NASDAQ$SWIM

Latham group Inc. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Latham Group Inc. reported Q2 2025 net sales of $172.6 million and net income of $16.0 million.

Latham Group Inc. achieved 7.8% year-over-year revenue growth in Q2 2025 driven by volume increases in covers and liners. Gross margin expanded 4.0 percentage points to 37.1% due to production efficiencies and acquisition contributions. Net income rose 20.3% to $16.0 million with a net income margin of 9.3%.

  • Net sales increased 7.8% to $172.6 million, led by $11.7 million growth in covers.
  • Gross profit rose 20.6% to $64.0 million, expanding gross margin to 37.1%.
  • Net income grew 20.3% to $16.0 million, achieving a 9.3% net income margin.
  • Adjusted EBITDA increased 15.7% to $39.9 million with margin improving to 23.1%.

Headline financials

Total Revenue

$173M

Previous: $160M+7.8%
EPS (adj)

$0.13

Previous: $0.11+18.2%
Capital Expenditures

-$10.3M

Previous: -$9.83M-5.2%
Net Income

$16M

Previous: $13.3M+20.3%
Operating Income

$24.7M

Previous: $20M+23.6%
Gross Profit

$64M

Previous: $53M+20.6%
Cash & Equivalents

$26.9M

Previous: $90.8M-70.3%
Total Assets

$822M

Previous: $830M-0.9%

Revenue & EPS history

Latham · Revenue · Quarterly

$173M

Q2 2025+7.8%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Latham · $173M total across 3 segments · Q2 2025

  • In-ground Swimming Pools
    $78.6M
  • Liners
    $56.8M
  • Covers
    $37.2M

Forward guidance

Company projects 2025 new pool starts roughly in line with 2024 levels amid cautious market conditions.

Tailwinds

  • Category share gains in autocovers
  • Margin benefit from Coverstar acquisitions

Headwinds

  • Challenging market conditions for new pool starts
  • Potential tariff and macroeconomic impacts

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

+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
Q2 2025
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

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