Latham Group Inc. published the transcript of its Fourth Quarter and Full Year 2025 Earnings Conference Call. The call was attended by President and CEO Sean Gadd, CFO Oliver Gloe, and Investor Relations representative Casey Kotary. Management highlighted strong performance in a weak industry backdrop, with fourth-quarter net sales rising 15% to $100 million and full-year net sales up 7% to $546 million. Adjusted EBITDA nearly tripled in Q4 to $10 million, while full-year adjusted EBITDA increased to $100 million. “This performance demonstrates excellent execution by the Latham team,” Gadd said, adding that results show the company’s “ability to drive considerable growth in sales and adjusted EBITDA in a down market.” Key themes included continued fiberglass pool adoption and market share gains, momentum in covers and liners, and a strategic push in the “Sand States,” particularly Florida. Gadd said fiberglass penetration in the U.S. remains well below international levels, calling it “a substantial runway for accelerated conversion to fiberglass.” The company also discussed product and operational initiatives, including lean manufacturing and value engineering, which helped expand margins; Gloe said these efforts “paid dividends in 2025” and should continue in 2026. Latham also announced the completed acquisition of Freedom Pools, which Gloe said is expected to add about $20 million of annualized net sales and $4 million of annualized adjusted EBITDA, and noted the purchase of four previously leased fiberglass production sites. Looking ahead, the company guided to 2026 net sales of $580 million to $610 million and adjusted EBITDA of $105 million to $120 million, with Gloe citing mid-single-digit organic growth and continued strength in fiberglass pools and autocovers. The full transcript can be accessed through the link below.

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