Latham Group Inc (SWIM)

Latham Group, Inc.'s stock price has been impacted by stronger Q3 2025 results, which led to a slight dip after the earnings announcement, and Q2 2025 earnings and revenue estimates being topped. Leadership changes, such as Sean Gadd's appointment as CEO, drew modest positive reactions. The stock was downgraded to a "Sell Candidate" as of February 5, 2026, showing a falling trend. In Q4 2023, the company reported breakeven earnings, surpassing analyst estimates, and topped sales estimates, although sales in the in-ground swimming pools segment declined due to lower volumes.

Demand for Latham Group, Inc.'s products and services is inherently seasonal, with higher demand during warmer months. The company caters to the seasonal nature of pool ownership by offering all-season pool covers. The decline in in-ground swimming pool sales volumes in Q4 2023 suggests a seasonal downtick in demand during colder periods.

Latham Group, Inc. (SWIM) is a leading designer, manufacturer, and marketer of in-ground residential swimming pools, liners, and covers, operating within the Industrials sector, specifically in the Construction industry. Their major products include fiberglass pools, packaged pools, pool liners, and pool covers, and their brands include Latham, Narellan, CoverStar, Radiant, and GLI.

Latham Group, Inc. has a significant geographic footprint across North America, Australia, and New Zealand, with the majority of its revenue derived from the United States. The company maintains a coast-to-coast operations platform with approximately 2,000 employees across over 30 locations.

Latham Group, Inc. has received positive recognition for its brand reputation, being named to Newsweek's "America's Greatest Companies 2025" list. Latham Group has also become an official sponsor of USA Artistic Swimming.

Latham Group, Inc. has 271 institutional owners and shareholders holding a total of 120,654,401 shares. Major institutional owners include Pamplona Capital Management, LLC, Wynnchurch Capital Partners IV, L.p., Wynnchurch Capital, L.P, Citadel Advisors Llc, Voss Capital, LLC, Fmr Llc, Keybank National Association/oh, Vanguard Group Inc, BlackRock, Inc., and Wasatch Advisors Inc.