Retail-Retail Stores, NEC · SIC 5990

Leslie's, Inc.

LESL

Watch

Latest revenue

$184.7M

as of 2026-04-04

Latest net income

$-52.5M

as of 2026-04-04

Net margin

-28.4%

as of 2026-04-04

Price · 5Y

-64.3% / yr 78.0 pts / yr vs S&P 500 99.4% total
Compare:

Live market

delayed ≤15 min
$3.45
11.65%
Market cap
$32.3M
Enterprise value
$32.3M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$6.97
52-wk low
$0.27
Beta
Shares out
9.4M

5-year trend

What this company does

AI

Item 1. Business. In this Annual Report on Form 10-K, unless otherwise indicated or the context otherwise requires, all references to “we,” “our,” “us,” “Leslie’s,” “the Company,” and “our Company” refer to Leslie’s, Inc. and its consolidated subsidiaries. Our Company Founded in 1963 by Phil Leslie Jr. in Southern California, the Company today known simply as “Leslie’s” has over sixdecades of disruptive retail innovation in the $15 billion U.S. pool and spa care industry. Today, we are the largest and most trusted direct-to-consumer brand in our segment, serving residential consumers and pool professionals, and many of the largest commercial property operators in the country. With over…

AI summary unavailable — showing raw filing excerpt

Generated from LESL's filing dated 2025-12-18

Key risks

AI

Item 1A. Risk Factors. Investing in our common stock involves a high degree of risk and uncertainty. You should carefully consider the risks, events and uncertainties described below in addition to the other information set forth in this Annual Report on Form 10-K, including the Management’s Discussion and Analysis of Financial Condition and Results of Operations section and the consolidated financial statements and related notes, before making an investment decision. The risks and uncertainties described below are not the only risks or uncertainties we face. The occurrence of any of the following risks and uncertainties or additional risks, events and uncertainties not presently known to…

AI summary unavailable — showing raw filing excerpt

Generated from LESL's filing dated 2025-12-18

Profitability

Gross margin

35.4%

1.2%

Operating margin

-13.7%

418.5%

Net margin

-19.1%

985.6%

Return on equity

133.8%

913.6%

Return on assets

-32.0%

1335.8%

Leverage

Debt / equity

-5.19×

25.2%

Long-term debt / equity

-4.25×

2.2%

Debt / assets

123.9%

6.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q2 2026

2026-04-04

$184.7M+4.3%$-52.5M-2.3%-28.4%

Q1 2026

2026-01-03

$147.1M-16.0%$-83.0M-86.2%-56.4%

Q4 2025

2025-10-04

$389.2M-2.2%$-162.8M-353.7%-41.8%

Q2 2025

2025-06-28

$500.3M-12.2%$21.7M+261.5%4.3%

Q1 2025

2025-03-29

$177.1M-6.1%$-51.3M-48.5%-29.0%

Q4 2024

2024-12-28

$175.2M+0.7%$-44.6M-12.7%-25.4%

Q3 2024

2024-09-28

$397.9M$64.2M16.1%

Q2 2024

2024-06-29

$569.6M-6.8%$-13.5M-225.0%-2.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Retail Stores, NEC · SIC 5990

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Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns LESL

Institutional value

$1.7M

Total shares held

1.8M

Distinct holders

23

-28 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Lind Value II ApS454.6K$509.2K+0 (+0.0%)No change
2VANGUARD CAPITAL MANAGEMENT LLC280.9K$314.7KNew
3BlackRock, Inc.196.2K$219.7K-2.1K (-1.0%)Trimmed
4Performa Ltd (US), LLC148.0K$165.8K+31.9K (+27.5%)Added
5PRIVATE MANAGEMENT GROUP INC143.6K$160.8K-4.6K (-3.1%)Trimmed
6SEI INVESTMENTS CO54.9K$61.4KNew
7NINE MASTS CAPITAL Ltd36.1K$40.4KNew
8VANGUARD PORTFOLIO MANAGEMENT LLC34.7K$38.8KNew
9VANGUARD FIDUCIARY TRUST CO34.2K$38.3KNew
10Invesco Ltd.25.4K$28.5K+260 (+1.0%)Added
11Bank of New York Mellon Corp22.5K$25.2K+0 (+0.0%)No change
12Everhart Financial Group, Inc.22.2K$24.9KNew
13JANE STREET GROUP, LLC19.7K$22.1K-41.1K (-67.6%)Trimmed
14UBS Group AG11.4K$12.8K+8.3K (+271.7%)Added
15CITIGROUP INC7.2K$8.1KNew
16Vanguard Global Advisers, LLC3.4K$3.8KNew
17BFSG, LLC613$687+0 (+0.0%)No change
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO523$586New
19GSA CAPITAL PARTNERS LLP259.3K$290+74.7K (+40.5%)Added
20BNP PARIBAS FINANCIAL MARKETS103$115+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once LESL's latest filing finishes processing.