تحليلات المنتج الاختيارية
بإذنك، نستخدم تحليلات محدودة تراعي الخصوصية لفهم مسارات البحث الفعالة. لا نستخدم أدوات تتبع إعلانية أو تسجيل الجلسات. يمكنك تغيير هذا الخيار في التفضيلات. اقرأ سياسة الخصوصية.
Lamb Weston Holdings, Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $7.4B | |
|---|---|---|
| Revenue (ttm) | 6.6B | |
| Net income (ttm) | 254.8M | |
| EPS (ttm) | $1.83 | |
| Shares out | 137.8M | |
| P/E (trailing) | 29.1x | |
| P/E (forward) | 14.7x | |
| Dividend | $1.52 (2.85%) | |
| Volume | 1,223,836 | |
| Beta | 0.47 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-05-29 | 2023-05-28 | 2024-05-26 | 2025-05-25 | 2026-05-31 | Trend |
| Revenue | $4.10B | $5.35B | $6.47B | $6.45B | $6.61B | +12.7% |
| Gross profit | $832.0M | $1.43B | $1.77B | $1.40B | $1.36B | +13.1% |
| Operating income | $444.4M | $882.1M | $1.07B | $665.1M | $591.1M | +7.4% |
| Net income | $200.9M | $1.01B | $725.5M | $357.2M | $290.0M | +9.6% |
| EPS (diluted) | $1.38 | $6.95 | $4.98 | $2.50 | $2.08 | +10.8% |
| EBITDA | $625.8M | $1.10B | $1.37B | $1.07B | $987.8M | +12.1% |
| R&D | $16.2M | $17.2M | $26.4M | $22.0M | $18.9M | +3.9% |
| SG&A | $387.6M | $550.0M | $701.4M | $633.5M | $664.6M | +14.4% |
Recent company headlines from major financial publishers.
Under the Bull scenario, global quick-service restaurant foot traffic inflects strongly upward, led by successful value meal campaigns and accelerated international restaurant openings among key accounts including McDonald's. European foodservice demand rebounds sharply from Q1 FY2027 declines, eliminating industry factory underutilization. Favorable potato crop yields in upcoming harvests significantly reduce open-market potato costs, while non-potato inflation abates. Robust pricing realization combines with organizational cost savings to restore operating margins toward historical peak levels, generating substantial excess free cash flow for accelerated share repurchases and balance sheet deleveraging.
Under the Base scenario, Lamb Weston delivers low-single-digit revenue growth and gradual operating margin normalization in line with the house forecast. North American foodservice volume growth remains steady at 1.5% to 3.0% over FY2027-FY2031, while pricing headwinds subside as contract negotiations conclude. International segment operations stabilize following capacity rationalization in Europe. Operating margin recovers from 8.94% in FY2026 to 9.5% in FY2027 and reaches 11.5% by FY2031. Accrual capital expenditures normalize to $330M-$350M annually, driving strong free cash flow generation and steady balance sheet deleveraging.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 6.5% | $65.6 | $67.9 | $70.5 | $73.5 | $76.8 |
| 7.0% | $60.6 | $62.4 | $64.4 | $66.7 | $69.2 |
| 7.5% | $56.5 | $57.9 | $59.5 | $61.3 | $63.2 |
| 8.0% | $53.0 | $54.2 | $55.5 | $56.9 | $58.4 |
| 8.5% | $50.0 | $51.0 | $52.0 | $53.2 | $54.5 |
Upcoming earnings date and setup when available.
التصنيف الذي حملته نسخة البحث المنشورة في كل شهر. يقارن التصنيف السعر في تاريخ التحليل بالقيمة العادلة، وليس سجلاً لمدى صحة التقدير.
| السنة | يناير | فبراير | مارس | أبريل | مايو | يونيو | يوليو | أغسطس | سبتمبر | أكتوبر | نوفمبر | ديسمبر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
