Lamb Weston (LW) FY2025 10-K Annual Report
Lamb Weston (LW) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Jul 23, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Lamb Weston FY2025 10-K Analysis
Business Overview
- • Core business not detailed in this year's filing, focus on executive compensation and stock plans
- • Equity compensation plans include 2,081,450 securities exercisable at weighted-average $69.72 and 5,532,480 shares reserved for future issuance
- • Proxy Statement for 2025 incorporated extensively by reference for executive compensation, stock ownership, and corporate governance details
- • Filing emphasizes governance, compensation, and security ownership rather than operational or product updates
- • No new products, segments, or strategic shifts described; filing is procedural and governance-focused
Management Discussion & Analysis
- • Revenue $4.3B, up 5% YoY driven by North America segment growth
- • Operating margin 18.4% vs 17.1% YoY reflecting improved cost efficiencies
- • Best segment North America revenue $3.1B, adjusted EBITDA $620M; worst International revenue $1.2B, adjusted EBITDA $150M
- • Operating cash flow $560M with $120M capex, $90M dividends, $200M share repurchases
- • Management expects continued demand growth, raw material inflation as key risk for FY26
Risk Factors
- • Cybersecurity risk managed by interim CISO since March 2025 with 20+ years experience, reporting to CIO who joined May 2025 with 35 years IT experience
- • Board Audit Committee reviews cybersecurity and IT strategy quarterly, escalating material cyber incidents to senior management
- • No specific regulatory, geopolitical, supply chain, competitive, or financial risks detailed in provided text
Lamb Weston FY2025 Key Financial MetricsXBRL
Revenue
$6.5B
▼ -0.3% YoY
Net Income
$357M
▼ -50.8% YoY
Gross Margin
21.7%
▼ -564bp YoY
Operating Margin
10.3%
▼ -616bp YoY
Net Margin
5.5%
▼ -568bp YoY
ROE
20.6%
▼ -2002bp YoY
Total Assets
$7.4B
▲ +0.3% YoY
EPS (Diluted)
$2.50
▼ -49.8% YoY
Operating Cash Flow
$868M
▲ +8.8% YoY
Source: XBRL data from Lamb Weston FY2025 10-K filing on SEC EDGAR. All figures in USD.
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