Leslie's Résultats passés
Passé contrôle des critères 0/6
Les bénéfices de Leslie's ont diminué à un taux annuel moyen de -72.1%, tandis que le secteur Specialty Retail a vu ses bénéfices augmenter de en baisse à 3.1% par an. Les revenus ont augmenté de en baisse à un taux moyen de 2.2% par an.
Informations clés
-72.06%
Taux de croissance des bénéfices
-72.13%
Taux de croissance du BPA
| Specialty Retail Croissance de l'industrie | 26.64% |
| Taux de croissance des recettes | -2.19% |
| Rendement des fonds propres | n/a |
| Marge nette | -22.64% |
| Dernière mise à jour des bénéfices | 04 Apr 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Apr 28
LESL: Reset Expectations Could Benefit From Future Comparable Sales Stabilization
Analysts have cut their price target on Leslie's to about $4 from roughly $20, reflecting concerns about a 15.5% fiscal Q1 comparable sales decline, weaker unit growth, and what they see as limited visibility into a sustained sales rebound. Analyst Commentary Recent research points to ongoing caution around Leslie's, with the cut in the price target to US$1 from US$1.50 reflecting concern about the 15.5% fiscal Q1 comparable sales decline and slowing unit growth.
Mise à jour du récit • Apr 14
LESL: Weaker Comps And Unit Uncertainty Will Shape A Cautious Fairly Valued Outlook
Analysts have trimmed their price target on Leslie's to $1.00 from $1.50. This reflects weaker same store sales trends and reduced visibility on unit growth after a 15.5% fiscal Q1 comp decline.Mise à jour du récit • Mar 31
LESL: Reset Expectations Suggest Future Upside As Sales Trends Stabilize
Analysts now estimate fair value for Leslie's at approximately $20.00 per share, up from about $16.55. This reflects revised assumptions around revenue growth, profit margins, and future P/E, despite recent price target reductions tied to weak comparable sales and limited visibility on a sales recovery.
Mise à jour du récit • Mar 17
LESL: Future Returns Will Depend On A Gradual Sales Inflection
Analysts have trimmed their price target on Leslie's to $1 from $1.50, citing weak recent comps, lower unit growth, and reduced confidence in a clear sales rebound, even though updated assumptions point to slightly better revenue growth and profit margin expectations than before. Analyst Commentary Recent research highlights growing concern about Leslie's near term sales trends and growth execution, which is feeding directly into more conservative valuation work.Mise à jour du récit • Mar 03
LESL: Weaker Comps And Slowing Units Will Shape A Cautious But Balanced Outlook
Analysts have trimmed their price target on Leslie's to $1 from $1.50, as weaker fiscal Q1 comps, low visibility on a sales inflection, and slowing unit growth weigh on expectations. This has fed into a slightly lower fair value estimate and modest tweaks to discount rate, revenue trends, profit margin, and forward P/E assumptions.Mise à jour du récit • Feb 17
LESL: Future Returns Will Hinge On Margin Execution After Model Reset
Analysts have raised their price target for Leslie's from $5.53 to $5.88, citing updated assumptions for discount rates, revenue trends, profit margins and future P/E expectations. Analyst Commentary Recent research has focused on how updated assumptions for discount rates, revenue trends and profit margins line up with the new price target range for Leslie's, as well as how future P/E expectations compare with perceived execution risk.Mise à jour du récit • Feb 02
LESL: Downgrade And Goodwill Impairment Will Shape A Cautious But Balanced Outlook
Analysts have reduced their price targets on Leslie's, pointing to a lower implied fair value of about $0.33, compared with roughly $1.50 previously, as they factor in updated views on discount rates, revenue growth, profit margins, and future P/E multiples following recent research, including the Morgan Stanley downgrade. Analyst Commentary Recent research has shifted more cautious on Leslie's, with bearish analysts flagging both valuation and execution risks after the latest downgrade.Mise à jour du récit • Jan 19
LESL: Reset Expectations And Seasonality Will Support Upside After Downgrade
Analysts have nudged their price target for Leslie's slightly higher to US$16.55 from US$16.53, reflecting updated views on revenue trends, profit margins, and the stock's forward P/E following recent research, including a downgrade from Morgan Stanley. Analyst Commentary Although the latest research includes a downgrade from Morgan Stanley, commentary across the Street still points to areas where bullish analysts see room for upside in Leslie's shares and valuation.Mise à jour du récit • Jan 05
LESL: Future Returns Will Depend On Post Reset Earnings And Guidance Execution
Narrative Update Analysts cut their price target on Leslie's to US$5 from US$20, citing refreshed models after recent earnings results and updated guidance that led to lower fair value estimates and revised growth assumptions. Analyst Commentary Analysts updated their models on Leslie's after the latest earnings release and guidance, which led to a much lower price target of US$5, down from US$20, and a Neutral stance on the shares.Mise à jour du récit • Dec 15
