77%	27.32%	21.68%	20.56%
Operating Expense	291.20M	220.80M	205.90M	288.50M	260.50M	299.40M	335.10M	338.30M	357.20M	387.60M	550.00M	701.40M	733.50M	768.60M
Operating Income	401.00M	366.70M	381.40M	373.30M	518.30M	580.10M	668.40M	556.90M	474.80M	444.40M	882.10M	1.07B	665.10M	591.10M
Operating Margin	14.43%	13.03%	13.04%	12.47%	16.36%	16.94%	17.79%	14.68%	12.93%	10.84%	16.49%	16.47%	10.31%	8.94%
EBITDA	517.20M	443.20M	477.80M	469.20M	627.40M	723.40M	830.80M	739.20M	662.60M	636.50M	1.10B	1.37B	1.04B	987.80M
EBITDA Margin	18.62%	15.74%	16.34%	15.67%	19.80%	21.13%	22.12%	19.49%	18.05%	15.53%	20.65%	21.21%	16.12%	14.94%
Net Income	298.30M	260.90M	268.30M	285.30M	326.90M	416.80M	478.60M	365.90M	317.80M	200.90M	1.01B	725.50M	357.20M	290.00M
Net Income Margin	10.74%	9.27%	9.17%	9.53%	10.32%	12.17%	12.74%	9.65%	8.66%	4.90%	18.86%	11.22%	5.54%	4.39%
R&D	8.70M	7.60M	7.20M	6.70M	10.60M	13.50M	15.40M	15.40M	12.90M	16.20M	17.20M	26.40M	22.00M	-
R&D as % of Total Revenue	0.31%	0.27%	0.25%	0.22%	0.33%	0.39%	0.41%	0.41%	0.35%	0.40%	0.32%	0.41%	0.34%	-
Interest Expense	5.50M	5.60M	6.30M	6.10M	61.20M	108.80M	107.10M	108.00M	118.30M	161.00M	109.20M	135.80M	180.00M	180.50M
Interest Expense % of Total Revenue	0.20%	0.20%	0.22%	0.20%	1.93%	3.18%	2.85%	2.85%	3.22%	3.93%	2.04%	2.10%	2.79%	2.73%

Balance Sheet

Currency: USD	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31	2024-05-31	2025-05-31	2026-05-31
Total Assets	-	1.93B	2.06B	2.16B	2.49B	2.75B	3.05B	4.66B	4.21B	4.14B	6.52B	7.37B	7.39B	7.38B
Total Liabilities	-	665.00M	698.40M	757.70M	3.13B	3.09B	3.05B	4.42B	3.73B	3.78B	5.11B	5.58B	5.65B	5.56B
Total Equity	-	1.26B	1.36B	1.40B	-647.20M	-334.80M	-4.60M	240.00M	480.60M	360.50M	1.41B	1.79B	1.74B	1.82B
Cash	-	27.00M	30.60M	36.40M	57.10M	55.60M	12.20M	1.36B	783.50M	525.00M	304.80M	71.40M	70.70M	68.20M
Total Debt	-	127.20M	129.20M	143.00M	2.42B	2.38B	2.33B	3.57B	2.77B	2.75B	3.49B	3.85B	4.16B	3.94B
Net Debt	-	100.20M	98.60M	106.60M	2.37B	2.33B	2.31B	2.20B	1.98B	2.23B	3.19B	3.78B	4.08B	3.87B

Cash Flow

Currency: USD	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31	2024-05-31	2025-05-31	2026-05-31
Operating Cash Flow	302.60M	386.40M	353.70M	382.30M	446.90M	481.20M	680.90M	680.90M	574.00M	553.20M	418.10M	798.20M	868.30M	942.90M
Investing Cash Flow	-106.40M	-173.20M	-171.20M	-144.30M	-285.30M	-306.80M	-423.00M	-346.00M	-162.50M	-310.50M	-1.34B	-984.10M	-648.00M	-380.20M
Financing Cash Flow	-203.60M	-199.60M	-177.70M	-232.80M	-142.00M	-178.90M	-299.60M	-299.60M	1.13B	-974.00M	-363.40M	-48.00M	-225.00M	-569.10M
Capital Expenditure	112.50M	194.60M	114.70M	152.30M	287.40M	306.80M	334.20M	334.20M	167.70M	147.20M	290.10M	929.50M	638.20M	402.70M
Free Cash Flow	190.10M	191.80M	239.00M	230.00M	159.50M	174.40M	346.70M	346.70M	406.30M	406.00M	128.00M	-131.30M	230.10M	540.20M
Dividends Paid	-	27.40M	27.40M	27.40M	850.90M	110.20M	113.30M	113.30M	121.30M	135.30M	138.40M	174.00M	206.90M	207.50M
FCF to OCF	62.82%	49.64%	67.57%	60.16%	35.69%	36.24%	50.92%	50.92%	70.78%	73.39%	30.61%	-16.45%	26.50%	57.29%
Dividend Paid to FCF	-	14.29%	11.46%	11.91%	533.48%	63.19%	32.68%	32.68%	29.85%	33.33%	108.13%	-132.52%	89.92%	38.41%

