Key Takeaways Strong positioning in high-growth regions, product innovation, and strategic acquisitions are driving market share gains, top-line growth, and rising margins. Efficiency improvements in manufacturing and value engineering are boosting profitability and supporting robust EBITDA leverage as industry demand strengthens.Read more

Key Takeaways Rapid dealer expansion, innovative products, and strong lead generation could help Latham outpace market growth and shift share from concrete to fiberglass pools. Technological, regulatory, and lifestyle trends position Latham for sustained margin gains, recurring revenues, and stable earnings through operational efficiencies and aftermarket demand.Read more

Key Takeaways Declining homeownership, drought, and regulatory pressures are constraining core market demand and limiting growth opportunities for the company's pool installations. Overreliance on the North American market and macroeconomic headwinds heighten exposure to unpredictable revenue, while shifting consumer preferences threaten long-term sales expansion.Read more
