Track market-moving stories before they get noisy

AA and RYI ride higher aluminum prices, capacity expansion and shipment growth, but debt, costs and valuation gaps shape the aluminum stock debate.

PITTSBURGH--(BUSINESS WIRE)--Alcoa Corporation (“Alcoa”) will participate in a live webcast session at the Wells Fargo Industrials and Materials Conference in Chicago on Wednesday, June 10, 2026.

At 10:30 a.m. EDT (9:30 a.m. CDT), an Alcoa executive will participate in a question-and-answer session regarding Alcoa’s business and outlook in the current market, including factors that could affect the present quarter’s financial results.

A slide presentation, to be used in connection with the conference and investor meetings, will be available on the “Investors” section of Alcoa’s website, www.alcoa.com, beginning at approximately 7:00 a.m. EDT (6:00 a.m. CDT) on June 10, 2026.

The live webcast will be available on the “Investors” section of Alcoa’s website, www.alcoa.com. A transcript and audio replay will also be available after the session on the “Investors” section of www.alcoa.com.

About Alcoa Corporation

Alcoa (NYSE: AA, ASX: AAI) is a global industry leader in alumina and aluminum products with a Vision to build a legacy of excellence for future generations. With a values-based approach that encompasses integrity, operating with excellence, care for people and lead with courage, our Purpose is to Turn Raw Potential into Real Progress. Since developing the process that made aluminum an affordable and vital part of modern life, our talented Alcoans have developed breakthrough innovations and best practices that have led to greater safety, efficiency, sustainability and stronger communities wherever we operate.

Dissemination of Company Information

Alcoa intends to make future announcements regarding company developments and financial performance through its website, www.alcoa.com, as well as through press releases, filings with the Securities and Exchange Commission, conference calls, media broadcasts, and webcasts. Alcoa does not incorporate the information contained on, or accessible through, its corporate website or such other websites or platforms referenced herein into this press release.

