Leggett & Platt Gestione
Criteri Gestione verificati 3/4
Leggett & Platt Il CEO è Karl Glassman, nominato in May2024, e ha un mandato di 24.33 anni. la retribuzione annua totale è $ 10.89M, composta da 11.7% di stipendio e 88.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.25% delle azioni della società, per un valore di $ 17.12M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.6 anni e 12.4 anni.
Informazioni chiave
Karl Glassman
Amministratore delegato
US$10.9m
Compenso totale
| Percentuale dello stipendio del CEO | 11.70% |
| Mandato del CEO | 2yrs |
| Proprietà del CEO | 1.2% |
| Durata media del management | 2.6yrs |
| Durata media del Consiglio di amministrazione | 12.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 14
LEG: Lower P/E And Margin Reset Will Support Future Upside
Analysts have lowered their price target on Leggett & Platt by $1.00 to $11.50, citing updated assumptions related to revenue growth, profit margins, and a reduced future P/E multiple. Analyst Commentary Recent Street research around Leggett & Platt is centering on how updated assumptions on revenue, margins, and valuation multiples feed into the reduced price target.Seeking Alpha • May 09
Leggett & Platt: M&A Deal Signed, Low But Offers A 10-15% Premium
Summary Leggett & Platt remains a hold as macroeconomic volatility, persistent inflation, and a weak housing market limit upside potential despite a cheap valuation. Q1 2026 sales declined 10.2% YoY to $918.2M, but disciplined cost management preserved margins and positive profits, with gross margin flat at 18.6%. The Somnigroup M&A deal is signed but not closed; the implied buyout price offers a 10-15% premium over current levels, capping further upside. Technical indicators show selling pressure has neutralized, and with the current price below the offer, holding or opportunistic entry for the premium is justified. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 29
LEG: 2026 Guidance And Reset Discount Rate Will Support Upside
Analysts have adjusted their price target on Leggett & Platt to $12.50, reflecting updated assumptions around discount rates and future P/E multiples, which keep fair value broadly in line with prior estimates. Analyst Commentary Recent commentary around Leggett & Platt centers on how updated assumptions on discount rates and future P/E multiples affect perceived upside from current levels, rather than a wholesale change in the fundamental story.Aggiornamento della narrazione • Apr 13
LEG: Cancelled Deal And 2026 Guidance Will Support Upside Potential
Analysts now see Leggett & Platt’s fair value holding at $12.50, with updated assumptions reflecting a discount rate of 11.75%, revenue growth of 18.76%, profit margin of 4.63%, and a future P/E of 12.76x. What's in the News Somnigroup International cancelled its proposed US$1.6b acquisition of Leggett & Platt on January 21, 2026.Aggiornamento della narrazione • Mar 27
LEG: Cancelled Deal And 2026 Outlook Will Support Attractive Upside Potential
Analysts have reaffirmed a $12.50 price target for Leggett & Platt, citing largely unchanged assumptions for discount rate, revenue growth, profit margin and future P/E, which together indicate a similar risk and return profile as before. What's in the News Somnigroup International cancelled its previously proposed $1.6b stock-for-stock acquisition of Leggett & Platt on January 21, 2026, after an initial offer announced on December 1, 2025, that valued each Leggett & Platt share at $12.00 in Somnigroup stock, subject to multiple approvals and due diligence (Key Developments).Aggiornamento della narrazione • Mar 12
LEG: Cancelled Deal And 2026 Guidance Will Support Attractive Upside Potential
Analysts kept their fair value estimate for Leggett & Platt steady at $12.50 while slightly adjusting the discount rate and future P/E inputs, reflecting fine tuning of their models rather than a change in the overall price target stance. What's in the News Leggett & Platt issued earnings guidance for 2026, with sales expected in the range of $3.8b to $4.0b.Aggiornamento della narrazione • Feb 26
LEG: Cancelled Deal And Updated Guidance Will Shape Steady Fair Value Outlook
Analysts have kept their price target for Leggett & Platt steady at $12.50, citing updated assumptions that now reflect modestly positive revenue growth, a slightly higher discount rate, a small improvement in profit margin, and a similar forward P/E multiple. What's in the News Somnigroup International Inc.Aggiornamento della narrazione • Feb 11
LEG: Cancelled Takeover And Stable Assumptions Will Shape Fairly Valued Outlook
Analysts have maintained their $12.50 price target for Leggett & Platt. Minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions indicate a stable overall view of the company’s valuation.Aggiornamento della narrazione • Jan 27
LEG: Stabilizing Bedding Outlook And Soft Demand Will Guide Fairly Valued Returns
Analysts trimmed their price target on Leggett & Platt to $9 from $10, reflecting continued caution around soft residential demand, even as they see signs of market stabilization and a potentially less steep mattress industry decline in 2025. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results point to choppy but stabilizing conditions, which they view as a base for more predictable execution, even if growth stays limited for now.Aggiornamento della narrazione • Jan 11
