NASDAQ$LESL

Leslie's Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Leslie's Inc reported Q3 2025 results with revenue of $500.3 million and net income of $21.7 million.

Leslie's reported a 12.2% decline in sales to $500.3 million for the third quarter ended June 28, 2025, driven by lower transaction volume. Net income fell to $21.7 million from $60.7 million in the prior year period. Gross margin contracted to 39.6% amid higher occupancy and distribution costs.

  • Sales declined 12.2% year-over-year to $500.3 million due to reduced transaction volume and product mix.
  • Comparable sales growth was negative 12.4% for the quarter.
  • Net income decreased to $21.7 million with diluted EPS of $0.12.
  • Adjusted EBITDA fell to $81.6 million, representing 16.3% of sales.

Headline financials

Total Revenue

$500M

Previous: $570M-12.2%
EPS (adj)

$0.12

Previous: $0.33-63.6%
Comparable sales growth

-12.4%

No prior period
Adjusted EBITDA

$81.6M

Previous: $109M-25.5%
Capital Expenditures

-$19.1M

Previous: -$34.3M+44.5%
Net Income

$21.7M

Previous: $60.7M-64.2%
Operating Income

$68.3M

Previous: $97.7M-30.1%

Revenue & EPS history

Leslie's · Revenue · Quarterly

$500M

Q3 2025-12.2%vs Q3 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-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
Q3 2025
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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