Lamb Weston Holdings, Inc.
$53.11+7.1%
Mentions · last 7 days
83
Price updated 53m ago·X counts updated 23h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $LW, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Packaged Foods sits in its cycle right now — and what that implies for $LW.
Packaged Foods
No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..
Industry benchmark
13-name peer basket
+16.4%YTD
-0.1%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
23.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
8.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
9.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
16.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
20.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 24, 2026$0.87$0.63+39.0%
Q1 2026Apr 1, 2026$0.72$0.63+15.0%
Q3 2025Dec 19, 2025$0.69$0.64+7.1%
Q2 2025Sep 30, 2025$0.74$0.55+35.8%
Next earningsWed, Sep 30·consensus EPS $0.62
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.8B+5.6%20.4%9.5%$0.80—
Q3 FY26$1.6B+2.9%21.2%8.1%$0.39$-36.3M
Q2 FY26$1.6B+1.1%20.0%8.6%$0.45$101.0M
Q1 FY26$1.7B+0.3%20.6%9.4%$0.46$274.4M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.5B – $6.6B$2.77$2.67 – $3.199
FY27$6.3B$6.2B – $6.4B$2.89$2.50 – $3.589
FY28$6.5B$6.4B – $6.6B$3.26$2.88 – $3.587
FY29$6.7B$6.6B – $6.7B$3.51$3.39 – $3.643
FY30$7.0B$6.9B – $7.1B$4.00$3.90 – $4.112
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
β0.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
More in Packaged Foods
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · top 2 · last 7 days