LEG: Stabilizing Bedding Outlook And Soft Residential Demand Will Shape Future Returns
Analysts have trimmed their price targets on Leggett & Platt, with the latest Narrative fair value holding at US$12.50, while Street targets move down by US$1 to US$9.00. This reflects softer residential demand and a more cautious Bedding recovery outlook, even as markets appear to be stabilizing.Aggiornamento della narrazione • Dec 26
LEG: Stabilizing Bedding Demand And Acquisition Proposal Will Drive Future Upside Potential
Analysts have modestly raised their fair value estimate for Leggett & Platt to approximately $12.50 from about $11.00 per share, citing choppy but stabilizing end markets and a slightly improved medium term mattress industry outlook, despite still soft residential demand. Analyst Commentary Bullish analysts view the modest price target adjustments and updated industry assumptions as evidence that fundamentals are beginning to stabilize, even if near term demand remains muted.Aggiornamento della narrazione • Dec 11
LEG: Stabilizing Bedding Demand And Acquisition Proposal Will Shape Future Risk Balance
Analysts modestly cut their price target on Leggett & Platt to $9.00 from $10.00, citing still soft residential demand and only gradual signs of stabilization in bedding markets despite a slightly improved mattress industry outlook for 2025. Analyst Commentary Analysts remain balanced on Leggett & Platt, highlighting a mix of early signs of stabilization and persistent structural challenges that temper near term upside for the shares.Aggiornamento della narrazione • Nov 27
LEG: Market Stabilization And Updated Outlook Will Balance Residential Market Risks
Analysts have lowered their price target for Leggett & Platt, now expecting $9 per share instead of $10. They cite ongoing soft demand in residential end-markets, although there are some signs of market stabilization.Aggiornamento della narrazione • Nov 13
LEG: Market Stabilization Will Support Recovery Despite Ongoing Residential Weakness
Analysts have lowered their price target for Leggett & Platt from $10 to $9 per share, citing continued softness in residential demand and a cautious outlook for Bedding recovery, even though there are some signs of market stabilization. Analyst Commentary Bullish Takeaways Markets are showing early signs of stabilization following recent volatility.Aggiornamento della narrazione • Oct 29
Industry Recovery Hopes Will Be Tested By Ongoing Soft Residential Demand
Analysts have reduced their price target for Leggett & Platt from $10.00 to $9.00, citing continued softness in residential demand and cautious optimism for a gradual industry recovery. Analyst Commentary Analyst reactions to Leggett & Platt’s latest quarterly results highlight a mix of cautious optimism and ongoing concerns regarding the company’s outlook and valuation.Articolo di analisi • Sep 03
These 4 Measures Indicate That Leggett & Platt (NYSE:LEG) Is Using Debt Extensively
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Aug 08
We Like Leggett & Platt's (NYSE:LEG) Earnings For More Than Just Statutory Profit
NYSE:LEG 1 Year Share Price vs Fair Value Explore Leggett & Platt's Fair Values from the Community and select yours The...Articolo di analisi • May 11
Leggett & Platt (NYSE:LEG) Is Paying Out A Dividend Of $0.05
The board of Leggett & Platt, Incorporated ( NYSE:LEG ) has announced that it will pay a dividend on the 15th of July...Articolo di analisi • May 05
Revenues Not Telling The Story For Leggett & Platt, Incorporated (NYSE:LEG) After Shares Rise 33%
Those holding Leggett & Platt, Incorporated ( NYSE:LEG ) shares would be relieved that the share price has rebounded...Articolo di analisi • May 01
Leggett & Platt, Incorporated Just Beat EPS By 7.3%: Here's What Analysts Think Will Happen Next
Shareholders will be ecstatic, with their stake up 32% over the past week following Leggett & Platt, Incorporated 's...Seeking Alpha • Apr 29
Why I'm Not Jumping Into Leggett & Platt After Q1 Earnings
Summary Leggett & Platt's Q1 earnings showed a positive EPS despite weak sales. But the overall scenario remains complex, requiring cautious optimism. The company's debt is nearly equal to its market cap, emphasizing the need for deleveraging and efficient cash flow management. Valuation remains challenging due to high uncertainty and significant risks, despite potential for attractive returns if the turnaround is successful. I maintain a "hold" rating for LEG stock, given the balanced upside potential and downside risks in the current uncertain environment. Read the full article on Seeking Alpha
Nuova narrazione • Apr 24
Cost Reductions And Product Innovation Will Drive 2025 Transformation
Restructuring and automation efforts are poised to enhance margins and profitability by reducing costs and optimizing processes.Articolo di analisi • Mar 17
Leggett & Platt, Incorporated's (NYSE:LEG) Shares May Have Run Too Fast Too Soon
With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Consumer Durables industry in the United States...Articolo di analisi • Feb 27
Is It Too Late To Consider Buying Leggett & Platt, Incorporated (NYSE:LEG)?