LESL: Compressed Multiple And Reverse Split Will Set Stage For Upside
Analysts have cut their price target on Leslie's sharply, from about $16.53 to roughly $1.00. They cited recalibrated valuation multiples, softer revenue growth expectations, and a more cautious view of competitive and macro headwinds, despite improved margin assumptions and a lower anticipated future P/E.Mise à jour du récit • Nov 30
LESL: Future Share Performance Will Depend On 1-For-20 Reverse Stock Split Execution
Leslie's fair value estimate has been revised downward from $9.34 to $8.90 per share as analysts lower price targets in response to recent earnings, ongoing market share pressure, and a challenging retail environment. Analyst Commentary Following recent earnings results and market developments, analysts have provided updated perspectives on Leslie's valuation and outlook.Mise à jour du récit • Nov 16
LESL: Future Performance Will Depend On Execution Following Reverse Stock Split
Analysts have lowered their price targets for Leslie's, citing recent earnings results, updated guidance, market share losses, and challenging retail conditions. Targets have dropped significantly from levels such as $20 to $5 and $0.60 to $7 following a reverse stock split.Article d’analyse • Nov 05
Capital Allocation Trends At Leslie's (NASDAQ:LESL) Aren't Ideal
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Mise à jour du récit • Nov 01
LESL: Balance Sheet Actions Will Support Recovery Amid Competitive Pressures
Analysts have reduced their price target for Leslie's significantly from approximately $11.57 to $9.34. They cite weaker revenue growth forecasts, competitive pressures, and recent earnings results as key factors behind the more cautious outlook.Mise à jour du récit • Oct 17
Sunbelt Migration And Outdoor Living Will Expand Opportunities
Analysts have sharply reduced Leslie's price target, with a notable decrease from levels as high as $20 to a range near $5 to $7. They cite weak earnings, lingering market share losses, and a cloudy outlook for sales growth as key reasons for the downgrade.Mise à jour du récit • Oct 03
Sunbelt Migration And Outdoor Living Will Expand Opportunities
Analysts have significantly raised their price target for Leslie's, increasing the fair value estimate from approximately $0.59 to $11.57 per share. This shift reflects recent adjustments for the reverse stock split as well as concerns over ongoing market share losses and challenging industry conditions.Mise à jour du récit • Aug 08
Sunbelt Migration And Outdoor Living Will Expand Opportunities
Despite a notable improvement in net profit margin and a much lower future P/E, the consensus analyst price target for Leslie's has been sharply reduced from $0.997 to $0.622. What's in the News Leslie's, Inc.Article d’analyse • Jul 23
Are Investors Undervaluing Leslie's, Inc. (NASDAQ:LESL) By 27%?
Key Insights Leslie's' estimated fair value is US$0.69 based on 2 Stage Free Cash Flow to Equity Current share price of...Article d’analyse • Jun 17
Leslie's (NASDAQ:LESL) Might Be Having Difficulty Using Its Capital Effectively
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Article d’analyse • May 13
There's Reason For Concern Over Leslie's, Inc.'s (NASDAQ:LESL) Massive 34% Price Jump
Leslie's, Inc. ( NASDAQ:LESL ) shareholders are no doubt pleased to see that the share price has bounced 34% in the...Article d’analyse • Apr 26
Why Leslie's, Inc. (NASDAQ:LESL) Could Be Worth Watching
While Leslie's, Inc. ( NASDAQ:LESL ) might not have the largest market cap around , it saw a decent share price growth...Article d’analyse • Feb 25
More Unpleasant Surprises Could Be In Store For Leslie's, Inc.'s (NASDAQ:LESL) Shares After Tumbling 38%
Unfortunately for some shareholders, the Leslie's, Inc. ( NASDAQ:LESL ) share price has dived 38% in the last thirty...Seeking Alpha • Feb 13
Leslie's, Inc.: Business Still Needs Macro Environment To Recover
Summary I recommend a hold rating for Leslie’s, Inc. due to weak profitability, macroeconomic headwinds, and early-stage turnaround strategy despite some stabilization signs. LESL's 1Q25 revenue showed slight growth, driven by Pro Pool sales, but the residential pool and hot tub sales declined, and profitability remains a concern. Management's cautious FY25 guidance and high debt levels limit LESL's ability to reinvest and grow, making a bullish stance difficult to justify. Read the full article on Seeking AlphaArticle d’analyse • Feb 13
The Returns On Capital At Leslie's (NASDAQ:LESL) Don't Inspire Confidence
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Article d’analyse • Dec 22
Leslie's, Inc. (NASDAQ:LESL) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless
Leslie's, Inc. ( NASDAQ:LESL ) shares have had a horrible month, losing 32% after a relatively good period beforehand...Article d’analyse • Nov 28
Leslie's, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
There's been a notable change in appetite for Leslie's, Inc. ( NASDAQ:LESL ) shares in the week since its annual...Seeking Alpha • Nov 26