Cautionary Statement on Forward-Looking Statements

This session will contain statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include those containing such words as “aims,” “ambition,” “anticipates,” “believes,” “could,” “develop,” “endeavors,” “estimates,” “expects,” “forecasts,” “goal,” “intends,” “may,” “outlook,” “potential,” “plans,” “projects,” “reach,” “seeks,” “sees,” “should,” “strive,” “targets,” “will,” “working,” “would,” or other words of similar meaning. All statements by Alcoa Corporation that reflect expectations, assumptions or projections about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements regarding forecasts concerning global demand growth for bauxite, alumina, and aluminum, and supply/demand balances; statements, projections or forecasts of future or targeted financial results, or operating performance (including our ability to execute on strategies related to environmental, social and governance matters); statements about strategies, outlook, and business and financial prospects (including related to production and shipments); and statements about capital allocation and return of capital. These statements reflect beliefs and assumptions that are based on Alcoa Corporation’s perception of historical trends, current conditions, and expected future developments, as well as other factors that management believes are appropriate in the circumstances. Forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties, and changes in circumstances that are difficult to predict. Although Alcoa Corporation believes that the expectations reflected in any forward-looking statements are based on reasonable assumptions, it can give no assurance that these expectations will be attained and it is possible that actual results may differ materially from those indicated by these forward-looking statements due to a variety of risks and uncertainties. Such risks and uncertainties include, but are not limited to: (1) the impact of global economic conditions on the aluminum industry and aluminum end-use markets; (2) volatility and declines in aluminum and alumina demand and pricing, including global, regional, and product-specific prices, or significant changes in production costs which are linked to the London Metal Exchange (LME) or other commodities; (3) the disruption of market-driven balancing of global aluminum supply and demand by non-market forces; (4) competitive and complex conditions in global markets; (5) our ability to obtain, maintain, or renew permits or approvals necessary for our mining operations; (6) rising energy costs and interruptions or uncertainty in energy supplies; (7) unfavorable changes in the cost, quality, or availability of raw materials or other key inputs, or by disruptions in the supply chain; (8) economic, political, and social conditions, including the impact of trade policies, tariffs, and adverse industry publicity; (9) legal proceedings, investigations, or changes in foreign and/or U.S. federal, state, or local laws, regulations, or policies; (10) changes in tax laws or exposure to additional tax liabilities; (11) climate change, climate change legislation or regulations, and efforts to reduce emissions and build operational resilience to extreme weather conditions; (12) disruptions in the global economy caused by ongoing regional conflicts; (13) fluctuations in foreign currency exchange rates and interest rates, inflation and other economic factors in the countries in which we operate; (14) global competition within and beyond the aluminum industry; (15) our ability to achieve our strategies or expectations relating to environmental, social, and governance considerations; (16) claims, costs, and liabilities related to health, safety and environmental laws, regulations, and other requirements in the jurisdictions in which we operate; (17) liabilities resulting from impoundment structures, which could impact the environment or cause exposure to hazardous substances or other damage; (18) dilution of the ownership position of Alcoa’s stockholders, price volatility, and other impacts on the price of Alcoa common stock by the secondary listing of the Alcoa common stock on the Australian Securities Exchange; (19) our ability to obtain or maintain adequate insurance coverage; (20) our ability to execute on our strategy to reduce complexity and optimize our asset portfolio and to realize the anticipated benefits from announced plans, programs, initiatives relating to our portfolio, capital investments, and developing technologies; (21) our ability to integrate and achieve intended results from joint ventures, other strategic alliances, and strategic business transactions; (22) significant declines in the market value of our marketable securities; (23) our ability to fund capital expenditures; (24) deterioration in our credit profile or increases in interest rates; (25) impacts on our current and future operations due to our indebtedness and our ability to reduce indebtedness; (26) our ability to continue to return capital to our stockholders through the payment of cash dividends and/or the repurchase of our common stock; (27) cyber attacks, security breaches, system failures, software or application vulnerabilities, or other cyber incidents; (28) labor market conditions, union disputes and other employee relations issues; and (29) the other risk factors discussed in Alcoa’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and other reports filed by Alcoa with the SEC. Alcoa cautions readers not to place undue reliance upon any such forward-looking statements, which speak only as of the date they are made. Alcoa disclaims any obligation to update publicly any forward-looking statements, whether in response to new information, future events or otherwise, except as required by applicable law. Neither Alcoa nor any other person assumes responsibility for the accuracy and completeness of any of these forward-looking statements.

Alcoa Corporation (AA) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript

NEW YORK, May 6, 2026 /PRNewswire/ -- Clear Secure, Inc. (NYSE: YOU), the secure identity company, has released financial results for the first quarter 2026 on its Investor Relations website at https://ir.clearme.com. First Quarter Financial Highlights (percentage change is expressed as year-over-year, unless otherwise specified) Revenue of $253.0 million was up 19.7%; Total Bookings of $291.7 million increased 40.8% Operating income of $62.0 million, representing a 24.5% operating income margin Net income of $56.4 million, representing a 22.3% net income margin Adjusted EBITDA of $80.6 million, representing a 31.9% Adjusted EBITDA margin and 720 basis points of year-over-year margin expansion Earnings per Common Share Basic and Diluted of $0.39 and $0.38, respectively Net cash provided by operating activities of $190.4 million; Free Cash Flow of $185.5 million Operational Achievements Total CLEAR Members grew to 41.0 million, up 31.3% year-over-year and Active CLEAR+ Members grew to 8.2 million, up 13.0% year-over-year 60 CLEAR+ airports, and 277 retail locations with TSA PreCheck® Enrollment Provided by CLEAR as of March 31, 2026 eGates launched across 43 airports as of today; on track for network wide rollout in 2026 CLEAR Concierge, a premium, personalized on-demand airport service now offered at 32 airports CLEAR1 delivered another record quarter, with bookings increasing approximately fivefold year-over-year, underscoring its strong growth trajectory Capital Allocation Activities Approximately $56.4 million returned to shareholders in the first quarter of 2026, related to our regular quarterly dividend of $0.15 per share, a special dividend of $0.20 per share, distributions and $1.2 million share repurchases Clear Secure, Inc. announced today that its Board of Directors has declared a quarterly cash dividend of $0.15 per share, payable on June 24, 2026 to shareholders of record of Class A Common Stock and Class B Common Stock as of the close of business on June 10, 2026 Second Quarter and Full Year 2026 Guidance Second quarter 2026 Revenue of $268-271 million, representing 22.8% year-over-year growth at the midpoint Second quarter 2026 Total Bookings of $280-285 million, representing 26.7% year-over-year growth at the midpoint Full Year 2026 Free Cash Flow guidance increased from at least $440 million to at least $465 million, representing at least 35.5% year-over-year growth "The seeds we planted to build the world's most trusted, secure identity platform are taking hold at a critical moment.

