Latham Group (SWIM) Q4 2025 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
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Should l Buy SWIM?
Source: NASDAQ.COM
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Analyst Views on SWIM
Wall Street analysts forecast SWIM stock price to rise
5 Analyst Rating
3 Buy
1 Hold
1 Sell
Moderate Buy
Current: 6.440
Low
8.00
Averages
8.92
High
10.00
Current: 6.440
Low
8.00
Averages
8.92
High
10.00
About SWIM
Latham Group, Inc. is a designer, manufacturer, and marketer of in-ground residential swimming pools in North America, Australia, and New Zealand. The Company offers a range of pools and related products, including in-ground swimming pools, pool liners, and pool covers. Its in-ground swimming pools products include fiberglass pools and packaged pools. The Company offers a portfolio of fiberglass pools with customizable features that include different colors, elaborate finishes, floor mosaics, lighting options, water features, in-floor cleaning, tanning ledges, and spillover spas. Its pools are available in a variety of different shapes and sizes. The Company manufactures replacement liners and custom vinyl pools. The Company offers automatic safety covers and all-season pool covers. In North America, it operates under one banner, Latham, the Pool Company. Its sub-brands, which sit under the Latham master brand, include Narellan, CoverStar, Radiant, and GLI, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Latham Group Shares Surge After Strong Q4 Results
- Strong Earnings Report: Latham Group reported a fourth-quarter loss of 6 cents per share, outperforming analyst expectations of a 10-cent loss, indicating improvements in cost control and operational efficiency.
- Sales Exceed Expectations: The company achieved quarterly sales of $99.950 million, surpassing the analyst consensus estimate of $96.786 million, reflecting strong market demand and robust product performance, which bolstered investor confidence.
- Significant Stock Surge: Following the positive earnings report, Latham Group's shares jumped 25.7% to $8.10 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Positive Future Outlook: Latham Group issued FY26 sales guidance above estimates, further solidifying investor confidence in the company's long-term growth trajectory.
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Latham Group Reports Strong Q4 2025 Earnings with Strategic Growth Initiatives
- Significant Revenue Growth: Latham Group reported net sales of $100 million for Q4 2025, reflecting a 15% increase year-over-year, demonstrating strong growth across all product lines, particularly amidst overall industry declines, showcasing the company's market resilience.
- Market Share Increase: Despite a sluggish overall market, Latham's fiberglass pool sales grew by 2.5% year-on-year, accounting for 24% of U.S. pool starts in 2025, indicating the company's strengthening competitiveness in the niche market.
- Successful Strategic Acquisition: The recent acquisition of Freedom Pools is expected to be immediately accretive to earnings and further expand Latham's market presence in Australia and New Zealand, aligning with the company's long-term growth strategy.
- Optimistic Future Outlook: Latham projects net sales for 2026 to be between $580 million and $610 million, with adjusted EBITDA ranging from $105 million to $120 million, reflecting confidence in market demand and the potential growth from ongoing marketing investments.
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- Revenue Growth: The company achieved quarterly revenue of $305.88 million, exceeding the Street estimate of $304.28 million and reflecting a 9.4% increase from $279.52 million in the same period last year, showcasing sustained business momentum.
- Stock Surge: Box Inc's shares jumped 6.2% to $25.40 in pre-market trading, demonstrating a positive market reaction to the earnings report, which may attract more investor interest.
- Optimistic Market Outlook: The earnings beat not only enhances Box Inc's market image but also potentially provides funding for future investments and expansions, further solidifying its competitive position in the cloud storage market.
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Latham Group (SWIM) Q4 2025 Earnings Transcript
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Latham Group Q4 Earnings Beat Expectations with Strong Revenue Growth
- Quarterly Financial Performance: Latham Group reported a Q4 GAAP EPS of -$0.06, beating expectations by $0.05, indicating the company's potential for profitability even in challenging conditions.
- Significant Revenue Growth: The company achieved $100 million in revenue for Q4, representing a 14.6% year-over-year increase and exceeding market expectations by $4.14 million, highlighting its sustained competitiveness in the market.
- Substantial EBITDA Improvement: Adjusted EBITDA reached $10.5 million, up 189.6% and accounting for 10.5% of net sales, demonstrating significant improvements in cost control and operational efficiency.
