Lamb Weston (LW) earnings

Lamb Weston Holdings, Inc.· Consumer Staples

Results to: Aug 2026
Latest analysed call: Aug 2026 (Q1 FY27)
Balance sheet to: May 2026

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Lamb Weston earnings: last reported Tue, 6 Oct 2026, for the quarter ended Aug 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

Metric	Value	Change	Basis	Period	Note
Revenue	1,670 $ million	+0.7% YoY	Quarterly, as filed	Quarter to Aug 2026	Revenue from operations as filed.
Operating margin	4.9 %	−4.5 pts YoY	Operating profit / revenue	Quarter to Aug 2026	For the quarter; a change is in percentage points.
Net profit	29.1 $ million	−54.7% YoY	Quarterly, as filed	Quarter to Aug 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Aug 2026

Price

$53.83 −2.45% · −$1.35

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance −16.9% 1Y

1Y: $64.75 on 22 Oct 2025 → $53.83. High $66.57 (27 Oct 2025), low $38.48 (1 Apr 2026).

Previous close: $55.18
52-week range: $38.48 – $66.57
One year: −17.39%

Overview

Symbol: LW
Sector: Consumer Staples
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: −55% (quarter to aug 2026 against aug 2025).

In $ million. Oldest period first.

Line item	Nov 2024	Feb 2025	May 2025	Aug 2025	Nov 2025	Feb 2026	May 2026	Aug 2026
Sales	1,601	1,521	1,676	1,659	1,618	1,565	1,770	1,670
Operating profit	19	249	186	157	139	127	169	82
Operating margin	1.2%	16.4%	11.1%	9.4%	8.6%	8.1%	9.5%	4.9%
Profit before tax	-25	201	142	113	95	82	121	40
Tax rate	−54.0%	28.6%	15.1%	42.5%	37.9%	37.1%	11.5%	42.5%
Net profit	-36	146	120	64	62	54	110	29
EPS ($ per share)	-0.25	1.03	—	0.46	0.45	0.39	—	0.21

Source: Inve data · income statement, quarterly · to Aug 2026

In $ million. Oldest period first.

Line item	May 2019	May 2020	May 2021	May 2022	May 2023	May 2024	May 2025	May 2026
Equity capital	147	147	148	148	150	151	151	152
Reserves	804	1,065	1,245	1,306	2,161	2,700	2,849	2,930
Total liabilities	3,053	4,422	3,729	3,779	5,109	5,579	5,655	5,555
Fixed assets	1,598	1,535	1,524	1,579	2,808	3,583	3,688	3,690
Total assets	3,048	4,662	4,209	4,140	6,520	7,367	7,393	7,380

Source: Inve data · balance sheet · to May 2026

In $ million. Oldest period first.

Line item	May 2019	May 2020	May 2021	May 2022	May 2023	May 2024	May 2025	May 2026
Cash from operations	681	574	553	419	762	798	868	943
Cash from investing	-423	-346	-162	-310	-1,341	-984	-648	-380
Cash from financing	-300	1,125	-974	-363	341	-48	-225	-569
Net cash flow	-43	1,352	-580	-258	-220	-233	-1	-2
Capital expenditure	-334	-168	-147	-290	-654	-929	-638	-403
Free cash flow	347	406	406	129	108	-131	230	540

Source: Inve data · cash flow · to May 2026

LW revenue by segment

Segments North America grew from 67% to 68% of revenue over the last two years.

LW revenue by business segment, share of consolidated revenue by quarter
Segment	Q2 FY2025	Q3 FY2025	Q4 FY2025	Q1 FY2026	Q2 FY2026	Q3 FY2026	Q4 FY2026	Q1 FY2027	YoY growth latest quarter
Segments North America	67%	65%	66%	65%	66%	66%	68%	68%	+5.2%
Segments International	33%	35%	34%	35%	34%	34%	32%	32%	-8.0%

Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.

See how segments are shifting across companies → Segment Shift

Insider filings

60 filings between Feb 6, 2026 and Oct 8, 2026.

Open market

decisions to buy or sell

Purchases

$19.42M

10 purchases by 5 insiders

Sales

None

No insider sold shares.

Compensation

not trading decisions

36: Award — granted as compensation
14: Tax withheld — shares kept back by the company to cover tax

Who traded

open market only

Insider	Bought	Sold	Last filing
JANA Partners Management, LP	$16.07M	—	Apr 15, 2026
Craps Jan Eli B	$2.43M	—	Feb 6, 2026
Gray James D	$609.0K	—	May 11, 2026
Bensen Peter J	$197.2K	—	Apr 6, 2026
Prestage Norman	$103.5K	—	Apr 7, 2026

Latest filings (50)