Clear Secure, Inc. (YOU) Q1 2026 Earnings Call Transcript

Clear Secure (YOU - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this airport security company have returned +17.3% over the past month versus the Zacks S&P 500 composite's +8.8% change. The Zacks Internet - Software industry, to which Clear Secure belongs, has gained 3.9% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Clear Secure is expected to post earnings of $0.39 per share for the current quarter, representing a year-over-year change of +50%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

For the current fiscal year, the consensus earnings estimate of $1.62 points to a change of +44.6% from the prior year. Over the last 30 days, this estimate has changed +0.2%.

For the next fiscal year, the consensus earnings estimate of $1.98 indicates a change of +22.6% from what Clear Secure is expected to report a year ago. Over the past month, the estimate has changed -7.9%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Clear Secure is rated Zacks Rank #2 (Buy).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Clear Secure, the consensus sales estimate of $270.16 million for the current quarter points to a year-over-year change of +23.1%. The $1.1 billion and $1.28 billion estimates for the current and next fiscal years indicate changes of +22% and +16.5%, respectively.

Last Reported Results and Surprise HistoryClear Secure reported revenues of $253 million in the last reported quarter, representing a year-over-year change of +19.7%. EPS of $0.38 for the same period compares with $0.32 a year ago.

Compared to the Zacks Consensus Estimate of $244.73 million, the reported revenues represent a surprise of +3.38%. The EPS surprise was +8.57%.

Over the last four quarters, Clear Secure surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Clear Secure is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Clear Secure. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

Clear Secure (YOU - Free Report) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, YOU crossed above the 20-day moving average, suggesting a short-term bullish trend.

A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages.

The 20-day moving average can show signals that are similar to other SMAs as well. If a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend.

Shares of YOU have been moving higher over the past four weeks, up 9.9%. Plus, the company is currently a Zacks Rank #2 (Buy) stock, suggesting that YOU could be poised for a continued surge.

Once investors consider YOU's positive earnings estimate revisions, the bullish case only solidifies. No earnings estimate has been lowered in the past two months, compared to 1 raised estimates, for the current fiscal year, and the consensus estimate has increased as well.

Investors may want to watch YOU for more gains in the near future given the company's key technical level and positive earnings estimate revisions.

CLEAR and GDIT will deliver secure digital identity management solutions to federal health and civilian agencies NEW YORK, May 20, 2026 /PRNewswire/ -- CLEAR (NYSE: YOU), the security identity company, and General Dynamics Information Technology (GDIT), a business unit of General Dynamics (NYSE: GD), today announced a strategic collaboration agreement to deliver secure digital identity management and verification solutions for federal health and civilian agencies. Under this agreement, CLEAR has selected GDIT as its preferred federal systems integrator for delivering CLEAR1, CLEAR's secure identity platform, into complex mission environments.

Morgan Stanley stock is in a buy zone of a base. A biometric identity name hit a new high after rebounding following a sell signal.

Users can now add a US passport to Samsung Wallet for seamless, secure travel NEW YORK, May 26, 2026 /PRNewswire/ -- CLEAR (NYSE: YOU), the secure identity company, today announced a partnership with Samsung Electronics America to launch Samsung ID with CLEAR. Together, Samsung and CLEAR are providing a safe, secure, and free mobile digital ID designed to simplify users' busy lives – available directly in Samsung Wallet.

