Leslie's Inc (NASDAQ:LESL) Q3 2025 Earnings Miss Estimates, Stock Slides 2.8% After-Hours

Leslie’s Inc (NASDAQ:LESL) reported its third-quarter fiscal 2025 earnings, missing analyst expectations on both revenue and earnings per share (EPS). The company posted revenue of $500.35 million, falling short of the consensus estimate of $547.4 million, while EPS came in at $0.20, below the projected $0.30. The market reaction was negative, with shares declining approximately 2.8% in after-hours trading, extending a broader downtrend that has seen the stock lose nearly 25% over the past month.

Key Financial Highlights vs. Estimates

• Revenue Miss: Reported sales of $500.35 million were 8.6% below the $547.4 million estimate.
• EPS Shortfall: Earnings per share of $0.20 lagged behind the $0.30 forecast, a 33% miss.
• Full-Year Estimates: Analysts expect full-year 2025 revenue of $1.349 billion and EPS of $0.0083, though these projections may now be subject to revision following the Q3 results.
• Q4 Outlook: For the next quarter, Wall Street anticipates revenue of $403.66 million and EPS of $0.13, which Leslie’s will need to outperform to regain investor confidence.

Market Reaction & Recent Performance

The immediate after-hours drop suggests disappointment among investors, particularly given the magnitude of the revenue and earnings miss. The stock’s recent performance has been weak, with declines of 10.96% over the past week and 24.84% over the last month, indicating broader concerns beyond just this earnings report.

Press Release Summary

While the press release did not provide explicit forward guidance, Leslie’s emphasized its position as the largest direct-to-consumer pool and spa care brand in the U.S., serving both residential and professional markets. The company highlighted its extensive product assortment, which includes essential pool maintenance items, and its integrated ecosystem of over 1,000 physical locations and digital platforms.

Looking Ahead

Investors will be watching whether Leslie’s can rebound in Q4 to meet or exceed the current analyst estimates. The company’s ability to navigate seasonal demand fluctuations and supply chain dynamics will be critical in determining whether this quarter’s underperformance is a temporary setback or part of a longer-term trend.

For more detailed earnings data and analyst estimates, visit Leslie’s Inc Earnings & Estimates.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.