LWLamb Weston Holdings, Inc.
Canned, Frozen & Preservd Fruit, Veg & Food Specialties
- Revenue
- $6.6B
- 2.5% YoY
- Operating margin
- 8.9%
- 13% YoY
- EBITDA
- $988M
- 5.0% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.4×
- $3.3B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear325% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear22% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear15% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $4.1B | $5.4B | $6.5B | $6.5B | $6.6B | 2.5% |
| Operating income | $444M | $882M | $1.1B | $665M | $591M | 11% |
| Net income | $201M | $1.0B | $726M | $357M | $290M | 19% |
| Operating cash flow | $419M | $762M | $798M | $868M | $943M | 8.6% |
| Capex | $290M | $654M | $930M | $638M | $403M | 37% |
| Stock-based comp | $21M | $39M | $47M | $40M | $46M | 17% |
| Dividends | $138M | $146M | $174M | $207M | $208M | 0.3% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $16M | $12M | 57 | 70 |
| FY2025 | — | — | 65 | 96 |
| FY2024 | — | — | 113 | 102 |
| FY2023 | — | — | 136 | 100 |
| FY2022 | — | — | 84 | 96 |