Quarter
Charts

LAMB WESTON HOLDINGS, INC.

LW

CIK 0001679273 · Quarterly mode · latest period FY2026 (Q1) (ending 2026-02-22) · sourced from SEC EDGAR

At a glance · FY2026 (Q1)

Revenue
$1.56B
↑+2.9% +$44Mvs FY2025 (Q1)
Operating Income
$127M
↓-49.1% -$122Mvs FY2025 (Q1)
Net Income
$54M
↓-63.0% -$92Mvs FY2025 (Q1)
Gross Profit
$332M
↓-21.5% -$91Mvs FY2025 (Q1)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Poor
27/100
  • Profitability
    18ROIC 8.5% (10% = solid, 20%+ = moat)
  • Liquidity
    44Current Ratio 1.38 (above 1.5 = solid)
  • Leverage
    0D/E 2.17 (under 0.5 = conservative)
  • Efficiency
    52Asset Turnover 0.87x (1.0+ = capital-efficient)
  • Growth
    26Revenue YoY +2.9% (10% = solid, 25%+ = elite)
  • Margin Trend
    24Op Margin 8.1% · trend -1.6pts (4Q avg vs prior 4Q)

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project LW's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

25%

Trailing 3-yr CAGR was 28.8%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$53.78
Total enterprise IV
$7.67B
Diluted shares
0.14B
Terminal PV
$5.96B (78% of total)
Year-5 FCF
$702M
YearProjected FCFDiscounted PV
+1$288M$261M
+2$360M$297M
+3$449M$338M
+4$562M$384M
+5$702M$436M
Terminal$9.60B$5.96B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$344M
investment in PP&E
Dividends paid (TTM)
$207M
cash returned to holders
Stock-based comp (TTM)
$39M
non-cash dilution

Balance sheet · 2026-02-22

latest filed snapshot
Total assets
$7.39B
everything owned
Total liabilities
$2.50B
everything owed
Stockholders' equity
$1.83B
shareholder claim
Net debt
$3.71B
LT debt minus cash

Recent performance · 47 quarters

Revenue↑+2.9% +$44M
$1.56B
Net Income↓-63.0% -$92M
$54M
Free Cash Flow↓-83.3% -$17M
$-36M
Operating Margin↓-8.3pts
8.1%

Drill down

LW Sankey

See LAMB WESTON HOLDINGS, INC.'s revenue flow into every line item of the income statement and balance sheet — every dollar accounted for, with prior-period comparison.

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LW Charts

47 quarters of historical line items — Income, Cash Flow, Balance Sheet, plus margins. Click any chart for the trend dialog.

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LW Key Metrics

EPS, BVPS, FCF/Share, ROE, ROA, ROIC, D/E, Current Ratio, Quick Ratio, Asset Turnover — 10 CFA-grade fundamentals derived from EDGAR data.

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