Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.2B
138M shares
52-week range
$37.62 – $67.07
22% from low
Sector
CANNED, FROZEN & PRESERVD FRUIT, VEG & FOOD SPECIALTIES
Exchange
NYSE
CS
Borrow rate
0.40%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.42B | $3.76B | $3.79B | $3.67B | $4.10B | $5.35B | $6.47B | $6.45B |
| Cost of revenue | $2.54B | $2.75B | $2.90B | $2.84B | $3.27B | $3.92B | $4.70B | $5.05B |
| Gross profit | $879.5M | $1.00B | $895.2M | $832.0M | $832.0M | $1.43B | $1.77B | $1.40B |
| Gross margin | 25.7% | 26.7% | 23.6% | 22.7% | 20.3% | 26.8% | 27.3% | 21.7% |
| R&D | $0 | $0 | $0 | $12.9M | $0 | $0 | $0 | $0 |
| Operating income | $580.1M | $668.4M | $556.9M | $474.8M | $444.4M | $882.1M | $1.07B | $665.1M |
| EBITDA | $723.4M | $830.8M | $739.2M | $655.2M | $625.8M | $1.57B | $1.40B | $1.09B |
| Net income | $416.8M | $478.6M | $365.9M | $317.8M | $200.9M | $1.01B | $725.5M | $357.2M |
| Net margin | 12.2% | 12.7% | 9.6% | 8.7% | 4.9% | 18.9% | 11.2% | 5.5% |
| EPS (diluted) | 2.82 | 3.18 | 2.49 | 2.16 | 1.38 | 6.95 | 4.98 | 2.50 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $6.4B | $2.92 | $2.53–$3.63 | 7 |
| 2028 | $6.5B | $3.32 | $2.92–$3.65 | 5 |
| 2029 | $6.7B | $3.67 | $3.54–$3.80 | 2 |
| 2030 | $7.0B | $4.00 | $3.88–$4.12 | 1 |
Forward consensus · source: Financial Modeling Prep
Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by french fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Roughly two thirds of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single-largest customer at 15% of fiscal 2025 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.
www.lambweston.comNo one on the platform currently holds LW.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 63,300 | $2.7M |
| Bridgewater Associatesas of 2026-03-31 | 7,655 | $323.5K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-08 | $0.3800 | 2026-06-05 |
| 2026-01-30 | $0.3800 | 2026-02-27 |
| 2025-10-31 | $0.3700 | 2025-11-28 |
| 2025-08-01 | $0.3700 | 2025-08-29 |
| 2025-05-02 | $0.3700 | 2025-05-30 |
| 2025-01-31 | $0.3700 | 2025-02-28 |
| 2024-11-01 | $0.3600 | 2024-11-29 |
| 2024-08-02 | $0.3600 | 2024-08-30 |
| 2024-05-02 | $0.3600 | 2024-05-31 |
| 2024-02-01 | $0.3600 | 2024-03-01 |
No one on the platform has traded LW yet.
| $6.0B |
| — |
| OLLIOllie's Bargain Outlet Holdings, Inc. | $72.33 | +0.58% | $4.4B | — |
| POSTPost Holdings, Inc. | $89.73 | +0.36% | $4.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-02 |
| $0.2800 |
| 2023-12-01 |
| 2023-08-03 | $0.2800 | 2023-09-01 |
Trading at 17.3× earnings vs its 22.4× historical median P/E.
Fair value ≈ $57.05 · price $44.11 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Added $LW Long today as well. As a swing trade, i think this heads to $50+
View on StockTwits ↗Wall St is expecting 0.62 EPS for $LW Q4 [Reporting 07/29 BMO] http://www.estimize.com/intro/lw?chart=historical&metric_name=eps&utm_conten
View on StockTwits ↗$LW adding, frozen potatoes are bought in good times and bad and the company has pricing power.
View on StockTwits ↗$LW From 13F filings on May 15: Jana Partners (Barry Rosenstein) maintained LW @ 5.01M shares Starboard Value (Jeffrey Smith) initiated LW @ 6.1M shares So apparently Starboard now has more shares than Jana - Source: Briefing.com
View on StockTwits ↗$LW CFO bought another 400K, perhaps wanting to get in front of two conferences this week and 13Fs that surely include Jana and Starboard for whale watching pump!
View on StockTwits ↗$LW management at two conferences this week and 13Fs get filed which will undoubtedly show Starboard accumulating given two letters filed this quarter when they weren't a Q4 owner...whale watching by CNBC will call them out...Josh Brown and JOET will climb aboard once the momentum is working but investors get ahead of those headlines...high quality business at undemanding valuation for rate of change from self-help but always some risks and in short some of those factors
View on StockTwits ↗$LW Current Stock Price: $43.04 Contracts to trade: $43.0 LW May 08 2026 Call Entry: $0.15 Exit: $0.28 ROI: 87% Hold ~20 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.