Latham Group Inc (SWIM)

In the past six months, Latham Group's stock has been influenced by several events. As of April 9, 2026, the stock was up 7.17% for the month but down 9.37% year-to-date. The company reported its fourth-quarter and full-year 2025 financial results on March 3, 2026, beating revenue estimates despite reporting a loss, leading to a significant pre-market surge of 20% in the stock. Also in March 2026, Latham Group announced the acquisition of Freedom Pools, which is expected to be immediately accretive to earnings and expand its market in Australia and New Zealand. Analyst ratings have been mixed, with downgrades from Wall Street Zen and Zacks Research to "hold" in April 2026, and Barclays lowering its price target and maintaining an "equal weight" rating. Conversely, William Blair restated an "outperform" rating and Stifel Nicolaus boosted its price target and gave a "buy" rating in March 2026. In December 2025, Weiss Ratings restated a "sell" rating.

Demand for Latham Group's products and services exhibits seasonality, largely influenced by weather patterns and the residential construction and remodeling cycles. The company benefits from favorable weather and extended "setting seasons," which allow dealers to work through backlogs and increase demand for fiberglass pools. Growth strategies often target warmer regions, such as the "Sand States" (Florida, Texas, and other southern regions), where fiberglass pool adoption is expanding. The residential pool market is also sensitive to broader economic factors like interest rates and consumer discretionary spending. The company's Q4 2025 earnings call noted a shift in sales cadence due to an elongated season from favorable weather conditions.

Latham Group, Inc. (SWIM) is a leading designer, manufacturer, and marketer of in-ground residential swimming pools, covers, and liners across North America, Australia, and New Zealand. The company operates within the Industrials sector, specifically in the Building Products & Equipment and Leisure Products industries, focusing on the residential swimming pool construction and remodeling market. Latham Group's primary product offerings include fiberglass pools, vinyl liner pools, pool liners, and automatic and mesh safety covers. The company emphasizes its position as the largest in-ground residential swimming pool designer, manufacturer, and marketer in its key regions.

Latham Group, Inc. maintains a significant geographic footprint, with operations spanning North America, including the United States and Canada, as well as Australia and New Zealand. The company describes its North American presence as a "coast-to-coast operations platform" and operates approximately 24 to 30 locations. While international operations are smaller, they contribute to geographic diversification.

In the past year, Latham Group, Inc. received positive recognition for its brand reputation. In August 2025, Newsweek named Latham to its "America's Greatest Companies 2025" list, highlighting the company's excellence in financial performance, employee satisfaction, innovation, and sustainability. Latham's commitment to sustainable manufacturing practices, including a 50% reduction in waste from fiberglass pool production in 2023 compared to 2022, contributed to this selection. No significant negative events impacting Latham Group's brand reputation in the past year were found in the search results.

Latham Group, Inc. has a substantial institutional ownership base, with 153 institutional owners holding a total of 112,573,070 shares as of April 2, 2026. Major institutional shareholders include Pamplona Capital Management, LLC, Wellington Management Group Llp, Wynnchurch Capital Partners IV, L.p., Fmr Llc, Keybank National Association/oh, Citadel Advisors Llc, Vanguard Group Inc, BlackRock, Inc., Dimensional Fund Advisors Lp, and Wasatch Advisors Inc. Other notable institutional investors include Point72 Asset Management, L.P., Ewing Morris & Co. Investment Partners Ltd., D. E. Shaw & Co., Inc., and Kemnay Advisory Services Inc. Scott Michael Rajeski is listed as a significant individual owner, holding 3.76% of the shares.