Latham Group, Inc.

NasdaqGS:SWIM Voorraadrapport

Marktkapitalisatie: US$561.2m

Latham Group Inkomsten in het verleden

Verleden criteriumcontroles 3/6

Latham Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 29.9%, terwijl de Leisure-industrie de winst zag dalen met 8.9% per jaar. De inkomsten zijn gedaald met een gemiddeld jaarlijks percentage van 4.1%. Het rendement op eigen vermogen van Latham Group is 2.2%, en het heeft een nettomarge van 1.5%.

Belangrijke informatie

29.88%

Groei van de winst

29.19%

Groei van de winst per aandeel

Leisure Groei van de industrie16.88%
Inkomstengroei-4.10%
Rendement op eigen vermogen2.16%
Nettomarge1.55%
Laatste winstupdate28 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate May 19

SWIM: Lean Manufacturing And Margin Expansion Will Support Future Upside Potential

Analysts have modestly trimmed the blended price target for Latham Group to about $8.14 from $8.50. This reflects updated assumptions around discount rates, revenue growth, profit margins, and future P/E after a mix of recent price target raises and cuts across the Street.
Narratiefupdate Apr 30

SWIM: Higher Discount Rate And Lower P/E Assumptions Will Restrain Upside Potential

Analysts have trimmed the fair value estimate for Latham Group from $6.25 to $5.00. This move reflects recent price target cuts from several firms as they factor in updated assumptions on discount rate, revenue growth, profit margins, and a lower future P/E multiple.
Narratiefupdate Apr 16

SWIM: Lean Manufacturing Progress Will Support Future Margin Strength And Upside

Analysts have nudged the price target on Latham Group higher to $8.50 from $7.89, reflecting updated views on revenue growth, profit margin outlook, and a higher assumed future P/E multiple that aligns with recent Street research, which argues the fiscal 2026 margin plan is tracking ahead of prior expectations. Analyst Commentary Recent Street research around Latham Group points to a mixed but constructive setup, with some analysts lifting their price targets on the back of updated guidance and margin plans, while others trim expectations at the margin.
Narratiefupdate Apr 02

SWIM: Lean Manufacturing And 2026 Margin Expansion Will Support Bullish Repricing

Analysts have raised their blended price target for Latham Group by a modest amount to $12.86 from $12.76, citing stronger recent results, slightly firmer guidance, and expectations for ongoing margin gains supported by lean manufacturing and value engineering efforts. Analyst Commentary Bullish analysts are leaning into a more constructive view on Latham Group after the latest quarterly update, pointing to recent execution and guidance as key supports for their revised assumptions.
Narratiefupdate Mar 19

SWIM: Margin Initiatives And Product Updates Will Shape A Balanced Equity Outlook

Analysts have lifted the price target range for Latham Group to between $8 and $9.50, with the updated fair value estimate moving from $6.00 to $6.25. They highlight stronger recent results, guidance that modestly exceeded prior expectations, and an outlook for EBITDA margin expansion supported by lean manufacturing and value engineering efforts.
Narratiefupdate Mar 05

SWIM: Lean Manufacturing And 2026 Margin Expansion Will Drive Bullish Thesis

Analysts have lifted their aggregate price target range for Latham Group by roughly $1 to $2 per share, with recent moves to $9.50 and $8. This reflects stronger Q4 results, guidance that modestly topped expectations, and an outlook for 2026 that points to ongoing EBITDA margin expansion supported by lean manufacturing and value engineering efforts.
Narratiefupdate Feb 18

SWIM: Lower Multiple And CEO Transition Will Pressure Future Equity Story

Analysts trimmed their price target on Latham Group by $1, reflecting updated views on its discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bearish analysts cutting their price targets on Latham Group by $1 are flagging a more cautious stance on how much risk they are willing to underwrite in the current equity story.
Seeking Alpha Feb 16

It's Tempting To Take A Dip Into Shares Of Latham Group (Rating Upgrade)

Summary Latham Group, the largest inground residential pool producer in North America, is upgraded to a soft ‘buy’ due to improved valuation and growth prospects. Q3 2025 revenue rose 7.6% year-over-year, with gross margin expanding to 35.4% on production efficiencies and value engineering initiatives. Management guides FY25 revenue to $540-$550 million and EBITDA to $92-$98 million, indicating solid operational momentum. SWIM trades at a notable discount to peers, offering potential upside of 19.5%–100.8% if valuation multiples converge, despite macroeconomic risks. Read the full article on Seeking Alpha
Narratiefupdate Feb 04

