Leslie's, Inc. operates as a leading direct-to-consumer brand specializing in comprehensive pool and spa care throughout the United States. The company actively ...
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Est. EPS $-4.01 · Revenue $1.09B · 1 analysts
Est. EPS $-8.31 · Revenue $143.00M · 1 analysts
Est. EPS $-4.73 · Revenue $159.00M · 1 analysts
Est. EPS $5.09 · Revenue $443.00M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.2B | -6.6% | +148.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-237.0M | -913.6% | +191.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +35.4% | -1.2% | +26.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.1% | -73.8% | +163.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -19.1% | -985.6% | +136.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-16.7M | -127.7% | +261.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -1.3% | -129.6% | +165.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | -248.0% | +58.1% | -3.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.57x | -8.1% | -7.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $741.5M | -29.4% | +0.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -25.51 vs -4.36 | -484.9% | 5.01 vs 4.86 | +3.1% |
| Revenue Surprise | $1.2B vs $1.2B | +1.4% | $458.5M vs $503.2M | -8.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Lindquist Benjamin | officer: See Remarks | Restricted Stock Units | D | 1,000 | — |
| Aug 26, 2026 | Lindquist Benjamin | officer: See Remarks | Common Stock, par value $0.001 per share | A | 1,000 | — |
| Aug 26, 2026 | Lindquist Benjamin | officer: See Remarks | Common Stock, par value $0.001 per share | D | 280 | $0.61 |
| Aug 26, 2026 | Cramer Naomi | officer: See Remarks | Restricted Stock Units | D | 1,000 | — |
| Aug 26, 2026 | Cramer Naomi | officer: See Remarks | Common Stock, par value $0.001 per share | A | 1,000 | — |
Operator: Good afternoon, and welcome to the Fiscal Second Quarter 2026 Earnings Conference Call for Leslie's. [Operator Instructions]. As a reminder, this conference call is being recorded and will be available for replay later today on the company's website. I would like to remind everyone that comments made today may include forward-looking statements which are subject to significant risks and uncertainties that could cause the company's actual results to differ materially from management's current expectations. These statements speak as of today and will not be updated in the future if circumstances change. Please review the cautionary statements and risk factors contained in the company's earnings press release and recent filings with the SEC. During the call today, management will refer to certain non-GAAP financial measures. A reconciliation between the GAAP and non-GAAP financial measures can be found in the company's earnings press release, which was furnished to the SEC today and posted to the Investor Relations section of Leslie's website at ir.lesliespool.com. On the call today is Jason McDonell, Chief Executive Officer; and Jeff White, Chief Financial Officer. With that, I will turn the call over to Jason. Unknown Attendee: Good afternoon, and welcome to the Fiscal Second Quarter 2026 Earnings Conference Call for Leslie's. [Operator Instructions]. As a reminder, this conference call is being recorded and will be available for replay later today on the company's website. I would like to remind everyone that comments made today may include forward-looking statements, which are subject to significant risks and uncertainties that could cause the company's actual results to differ materially from management's current expectations. These statements speak as of today and will not be updated in the future if circumstances change. Please review the cautionary statements and risk factors contained in the company's earnings press release and recent filings with the SEC. During the call today, management will refer to certain non-GAAP financial measures. A reconciliation between the GAAP and non-GAAP financial measures can be found in the company's earnings press release which was furnished to the SEC today and posted to the Investor Relations section of Leslie's website at ir.lesliespool.com. On the call today is Jason McDonell, Chief Executive Officer; and Jeff White, Chief Financial Officer. With that, I will turn the call over to Jason. Jason McDonell: Good afternoon and thank you for joining us today to discuss our second quarter fiscal 2026 results. I'm pleased to report that our comprehensive transformation plan to position Leslie's for sustainable, profitable growth delivered results, in our Q2 performance demonstrates that the strategic actions we've implemented worked on multiple levels. Compared to last year, in the second quarter, we delivered overall revenue growth of 4.3%, a comparable sales increase of 6.6%, improved …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jason McDonell | Chief Executive Officer & Director | USD 1,045,237 | Male | 1975 | Active |
Naomi Cramer | Chief Retail Operations & Talent Officer | USD 592,140 | Female | 1966 | Active |
Amy College | Chief Merchandising & Supply Chain Officer | USD 450,890 | Female | 1976 | Active |
Benjamin Lindquist | Senior Vice President, General Counsel & Corporate Secretary | — | Male | 1986 | Active |
Jeffrey Justin White | Chief Financial Officer & Treasurer | — | Male | 1986 | Active |
Maryann Byrdak | Senior Vice President & Chief Information Officer | — | Female | 1974 | Active |
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Leslie's, Inc. (LESL) Q2 2026 Earnings Call Transcript
Sales increase of 4.3% and Comparable sales increase of 6.6% Achieved 8% customer count growth year-over-year Company reiterates full year guidance PHOENIX, May 13, 2026 (GLOBE NEWSWIRE) -- Leslie's, Inc. (NASDAQ: LESL), the largest and most trusted direct-to-customer brand in the U.S. pool and spa care industry serving residential customers and pool professionals nationwide, today announced its financial results for the fiscal second quarter 2026. “Our comprehensive transformation plan delivered measurable results in the second quarter as we position Leslie's for sustainable profitable growth.
