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Leslie's, Inc.

LESL

Leslie's, Inc. is the leading direct-to-consumer brand in the U.S. pool and spa care industry, operating an extensive physical and digital ecosystem.

Market cap
$61.59M-27.9%
Revenue$1.2B-7.5%
Net income-$276.6M-512%
Free cash flow-$311.6M-617%
EPS (diluted)-$39.60-217%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 5, 2026 (In 3 weeks)
Revenue estimate$503.2M
EPS estimate$4.86

Financials

Q2 2026

Income statement

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Revenue$184.7M+4.3%
Gross profit$53.3M+21.4%
Operating income-$37.7M+22.1%
Net income-$52.5M-2.3%
EPS (diluted)-$5.63-1.6%

Balance sheet

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Cash & equivalents$16.9M-1.9%
Total debt$991.1M-1.3%
Total equity-$541.3M-101%
Total assets$715.5M-31.4%

Cash flow

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Operating cash flow-$55.4M-12.6%
CapEx$5.2M-20.4%
Free cash flow-$60.6M-8.7%

Valuation & ratios

Valuation

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Market cap$61.59M-27.9%
Enterprise value$1.04B-3.5%
P/S0.1×0.0×

Profitability

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Gross margin35.1%-0.1pp
Operating margin-15.4%-18.1pp
Net margin-22.6%-27.5pp

Returns & leverage

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Current ratio1.5×-0.1×

Competitors

Profile

Leslie's, Inc. is the leading direct-to-consumer brand in the U.S. pool and spa care industry, operating an extensive physical and digital ecosystem. The company provides a comprehensive suite of essential aftermarket products and professional services to residential consumers, pool professionals, and commercial property operators. Its value proposition is centered on a vertically integrated supply chain and proprietary water-testing technologies that drive recurring, non-discretionary sales.

Competitive position

The company maintains a market-leading share of residential aftermarket spend with a physical network larger than its 20 largest competitors combined.

GeographiesUnited States
Customer segmentsB2C, B2B, Government
Business modelOmnichannel Retail, Vertical Integration, Subscription Services, Wholesale Distribution
SuppliersChemical Raw Material Suppliers, Equipment Manufacturers, Contract Packaging Facilities, Third-party Logistics Providers
CustomersResidential Pool and Spa Owners, Hotels and Motels, Apartment Complexes, Water Parks, Independent Pool Professionals
Listed2020
Employees4.1K
CEOJason McDonell
FilingsSEC EDGAR

Questions, answered.

What is Leslie's, Inc.'s market cap?
Leslie's, Inc. (LESL) has a market capitalization of $61.6M and trades on NASDAQ.
What is Leslie's, Inc.'s revenue and profitability?
Leslie's, Inc. generated $1.2B in trailing twelve-month revenue with a net loss of $276.6M, representing a net margin of -22.6%. Gross margin stands at 35.1%, with free cash flow of -$311.6M. These figures are based on the Q2 2026 filing.
Who are Leslie's, Inc.'s competitors?
Leslie's, Inc.'s key competitors include Pool Corporation, Home Depot, Lowe's, and others. These companies compete in similar markets and product categories.
Who does Leslie's, Inc. partner with?
Leslie's, Inc.'s notable partners include Amazon, eBay, Walmart, and others.
What subsidiaries does Leslie's, Inc. have?
Leslie's, Inc.'s subsidiaries include In The Swim.
Where is Leslie's, Inc. headquartered?
Leslie's, Inc. is headquartered in United States of America and employs approximately 4,100 people. It has been publicly traded since 2020.