“Interest Expense, Net Interest expense, net declined $2.8 million, versus the first three quarters of fiscal 2025, to $133.0 million, reflecting the impact of lower total debt outstanding primarily driven by lower borrowings under our revolving credit facilit…”10-Q · Apr 1, 2026 ↗
Lamb Weston Holdings, Inc.
LW
Market read
Lamb Weston Holdings, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- LW's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if LW's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- LW's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 3.25x in the latest annual period.
- Operating margin changed -1.4 percentage points in the latest annual period.
- Net margin changed -1.2 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Capital investment and capacity has repeated adverse evidence across 3 filings.
- Demand and volume has repeated adverse evidence across 3 filings.
- Pricing and mix has repeated adverse evidence across 3 filings.
- P/E is 59% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 30% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 9, 2026
48.14Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Interest Expense, Net Interest expense, net declined $2.8 million, versus the first three quarters of fiscal 2025, to $133.0 million, reflecting the impact of lower total debt outstanding primarily driven by lower borrowings under our revolving credit facilit…”10-Q · Apr 1, 2026 ↗
“These costs were partially offset by higher volumes, lower manufacturing costs per pound, and improved operational efficiencies across the organization.”10-K · Jul 24, 2026 ↗
“Price/mix declined 6%, reflecting increased competitive pricing across the segment.”10-K · Jul 24, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.0× · EV/sales 1.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 14:15 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for LW. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for LW. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind LW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
DOLEDole plcsupplierMar 2, 2026 ▾
“Smucker Lamb Weston Mission Produce Pilgrim’s Pride Post Seaboard Sprouts Farmers Market TreeHouse Foods United Natural Foods Weis Markets Fixed Salary Fixed Salaries of named executive officers are reviewed annually by the Compensation Committee with regard…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
LW is currently a Follower in the organic co-movement group Packaged Foods. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.