Does Clear Secure (YOU) have what it takes to be a top stock pick for momentum investors? Let's find out.

Clear Secure (YOU - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this airport security company have returned -6.3% over the past month versus the Zacks S&P 500 composite's +5.5% change. The Zacks Internet - Software industry, to which Clear Secure belongs, has gained 5.9% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Clear Secure is expected to post earnings of $0.43 per share for the current quarter, representing a year-over-year change of +65.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +8.5%.

The consensus earnings estimate of $1.78 for the current fiscal year indicates a year-over-year change of +58.9%. This estimate has changed +10.1% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $2.25 indicates a change of +26.2% from what Clear Secure is expected to report a year ago. Over the past month, the estimate has changed +13.6%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Clear Secure.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Clear Secure, the consensus sales estimate for the current quarter of $270.16 million indicates a year-over-year change of +23.1%. For the current and next fiscal years, $1.1 billion and $1.28 billion estimates indicate +22% and +16.5% changes, respectively.

Last Reported Results and Surprise HistoryClear Secure reported revenues of $253 million in the last reported quarter, representing a year-over-year change of +19.7%. EPS of $0.38 for the same period compares with $0.32 a year ago.

Compared to the Zacks Consensus Estimate of $244.73 million, the reported revenues represent a surprise of +3.38%. The EPS surprise was +8.57%.

Over the last four quarters, Clear Secure surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Clear Secure is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Clear Secure. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

Clear Secure delivered robust Q1 growth, driven by both travel demand and a DHS shutdown tailwind, with bookings up 40.8% and revenue up 19.7%. YOU's valuation is no longer cheap on forward earnings (25.8x FY2026 non-GAAP EPS), but remains attractive on EBITDA (12.7x) and cash flow (11.3x) multiples. Product enhancements—eGates, Concierge, and a redesigned app—are boosting retention, customer experience, and revenue per member, while CLEAR1 is emerging as a credible growth engine.

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EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) today released its latest Global Sustainability Report, outlining progress made during fiscal year 2025 toward the company’s 2033 sustainability goals and how those efforts are integrated across its global operations.

“In fiscal year 2025, we continued to focus on embedding sustainability across all of our operations and global supply chain — driving progress that supports our people, strengthens our business, and advances our environmental stewardship,” said Sylvia Wilks, chief supply chain officer of Lamb Weston. “Looking ahead, our commitment to sustainability will remain measurable, values driven, and focused on creating value for our business, customers, and team members.”

Grounded in the company’s approach to Making Fries and Making Strides, the report highlights progress across three core focus areas: People, supporting our team members and communities where we operate; Food, delivering safe, trusted, high‑quality products; and Planet, advancing environmental stewardship across the global value chain.

Key progress updates featured in the Global Sustainability Report for fiscal year 2025 include:

People: >15% year-over-year reduction in recordable injury rates from fiscal year 2024 More than $830,000 donated to community programs, including food banks Food: 99.5% Global Food Safety Initiative (GFSI) certification of Tier 1 ingredient supplier facilities More than 230 audits completed, including internal, third-party food safety, quality, and customer audits Planet: 6% year-over-year reduction in freshwater use intensity from fiscal year 2024 85% of primary packaging is recyclable, reusable, and/or compostable 98% of waste diverted from disposal The full report, including additional progress and disclosures, is available at https://www.lambweston.com/about/sustainability.

About Lamb Weston
Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the federal securities laws. Words such as “drive,” “support,” “strengthen,” “advance,” “will,” “create,” “deliver” and variations of such words and similar expressions are intended to identify forward-looking statements. Examples of forward-looking statements include, but are not limited to, statements regarding the company’s plans, execution, goals and targets, commitments, and progress. These forward-looking statements are based on management’s current expectations and are subject to uncertainties and changes in circumstances. Readers of this press release should understand that these statements are not guarantees of performance or results. Many factors could affect these forward-looking statements and the company’s actual results and cause them to vary materially from the expectations contained in the forward-looking statements, including those set forth in this press release. These risks and uncertainties include, among other things: pricing for water; potato crop performance, quality and yield, including the effect of climate on the potato crop and the company’s production processes; restaurant traffic in the company’s markets, and an uncertain general economic environment, including inflationary pressures; the competitive environment; the availability and prices of raw materials and other commodities; operational challenges; the company’s ability to successfully implement its cost savings or efficiency initiatives; and other risks described in the company’s reports filed from time to time with the U.S. Securities and Exchange Commission. The company cautions readers not to place undue reliance on any forward-looking statements included in this press release, which speak only as of the date of this release. The company undertakes no responsibility for updating these statements, except as required by law.

