Nama Insights

Lamb Weston (LW)

Consumer Defensive · Packaged Foods · NYSE

Lamb Weston (LW) is a Consumer Defensive company in the Packaged Foods industry. It has a market capitalization of $7.61B, a trailing price-to-earnings ratio of 18.2 and a free-cash-flow yield of 7.0%. Over the most recent reported fiscal year, revenue grew 2.5% and free cash flow per share grew 140.8%. Nama's AI scorecard rates it Buy, 6.1 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 6.1/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -22.3% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-52.9%
How far the last close sits under the highest price of the past five years.
Market cap$7.61B
Trailing P/E18.2
Price / book4.2
Price / sales1.1
FCF yield7.0%
Dividend yield2.8%
Gross margin19.4%
Operating margin9.1%
Net margin3.9%
Revenue growth (YoY)+2.5%
Revenue growth (3-yr annual)+7.3%
EPS growth (YoY)—
FCF/share growth (YoY)+140.8%
Beta0.5
ExchangeNYSE
SectorConsumer Defensive
IndustryPackaged Foods

LW earnings

Next report: Dec 17, 2026 (Q2 2027, EPS estimate $0.86). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Oct 6, 2026 $0.75 $0.59 +27.1% $1.67B
Q4 2026 Jul 24, 2026 $0.87 $0.63 +38.1% $1.77B
Q3 2026 Apr 1, 2026 $0.72 $0.61 +18.0% $1.56B
Q2 2026 Dec 19, 2025 $0.69 $0.65 +6.2% $1.62B

LW analyst price target

Median target $56.00 from 12 analysts, ranging $52.00 – $65.00.

Packaged Foods peers

TickerCompanyMarket capP/E
KHC Kraft Heinz $29.13B 10.5
GIS General Mills $18.99B 10.3
SJM J. M. Smucker $13.95B 12.4
JBS JBS $13.36B 1.5
MKC McCormick $13.02B 15.2
HRL Hormel Foods $12.08B 15.3
MICC Magnum Ice Cream $11.74B —
DAR Darling Ingredients $7.92B 8.7
Explore live LW data on Nama Insights →

Recent Congressional trades

Lamb Weston trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025
Julie Johnson House Sell $1,001 - $15,000 Feb 12, 2025
Sheldon Whitehouse Senate Sell $1,001 - $15,000 —
Sheldon Whitehouse Senate Exchange $1,001 - $15,000 —

LW FAQ

Is LW a buy?
Nama's AI scorecard currently rates Lamb Weston Buy (6.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LW's P/E ratio?
Lamb Weston trades at a trailing price-to-earnings ratio of 18.2.
When does LW report earnings?
Lamb Weston's next scheduled report is on Dec 17, 2026. Analysts expect EPS of $0.86.
What is the LW price target?
The median analyst price target from 12 analysts is $56.00, with a range of $52.00 – $65.00.
Is LW Shariah compliant?
Nama's AAOIFI-style screen reads Lamb Weston as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does LW pay a dividend?
Yes — Lamb Weston's dividend yield is 2.8%.