Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Lamb Weston Holdings, Inc.
Next earnings Jul 21, 2026 (after close) · consensus $0.64 EPS, $1.74B rev
Last earnings -8.9% on 2026-04-01
Frozen-fries leader having a rough earnings year, but cash flow stays strong and the dividend is rising — a recovery candidate.
Sources: SEC EDGAR (CIK 0001679273, latest 10-Q filed 2026-04-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:57:14 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~47% above fair value) leave little margin of safety — a wait-and-see.
Lamb Weston is one of the largest global producers of frozen potato products (french fries) for restaurants and retailers, an industry with only a handful of major players. FY2025 (year ended May 2025) was a clear setback: revenue was essentially flat (-0.3%) at $6.45B, but profitability fell hard — gross margin compressed to 21.7%, operating income dropped 37.6% to $665M, and net income fell 50.8% to $357M, with EPS down 49.8% to $2.50. The decline reflects soft restaurant traffic/demand against industry capacity additions, pressuring volumes and pricing after the very strong post-pandemic FY2023 ($1.01B of net income).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | — | $5.35B | $6.47B | $6.45B |
| Gross profit | $832M | $832M | $1.43B | $1.77B | $1.40B |
| Operating income | $475M | $444M | $882M | $1.07B | $665M |
| Net income | $318M | $201M | $1.01B | $726M | $357M |
| Diluted EPS | $2.16 | $1.38 | $6.95 | $4.98 | $2.50 |
| Net margin | — | — | 18.9% | 11.2% | 5.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 8 open-market buys · 0 sales
| 2026-05-11 | Gray James D Chief Financial Officer | Buy | 5.00K @ $40.95 | $205K |
| 2026-05-11 | Gray James D Chief Financial Officer | Buy | 5.00K @ $40.90 | $205K |
| 2026-05-11 | Gray James D Chief Financial Officer | Award | 15.1K | |
| 2026-05-08 | Philip Amit Chief Strategy Officer | Award | 29.6K | |
| 2026-04-27 | Gray James D Chief Financial Officer | Buy | 4.56K @ $43.85 | $200K |
| 2026-04-15 | JANA Partners Management, LP Director | Buy | 50.0K @ $43.19 | $2.16M |
| 2026-04-13 | JANA Partners Management, LP Director | Buy | 100K @ $42.12 | $4.21M |
| 2026-04-11 | Schroeder Marc PRESIDENT, INTERNATIONAL | Tax | 6.08K @ $42.19 | $257K |
| 2026-04-10 | Gray James D Chief Financial Officer | Award | 55.0K | |
| 2026-04-08 | JANA Partners Management, LP Director | Buy | 100K @ $41.41 | $4.14M |
| 2026-04-07 | JANA Partners Management, LP Director | Buy | 136K @ $40.89 | $5.56M |
| 2026-04-07 | Prestage Norman Director | Buy | 2.50K @ $41.40 | $104K |