More News From Lamb Weston Holdings, Inc.

Back to Newsroom

Lamb Weston (LW) reported earnings 30 days ago. What's next for the stock?

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EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today that on May 11, 2026, the company granted 15,096 restricted stock units (the “Inducement Awards”) to James D. Gray. The company’s Compensation and Human Capital Committee approved the grant of Inducement Awards, made under the Lamb Weston Holdings, Inc. 2026 Inducement Stock Plan, to Mr. Gray as a material inducement to Mr. Gray’s hiring as Chief Financial Officer on April 2, 2026. The restricted stock units were granted as a dollar-for-dollar match on Mr. Gray’s personal investment in Lamb Weston shares and vest 33%, 33% and 34% on May 11, 2027, May 9, 2028, and May 8, 2029, respectively.

The Inducement Awards were granted in reliance on the employment inducement exemption under the NYSE’s Listed Company Manual Rule 303A.08, which requires public announcement of inducement awards.

About Lamb Weston

Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.

More News From Lamb Weston Holdings, Inc.

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Key Takeaways LW's North America volume rose 12% in Q3 fiscal 2026, while sales increased 5% to $1.04B.Lamb Weston used cost savings to support pricing, trade programs and customer-focused initiatives.LW improved plant utilization, supply-chain efficiency and service reliability to support demand. Lamb Weston Holdings, Inc. (LW - Free Report) is witnessing strong volume momentum in its North America business, driven by a sharper commercial strategy and improved operational execution. In the third quarter of fiscal 2026, North America volume increased 12%, while net sales rose 5% year over year to $1,035 million, despite ongoing softness in restaurant traffic and cautious consumer spending trends.

The company’s market-share gains have been driven by strong customer retention, new business wins and deeper engagement with chain restaurant operators. Management noted that its “Focus to Win” strategy has enabled Lamb Weston to reinvest productivity-driven cost savings into customer-focused initiatives, including targeted pricing and trade support programs. These investments, combined with improved production run rates and operational efficiencies, have strengthened product consistency, service levels and overall customer reliability.

Operational execution has become an increasingly important differentiator. Improved plant utilization, stronger supply-chain performance and better manufacturing efficiency have enhanced Lamb Weston’s ability to meet customer demand consistently. Management stated that the company’s North American network is now operating in the low-90% utilization range, giving it greater flexibility while maintaining high fill rates and dependable service.

A streamlined U.S. commercial go-to-market structure has also contributed to the momentum. By leveraging a dedicated direct sales organization that is “100% focused on fries,” Lamb Weston has improved customer engagement, pricing execution and responsiveness in the field. This direct sales approach has strengthened relationships with both legacy and newer chain customers, helping the company compete more effectively in a dynamic environment.

At the same time, Lamb Weston continues to benefit from consumer migration toward value-oriented channels. Growth in private-label offerings and chain restaurant partnerships has enabled the company to capture incremental demand, further supporting its North America market-share gains.

Lamb Weston’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have fallen 2.1% in the past month against the broader Consumer Staples sector and the S&P 500 index’s 1.7% and 8.5% growth. LW has also underperformed the industry’s decline of 1.5% during the same period.

LW Stock's Past Month Performance
Image Source: Zacks Investment Research

Is LW a Value Play Stock?Lamb Weston currently trades at a forward 12-month P/E ratio of 13.46, which is slightly down from the industry average of 13.49. This valuation positions the stock at a modest discount relative to its direct peers.

LW P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research

Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 8.3% and 24.7%, respectively, from the year-ago reported figures. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.

