NASDAQ$SWIM

Latham group Inc. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Latham Group reported Q1 fiscal 2026 net sales of $117.3M and a net loss of $8.5M ($0.07 per share).

Net sales rose 5.3% to $117.3 million on higher volume and pricing, including contributions from Freedom Pools and Florida growth. Gross profit improved but operating loss widened to $6.6 million. Net loss was $8.5 million, or $0.07 per share, versus $6.0 million and $0.05 per share a year ago.

  • Net sales $117.3M (+5.3% YoY).
  • Gross profit $37.2M; operating loss $(6.6)M.
  • Net loss $(8.5)M; EPS $(0.07).
  • Weather and seasonality affect North American pool demand.

Headline financials

Total Revenue

$117M

Previous: $111M+5.3%
EPS (adj)

-$0.07

Previous: -$0.29+75.9%
Capital Expenditures

-$10.5M

Previous: -$3.45M-204.2%
Net Income

-$8.53M

Previous: -$5.96M-43.1%
Operating Income

-$6.6M

Previous: -$4.93M-33.9%
Gross Profit

$37.2M

Previous: $32.9M+13.0%

Revenue & EPS history

Latham · Revenue · Quarterly

$117M

Q1 2026+5.3%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Management discussed price increases, dealer inventory, and weather impacts on pool construction season.

Tailwinds

  • Sales growth from volume and price.
  • In-ground pool and liner lines both grew.

Headwinds

  • Still loss-making with higher SG&A.
  • Adverse weather can defer pool installations.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+9.7%

Avg return

Earnings day

+6.5%

Avg return

5 days after

+4.6%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+36.8%

Q4 2024

Best reaction

-22.4%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-8.4%
Q4 2025+11.8%-2.0%-19.4%
Q3 2025-3.5%-6.5%-1.7%
Q1 2025+0.0%+11.7%-1.7%
Q4 2024+36.8%+29.1%+0.0%
Q3 2024-8.9%-8.5%+0.6%
Q2 2024+35.8%+63.8%+77.7%
Q1 2024+25.4%+25.4%+29.2%
Q4 2023-6.7%-13.0%+4.5%
Q3 2023-3.5%-9.8%+0.8%
Q2 2023+13.9%+10.0%-14.7%
Q1 2023+27.0%+30.1%+38.3%
Q4 2022+20.5%-6.0%-24.1%
Q3 2022+6.9%-19.3%-15.7%
Q2 2022+21.3%+27.2%-11.2%
Q1 2022+11.0%+8.2%-2.1%
Q4 2021+2.6%-6.6%-11.4%
Q3 2021+31.6%+36.3%+52.2%
Q2 2021-22.4%-23.6%-15.9%
Q1 2021-5.6%-9.0%+1.6%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

Discussion

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