NASDAQ$SWIM

Latham group Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Latham Group reported Q4 2025 revenue of about $100M with net income of $7.0M.

Latham Group (SWIM) reported fourth-quarter 2025 results for its in-ground pool and cover business via amended 8-K/A exhibit, with quarterly revenue of about $100 million and net income of approximately $7 million as seasonal build begins.

  • Pool and pool-cover manufacturer.
  • Q4 revenue ~$100M; net income ~$7M.
  • Seasonal demand tied to housing and weather.
  • Dealer channel inventory dynamics.
  • 8-K/A corrected earnings exhibit.

Headline financials

Total Revenue

$100M

Previous: $509M-80.3%
EPS (adj)

-$0.06

Previous: -$0.17+64.7%
Net Income

$7M

Previous: $100K+6900.0%
Operating Income

-$10.7M

Previous: -$13M+17.7%
Gross Profit

$27.9M

Previous: $21.4M+30.3%

Revenue & EPS history

Latham · Revenue · Quarterly

$100M

Q4 2025-80.3%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Spring selling season and dealer orders drive 2026 outlook; housing market sensitivity noted.

Tailwinds

  • Leading branded pool products.
  • Dealer network and aftermarket parts.
  • Secular pool penetration in Sun Belt.

Headwinds

  • Highly seasonal revenue pattern.
  • Housing and interest-rate sensitivity.
  • Freight and resin cost volatility.

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 Q4 2025

Historical avgQ4 2025

+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

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