Why did Lamb Weston Holdings (LW) stock move recently?

On 9/1/2026, Lamb Weston Holdings moved -3.5% — No company-specific catalyst identified in filings or credible coverage; the decline appears to reflect broader market or sector movement amid ongoing commentary on pricing power, margins, and FY26 results. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Lamb Weston Holdings (LW) overvalued or fairly valued?

MarketChacha shows Lamb Weston Holdings's valuation in context — a trailing P/E of about 23.1, a forward P/E of about 15.2, a price-to-book of about 4.1 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Lamb Weston Holdings's reported profit turn into cash?

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.42×) from reported figures — education, not a rating.

What is Lamb Weston Holdings's revenue?

Lamb Weston Holdings reported revenue of $6.6B for FY2026, with net profit of $290.0M, per official filings.

What is the share price of Lamb Weston Holdings (LW)?

Lamb Weston Holdings last traded at $53.53 (+0.2% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Lamb Weston Holdings

LW · NYSE · Consumer Staples · United States

Snapshot

TickerLW

ExchangeNYSE

SectorConsumer Staples

IndustryPackaged Foods

CountryUnited States

Employees10,000

HeadquartersEagle, United States

Websitewww.lambweston.com

Filings tracked15

About Lamb Weston Holdings

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.

Who owns it

Insiders2.7%
Institutions97.3%
Public & other0.0%

727 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.12.27%
Price (T.Rowe) Associates Inc6.65%
Vanguard Portfolio Management LLC5.83%
JPMORGAN CHASE & CO5.16%
Vanguard Capital Management LLC4.35%
Starboard Value LP4.16%
Jana Partners Management, Lp3.92%
AQR Capital Management, LLC3.58%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 14.5 points over the period — profitability is trending down.

Cash conversion1.42×

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend18.9% → 4.4%

Margin has compressed by about 14.5 points over the period — profitability is trending down.

Return on equity15.9%

Latest ROE of 15.9% — capital is generating a healthy return.

Growth qualityrev 7% · PAT -34%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $1.6B · EPS 0.86

Est. earnings growth +20.1%

Next fiscal year

Rev $6.7B · EPS 3.53

Est. earnings growth +9.7%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2026)

$6.6B

Net margin

4.4%

ROE

15.9%

Revenue CAGR (3y)

+7.3%

Profit CAGR (3y)

-34.0%

EPS (FY2026)

2.08

Net profit (FY2026)

$290.0M

Ask MarketChacha about LW

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 1, 2026
No company-specific catalyst identified in filings or credible coverage; the decline appears to reflect broader market or sector movement amid ongoing commentary on pricing power, margins, and FY26 results.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2026	$6.6B	$290.0M	2.08	4.4%	15.9%
FY2025	$6.5B	$357.2M	2.50	5.5%	20.6%
FY2024	$6.5B	$725.5M	4.98	11.2%	40.6%
FY2023	$5.4B	$1.0B	6.95	18.9%	71.5%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q1	$1.6B	$54.0M	0.39	3.5%
2025Q4	$1.6B	$62.1M	0.44	3.8%
2025Q3	$1.7B	$64.3M	0.46	3.9%
2025Q1	$1.5B	$146.0M	1.03	9.6%
2024Q4	$1.6B	$-36.1M	-0.25	-2.3%
2024Q3	$1.7B	$127.4M	0.88	7.7%
2024Q1	$1.5B	$146.1M	1.01	10.0%
2023Q4	$1.7B	$215.0M	1.48	12.4%
2023Q3	$1.7B	$234.8M	1.60	14.1%
2023Q1	$1.3B	$175.1M	1.21	14.0%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-K filing
SEC7/24/2026
8-K — Results of operations, Exhibits
SEC7/24/2026material
8-K — Executive/director change, Exhibits
SEC7/15/2026material
8-K — Costs from exit/disposal
SEC6/4/2026material
8-K — Material agreement, Termination of agreement, Material financial obligation, Exhibits
SEC5/26/2026material
8-K — Results of operations, Exhibits
SEC4/1/2026material
10-Q filing
SEC4/1/2026
8-K/A — Executive/director change, Exhibits
SEC2/20/2026
8-K — Executive/director change, Exhibits
SEC2/4/2026material
8-K — Costs from exit/disposal
SEC1/8/2026material

2025

8-K — Results of operations, Exhibits
SEC12/19/2025material
10-Q filing
SEC12/19/2025
8-K — Results of operations, Exhibits
SEC9/30/2025material
10-Q filing
SEC9/30/2025
8-K — Shareholder vote results
SEC9/26/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.