Date	Insider	What	Shares	Value
Oct 8, 2026	Ostfeld Scott Director	Award	5,458	$0
Oct 8, 2026	Alford Bradley A Director	Award	5,458	$0
Oct 8, 2026	Bensen Peter J Director	Award	5,458	$0
Oct 8, 2026	Kurzius Lawrence Erik Director	Award	5,458	$0
Oct 8, 2026	Kimmelshue Ruth Director	Award	5,458	$0
Oct 8, 2026	Moddelmog Hala G Director	Award	5,458	$0
Oct 8, 2026	Hawaux Andre J Director	Award	5,458	$0
Oct 8, 2026	Prestage Norman Director	Award	5,458	$0
Oct 8, 2026	MCLEVISH TIMOTHY R Director	Award	5,458	$0
Aug 4, 2026	Schroeder Marc PRESIDENT, INTERNATIONAL	Tax withheld	3,492	$185.7K
Aug 4, 2026	Spytek Eryk J GEN COUNSEL & CHIEF COMPL OFF	Tax withheld	3,820	$203.1K
Aug 4, 2026	Younes Steven J CHIEF HUMAN RESOURCES OFFICER	Tax withheld	1,498	$79.7K
Aug 4, 2026	Jones Gregory W VP AND CONTROLLER	Tax withheld	619	$32.9K
Aug 4, 2026	Crowley Michael Christopher President, North America	Tax withheld	1,805	$96.0K
Aug 4, 2026	Wilks Sylvia Chief Supply Chain Officer	Tax withheld	2,223	$118.2K
Aug 4, 2026	Smith Michael Jared President and CEO	Tax withheld	9,441	$502.1K
Jul 28, 2026	Wilks Sylvia Chief Supply Chain Officer	Award	8,971	$0
Jul 28, 2026	Schroeder Marc PRESIDENT, INTERNATIONAL	Award	8,422	$0
Jul 28, 2026	Younes Steven J CHIEF HUMAN RESOURCES OFFICER	Award	6,957	$0
Jul 28, 2026	Jones Gregory W VP AND CONTROLLER	Award	2,746	$0
Jul 28, 2026	Philip Amit Chief Strategy/Tech Officer	Award	8,788	$0
Jul 28, 2026	Smith Michael Jared President and CEO	Award	45,770	$0
Jul 28, 2026	Crowley Michael Christopher President, North America	Award	8,422	$0
Jul 28, 2026	Gray James D Chief Financial Officer	Award	16,111	$0
Jul 28, 2026	Craps Jan Eli B Executive Chair	Award	68,656	$0
Jul 28, 2026	Spytek Eryk J GEN COUNSEL & CHIEF COMPL OFF	Award	8,788	$0
Jul 14, 2026	Younes Steven J CHIEF HUMAN RESOURCES OFFICER	Award	1,576	$0
Jul 14, 2026	Crowley Michael Christopher President, North America	Tax withheld	113	$5.3K
Jul 14, 2026	Spytek Eryk J GEN COUNSEL & CHIEF COMPL OFF	Award	2,354	$0
Jul 14, 2026	Crowley Michael Christopher President, North America	Award	378	$0
Jul 14, 2026	Schroeder Marc PRESIDENT, INTERNATIONAL	Tax withheld	1,354	$63.0K
Jul 14, 2026	Schroeder Marc PRESIDENT, INTERNATIONAL	Award	2,417	$0
Jul 14, 2026	Younes Steven J CHIEF HUMAN RESOURCES OFFICER	Tax withheld	468	$21.8K
Jul 14, 2026	Jones Gregory W VP AND CONTROLLER	Tax withheld	61	$2.8K
Jul 14, 2026	Jones Gregory W VP AND CONTROLLER	Award	209	$0
Jul 14, 2026	Smith Michael Jared President and CEO	Tax withheld	2,245	$104.4K
Jul 14, 2026	Smith Michael Jared President and CEO	Award	3,942	$0
Jul 14, 2026	Spytek Eryk J GEN COUNSEL & CHIEF COMPL OFF	Tax withheld	2,311	$107.5K
May 11, 2026	Gray James D Chief Financial Officer	Purchase	5,000	$204.7K
May 11, 2026	Gray James D Chief Financial Officer	Award	15,096	$0
May 11, 2026	Gray James D Chief Financial Officer	Purchase	5,000	$204.5K
May 8, 2026	Philip Amit Chief Strategy Officer	Award	29,631	$0
Apr 27, 2026	Gray James D Chief Financial Officer	Purchase	4,556	$199.8K
Apr 15, 2026	JANA Partners Management, LP Director	Purchase	50,000	$2.16M
Apr 13, 2026	JANA Partners Management, LP Director	Purchase	100,000	$4.21M
Apr 11, 2026	Schroeder Marc PRESIDENT, INTERNATIONAL	Tax withheld	6,084	$256.7K
Apr 10, 2026	Gray James D Chief Financial Officer	Award	54,985	$0
Apr 8, 2026	JANA Partners Management, LP Director	Purchase	100,000	$4.14M
Apr 7, 2026	JANA Partners Management, LP Director	Purchase	136,000	$5.56M
Apr 7, 2026	Prestage Norman Director	Purchase	2,500	$103.5K

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.

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