- Strong Annual Performance: For the full year 2025, net sales were $545.9 million, a 7.4% increase, with net income of $11.1 million and diluted EPS of $0.09, compared to a net loss of $0.15 per diluted share last year, reflecting a recovery and growth in profitability.
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Sporting Goods Stocks Surge on Strong Performance
- Sector Performance: Sporting goods and activities stocks rose approximately 3.2% collectively, indicating strong market confidence in the sector, which may attract more investor interest.
- Accel Entertainment Leads: Accel Entertainment's stock surged about 19.4%, positioning it as a leader in the industry, reflecting its competitive advantage and positive investor sentiment.
- Xponential Fitness Growth: Xponential Fitness saw its stock increase by approximately 17.9%, showcasing the success of its business model and strong market demand, potentially driving further expansion plans.
- Market Trend Analysis: The robust performance of the sporting goods sector may signal ongoing consumer interest in health and fitness, prompting companies to capitalize on this trend to enhance market share.
See More
Latham Group Shares Surge After Strong Q4 Results
- Strong Earnings Report: Latham Group reported a fourth-quarter loss of 6 cents per share, outperforming analyst expectations of a 10-cent loss, indicating improvements in cost control and operational efficiency.
- Sales Exceed Expectations: The company achieved quarterly sales of $99.950 million, surpassing the analyst consensus estimate of $96.786 million, reflecting strong market demand and robust product performance, which bolstered investor confidence.
- Significant Stock Surge: Following the positive earnings report, Latham Group's shares jumped 25.7% to $8.10 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Positive Future Outlook: Latham Group issued FY26 sales guidance above estimates, further solidifying investor confidence in the company's long-term growth trajectory.
See More
Latham Group Reports Strong Q4 2025 Earnings with Strategic Growth Initiatives
- Significant Revenue Growth: Latham Group reported net sales of $100 million for Q4 2025, reflecting a 15% increase year-over-year, demonstrating strong growth across all product lines, particularly amidst overall industry declines, showcasing the company's market resilience.
- Market Share Increase: Despite a sluggish overall market, Latham's fiberglass pool sales grew by 2.5% year-on-year, accounting for 24% of U.S. pool starts in 2025, indicating the company's strengthening competitiveness in the niche market.
- Successful Strategic Acquisition: The recent acquisition of Freedom Pools is expected to be immediately accretive to earnings and further expand Latham's market presence in Australia and New Zealand, aligning with the company's long-term growth strategy.
- Optimistic Future Outlook: Latham projects net sales for 2026 to be between $580 million and $610 million, with adjusted EBITDA ranging from $105 million to $120 million, reflecting confidence in market demand and the potential growth from ongoing marketing investments.
See More
Box Inc Q4 Earnings Exceed Expectations
- Earnings Beat: Box Inc reported Q4 earnings of $0.49 per share, surpassing the consensus estimate of $0.34, indicating a significant improvement in profitability that boosts investor confidence.
- Revenue Growth: The company achieved quarterly revenue of $305.88 million, exceeding the Street estimate of $304.28 million and reflecting a 9.4% increase from $279.52 million in the same period last year, showcasing sustained business momentum.
- Stock Surge: Box Inc's shares jumped 6.2% to $25.40 in pre-market trading, demonstrating a positive market reaction to the earnings report, which may attract more investor interest.
- Optimistic Market Outlook: The earnings beat not only enhances Box Inc's market image but also potentially provides funding for future investments and expansions, further solidifying its competitive position in the cloud storage market.
See More
Latham Group (SWIM) Q4 2025 Earnings Transcript
See More
Latham Group Q4 Earnings Beat Expectations with Strong Revenue Growth
- Quarterly Financial Performance: Latham Group reported a Q4 GAAP EPS of -$0.06, beating expectations by $0.05, indicating the company's potential for profitability even in challenging conditions.
- Significant Revenue Growth: The company achieved $100 million in revenue for Q4, representing a 14.6% year-over-year increase and exceeding market expectations by $4.14 million, highlighting its sustained competitiveness in the market.
- Substantial EBITDA Improvement: Adjusted EBITDA reached $10.5 million, up 189.6% and accounting for 10.5% of net sales, demonstrating significant improvements in cost control and operational efficiency.
- Strong Annual Performance: For the full year 2025, net sales were $545.9 million, a 7.4% increase, with net income of $11.1 million and diluted EPS of $0.09, compared to a net loss of $0.15 per diluted share last year, reflecting a recovery and growth in profitability.
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