Smithfield Foods, Inc. (SFD - Free Report) produces packaged meats and fresh pork in the United States and internationally. It carries a Zacks Rank #2 (Buy) at present. SFD delivered a trailing four-quarter earnings surprise of 12%, on average.

The Zacks Consensus Estimate for Smithfield Foods’ current fiscal-year sales and earnings indicates growth of 1.3% and 7.5%, respectively, from the prior-year reported levels.

Darling Ingredients Inc. (DAR - Free Report) develops, produces and sells sustainable natural ingredients from edible and inedible bio-nutrients. It currently has a Zacks Rank #2. DAR delivered a trailing four-quarter earnings surprise of 16.1%, on average.

The Zacks Consensus Estimate for Darling Ingredients’ current fiscal-year sales and earnings indicates growth of 10.3% and 567.7%, respectively, from the prior-year reported levels.

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SAN DIEGO--(BUSINESS WIRE)--Robbins LLP informs investors that Lamb Weston Holdings, Inc. (NYSE: LW) may face damages due to a pending securities class action lawsuit brought on behalf of investors who purchased the Company's securities between July 25, 2023 and April 3, 2024. Lamb Weston is a large producer of frozen potato products, which it sells to restaurants and retailers around the world.

Stockholder Alert: Robbins LLP Announces that the Shareholder Class Action Against Lamb Weston Holdings, Inc. Survived the Motion to Dismiss

ShareFor more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.

According to the class action complaint, during the class period, defendants failed to disclose significant problems with the Company's Enterprise Resource Planning ("ERP") software system. On April 4, 2024, the Company revealed that the disastrous rollout of its new ERP system caused it to lose $135 million in sales during the third quarter of fiscal 2024 and necessitated a $330 million reduction in its sales guidance for the full fiscal year. On this news, the price of Lamb Weston stock fell by $19.59 per share.

On May 12, 2026, the court entered an order granting in part and denying in part the defendants' motion to dismiss, paving the way for litigation to proceed against the Company.

What Now: If you are a current shareholder of Lamb Weston Holdings, Inc. and have held your stock since prior to July 25, 2023, you have rights. Contact Robbins LLP here for information.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About Robbins LLP: Some law firms issuing releases about this matter do not actually litigate securities class actions; Robbins LLP does. A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. Since our inception, we have obtained over $1 billion for shareholders.

To be notified if a class action against Lamb Weston Holdings, Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

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SAN DIEGO, May 29, 2026 (GLOBE NEWSWIRE) -- Robbins LLP informs investors that Lamb Weston Holdings, Inc. (NYSE: LW) may face damages due to a pending securities class action lawsuit brought on behalf of investors who purchased the Company's securities between July 25, 2023 and April 3, 2024. Lamb Weston is a large producer of frozen potato products, which it sells to restaurants and retailers around the world.

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.

According to the class action complaint, during the class period, defendants failed to disclose significant problems with the Company's Enterprise Resource Planning ("ERP") software system. On April 4, 2024, the Company revealed that the disastrous rollout of its new ERP system caused it to lose $135 million in sales during the third quarter of fiscal 2024 and necessitated a $330 million reduction in its sales guidance for the full fiscal year. On this news, the price of Lamb Weston stock fell by $19.59 per share.

On May 12, 2026, the court entered an order granting in part and denying in part the defendants' motion to dismiss, paving the way for litigation to proceed against the Company.

What Now: If you are a current shareholder of Lamb Weston Holdings, Inc. and have held your stock prior to July 25, 2023, you have rights. Contact Robbins LLP here for information.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.  

About Robbins LLP: Some law firms issuing releases about this matter do not actually litigate securities class actions; Robbins LLP does. A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. Since our inception, we have obtained over $1 billion for shareholders.

To be notified if a class action against Lamb Weston Holdings, Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

Attorney Advertising. Past results do not guarantee a similar outcome.

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Proposed changes reflect actions to improve operational efficiency and better align the global manufacturing footprint with customer needs

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) today announced plans to close its production facility in Broekhuizenvorst, the Netherlands, to align its global supply chain footprint with evolving market conditions and as part of its broader executional excellence efforts.

