LW at a glance
Lamb Weston (LW, SEC CIK 1679273) filed its latest 10-K annual report on July 24, 2026, a 10-Q quarterly report on April 1, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as August 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 31, 2026 (FY2026), Lamb Weston (LW) reported revenue of $6.6 billion (up 2.5% from FY2025) and net income of $290.0 million. Diluted EPS was $2.08.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding Lamb Weston (LW) shares worth $3.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $6.6B
- +2.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 35 funds
- $3.4B · +0 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 31, 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
AI summary of the LW 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Feb 22, 2026
Management Discussion & Analysis
- Q3 revenue $1,564.8M, up $44.3M or 3% YoY
- International worst performer: sales $529.8M, down 1%; Segment EBITDA $18.5M, down 80%
- North America best performer: sales $1,035.0M, up 5%; volume up 12%
- Net income $54.0M, down $92.0M; effective tax rate 35.9% vs 28.3% YoY
- Cash $57.5M; nine-month operating cash flow $595.6M vs $485.3M, with $154.7M dividends and $59.2M share repurchases
- Middle East conflict expected to impact Q4, particularly International; cost savings target of at least $250M expected to be exceeded by fiscal 2028
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6 rather than quarterly risk disclosures
- Credit risk: Second amendment to credit agreement dated January 30, 2026
- Capital-allocation risk: $308 million remaining under $750 million repurchase authorization as of February 22, 2026
- Management-transition risk: Transition and Separation Agreement with CFO Bernadette M. Madarieta dated February 19, 2026
AI summary of the LW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- 84.0% participation, with 115,548,380 shares represented at the annual meeting
- All eleven directors reelected to one-year terms through the 2027 annual meeting
AI summaries of LW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LW
Don't miss the next LW filing
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- Fund moves. Which tracked funds opened, added or cut LW, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Jones Gregory W | F | Aug 4, 2026 | 619 | $53.18 |
| Wilks Sylvia | F | Aug 4, 2026 | 2,223 | $53.18 |
| Schroeder Marc | F | Aug 4, 2026 | 3,492 | $53.18 |
| Smith Michael Jared | F | Aug 4, 2026 | 9,441 | $53.18 |
| Spytek Eryk J | F | Aug 4, 2026 | 3,820 | $53.18 |
| Younes Steven J | F | Aug 4, 2026 | 1,498 | $53.18 |
| Crowley Michael Christopher | F | Aug 4, 2026 | 1,805 | $53.18 |
| Gray James D | A | Jul 28, 2026 | 16,111 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.5B | $6.6B |
| Gross Profit | - | $1.4B | $1.4B |
| Operating Income | - | $665.1M | $591.1M |
| Net Income | - | $357.2M | $290.0M |
| Gross Margin | - | 21.7% | 20.6% |
| Op. Margin | - | 10.3% | 8.9% |
| Net Margin | - | 5.5% | 4.4% |
| Balance Sheet | |||
| Total Assets | $7.4B | $7.4B | $7.4B |
| Equity | - | $1.7B | $1.8B |
| ROE | - | 20.6% | 15.9% |
| Per Share | |||
| EPS | - | $2.50 | $2.08 |
| Cash Flow | |||
| Operating CF | - | $868.3M | $942.9M |
| CapEx | $929.5M | $638.2M | $402.7M |
Source: XBRL data in Lamb Weston (LW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $3.43B |
| Q1 2026 | 35 | $3.17B |
| Q4 2025 | 34 | $2.84B |
| Q3 2025 | 34 | $3.89B |
| Q2 2025 | 35 | $3.43B |
| Q1 2025 | 33 | $2.63B |
| Q4 2024 | 32 | $3.03B |
| Q3 2024 | 26 | $1.24B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 264 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 10-K | Jul 24, 2026 | May 31, 2026 | Analysis | |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
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LW SEC filings: frequently asked questions
Which institutions hold LW stock?
As of June 30, 2026, the largest Lamb Weston (LW) holders among the 13F filers tracked by SignalX were BlackRock ($730.3 million), T. Rowe Price Group ($395.9 million), Vanguard Portfolio Management LLC ($347.1 million), JPMorgan Chase & Co ($314.1 million), Vanguard Capital Management LLC ($258.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LW's revenue in fiscal year 2026?
For the fiscal year ended May 31, 2026 (FY2026), Lamb Weston (LW) reported revenue of $6.6 billion (up 2.5% from FY2025) and net income of $290.0 million. Diluted EPS was $2.08. The figures come from the XBRL data in the 10-K.
What are the main risks in LW's latest 10-K?
In the 10-K filed July 24, 2026, Lamb Weston (LW) flagged: 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. (AI summary of the Risk Factors section.)
What did LW report in its latest 8-K?
Lamb Weston (LW) filed an 8-K on September 16, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). 84.0% participation, with 115,548,380 shares represented at the annual meeting.
What are the latest LW SEC filings?
Lamb Weston (LW) filed its latest 10-K annual report on July 24, 2026, a 10-Q quarterly report on April 1, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on August 5, 2026.
What is LW's SEC CIK number?
Lamb Weston (LW)'s SEC Central Index Key (CIK) is 1679273. EDGAR lists every LW filing under that number.
Ask anything about LW
The research agent reads LW's filings, financials, insider trades and 13F holders, then answers with sources.