LW Lamb Weston

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • FDA and EFSA acrylamide regulations risk raising manufacturing costs due to potential stricter global food safety limits
• • Middle East conflicts since Feb 2026 caused shipping disruptions, increasing volatility in commodity/transportation markets and input costs
• • Dependency on single Canadian facility and limited co-packers poses supply chain risk if disruptions or contracting difficulties arise
• • Key competitive threat from local sourcing in developing regions (Middle East, China, India) reducing European export market share
• • High leverage with $3.9B debt as of May 31, 2026 restricts cash flow flexibility and risks covenant default under credit agreements

Business Overview

• • Core business: Leading global producer and marketer of value-added frozen potato products, primarily French fries, with distribution in over 100 countries
• • New leadership: Jan E.B. Craps appointed Executive Chair in Feb 2026; Michael J. Smith as CEO since Jan 2025; addition of Chief Strategy and Technology Officer in July 2026
• • Strategic shift: Full consolidation of European joint venture Lamb-Weston/Meijer v.o.f. in 2023, expanding international presence and control
• • Quantitative highlights: Approximately 10,000 employees as of July 2026, with 3,000 outside the U.S.; top 10 customers represent 50% of net sales; largest customer McDonald's at ~15% of sales
• • Noteworthy fact: Ongoing labor contract negotiations covering 74% of unionized hourly workers set to expire within 12 months, impacting workforce stability

Management Discussion & Analysis

• • Revenue $6,612.3M, up 2% YoY ($161M increase), North America +3% ($130M), International +1% ($31M), FX contributed $123.1M favorable impact
• • Adjusted EBITDA $1,147.2M, down 9% YoY ($112.8M decrease); North America segment Adj. EBITDA up 3% to $1,142.3M, International segment Adj. EBITDA down 55% to $114.7M
• • Best performing: North America segment $4,395.2M sales (+3%) with $1,142.3M Adj. EBITDA (+3%); Worst performing: International segment $2,217.1M sales (+1%) with $114.7M Adj. EBITDA (−55%)
• • Operating cash flow $942.9M (+$74.6M YoY), CapEx $410.1M (down $240.6M YoY), dividends paid $207.5M, share repurchases $113.2M (2.3M shares at $48.28/share)
• • Fiscal 2027 outlook: flat to slight sales growth, low single-digit volume growth, low single-digit price/mix decline, earnings growth expected to outpace sales, CapEx ~$380-410M, operating cash flow $750-800M

What are the latest LW SEC filings in 2026?

Lamb Weston (LW) has filed a 10-K annual report on July 24, 2026, a 10-Q quarterly report on April 1, 2026, an 8-K current report on July 24, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did LW file its most recent 10-K annual report?

Lamb Weston (LW) filed its most recent 10-K annual report on July 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view LW 10-Q quarterly reports?

Lamb Weston (LW)'s most recent 10-Q quarterly report was filed on April 1, 2026. SignalX displays every LW 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has LW filed recently?

Lamb Weston (LW)'s most recent 8-K was filed on July 24, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find LW insider trading activity (Form 4)?

SignalX aggregates every LW Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does LW file with the SEC?

Lamb Weston (LW) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new LW filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Lamb Weston (LW).

What is LW's SEC CIK number?

Lamb Weston (LW)'s SEC CIK (Central Index Key) number is 1679273. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1679273 to look up all LW filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find LW return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Lamb Weston (LW) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.