“These actions are part of our commitment to ensure the long-term resilience and competitiveness of our global supply chain network,” said Sylvia Wilks, chief supply chain officer of Lamb Weston. “While this is a very difficult step, particularly given the strong commitment of our Broekhuizenvorst team, it is necessary to position us to improve our operational efficiency and better align our manufacturing footprint with customer needs.”

The company will now initiate a formal consultation process with the Works Council, in accordance with Dutch regulations. Lamb Weston is committed to conducting this process in an open and constructive manner and will communicate further details following its completion.

The company plans to support the approximate 110 affected team members throughout the process, treating them with fairness, respect, and in full compliance with applicable laws and regulations.

These strategic actions are part of the company’s ongoing execution of its Focus to Win strategy, which includes prioritizing markets and channels, strengthening customer partnerships, achieving executional excellence and setting the pace for innovation.

About Lamb Weston

Lamb Weston is a leading supplier of frozen potato products to restaurants and retailers around the world. For more than 75 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for its customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the federal securities laws. Words such as “plans,” “intent,” “improve,” “will,” “ensure,” and variations of such words and similar expressions are intended to identify forward-looking statements. Examples of forward-looking statements include statements regarding the company’s plans and strategies and anticipated benefits therefrom, including with respect to the planned facility closure. These forward-looking statements are based on management’s current expectations and are subject to uncertainties and changes in circumstances. Readers of this press release should understand that these statements are not guarantees of performance or results. Many factors could affect these forward-looking statements and actual financial results and cause them to vary materially from the expectations contained in the forward-looking statements. These risks and uncertainties include, among other things: the company’s ability to successfully implement the facility closure, including the consultation process with the Works Council; operational challenges; levels of labor and people-related expenses; the company’s ability to successfully execute its strategies, including Focus to Win; the competitive environment and related conditions in the markets in which the company operates; political and economic conditions in the countries in which the company conducts business; and other risks described in the company’s reports filed from time to time with the U.S. Securities and Exchange Commission. The company cautions readers not to place undue reliance on any forward-looking statements included in this press release, which speak only as of the date of this press release. The company undertakes no responsibility for updating these statements, except as required by law.

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Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Shareholders should contact the firm immediately as there may be limited time to enforce your rights. 

, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Lamb Weston Holdings, Inc. (NYSE: LW) breached their fiduciary duties to shareholders.

If you currently own Lamb Weston stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

Why Your Participation Matters:

Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com

SOURCE Halper Sadeh LLP

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Ruling clears path to trial for thousands of Lower Umatilla Basin residents alleging nitrate-polluted drinking water

PENDLETON, Ore.--(BUSINESS WIRE)--A federal judge denied motions to dismiss a class-action lawsuit accusing the Port of Morrow, commercial farms and operators of contaminating groundwater in Oregon’s Lower Umatilla Basin Groundwater Management Area (LUBGWMA), according to attorneys at Hagens Berman and co-counsel Bliven Law Firm and Heenan & Cook.

“This ruling is a significant win for the thousands of residents in Morrow and Umatilla counties who have waited years for safe drinking water and for someone to be held accountable,” said Steve Berman, managing partner and co-founder of Hagens Berman.

ShareThe ruling, issued June 5, 2026, by U.S. District Judge Michael H. Simon of the District of Oregon, greenlights claims under the federal Resource Conservation and Recovery Act (RCRA) and Oregon state law against defendants Port of Morrow, Lamb Weston, Portland General Electric, Columbia River Processing, Madison Ranches and Threemile Canyon Farms. The court has scheduled a three-week jury trial to begin May 3, 2027.

“This ruling is a significant win for the thousands of residents in Morrow and Umatilla counties who have waited years for safe drinking water and for someone to be held accountable,” said Steve Berman, managing partner and co-founder of Hagens Berman. “Today, the court has ensured their case will be heard.”

Find out more about the lawsuits on behalf of area residents dealing with contaminated water.

