NASDAQ$LESL

Leslie's Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Leslie's reported Q1 2026, revenue of $147.1M, net loss of $83M, diluted EPS of $-8.92.

For Q1 2026, Leslie's reported revenue of $147.1M, a net loss of $83M, diluted EPS was $-8.92, adjusted diluted EPS was $-5.24. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $147.1M.
  • Net loss $83M.
  • Diluted EPS $-8.92.
  • Adjusted diluted EPS $-5.24.

Headline financials

Total Revenue

$147M

Previous: $175M-16.0%
EPS (adj)

-$5.24

Previous: -$0.22-2281.8%
Comparable Sales Growth

-15.5%

No prior period
Adjusted EBITDA

-$40.3M

Previous: -$29.3M-37.4%
Adjusted Net Loss

-$48.7M

Previous: -$40.7M-19.5%
Adjusted Diluted EPS

-$5.24

Previous: -$4.40-19.1%
Gross Margin

18.4%

Previous: 27.2%-32.4%
Impairment Charge

$10.1M

No prior period
Inventory Reduction YOY

22.5%

No prior period
Capital Expenditures

-$4.33M

Previous: -$4.68M+7.5%
Net Income

-$83M

Previous: -$44.6M-86.2%
Operating Income

-$68.7M

Previous: -$39.7M-73.2%
Gross Profit

$27.1M

Previous: $47.7M-43.3%

Revenue & EPS history

Leslie's · Revenue · Quarterly

$147M

Q1 2026-16%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The release discusses Leslie's's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Leslie's cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q1 2026.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-3.5%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+14.4%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+12.4%

Q4 2020

Best reaction

-26.8%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+12.1%+80.4%+490.2%
Q1 2026-19.4%-22.6%-18.8%
Q4 2025-21.4%-22.9%-51.7%
Q2 2025+5.1%+26.0%+1.1%
Q1 2025-26.8%-25.0%-54.0%
Q4 2024-23.2%-27.9%-31.7%
Q3 2024+4.3%-2.0%-1.7%
Q2 2024+5.7%+8.2%+4.3%
Q1 2024+4.3%+13.6%+16.2%
Q4 2023-8.4%-8.6%+24.5%
Q3 2023+6.4%+7.0%-0.3%
Q2 2023-0.6%+4.5%-2.3%
Q1 2023-7.4%-20.4%-20.7%
Q4 2022-6.0%-12.0%-18.9%
Q3 2022+3.7%+0.8%-9.6%
Q2 2022-3.2%-10.1%-3.5%
Q1 2022-7.6%-6.7%-4.5%
Q4 2021-3.9%-2.1%+1.4%
Q3 2020+10.6%+10.0%+8.2%
Q3 2021-6.7%+3.2%+0.9%
Q2 2021-6.1%-4.6%+2.5%
Q1 2021-4.8%-8.5%-23.6%
Q4 2020+12.4%+19.5%+22.3%
Q2 2020
Q1 2020
Q4 2019

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