Latham Group Inc (SWIM)

In the past six months, Latham Group (SWIM) stock has experienced movements influenced by earnings reports and broader market trends. In May 2025, shares jumped significantly after the company reported first-quarter results that exceeded analysts' expectations for revenue, adjusted EBITDA, and EPS, despite a decline in absolute revenue attributed to challenging economic conditions and normalized seasonality. In August 2025, Latham Group announced its second-quarter 2025 earnings release, reporting that it topped Q2 earnings and revenue estimates. In October 2025, Latham's stock saw a jump following a cooler-than-expected inflation report, which fueled optimism for potential Federal Reserve rate cuts. The company's stock was also noted in October 2025 as having delivered its strongest organic growth in years in the last quarter, suggesting industry stabilization and potential recovery.

Latham Group, Inc. experiences demand seasonality as a designer, manufacturer, and marketer of in-ground residential swimming pools and related products. The demand for swimming pools and accessories is typically higher during warmer months and can be influenced by factors such as weather patterns and the housing market. The company's Q1 2025 earnings report noted "normalized seasonality" as a factor in revenue decline, indicating the expected cyclical nature of its business.

Latham Group, Inc. (SWIM) is a leading designer, manufacturer, and marketer of in-ground residential swimming pools in North America, Australia, and New Zealand, operating within the Industrials sector, specifically in the Building Products & Equipment industry. The company offers a comprehensive portfolio of pools and related products, including fiberglass and packaged in-ground swimming pools, pool liners, and pool covers under key brands like Latham, Narellan, CoverStar, Radiant, and GLI. Founded in 1956, the company is headquartered in Latham, New York.

Latham Group, Inc. has a significant geographic presence, primarily operating in North America, Australia, and New Zealand. The company maintains a coast-to-coast operations platform with approximately 1,850 employees across 30 locations and derives a majority of its revenue from the United States.

Latham Group has received positive recognition for its brand reputation in the past year. In August 2025, Latham, The Pool Company, was named to Newsweek's inaugural list of "America's Greatest Companies 2025." This ranking evaluated companies based on financial performance, employee satisfaction, innovation, and sustainability. Latham's ongoing investments in sustainable manufacturing practices contributed to this selection, with the company achieving a 50% reduction in waste from fiberglass pool production in 2023 compared to 2022.

Latham Group, Inc. (SWIM) is primarily owned by institutional shareholders, who hold 98.72% of the stock, while insiders own 212.67% and retail investors hold 0.00%. As of October 17, 2025, there are 310 institutional owners holding a total of 122,479,997 shares. Major institutional owners include Pamplona Capital Partners V LP, Pamplona Capital Management LLC, Wynnchurch Capital Partners IV, L.P., Voss Capital LP, Fmr LLC, Keybank National Association/OH, Wasatch Advisors Inc, BlackRock, Inc., Dimensional Fund Advisors LP, Vanguard Group Inc and Citadel Advisors Llc. Significant individual insider owners include Pamplona Capital Partners V LP, which is the largest individual shareholder, owning 122.41 million shares representing 105.03% of the company. Christopher Patrick Obrien and Scott Michael Rajeski are also noted as insider owners.