Claims Proceeding to Trial

According to the lawsuit, the Port of Morrow operates an industrial wastewater treatment facility whose tenants — including Lamb Weston, Portland General Electric and Columbia River Processing — generate nitrogen-rich wastewater that they send to the Port for disposal. The Port pumps wastewater to local farmland in quantities allegedly exceeding what crops can absorb and during the non-growing winter months, according to the lawsuit. This runoff renders local drinking water unsafe for upwards of 45,000 residents, according to the lawsuit, and nitrate contamination can potentially lead to serious health problems, especially for children.

The Port has been publicly cited and fined for repeatedly violating its Department of Environmental Quality (DEQ) discharge permit since at least 2007.

The ruling allows claims under the federal RCRA and Oregon law to proceed, including claims for negligence, trespass and nuisance. The court also allowed plaintiffs’ request for the remedy of medical monitoring to proceed under both federal and Oregon law, aimed at promoting early detection and treatment of diseases linked to excess nitrate exposure.

“Residents should not have to tolerate contaminated water or bear the cost of obtaining clean water,” Berman said. “We look forward to presenting the facts to a jury.”

Hagens Berman and co-counsel previously announced a $20.5 million settlement reached with Amazon Data Services over similar allegations arising from its data center operations in the region. That settlement is currently pending court approval.

The LUBGWMA encompasses 562 square miles in northern Morrow and Umatilla counties, and thousands of residents with private wells face nitrate-contaminated tap water so severely polluted that it is unsafe to drink, forcing them to rely on bottled water. At elevated levels, nitrates can cause birth defects, cellular damage and cancer, and infants face a potentially fatal condition in which nitrate consumption prevents the blood from carrying oxygen.

Read more about plaintiffs’ class-action lawsuits concerning groundwater contamination in the LUBGWMA.

About Hagens Berman

Hagens Berman is a global plaintiffs’ rights complex litigation law firm with a tenacious drive for achieving real results for those harmed by corporate negligence and fraud. Since its founding in 1993, the firm’s determination has earned it numerous national accolades, awards and titles of Most Feared Plaintiff’s Firm, MVPs and Trailblazers of class-action law. More about the law firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.

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Leidos Holdings, Inc. (LDOS) Q1 2026 Earnings Call Transcript

Leidos Holdings is rated Buy, with a 10.4% upside target based on strong fundamentals and a widening gap between earnings and share price. LDOS's high return on equity (30.49%) and management's NorthStar 2030 strategy underpin expectations for continued growth and compounding returns. Recent price declines are attributed to macro factors like the U.S. government shutdown, not deterioration in LDOS's earnings or operational performance.

, /PRNewswire/ -- Leidos (NYSE: LDOS) has been awarded a $2.7 billion U.S. Army contract to advance hypersonic weapons from prototyping to production. This contract unifies the Thermal Protection Shield (TPS) and Common Hypersonic Glide Body (CHGB) programs, with the goal of streamlining development and accelerating delivery of this critical capability in alignment with Army acquisition reform initiatives.

By integrating these programs, Leidos will work to help the warfighter achieve greater efficiency, reduce production timelines and support a reliable supply of components to meet operational demands. Leidos brings proven expertise in guidance systems, sensor technologies, and precision munitions integration to this effort, helping to advance the nation's hypersonic capabilities and strengthen its integrated air and missile defense.

"This contract is a major step forward in delivering hypersonic capabilities to the warfighter at speed," said Leidos Defense President Cindy Gruensfelder. "Our team is committed to supporting the Army and Navy in producing this critical operational capability."

The combined contract is intended to transition the programs into a production-ready phase to support the Department of War's initiatives. Leidos has been the prime contractor on the TPS program since 2021 and CHGB program since 2019.

This contract aligns with Leidos' NorthStar 2030 strategy, emphasizing commitment to innovation and technological leadership in defense and national security. By focusing on advanced hypersonic and precision strike technologies, Leidos is not only working to meet current defense needs but also positioning the company for future military capabilities, a key pillar of its long-term corporate vision.

About Leidos

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.  

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 2, 2026, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media Contact:

Brandon Ver Velde
(571) 526-6257
[email protected]

SOURCE Leidos Holdings, Inc.