SWIM: CEO Transition And Execution Risks Will Shape Balanced Near Term Outlook

Analysts have trimmed their price targets on Latham Group by about US$1, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping fair value unchanged at US$6.00. Analyst Commentary Bearish analysts have framed the US$1 price target trim as a recalibration of expectations rather than a fundamental change to their longer term framework.
Analyseartikel Feb 01

Investors Could Be Concerned With Latham Group's (NASDAQ:SWIM) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Narratiefupdate Jan 20

SWIM: Tepid Construction And Execution Risks Will Limit Margin Upside Potential

Narrative update Analysts have nudged their price target on Latham Group slightly lower by $1, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples after recent research that balanced Barclays' more cautious stance with Stifel's increased confidence in market share gains and margin potential. Analyst Commentary Recent research on Latham Group shows a split view, with some analysts more optimistic on market share and margins while others are trimming expectations and staying cautious on execution and end market trends.
Analyseartikel Jan 14

Investors Aren't Entirely Convinced By Latham Group, Inc.'s (NASDAQ:SWIM) Revenues

It's not a stretch to say that Latham Group, Inc.'s ( NASDAQ:SWIM ) price-to-sales (or "P/S") ratio of 1.5x right now...
Narratiefupdate Jan 05

SWIM: Market Share Gains Will Support Future Margin Strength And Upside

Narrative Update Analysts have lifted their price target on Latham Group to US$8.75 from US$8.00, citing greater confidence in the company’s ability to gain market share across all segments while supporting a stronger margin profile, even as new pool construction remains tepid. Analyst Commentary Recent commentary on Latham Group centers on how the company might perform if new pool construction stays soft, and whether its current execution can support the higher US$8.75 price target.
Narratiefupdate Dec 22

SWIM: Margin Outlook And Leadership Transition Will Shape Measured Upside Potential

Analysts have nudged their price target on Latham Group higher to approximately $8.75, up from about $8.00, citing growing confidence in the company’s ability to gain market share and deliver a stronger margin profile despite a sluggish new construction backdrop. Analyst Commentary While the latest price target increase reflects renewed optimism around Latham Group’s market share trajectory and margin improvement, not all market observers share an unequivocally positive view.
Narratiefupdate Dec 08

SWIM: Future Margin Expansion Will Drive Upside Despite Softer Construction Demand

Analysts have raised their price target on Latham Group to $8.75 from $8.00, citing growing confidence in the company's ability to gain market share and deliver a stronger margin profile despite a softer new construction backdrop. Analyst Commentary Bullish analysts highlight that the higher price target reflects growing conviction in Latham Group's ability to execute on its market share strategy, even as broader pool construction demand moderates.
Analyseartikel Nov 26

Estimating The Fair Value Of Latham Group, Inc. (NASDAQ:SWIM)

Key Insights Latham Group's estimated fair value is US$7.49 based on 2 Stage Free Cash Flow to Equity With US$7.10...
Analyseartikel Nov 08

Earnings Miss: Latham Group, Inc. Missed EPS By 30% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on Latham Group, Inc. ( NASDAQ:SWIM ), given that the company fell short...
Narratiefupdate Nov 07

SWIM: Market Share Gains And Rising Margins Will Drive Future Opportunity

Analysts have raised their price target for Latham Group from $8.00 to $8.75, citing improved confidence in the company's margin profile and ability to gain market share, even with a slow new construction environment. Analyst Commentary Recent commentary from bullish analysts highlights both positive developments and key areas of caution regarding Latham Group's outlook.
Analyseartikel Oct 25

Returns On Capital Signal Tricky Times Ahead For Latham Group (NASDAQ:SWIM)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Analyseartikel Jul 13

Investors Aren't Entirely Convinced By Latham Group, Inc.'s (NASDAQ:SWIM) Revenues

It's not a stretch to say that Latham Group, Inc.'s ( NASDAQ:SWIM ) price-to-sales (or "P/S") ratio of 1.5x right now...
Analyseartikel Jun 25

We Think Latham Group (NASDAQ:SWIM) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel May 05

The Returns On Capital At Latham Group (NASDAQ:SWIM) Don't Inspire Confidence

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Apr 08

Market Cool On Latham Group, Inc.'s (NASDAQ:SWIM) Revenues Pushing Shares 28% Lower

Latham Group, Inc. ( NASDAQ:SWIM ) shareholders won't be pleased to see that the share price has had a very rough...
Seeking Alpha Mar 05

Latham Group: A Pool Of Potential, But Too Many Red Flags For Now

Summary Latham Group, Inc. faces valuation concerns despite growth in the fiberglass pool market, with declining revenue and profitability struggles in Q4 2024. Expansion in the Sand States shows promise, but competition from concrete pool builders and market adoption challenges persist. Tariffs, supply chain issues, and cash flow pressures complicate Latham's financial outlook, raising questions about sustainable growth. Given these factors, I rate SWIM stock a sell due to near-term risks outweighing long-term growth prospects. Read the full article on Seeking Alpha
Analyseartikel Feb 28

Is Latham Group (NASDAQ:SWIM) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analyseartikel Jan 28

Latham Group, Inc.'s (NASDAQ:SWIM) Price In Tune With Revenues

When you see that almost half of the companies in the Leisure industry in the United States have price-to-sales ratios...
Analyseartikel Jan 03

Does This Valuation Of Latham Group, Inc. (NASDAQ:SWIM) Imply Investors Are Overpaying?

