Lamb Weston Holdings, Inc. (LW) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does Lamb Weston Holdings, Inc. Do?
Lamb Weston Holdings, Inc. produces, distributes, and markets value-added frozen potato products worldwide. It operates through four segments: Global, Foodservice, Retail, and Other. The company offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also offers its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' brands. In addition, it engages in the vegetable and dairy businesses. The company serves retail and foodservice customers; and grocery, mass, club, and specialty retailers; and businesses, independent restaurants, regional chain restaurants, and convenience stores, as well as educational institutions. Lamb Weston Holdings, Inc. was founded in 1950 and is headquartered in Eagle, Idaho. Lamb Weston Holdings, Inc. (LW) is classified as a mid-cap stock in the Consumer Staples sector, specifically within the Food Products industry. The company is led by CEO Thomas P. Werner and employs approximately 8,000 people. With a market capitalization of $5.3B, LW is one of the notable companies in the Consumer Staples sector.
Lamb Weston Holdings, Inc. (LW) Stock Rating — Reduce (April 2026)
As of April 2026, Lamb Weston Holdings, Inc. receives a Reduce rating with a composite score of 39.6/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.LW ranks #2,945 out of 4,446 stocks in our coverage universe. Within the Consumer Staples sector, Lamb Weston Holdings, Inc. ranks #117 of 180 stocks, placing it in the lower half of its Consumer Staples peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
LW Stock Price and 52-Week Range
Lamb Weston Holdings, Inc. (LW) currently trades at $42.19. The stock gained $0.58 (1.4%) in the most recent trading session. The 52-week high for LW is $67.07, which means the stock is currently trading -37.1% from its annual peak. The 52-week low is $39.69, putting the stock 6.3% above its annual trough. Recent trading volume was 1.9M shares, reflecting moderate market activity.
Is LW Overvalued or Undervalued? — Valuation Analysis
Lamb Weston Holdings, Inc. (LW) carries a value factor score of 48/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 17.17x, compared to the Consumer Staples sector average of 33.11x — a discount of 48%. The price-to-book ratio stands at 3.07x, versus the sector average of 1.74x. The price-to-sales ratio is 0.88x, compared to 0.35x for the average Consumer Staples stock. On an enterprise value basis, LW trades at 8.35x EV/EBITDA, versus 6.93x for the sector.
Overall, LW's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
Lamb Weston Holdings, Inc. Profitability — ROE, Margins, and Quality Score
Lamb Weston Holdings, Inc. (LW) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 17.9%, compared to the Consumer Staples sector average of 7.7%, which is within a healthy range. Return on assets (ROA) comes in at 4.4% versus the sector average of 3.1%.
On a margin basis, Lamb Weston Holdings, Inc. reports gross margins of 22.4%, compared to 26.2% for the sector. The operating margin is 10.6% (sector: 2.9%). Net profit margin stands at 5.2%, versus 1.6% for the average Consumer Staples stock. Revenue growth is running at -2.3% on a trailing basis, compared to 3.1% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
LW Debt, Balance Sheet, and Financial Health
Lamb Weston Holdings, Inc. has a debt-to-equity ratio of 305.0%, compared to the Consumer Staples sector average of 72.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 1.46x, suggesting adequate working capital coverage.
LW has a beta of 0.40, meaning it is less volatile than the S&P 500, making it a relatively defensive holding. The stability factor score for Lamb Weston Holdings, Inc. is 59/100, reflecting average volatility within the normal range for its sector.
Lamb Weston Holdings, Inc. Revenue and Earnings History — Quarterly Trend
In TTM 2026, Lamb Weston Holdings, Inc. reported revenue of $6.36B and earnings per share (EPS) of $0.39. Net income for the quarter was $326M. Gross margin was 22.4%. Operating income came in at $671M.
In Q3 2026, Lamb Weston Holdings, Inc. reported revenue of $1.56B and earnings per share (EPS) of $0.39. Net income for the quarter was $54M. Gross margin was 21.2%. Revenue grew 2.9% year-over-year compared to Q3 2025. Operating income came in at $127M.
In Q2 2026, Lamb Weston Holdings, Inc. reported revenue of $1.62B and earnings per share (EPS) of $0.45. Net income for the quarter was $62M. Gross margin was 20.0%. Revenue grew 1.1% year-over-year compared to Q2 2025. Operating income came in at $139M.
In Q1 2026, Lamb Weston Holdings, Inc. reported revenue of $1.66B and earnings per share (EPS) of $0.46. Net income for the quarter was $64M. Gross margin was 20.6%. Revenue grew 0.3% year-over-year compared to Q1 2025. Operating income came in at $157M.
Over the past 8 quarters, Lamb Weston Holdings, Inc. has demonstrated a growth trajectory, with revenue expanding from $1.65B to $6.36B. Investors analyzing LW stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
LW Dividend Yield and Income Analysis
Lamb Weston Holdings, Inc. (LW) currently pays a dividend yield of 2.6%. At this yield, a $10,000 investment in LW stock would generate approximately $$257.00 in annual dividend income. This compares to the Consumer Staples sector average dividend yield of 0.4%, meaning LW offers above-average income for its sector. The net margin of 5.2% provides reasonable coverage for the dividend, though investors should monitor payout sustainability.
LW Momentum and Technical Analysis Profile
Lamb Weston Holdings, Inc. (LW) has a momentum factor score of 27/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 34/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 14/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
LW vs Competitors — Consumer Staples Sector Ranking and Peer Comparison
Within the Consumer Staples sector, Lamb Weston Holdings, Inc. (LW) ranks #117 out of 180 stocks based on the Blank Capital composite score. This places LW in the lower half of all Consumer Staples stocks in our coverage universe. Key competitors and sector peers include Ituran Location & Control Ltd. (ITRN) with a score of 60.3/100, DARLING INGREDIENTS INC. (DAR) with a score of 52.9/100, Bunge Global SA (BG) with a score of 53.0/100, SANFILIPPO JOHN B & SON INC (JBSS) with a score of 54.1/100, and Archer-Daniels-Midland Co (ADM) with a score of 52.2/100.
Comparing LW against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full LW vs S&P 500 (SPY) comparison to assess how Lamb Weston Holdings, Inc. stacks up against the broader market across all factor dimensions.
LW Next Earnings Date
No upcoming earnings date has been announced for Lamb Weston Holdings, Inc. (LW) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy LW? — Investment Thesis Summary
The quantitative profile for Lamb Weston Holdings, Inc. suggests caution. Momentum is weak at 27/100, a headwind for near-term performance.
In summary, Lamb Weston Holdings, Inc. (LW) earns a Reduce rating with a composite score of 39.6/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on LW stock.
Related Resources for LW Investors
Explore more research and tools: LW vs S&P 500 comparison, top Consumer Staples stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare LW head-to-head with peers: LW vs ITRN, LW vs DAR, LW vs BG.