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Delisting risk

LESL · NASDAQ · Specialty Retail

Leslie's

Pool-and-spa aftermarket retailer combining products, water testing, and repair services.

$0.5341

After-hours close−0.00 (−0.28%)

At close$0.5356(+0.47%)

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Profile

Leslie's, Inc.LESLConsumer Discretionary

Sells recurring pool-and-spa care products, equipment, and services through specialty stores and digital channels, pairing proprietary merchandise with water testing and technical help. A vertically integrated network is concentrated in warm-weather states and depends on seasonal demand, inventory, skilled service, and digital systems.

Supplies the aftermarket care of residential and commercial pools and spas through chemicals, equipment and replacement parts, cleaning and maintenance products, and installation and repair services. Products reach do-it-yourself owners, pool professionals, and commercial operators through stores, e-commerce, the mobile app, and marketplaces.

Combines proprietary and custom-formulated merchandise with AccuBlue water analysis, in-store repair support, Pool Perks, and field technicians. Its network is concentrated in warm-weather states—particularly California, Arizona, Texas, and Florida—while digital channels extend reach nationwide.

Service quality relies on trained staff, accurate testing, timely inventory, and working digital systems. Demand and operations remain tied to pool-season weather, Sunbelt conditions, supply availability, competition, cybersecurity and privacy obligations, and water-use and chemical regulation.

Company facts

CEOJason McDonell

ListedOct 29, 2020

ExchangeNASDAQ

HeadquartersPhoenix, AZ

CountryUnited States

Employees3,790

CIK0001821806

ISINUS5270642086

Key statistics

Market cap$5.0M

EPS (ttm)−$27.08

P/E (ttm)−0.0196

ROE51.9%

P/B−0.0101

P/S0.0042

Dividend yield—

Beta3.15vs XLY 0.58

Year to date −69.0% · Average volume (30d) 1.5M

Analysts

Price target, next 12 months$3.00+466.0%Median of 15 analysts · vs the Aug 28 close

ConsensusHold2 of 15 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $0.5300

High$36.00+6,692.5%

Median$3.00+466.0%

Low$1.00+88.7%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Feb 18, 2026	Morgan Stanley	Reiterate		Underweight	$1.50	$1
Jan 15, 2026	Morgan Stanley	Downgrade	Equal Weight	Underweight	$3.50	$1.50
Dec 10, 2025	Morgan Stanley	Target			$7	$3.50
Dec 3, 2025	Jefferies	Reiterate		Hold	$3.25	$3.75
Nov 28, 2025	Telsey Advisory	Target			$8.50	$3

Earnings

EPS

Estimate$4.86

Reported$3.96−18.5%

Revenue

Estimate$503.2M

Reported$458.5M−8.9%

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 12, 2026Q3 FY26	$4.86	$3.96	−18.5%	$503.2M	$458.5M	−8.9%	−41.67%
May 13, 2026Q2 FY26	−$4.41	−$5.36	−21.5%	$162.5M	$184.7M	+13.7%	+144.76%
Feb 17, 2026Q1 FY26	−$4.27	−$5.24	−22.7%	$158.4M	$147.1M	−7.1%	−17.00%
Dec 2, 2025Q4 FY25	$1.12	$0.09	−92.0%	$371.7M	$389.2M	+4.7%	−20.95%

View details

Financial highlights

	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26
Revenue	$177.1M	$500.3M	$389.2M	$147.1M	$184.7M	$458.5M
Gross profit	$43.9M	$197.9M	$150.1M	$27.1M	$53.3M	$167.1M
Operating income	−$48.4M	$68.3M	$33.7M	−$58.6M	−$38.9M	$61.5M
Net income	−$51.3M	$21.7M	−$162.8M	−$83.0M	−$52.5M	$47.8M
Diluted EPS	−$5.60	$2.34	−$17.54	−$8.92	−$5.63	$5.01
Gross margin	24.8%	39.6%	38.6%	18.4%	28.9%	36.5%
Operating margin	-27.3%	13.7%	8.7%	-39.8%	-21.0%	13.4%

Fiscal years (4-quarter sums)FY21 $1.34B · FY22 $1.56B · FY23 $1.45B · FY24 $1.33B · FY25 $1.24B

Balance sheet, Jul 4, 2026Cash & short-term investments $45.9M · Total debt $1.02B · Total assets $722.2M · Shareholders' equity −$492.7M

Dividends

No dividends on record.

Ownership

Institutions 58.52%5.48M sharesInsiders 1.17%109.6K sharesOther 40.31%3.77M shares

Shares outstanding 9.36M · Float 9.13M · 97.5% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Ariel Investments, LLC	2.88M	30.80%	13F	May 14, 2026
Jane Street Group, LLC	478.1K	5.10%	13G	Jun 25, 2026
Lind Value Ii Aps	454.6K	4.86%	13F	May 11, 2026
Vanguard Capital Management LLC	280.9K	3.00%	13F	May 15, 2026
Gsa Capital Partners LLP	259.3K	2.77%	13F	May 8, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.