TORVANTA
Consumer Staples · S&P 500 · data as of 2026-10-05

LW stock analysis: Lamb Weston

Lamb Weston (LW) is an S&P 500 company in Consumer Staples. It grades weakest on profitability and momentum.

The model's view of LW · subscribers

Where LW ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with LW · updated 2026-10-05 · from prices and SEC filings

LW price performance

LW against the S&P 500, one year
-20%+0%+20%S&P 500 +18%LW -18%2025-09-292026-10-05
Year to date+9.0%S&P 500 +14.5% · behind by 5.5 pts
1 year-27.0%S&P 500 +17.0% · behind by 44.0 pts
3 years-51.0%S&P 500 +89.3% · behind by 140.3 pts
5 years-21.3%S&P 500 +91.3% · behind by 112.6 pts

Total returns with dividends reinvested.

LW factor grades

Each grade compares LW with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

BValueP/E 21.4x (industry 16.9x)FCF yield 8.7% (industry 8.9%)
C+GrowthRevenue growth +2% (industry +2%)EPS growth -17% (industry +2%)
C-ProfitabilityOperating margin 8.9% (industry 10.0%)ROIC 7.2% (industry 10.6%)
C-Momentum12-month change -27%From 52-wk high -31%

LW in plain numbers

LW key statistics

SectorConsumer Staples
Industryn/a
IndexS&P 500
Market value$6.2B
Revenue growth (y/y)+2%
Free-cash-flow yield8.7%
Dividend yield3.4%
Next earnings (expected)2026-11-06
Valuation measures
Market value$6.2B
Enterprise value$10.1B
P/E (trailing)21.4x
Forward P/E (Torvanta estimate)22.8x
Price / sales0.9x
Price / book3.4x
EV / revenue1.5x
EV / EBITDA10.2x
Financial highlights
Revenue, last 12 months$6.6B
Net income, last 12 months$290.0M
EPS, last 12 months (GAAP)$2.08
Gross margin20.6%
Operating margin8.9%
Net margin4.4%
Return on equity16.3%
Return on invested capital7.2%
Cash$68.2M
Total debt$3.9B
Debt / equity2.15x
Free cash flow, last 12 months$540.2M
Current ratio1.42x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

LW earnings trends

Revenue vs earnings
-$36.1M$415.4M$867.0M$1.3B$1.8BAug 2024 Revenue: $1.7BNov 2024 Revenue: $1.6BFeb 2025 Revenue: $1.5BMay 2025 Revenue: $1.7BAug 2025 Revenue: $1.7BNov 2025 Revenue: $1.6BFeb 2026 Revenue: $1.6BMay 2026 Revenue: $1.8BAug 2024 Net income: $127.4MNov 2024 Net income: -$36.1MFeb 2025 Net income: $146.0MMay 2025 Net income: $119.9MAug 2025 Net income: $64.3MNov 2025 Net income: $62.1MFeb 2026 Net income: $54.0MMay 2026 Net income: $109.6MAug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026May 2026Net margin: 7.7%Net margin: -2.3%Net margin: 9.6%Net margin: 7.2%Net margin: 3.9%Net margin: 3.8%Net margin: 3.5%Net margin: 6.2%-2%4%10%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.3$0.1$0.4$0.7$1.0Aug 2024 EPS (GAAP, diluted): $0.9Nov 2024 EPS (GAAP, diluted): $-0.3Feb 2025 EPS (GAAP, diluted): $1.0May 2025 EPS (GAAP, diluted): $0.8Aug 2025 EPS (GAAP, diluted): $0.5Nov 2025 EPS (GAAP, diluted): $0.4Feb 2026 EPS (GAAP, diluted): $0.4May 2026 EPS (GAAP, diluted): $0.8Aug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026May 2026■ EPS (GAAP, diluted) Change from a year earlier: Aug 2025 -48% · Feb 2026 -62% · May 2026 -6%

From the company's 10-Q and 10-K filings with the SEC.

Lamb Weston financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$4.1B$5.4B$6.5B$6.5B$6.6B
Net income$200.9M$1.0B$725.6M$357.2M$290.0M
EPS (GAAP)$1.37$6.94$4.98$2.50$2.08
Free cash flow$128.0M$107.7M-$131.3M$230.1M$540.2M

LW earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-24$0.79-6%+6%+7.9%
2026-04-01$0.39-62%+3%-7.7%
2025-12-19$0.44n/a+1%-29.4%
2025-09-30$0.46-48%+0%+10.7%
2025-07-23$0.84-6%+4%+18.3%
2025-04-03$1.03+2%+4%+19.4%

About Lamb Weston

HeadquartersEagle, ID
Industry (SEC code)Canned, Frozen & Preservd Fruit, Veg & Food Specialties
Fiscal year endsMay 31
Incorporated inDE
Listed onNYSE

From the company's SEC registration record.

Companies similar to LW

CompanyMarket valueP/ERevenue growthOperating margin12-month change
LW Lamb Weston$6.2B21.4x+2%8.9%-27%
CAG Conagra$6.3Bn/a-3%-14.4%-26%compare
CPB Campbells$5.8B9.5x-3%11.3%-36%compare
TAP Molson Coors$6.9Bn/a+4%-15.7%-18%compare
CLX Clorox$9.9B13.3x-4%n/a-30%
HRL Hormel$11.1B31.9x+1%4.7%-14%
BF.B Brown-Forman$12.1B16.9x-1%25.4%-3%

All Consumer Staples stock ratings

Frequently asked questions

Is LW stock a buy?

Torvanta does not tell individuals what to buy. Its grades for LW are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is LW's P/E ratio?

LW trades at about 21.4 times its last 12 months of GAAP earnings reported to the SEC, and about 22.8 times Torvanta's own estimate of the next 12 months.

When does LW report earnings next?

Based on its filing history, Torvanta expects Lamb Weston to report around 2026-11-06.

Does LW pay a dividend?

Yes. Its dividend yield is about 3.4%, and it has raised its dividend 8 years in a row.

How has LW performed against the S&P 500?

Over the past year LW returned -27.0%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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