Earnings

Report Date	Nov 10, 2016	Jan 10, 2017	Apr 6, 2017	Jul 25, 2017	Oct 4, 2017	Jan 4, 2018	Apr 5, 2018	Jul 25, 2018	Oct 2, 2018	Jan 4, 2019	Apr 2, 2019	Jul 23, 2019	Oct 2, 2019	Jan 3, 2020	Apr 1, 2020	Jul 28, 2020	Oct 7, 2020	Jan 7, 2021	Apr 7, 2021	Jul 27, 2021	Oct 7, 2021	Jan 6, 2022	Apr 7, 2022	Jul 27, 2022	Oct 5, 2022	Jan 5, 2023	Apr 6, 2023	Jul 25, 2023	Oct 5, 2023	Jan 4, 2024	Apr 4, 2024	Jul 24, 2024	Sep 30, 2024	Dec 19, 2024	Apr 3, 2025	Jul 22, 2025	Sep 30, 2025	Dec 19, 2025	Apr 1, 2026	Jul 24, 2026	Oct 6, 2026	Dec 18, 2026
EPS Estimate	0.55	0.56	0.53	0.49	0.49	0.53	0.77	0.62	0.68	0.72	0.83	0.72	0.79	0.86	0.92	0.16	0.30	0.62	0.51	0.42	0.38	0.32	0.43	0.51	0.50	0.74	0.99	1.05	1.08	1.42	1.45	1.26	0.72	1.01	0.87	0.64	0.53	0.65	0.61	0.62	0.59	0.87
EPS Actual	0.59	0.63	0.59	0.51	0.57	0.54	0.91	0.65	0.73	0.80	0.95	0.74	0.79	0.95	0.77	-0.01	0.61	0.66	0.45	0.44	0.20	0.50	0.73	0.65	0.75	1.28	1.43	1.22	1.63	1.45	1.20	0.78	0.73	0.66	1.10	0.87	0.74	0.69	0.72	0.87	0.75	-
Surprise	7.27%	12.50%	11.32%	4.08%	16.33%	1.89%	18.18%	4.84%	7.35%	11.11%	14.46%	2.78%	0.00%	10.47%	-16.30%	-106.25%	103.33%	6.45%	-11.76%	4.76%	-47.37%	56.25%	69.77%	27.45%	50.00%	72.97%	44.44%	16.19%	50.93%	2.11%	-17.24%	-38.10%	1.39%	-34.65%	26.44%	35.54%	39.62%	6.15%	18.03%	40.32%	27.12%	-
Timing	After-hours	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	After-hours	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	Pre-market	-

Key Statistics & Ratios

Market Cap7.80B

Enterprise Value11.24B

Trailing P/E30.92

Forward P/E16.89

PEG Ratio0.85

Price / Sales1.18

Price / Book4.12

EPS1.83

Book Value13.12

Revenue (TTM)6.62B

Gross Profit (TTM)1.34B

EBITDA1.07B

Profit Margin3.85%

Operating Margin9.47%

Return on Equity14.17%

Return on Assets5.77%

Shares Outstanding137.78M

Shares Float136.40M

Beta0.47

Dividend Yield2.69%

Dividend Rate1.52

Payout Ratio50.17%

Analyst Ratings

Buy

Based on 12 analystsTarget 56.00

Strong Buy
2
Buy
2
Hold
8

Ownership Breakdown

Institutions: 97.19%
Insiders: 2.75%
Retail / Other: 0.06%

Top Institutional Holders

BlackRock Inc
16.91M12.27%
T. Rowe Price Associates, Inc.
9.17M6.65%
Vanguard Portfolio Management, LLC
8.04M5.83%
JPMorgan Chase & Co
7.11M5.16%
Vanguard Capital Management, LLC
6.00M4.35%
Starboard Value LP
5.73M4.16%
Jana Partners Management LP
5.39M3.92%
AQR Capital Management LLC
4.93M3.58%
State Street Corp
4.87M3.53%
FMR Inc
3.82M2.77%
Continental Grain Co.
3.57M2.59%
Dimensional Fund Advisors, Inc.
3.35M2.43%
NORGES BANK
2.46M1.78%
Geode Capital Management, LLC
2.34M1.70%
Brookfield Corp
2.23M1.62%

Top Fund Holders

iShares Core S&P Small-Cap ETF
8.24M5.98%
T. Rowe Price Mid-Cap Value
4.48M3.25%
Vanguard MStar Total Stk Mkt Idx Invest
4.38M3.18%
Vanguard Small Cap Index
3.09M2.24%
Victory Sycamore Established Value R
2.52M1.83%

Dividends

20264×

0.38Nov 6, 20260.38Aug 7, 20260.38May 8, 20260.38Jan 30, 2026

20254×

0.37Oct 31, 20250.37Aug 1, 20250.37May 2, 20250.37Jan 31, 2025

20244×

0.36Nov 1, 20240.36Aug 2, 20240.36May 2, 20240.36Feb 1, 2024

20234×

0.28Nov 2, 20230.28Aug 3, 20230.28May 4, 20230.28Feb 2, 2023

20224×

0.24Nov 3, 20220.24Aug 4, 20220.24May 5, 20220.24Feb 3, 2022

20214×

0.23Nov 4, 20210.23Aug 5, 20210.23May 6, 20210.23Feb 4, 2021