Leggett & Platt, Incorporated ( NYSE:LEG ), might not be a large cap stock, but it received a lot of attention from a...Seeking Alpha • Feb 19
Leggett & Platt: Financial Improvements, New Cash Coming, And Quite Cheap
Summary Leggett & Platt appears undervalued, trading at 9.8x GAAP FWD earnings and 6.7x 2029 EPS, making it a potential buy. Significant reorganization efforts, including Hydraulic Cylinders and G&A initiatives, are expected to enhance EBIT margins and free cash flow in 2025. Anticipated cash from real estate sales and potential Aerospace Group sale could improve the balance sheet and stock valuation. Despite economic uncertainties, LEG's strategic changes and financial flexibility position it for long-term growth and stock price appreciation. Read the full article on Seeking AlphaArticolo di analisi • Feb 13
These 4 Measures Indicate That Leggett & Platt (NYSE:LEG) Is Using Debt Extensively
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jan 28
The Returns At Leggett & Platt (NYSE:LEG) Aren't Growing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Articolo di analisi • Jan 10
Is There An Opportunity With Leggett & Platt, Incorporated's (NYSE:LEG) 47% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Leggett & Platt fair value estimate is US$18.66 Leggett...Seeking Alpha • Dec 27
Leggett: A Long-Term Player That's Also Relatively Inexpensive
Summary Leggett & Platt's vertical integration and restructuring plans are expected to enhance operating margins and free cash flow growth, making the stock undervalued at $9-$10. The company’s stock repurchase program at $20 per share indicates confidence in its valuation, suggesting significant upside potential from the current price. Potential sale of the Aerospace segment could inject cash, reduce net debt, and improve overall valuation, further supporting the bullish outlook. Risks include tariffs, supply chain disruptions, and credit rating downgrades, but these are outweighed by strong cash flow and strategic initiatives. Read the full article on Seeking AlphaArticolo di analisi • Dec 10
Leggett & Platt, Incorporated's (NYSE:LEG) Share Price Could Signal Some Risk
With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Consumer Durables industry in the United States...Seeking Alpha • Nov 07
Leggett & Platt: A Fair Company At A Wonderful Price
Summary Leggett & Platt, a former Dividend King, was forced to cut their dividend by 89% earlier this year due to headwinds. The company now expects to use freed-up capital to pay down debt and deleverage towards their long-term target of 2.0x. With the dividend reset, LEG is expected to cover the dividend with free cash flow by the end of 2024. Household and credit card debt has continued to rise, emphasizing that the economy is not as strong as it appears to be. Leggett & Platt's free cash flow is expected to grow to $321.50 million by the end of 2026. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Leggett & Platt: Low Valuation Not Enough To Offset Challenges
Summary Despite Leggett & Platt's positive cash flow and dividends, its 20-year total return is -1.9%, significantly underperforming the S&P 500's +650%. Competition, commoditized products, and macroeconomic headwinds have contributed to the company's stagnation and limited shareholder value generation. Recent Q3 earnings fell short, with lowered 2024 guidance, highlighting ongoing challenges despite restructuring efforts and a low valuation. While restructuring may boost EBIT, sustainable growth and value generation remain uncertain, making Leggett & Platt a less compelling long-term investment. Read the full article on Seeking AlphaArticolo di analisi • Oct 23
We Think Leggett & Platt (NYSE:LEG) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Oct 21
Leggett & Platt: Not Yet Low Enough
