선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
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 | |
|---|---|---|
| P/E (forward) | 14.7x |
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.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
