Company profile
Ticker
LESL
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Leslie’s Poolmart, Inc. • RAM Chemical & Supply, Inc. • LPM Manufacturing, Inc. • Cortz, Inc. • Pool Parts, Inc. • SPP Holding Corporation • Hot Tub Works, LLC • Horizon Spa & Pool Parts, Inc. • Stellar Manufacturing, LLC ...
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
9 Apr 24
S-8
Registration of securities for employees
21 Mar 24
8-K
Departure of Directors or Certain Officers
19 Mar 24
DEFA14A
Additional proxy soliciting materials
6 Mar 24
10-Q
2024 Q1
Quarterly report
2 Feb 24
8-K
Leslie’s, Inc. Announces First Quarter Fiscal 2024 Financial Results
1 Feb 24
DEFA14A
Additional proxy soliciting materials
26 Jan 24
ARS
2023 FY
Annual report to shareholders
24 Jan 24
DEFA14A
Additional proxy soliciting materials
24 Jan 24
DEF 14A
Definitive proxy
24 Jan 24
Transcripts
LESL
Earnings call transcript
2024 Q1
1 Feb 24
LESL
Earnings call transcript
2023 Q4
28 Nov 23
LESL
Earnings call transcript
2023 Q1
2 Feb 23
LESL
Earnings call transcript
2022 Q3
6 Aug 22
LESL
Earnings call transcript
2022 Q2
8 May 22
LESL
Earnings call transcript
2022 Q1
4 Feb 22
LESL
Earnings call transcript
2021 Q4
10 Dec 21
LESL
Earnings call transcript
2021 Q3
7 Aug 21
LESL
Earnings call transcript
2021 Q1
5 Feb 21
Latest ownership filings
4
Yolanda Daniel
15 Mar 24
4
Susan C OFarrell
15 Mar 24
4
John Strain
15 Mar 24
4
Claire Spofford
15 Mar 24
4
Jonathan S Estep
15 Mar 24
4
Steven L Ortega
15 Mar 24
4
ERIC J KUFEL
15 Mar 24
SC 13G/A
ARIEL INVESTMENTS, LLC
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jul 23 | Apr 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Sep 23 | Oct 22 | Oct 21 | Oct 20 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 55.42 mm | 55.42 mm | 55.42 mm | 55.42 mm | 55.42 mm | 55.42 mm |
Cash burn (monthly) | (no burn) | 4.74 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 31.58 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 23.84 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 5.0 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 228 |
Opened positions | 52 |
Closed positions | 62 |
Increased positions | 108 |
Reduced positions | 51 |
13F shares | Current |
---|---|
Total value | 1.16 tn |
Total shares | 214.89 mm |
Total puts | 204.60 k |
Total calls | 383.20 k |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 27.89 mm | $157.88 bn |
Ariel Investments | 24.99 mm | $141.43 bn |
Vanguard | 18.62 mm | $105.41 bn |
Kayne Anderson Rudnick Investment Management | 17.12 mm | $96.88 bn |
Clarkston Capital Partners | 15.86 mm | $89.78 bn |
Champlain Investment Partners | 15.34 mm | $86.84 bn |
Bubbles Investor Aggregator | 8.78 mm | $108.31 mm |
STT State Street | 7.35 mm | $41.59 bn |
JHG Janus Henderson | 6.72 mm | $38.01 bn |
River Road Asset Management | 5.29 mm | $29.95 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 Mar 24 | Yolanda Daniel | Common Stock, par value $0.001 per share | Option exercise | Acquire M | No | No | 0 | 10,357 | 0.00 | 26,015 |
14 Mar 24 | Yolanda Daniel | RSU Common Stock | Grant | Acquire A | No | No | 0 | 18,248 | 0.00 | 18,248 |
14 Mar 24 | Yolanda Daniel | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 10,357 | 0.00 | 0 |
14 Mar 24 | Susan C OFarrell | Common Stock, par value $0.001 per share | Option exercise | Acquire M | No | No | 0 | 10,357 | 0.00 | 26,015 |
14 Mar 24 | Susan C OFarrell | RSU Common Stock | Grant | Acquire A | No | No | 0 | 18,248 | 0.00 | 18,248 |
14 Mar 24 | Susan C OFarrell | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 10,357 | 0.00 | 0 |
14 Mar 24 | John Strain | Common Stock, par value $0.001 per share | Option exercise | Acquire M | No | No | 0 | 10,357 | 0.00 | 88,678 |
14 Mar 24 | John Strain | RSU Common Stock | Grant | Acquire A | No | No | 0 | 18,248 | 0.00 | 18,248 |
14 Mar 24 | John Strain | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 10,357 | 0.00 | 0 |
14 Mar 24 | Claire Spofford | Common Stock, par value $0.001 per share | Option exercise | Acquire M | No | No | 0 | 10,357 | 0.00 | 16,207 |
News
12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
17 Apr 24
Mizuho Initiates Coverage On Leslies with Neutral Rating, Announces Price Target of $7
19 Mar 24
Loop Capital Maintains Hold on Leslies, Raises Price Target to $8
5 Mar 24
12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
21 Feb 24
Stifel Maintains Hold on Leslies, Raises Price Target to $6.3
2 Feb 24
Press releases
Leslie's Appoints Benjamin Lindquist Senior Vice President, General Counsel & Corporate Secretary
9 Apr 24
Leslie's Shares Top 3 Reasons Above-Ground Pools Are Smart First Step into the Pool Lifestyle
15 Feb 24
INVESTIGATION ALERT: Kaskela Law LLC Announces Shareholder Investigation of Leslie's, Inc. (NASDAQ: LESL) and Encourages Long-Term Investors to Contact the Firm
14 Feb 24
LESLIE'S INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Leslie's, Inc. - LESL
2 Feb 24