The record starts accreting with the next priced report.
2-quarter memory
Intraday
No intraday reading yet this session.
Revenue flow
Q4 FY2026 derived from the annual figures · change vs Q3 FY2026
LW kept 6.19% of Q4 FY2026 revenue as profit. Revenue +13.12% on Q3 FY2026, +5.63% on Q4 FY2025.
Revenue
$1.8B▲ +13.12% q/q
Gross profit
$361M▲ +8.99% q/q
20.42% margin
Cost of revenue
$1.4B▲ +14.23% q/q
Operating income
$169M▲ +33.33% q/q
9.54% margin
Operating expenses
$193M▼ −6.05% q/q
SG&A $183M
Other operating $9M
Pre-tax income
$121M▲ +48.65% q/q
Net income
$110M▲ +102.96% q/q
6.19% margin
Tax
$14M▼ −54.13% q/q
Other expense
$48M
Revenue$1.8B
Gross profit$361M20.42%
Operating income$169M9.54%
Pre-tax income$121M
Net income$110M6.19%
Cost of revenue
$1.4B · 79.58%
Operating expenses
$193M · 10.88%
Tax
$14M · 0.79%
Other expense leaves
$48M · 2.68%
LW files a 10-K for this quarter rather than a 10-Q, so these lines are the full year less the three quarters before it, not figures filed for the quarter ended May 31 '26. Ribbon thickness is the dollar amount.
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
806
▲ 1%
Sep 18
2d
▼ 1%
2,884
3,553
▲ 6%
Oct 16
30d
▲ 2%
6,318
9,226
▲ 0%
Jan 15
121d
▲ 0%
13,786
putscalls
Linked exposure
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No linked names measured for this ticker yet.
Event sensitivity
release-day history · not a forecast
PPIproducer prices1.1×up 8 of 9±1.8% vs ±1.6% · 9
FOMCrate decision0.9×up 10 of 24±1.4% vs ±1.6% · 24
PCEpersonal income & outlays0.9×up 10 of 18±1.4% vs ±1.6% · 18
CPIconsumer prices0.8×up 5 of 9±1.3% vs ±1.6% · 9
CPROFcorporate profits0.7×up 5 of 11±1.1% vs ±1.6% · 11
NFPjobs report0.7×up 5 of 9±1.1% vs ±1.6% · 9
GDPgross domestic product0.6×up 8 of 18±1.0% vs ±1.6% · 18
How LW has moved on past release days against its ordinary ±1.6% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.