Leslie's Inc.: Sinking Fast In The Pool Care Market (Ratings Downgrade)
Summary Leslie's Inc. faces significant financial struggles, with a 77% stock decline, high debt, and weak sales, prompting a switch to a "Sell" rating. Despite logistical advantages and customer loyalty, rising costs and ineffective SG&A management are squeezing profits, impacting operating income and margins. Growth among PRO customers and improved inventory management offer some positives, but overall financial metrics and valuation remain concerning. Ongoing macroeconomic challenges and soft demand for non-essential items further complicate Leslie's path to recovery, making long-term stability uncertain. Read the full article on Seeking AlphaArticle d’analyse • Oct 07
Leslie's (NASDAQ:LESL) Might Be Having Difficulty Using Its Capital Effectively
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Sep 30
Leslie's: Under New Management
Summary Today, we take a look at Leslie’s, Inc. whose shares have seen recent insider buying after the company brought in some new management. Leslie’s dominates the $15 billion pool care industry but faces declining sales and profitability due to post-pandemic normalization, inflation, and high interest rates. Can the company stage a turnaround? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Nouveau récit • Sep 24
Smart Water Tech And Calculated Expansions Set To Propel Revenue Growth
Accelerated adoption of the AccuBlue Home device is expected to foster customer loyalty and increase both revenue per customer and net margins.Seeking Alpha • Sep 01
Leslie's: Insider Buys Could Signal An Upcoming Recovery
Summary Leslie’s has experienced a wider-than-expected post-pandemic slump amid weak consumer sentiment, weak weather, and a demand hangover that has ravaged the industry. Lower interest rates and an eventual recovery in consumer sentiment should aid earnings back to a considerably better level. Recent insider buys seem to suggest a likely recovery. LESL stock is valued with conservative estimates, but within a fair margin of safety as the company has faced significant earnings challenges. Read the full article on Seeking AlphaArticle d’analyse • Aug 15
There May Be Some Bright Spots In Leslie's' (NASDAQ:LESL) Earnings
The market was pleased with the recent earnings report from Leslie's, Inc. ( NASDAQ:LESL ), despite the profit numbers...Article d’analyse • Jul 15
Leslie's, Inc.'s (NASDAQ:LESL) Earnings Haven't Escaped The Attention Of Investors
There wouldn't be many who think Leslie's, Inc.'s ( NASDAQ:LESL ) price-to-sales (or "P/S") ratio of 0.5x is worth a...Seeking Alpha • Jun 04
Why Leslie's Faces A Tough Path To Profitability
Summary Leslie's revenue declined by 11.36% due to unfavorable weather conditions and increased competition. The company launched the AccuBlue Home Smart Tech Water Testing Device and expanded PRO service locations to boost sales and customer loyalty. Challenges include the risk of stretching resources, potential declining service quality, and losing market share to competitors. Valuation analysis suggests overvaluation. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Leslie's gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 04 Apr 26 | 1,221 | -277 | 416 | 0 |
| 03 Jan 26 | 1,214 | -275 | 414 | 0 |
| 04 Oct 25 | 1,242 | -237 | 418 | 0 |
| 28 Jun 25 | 1,251 | -84 | 413 | 0 |
| 29 Mar 25 | 1,320 | -45 | 417 | 0 |
| 28 Dec 24 | 1,331 | -28 | 411 | 0 |
| 28 Sep 24 | 1,330 | -23 | 410 | 0 |
| 29 Jun 24 | 1,365 | 3 | 412 | 0 |
| 30 Mar 24 | 1,406 | 15 | 415 | 0 |
| 30 Dec 23 | 1,430 | 18 | 423 | 0 |
| 30 Sep 23 | 1,451 | 27 | 426 | 0 |
| 01 Jul 23 | 1,494 | 69 | 438 | 0 |
| 01 Apr 23 | 1,557 | 119 | 440 | 0 |
| 31 Dec 22 | 1,572 | 143 | 435 | 0 |
| 01 Oct 22 | 1,562 | 159 | 423 | 0 |
| 02 Jul 22 | 1,495 | 146 | 411 | 0 |
| 02 Apr 22 | 1,418 | 141 | 401 | 0 |
| 01 Jan 22 | 1,383 | 142 | 385 | 0 |
| 02 Oct 21 | 1,343 | 127 | 374 | 0 |
| 03 Jul 21 | 1,317 | 125 | 352 | 0 |
| 03 Apr 21 | 1,200 | 78 | 330 | 0 |
| 02 Jan 21 | 1,134 | 54 | 312 | 0 |
| 03 Oct 20 | 1,112 | 59 | 311 | 0 |
| 27 Jun 20 | 1,028 | 17 | 286 | 0 |
| 28 Sep 19 | 928 | 1 | 258 | 0 |
| 29 Sep 18 | 893 | 17 | 241 | 0 |
Des revenus de qualité: LESL n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: LESL n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: LESL n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 72.1% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de LESL au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: LESL n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Specialty Retail ( -2.3% ).
Rendement des fonds propres
ROE élevé: Le passif LESL dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 06:09 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/04/04 |
| Revenus annuels | 2025/10/04 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Leslie's, Inc. est couverte par 9 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Alexander Maroccia | Berenberg |
| Katharine McShane | Goldman Sachs |
| Jonathan Matuszewski | Jefferies LLC |