10-K annual report · filed Jul 23, 2025

Lamb Weston (LW) FY2025 10-K Annual Report

Short answer

Lamb Weston (LW) filed its fiscal 2025 10-K annual report with the SEC on Jul 23, 2025. It reported revenue of $6.5B (−0.3% year over year) and net income of $357M.

  • Top risk flagged: 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

FY2025 key financial metrics · XBRL

Revenue
$6.5B
−0.3% YoY
Net income
$357M
−50.8% YoY
Operating margin
10.3%
−6.2 pp YoY
Gross margin
21.7%
−5.6 pp YoY
EPS (diluted)
$2.50
−49.8% YoY
ROE
20.6%
−20.0 pp YoY
Operating cash flow
$868M
+8.8% YoY

Source: XBRL data from the Lamb Weston (LW) FY2025 10-K on SEC EDGAR. USD.

Lamb Weston FY2025 10-K analysis

AI summary of each section, grounded in the filing text

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

Generated from the filing text; verify against the original. How to read a 10-K

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