Company Analysis

Lamb Weston Holdings, Inc. (LW)

NYSE: LW · Canned, Frozen & Preservd Fruit, Veg & Food Specialties · Eagle, ID · filing with the SEC since 2016
Grade5.3
◀ Past 7.0● Present 5.4▶ Future 3.5

The grade of Lamb Weston Holdings, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.3/10
◀ Past7.030% of the headline
● Present5.440% of the headline
▶ Future3.530% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.0/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.6/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 76th percentile among 42 sector filers · read for itself

From the record

Lamb Weston Holdings, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.1/10

What has it actually done, year after year?

+8.5% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 71st percentile among 42 sector filers · read for its customers

From the record

Lamb Weston Holdings, Inc.'s 10 filed years say what it did: revenue went from $3.2 billion in fiscal 2017 to $6.6 billion in fiscal 2026, up 8.5% a year; it rose in 7 of 9 years; the deepest fall was 3% from fiscal 2020 to fiscal 2021; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span8.5%top 23% of its family
  • the share of years revenue rosetop 36% of its family
  • the share of filed years with a profittop 24% of its family
  • the deepest fall from a revenue peak3.2%top 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
5.7/10

How has it treated the people who own it?

Share count shrank 1.4% a year. 23% of cash flow returned. Insiders: 0 sales, 10 purchases.

weight 22% of this tense · 57th percentile among 32 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-05-31, Lamb Weston Holdings, Inc.'s diluted share count shrank about 1.4% a year, and dividends and buybacks returned about 23% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 10 purchases of their own stock on the open market in the year to 2026-10-09, buying about $19 million (their Form 4 filings).

What it rests on

  • the share count over the yearstop 20% of its family
  • cash returned against operating cash flowbottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.4/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.5/10

Is it financially healthy right now?

ROE 16%: 16¢ of profit per shareholder dollar. Leverage 75%: owes 75¢ per asset dollar.

weight 45% of this tense · 55th percentile among 42 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-05-31, Lamb Weston Holdings, Inc. earned about 16 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 18 cents per dollar of everything the company owns. Leverage: it owed about 75 cents per dollar of assets, and net share issuance: its share count shrank 2.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 15% of its family
  • return on equitytop 21% of its family
  • gross profit against assetsbottom 42% of its family
  • the share count against the year beforetop 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.6/10

How strong is its position in its industry?

top 34% of 42 in its family; net margin 4.4%.

weight 33% of this tense · 66th percentile among 42 sector filers · read for its customers

From the record

Lamb Weston Holdings, Inc.'s standing among 42 graded names in its industry family: revenue of $6.6 billion in fiscal 2026 ranks in the top 45% by size; a net margin of 4.4% ranks in the top 39%; revenue growth of 7.3% a year over the last 3 filed years ranks in the top 18% (its annual reports).

What it rests on

  • revenue against the family$6.61Btop 45% of its family
  • net margin4.4%top 39% of its family
  • three-year revenue growth7.3%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.5/10

What are the people in charge doing?

bottom 36% of 26 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 36th percentile among 26 sector filers · read for its shareholders

From the record

Lamb Weston Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Smith, Michael Jared (President and CEO, as filed), filing under that title since the record of its people begins (2025-07-16), so the years before are not on the record and this part is not read; the 22 officers and directors filing in the last fifteen months have been on the record a median of 2.2 years (bottom 6%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 22 people in charge now (top 35%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge8 in three years among 22 peopletop 35% of its family
  • the median years the people in charge have filed2.2 yearsbottom 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

3.5/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.4/10

How much room does it have to grow?

bottom 34% of 42 in its family for room to expand.

weight 45% of this tense · 34th percentile among 42 sector filers · read for itself

From the record

Lamb Weston Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $68 million against debt of $3.6 billion leaves -47.8% of its assets as net cash, bottom 4% of its family; cash from operations less capital spending is 8.2% of revenue (top 37%); a gross margin of 20.6% (bottom 39%); research spending of 0.3% of revenue (bottom 31%) (its annual report).

What it rests on

  • cash less debt against assets-47.8%bottom 4% of its family
  • cash from operations less capital spending against revenue8.2%top 37% of its family
  • gross margin20.6%bottom 39% of its family
  • research spending against revenue0.3%bottom 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.5/10

What could actually drive growth from here?

bottom 45% of 42 in its family for growth drivers.

weight 33% of this tense · 45th percentile among 42 sector filers · read for its customers

From the record

Lamb Weston Holdings, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 7.3% a year over the last three filed years against 8.5% over all 10, slowing (top 35% of its family); the newest year grew 2.5% (top 46%); research spending grew 3.2% a year (bottom 40%); capital spending grew -14.9% a year (bottom 23%) (its annual reports). Lamb Weston Holdings, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-1.2 points a yeartop 35% of its family
  • the newest year's revenue growth2.5%top 46% of its family
  • three-year growth of research spending3.2%bottom 40% of its family
  • three-year growth of capital spending-14.9%bottom 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
2.1/10

Did its newest year beat what its own record pointed to?

bottom 21% of 39 in its family for expectations against reality.

weight 22% of this tense · 21st percentile among 39 sector filers · read for its shareholders

From the record

Lamb Weston Holdings, Inc.'s newest year against its own record: revenue of $6.6 billion in fiscal 2026 came in 6.7% below the $7.1 billion its prior three years' pace pointed to (bottom 17% of its family); net income of $290 million against a prior three-year average of $697 million (bottom 22%); a net margin of 4.4% against 11.9% before (bottom 24%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-6.7%bottom 17% of its family
  • net income against the prior three years' average-58%bottom 22% of its family
  • net margin against its prior average-7.5 pointsbottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton LW · research, not advice