The earnings call highlighted strong growth in specific product categories such as fiberglass and auto covers, a successful expansion strategy in the Sand States, and a positive financial position with improved gross margins. However, there were declines in in-ground pool and liner sales, and a decrease in adjusted EBITDA due to increased marketing expenses. Tariff-related risks were also noted. Overall, the positive developments balanced the challenges, creating a neutral sentiment.

Company Guidance -

Q3 2025

During the Latham Group Inc.'s first quarter 2025 earnings call, the company provided several key metrics and guidance for the year. The company reported net sales of $111.4 million, a 0.7% increase from Q1 2024, and a gross margin expansion of 190 basis points to approximately 30%. The sales growth was driven by a surge in fiberglass pools and auto cover products, with cover sales increasing by 18%, supported by both organic growth and recent acquisitions. Despite a net loss of $6 million, the company saw a narrowed loss compared to the previous year. Latham maintained its revenue growth expectations at 8% for 2025, comprised of 5% organic growth and 3% from acquisitions. They also projected a 19% growth in adjusted EBITDA, reflecting significant operating leverage. The company highlighted its Sand States expansion strategy and anticipated positive impacts from its marketing efforts, including partnerships and new product models. Additionally, Latham emphasized its ability to manage tariff impacts through strategic pre-purchasing and price increases to protect margins.

Fiberglass and Auto Cover Product Strength

Latham Group saw relative strength in its fiberglass and auto cover product categories, contributing positively to the quarter's results.

Sand States Expansion Strategy

Significant progress was made on the Sand States expansion strategy, representing a major growth opportunity, particularly in Florida, Texas, Arizona, and California.

Gross Margin Expansion

Latham delivered a 190 basis point expansion in gross margin, attributed to lean manufacturing and value engineering initiatives.

Auto Covers Sales Growth

Auto covers sales increased by 18%, supported by organic growth and benefits from acquisitions.

Strong Brand Visibility and Engagement

Latham led the industry in brand visibility and engagement, being the most searched brand online among major fiberglass manufacturers.

Positive Financial Position

Ended the first quarter with a cash position of $24 million and a plan to fully repay the revolver by the end of the second quarter.

Latham Group (SWIM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SWIM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.10 / -	0.067	―	―	―
Aug 05, 2025	2025 (Q2)	0.13 / 0.11	0.143	-23.78% (-0.03)
May 06, 2025	2025 (Q1)	-0.06 / -0.05	-0.033	-48.48% (-0.02)
Mar 04, 2025	2024 (Q4)	-0.10 / -0.20	0.034	-694.12% (-0.24)
Nov 05, 2024	2024 (Q3)	0.06 / 0.07	0.109	-38.53% (-0.04)
Aug 06, 2024	2024 (Q2)	0.03 / 0.14	0.102	40.20% (+0.04)
May 07, 2024	2024 (Q1)	-0.09 / -0.03	-0.068	51.47% (+0.04)
Mar 12, 2024	2023 (Q4)	-0.06 / 0.03	-0.078	143.59% (+0.11)
Nov 07, 2023	2023 (Q3)	0.12 / 0.11	0.171	-36.26% (-0.06)
Aug 08, 2023	2023 (Q2)	0.11 / 0.10	0.214	-52.34% (-0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SWIM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$6.84	―	―
May 06, 2025	$5.97	$5.97	0.00%
Mar 04, 2025	$5.46	$7.47	+36.81%
Nov 05, 2024	$6.58	$5.81	-11.70%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Latham Group Inc (SWIM) report earnings?

Latham Group Inc (SWIM) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).

What is Latham Group Inc (SWIM) earnings time?

Latham Group Inc (SWIM) earnings time is at Nov 11, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SWIM EPS forecast?

SWIM EPS forecast for the fiscal quarter 2025 (Q3) is 0.1.

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