Latham Group, Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Latham Group reported Q2 2026 net sales of $197.5M (+14.4% YoY, +10.3% organic), with in-ground pool sales up 22.5% (+13.6% organic) and Adjusted EBITDA of $44.6M (+11.9%). The company raised full-year guidance: net sales to $600–620M (from $580–610M) and Adjusted EBITDA to $110–120M (from $105–120M), reflecting ~8.4% expected organic growth. Q2 gross margin declined 160 basis points to 35.5%, including ~140 basis points of incremental ramp-up costs (~$2.8M) from accelerated fiberglass pool demand; management expects recovery in H2. Company completed Freedom Pools acquisition for $17.0M in February 2026.
Why this rating
Raised guidance and organic growth momentum are positive; however, net income fell 20% YoY and H1 net margin collapsed to 1.3% from 3.5%, offset by strong EBITDA growth. At $304.7M market cap, a $600–620M revenue run-rate and margin pressure warrant moderate significance.
See more from August 4, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.