Latham Group Inc (SWIM)

Over the past six months, Latham Group's stock has experienced movements and news. As of December 31, 2025, the share price was $6.35, a decline of 2.61% from January 2, 2025, when it was $6.52. The stock has shown resilience, with a surge of 109.7% over the past year, from $3.52 to $7.38 as of August 11, 2025. Latham Group reported strong second-quarter 2025 results with net sales of $172.6 million, a 7.8% increase year-over-year, and earnings per share of $0.13, beating analyst estimates, leading to a mild positive market reaction. Latham Group, Inc. reported its third-quarter 2025 financial results, posting earnings per share (EPS) of $0.07, which missed analysts' expectations of $0.09. Latham Group announced the appointment of Sean Gadd as Chief Executive Officer. The company narrowed its full-year financial guidance for 2025, projecting net sales between $540 million and $550 million and Adjusted EBITDA between $92 million and $98 million. Management reaffirmed full-year 2025 guidance, projecting 8% net sales growth and 19% adjusted EBITDA growth at the midpoints. As of August 2025, the stock carried a "Hold" rating based on 5 analyst opinions, with a consensus price target of $7.56.

The demand for Latham Group's products and services is influenced by seasonality, typical for the swimming pool industry, with higher demand during warmer months for new pool installations and related products. The company's focus on pool covers also addresses year-round needs, including safety and maintenance during off-seasons. Latham's strategic expansion into "Sand States" (California, Arizona, Nevada, and Florida) aims to capitalize on regions with longer swimming seasons and higher fiberglass pool adoption potential.

Latham Group, Inc. (SWIM) is a leading designer, manufacturer, and marketer of in-ground residential swimming pools in North America, Australia, and New Zealand. The company operates within the Industrials sector, specifically in the Building Products & Equipment industry. Latham Group offers a comprehensive portfolio of pools and related products, including fiberglass pools, packaged pools (vinyl liner pools), pool liners, and pool covers. Its products are marketed under various brand names such as Latham, Narellan, CoverStar, Radiant, and GLI. The company is recognized for its strategic focus on fiberglass pools, which are noted for their durability, quicker installation, and eco-friendliness. Latham also provides a range of pool steps and automatic, solid, and mesh safety covers.

Latham Group, Inc. has a significant international presence, operating across North America, Australia, and New Zealand. The company maintains a coast-to-coast operations platform with approximately 2,000 employees across over 30 locations. It is headquartered in Latham, New York, United States.

Latham Group has received positive recognition for its brand reputation in the past year. Latham, The Pool Company, was named to Newsweek's list of "America's Greatest Companies 2025," acknowledging U.S.-based companies excelling in financial performance, employee satisfaction, innovation, and sustainability. Latham's investments in sustainable manufacturing practices, including a 50% reduction in waste from fiberglass pool production in 2023 compared to 2022, contributed to its selection.

Latham Group, Inc. has a highly concentrated ownership structure, with institutional investors holding a dominant majority of shares. Institutions hold a significant portion of SWIM stock, with 98.27% owned by institutions as of a recent report, with 306 institutional owners holding a total of 120,697,441 shares. Major institutional shareholders include Pamplona Capital Management, LLC, Wynnchurch Capital Partners IV, L.P., Citadel Advisors Llc, Voss Capital, LLC, Fmr Llc, Keybank National Association/oh, Vanguard Group Inc, BlackRock, Inc., Wasatch Advisors Inc, and Dimensional Fund Advisors Lp. Pamplona Capital Management, LLC, holds a controlling stake of 44.84% as of August 2025. Pamplona Capital Partners V LP is identified as the largest individual Latham Group shareholder, owning 122.41 million shares, representing 104.93% of the company. Individual insiders hold 6.38% of the shares.