← BackLamb Weston Holdings, Inc. · Canned, Frozen & Preservd Fruit, Veg & Food SpecialtiesLW
Low riskNext report: Around Dec 18 (est.)
The short versionA profitable company with steady sales.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Buying back shares: share count down 4.2% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 1.2% to their holdings in the quarter ending June 2026 (255 bought, 269 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$53.70-0.3% that day
- Company value
- $7.4B
- Share price times all shares
- Price vs profit (P/E)
- 29.3x
- You pay about $29 for each $1 of yearly profit
- Price vs sales
- 1.1x
- Company value is 1.1 times a year of sales
- Dividend yield
- 2.8%
- Yearly dividend as a share of today's price
- Cash vs value
- 2%
- Cash as a share of company value
- Debt vs value
- 51%
- Debt as a share of company value
From LW's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26$1.7B+0.7% vs a year earlier
Nov '23Tap a barAug '26
Last 12 months: $6.6B, up 2.6% from the 12 months before. Over 5 years, sales grew about 13% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.17.1%
- MissDebt under half of equityNot relying on borrowed money.2.15x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.4%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$540.2M
- PassShare count not growingNot diluting owners. Falling means buybacks.-4.2% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.20.6%
- Revenue
- $6.6B
- +2.5% vs prior year
- 5-year growth
- +12.5%/yr
- revenue, per year
- Total debt
- $3.8B
- 2.15x equity
- Current ratio
- 1.43x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 30, 2026- Revenue
- $1.7B
- +0.7% YoY
- EPS
- $0.21
- vs $0.46
- Op. margin
- 4.9%
- -4.5 pts
- Gross margin
- 16.0%
- -4.6 pts
- Free cash flow
- $146.1M
- Share count
- -1.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 3.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+1.2%Institutions added 1.2% to their holdings. 255 bought, 269 sold. 3 quarters of net buying in a row.
Shares held by institutions130.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.7%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
2.0x · $3.6B debtShares outstandingLatest reported
138MNext reportAround Dec 18 (est.)Estimated from the same quarter last year
- Results filedOct 6
- Results filedJul 24
- Results filedApr 1
- Results filedDec 19, 2025
- Results filedSep 30, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardScott OstfeldDirector
5,458 shares
- Owns no shares after
- Held See footnote
- Filed 1 day after trade
Stock awardBradley A AlfordDirector
5,458 shares
- +76% of holdings
- Now owns 12,607 shares
- Filed 1 day after trade
Stock awardPeter J BensenDirector
5,458 shares
- +26% of holdings
- Now owns 26,316 shares
- Filed 1 day after trade
Stock awardAndre J HawauxDirector
5,458 shares
- +10% of holdings
- Now owns 59,352 shares
- Filed 1 day after trade
Stock awardRuth KimmelshueDirector
5,458 shares
- +98% of holdings
- Now owns 11,054 shares
- Filed 1 day after trade
Stock awardLawrence Erik KurziusDirector
5,458 shares
- +98% of holdings
- Now owns 11,054 shares
- Filed 1 day after trade