Summary Leggett & Platt has experienced a significant downturn, with key financial metrics like EBIT, EPS, and EBITDA all declining, and sales guidance lowered. The company's restructuring plan includes plant closures, asset sales, and operational efficiencies, but the positive impacts are not yet fully visible. Risks include high debt, cost inflation, and significant exposure to the automotive and industrial sectors, with competitive pressures in the home furnishings market. Despite restructuring efforts, the current valuation and uncertain upside make it challenging to recommend investing in Leggett & Platt stock at this time. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$225m |
| Dec 31 2025 | US$11m | US$1m | US$235m |
| Sep 30 2025 | n/a | n/a | US$224m |
| Jun 30 2025 | n/a | n/a | US$142m |
| Mar 31 2025 | n/a | n/a | -US$512m |
| Dec 31 2024 | US$10m | US$785k | -US$511m |
| Sep 30 2024 | n/a | n/a | -US$823m |
| Jun 30 2024 | n/a | n/a | -US$815m |
| Mar 31 2024 | n/a | n/a | -US$159m |
| Dec 31 2023 | US$2m | US$257k | -US$137m |
| Sep 30 2023 | n/a | n/a | US$213m |
| Jun 30 2023 | n/a | n/a | US$232m |
| Mar 31 2023 | n/a | n/a | US$273m |
| Dec 31 2022 | US$3m | US$750k | US$310m |
| Sep 30 2022 | n/a | n/a | US$363m |
| Jun 30 2022 | n/a | n/a | US$388m |
| Mar 31 2022 | n/a | n/a | US$405m |
| Dec 31 2021 | US$9m | US$1m | US$402m |
| Sep 30 2021 | n/a | n/a | US$405m |
| Jun 30 2021 | n/a | n/a | US$415m |
| Mar 31 2021 | n/a | n/a | US$296m |
| Dec 31 2020 | US$9m | US$1m | US$253m |
| Sep 30 2020 | n/a | n/a | US$232m |
| Jun 30 2020 | n/a | n/a | US$224m |
| Mar 31 2020 | n/a | n/a | US$317m |
| Dec 31 2019 | US$10m | US$1m | US$314m |
Compensazione vs Mercato: La retribuzione totale di Karl ($USD 10.89M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.48M ).
Compensazione vs guadagni: La retribuzione di Karl è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Karl Glassman (67 yo)
2yrs
Mandato
US$10,893,870
Compensazione
Mr. Karl G. Glassman served as Executive Chairman at Leggett & Platt, Incorporated since January 01, 2022 and served as its May 04, 2023 and serves as its Chairman of the Board since May 04, 2023 and also...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2yrs | US$10.89m | 1.25% $ 17.1m | |
| Executive VP & CFO | 2.9yrs | US$2.53m | 0.14% $ 1.9m | |
| Executive VP & General Counsel | 2.3yrs | US$1.85m | 0.087% $ 1.2m | |
| Executive VP & President of Bedding Products | 4.8yrs | US$2.53m | 0.14% $ 1.9m | |
| EVP, President of the Furniture | 6.3yrs | US$2.21m | 0.11% $ 1.5m | |
| Senior VP & Chief Accounting Officer | 11yrs | Nessun dato | 0.063% $ 864.9k | |
| Senior VP & Chief Information Officer | 2.3yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | 1.3yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Human Resources Officer | 1.3yrs | Nessun dato | 0.063% $ 861.9k | |
| VP & Chief Tax Officer | 6.4yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Strategic Planning Officer | 2.9yrs | Nessun dato | 0.055% $ 754.5k | |
| Senior Vice President of Business Support Services | 2.3yrs | Nessun dato | Nessun dato |
2.6yrs
Durata media
48yo
Età media
Gestione esperta: Il team dirigenziale di LEG è considerato esperto (durata media dell'incarico 2.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 24.3yrs | US$10.89m | 1.25% $ 17.1m | |
| Independent Director | 21.3yrs | US$323.90k | 0.088% $ 1.2m | |
| Independent Director | 20.5yrs | US$298.97k | 0.069% $ 951.3k | |
| Independent Director | 6.5yrs | US$286.60k | 0.0068% $ 93.1k | |
| Independent Lead Director | 17yrs | US$324.06k | 0.018% $ 240.9k | |
| Independent Director | 7yrs | US$310.47k | 0.0028% $ 38.4k | |
| Independent Director | 7.8yrs | US$280.91k | 0.051% $ 697.4k | |
| Independent Director | 4.2yrs | US$281.41k | 0.037% $ 500.9k |
12.4yrs
Durata media
63.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di LEG è composto da personale esperto e esperto (durata media dell'incarico 12.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 21:48 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Leggett & Platt, Incorporated è coperta da 10 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Daniel Moore | CJS Securities, Inc. |
| Susan Maklari | Goldman Sachs |
| Michael Smith | Kansas City Capital Associates |