Key Insights Latham Group's estimated fair value is US$4.84 based on 2 Stage Free Cash Flow to Equity Current share...
Analyseartikel Dec 10

Is Now The Time To Look At Buying Latham Group, Inc. (NASDAQ:SWIM)?

Latham Group, Inc. ( NASDAQ:SWIM ), is not the largest company out there, but it saw a significant share price rise of...
Seeking Alpha Nov 18

Latham Group: The Water Is Getting Warmer

Summary Latham Group's stock has appreciated 12.1% since August, but new data and revised guidance suggest it's now fairly valued, leading me to downgrade it to a 'hold'. Recent financial results show a 6.4% revenue decline due to lower sales volumes and a challenging macroeconomic environment, despite cost-cutting efforts. Management has reduced revenue guidance for the fiscal year, reflecting continued industry weakness and economic challenges impacting consumer spending on swimming pools. Despite being relatively attractive compared to competitors, the stock's increased valuation and economic uncertainties justify a more cautious 'hold' rating. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Latham Group: End Of A Nightmare

Summary Latham Group is poised for significant earnings growth, driven by increasing fiberglass pool penetration and ancillary product expansion over the next 5 years. Fiberglass pools are gaining market share due to lower maintenance costs, faster installation, and superior design compared to concrete and vinyl pools. Despite recent industry downturns, Latham's market position and expected recovery in new pool starts suggest a potential 600% return, targeting a $50 stock price by 2029. We started buying Latham shares at $2.50, with a 5-year price target of $50, anticipating a 4x increase in adjusted EBITDA. Read the full article on Seeking Alpha
Analyseartikel Oct 14

Latham Group (NASDAQ:SWIM) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Sep 14

Is Latham Group, Inc. (NASDAQ:SWIM) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Latham Group is US$4.97 based on 2 Stage Free Cash Flow to Equity Current...
Analyseartikel Aug 25

Latham Group, Inc.'s (NASDAQ:SWIM) 85% Jump Shows Its Popularity With Investors

Latham Group, Inc. ( NASDAQ:SWIM ) shareholders have had their patience rewarded with a 85% share price jump in the...
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Nieuw narratief Aug 21

Pool Industry Woes Meet Hope In Innovation And Critical Acquisitions

Forecasted decline in new pool starts poses risks to future revenue, amidst efforts to improve profitability through restructuring and cost management.
Analyseartikel Aug 14

Latham Group's (NASDAQ:SWIM) Shareholders May Want To Dig Deeper Than Statutory Profit

Following the solid earnings report from Latham Group, Inc. ( NASDAQ:SWIM ), the market responded by bidding up the...

Opbrengsten en kosten

Hoe Latham Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NasdaqGS:SWIM Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
28 Mar 2655291260
31 Dec 25546111230
27 Sep 25533-111180
28 Jun 25522-131180
29 Mar 25509-161120
31 Dec 24509-181080
28 Sep 24512111050
29 Jun 24522121000
30 Mar 2453941030
31 Dec 23566-21100
30 Sep 23584-221200
01 Jul 23612-161230
01 Apr 23642-171350
31 Dec 22696-61470
01 Oct 2272771610
02 Jul 22699-161820
02 Apr 22673-742360
31 Dec 21630-622180
02 Oct 21604-592050
03 Jul 21569-301770
03 Apr 2150140970
31 Dec 2040316860
31 Dec 193187570

Kwaliteitswinsten: SWIM heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: SWIM is in het verleden winstgevend geweest.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: SWIM is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 29.9% per jaar laten groeien.

Versnelling van de groei: SWIM is het afgelopen jaar winstgevend geworden, waardoor de winstgroei moeilijk te vergelijken is met het 5-jarig gemiddelde.

Winst versus industrie: SWIM is het afgelopen jaar winstgevend geworden, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Leisure -sector ( -10.1% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 2.2% ) van SWIM wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 01:04
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/28
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Latham Group, Inc. wordt gevolgd door 12 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Timothy WojsBaird
Matthew BouleyBarclays
Shaun CalnanBofA Global Research