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Leggett & Platt Inc. (LEG) Fundamental Analysis & AI Grade 2026

LEG NYSE Household Furniture MO CIK: 0000058492
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
72% Confidence
AGREEMENT
C
75% Conf
B
70% Conf

📊 LEG Key Takeaways

Revenue: $918.2M
Net Margin: 2.2%
Free Cash Flow: $-80.4M
Current Ratio: 2.33x
Debt/Equity: 1.44x
EPS: $0.14
AI Grade: C with 75% confidence
Leggett & Platt Inc. (LEG) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $918.2M, net profit margin of 2.2%, and return on equity (ROE) of 1.9%, Leggett & Platt Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete LEG stock analysis for 2026.

Is Leggett & Platt Inc. (LEG) a Good Investment?

Claude

Leggett & Platt exhibits severe operational deterioration with declining revenues (-7.5% YoY), negative operating cash flow (-$56.1M), and negative free cash flow (-$80.4M), indicating the company cannot sustain operations from core business activities. While net income improved YoY, this masks fundamental weakness: the company operates on wafer-thin margins (2.2% net, 3.5% operating) with poor capital returns (1.9% ROE, 0.6% ROA) and mounting debt burden (1.44x D/E), constraining long-term viability.

ChatGPT

Fundamentals show solid cash generation and improved margins despite a mid‑single‑digit revenue decline, supported by strong liquidity and a capex‑light model. However, elevated leverage with only moderate interest coverage and cyclical demand risk limit upside until topline stabilizes. Sustained margin resilience and a return to growth would justify a more constructive view.

Leggett & Platt Inc. Key Strengths (LEG)

Claude
  • + Strong liquidity position with current ratio of 2.33x and quick ratio of 1.45x
  • + Substantial cash reserves of $510.5M providing operational cushion
  • + Net income improving 146% YoY from prior period, demonstrating cost control efforts
ChatGPT
  • + Strong liquidity (current 2.25x, quick 1.45x) and sizable cash balance
  • + Healthy free cash flow with low capex; ~6.9% FCF margin
  • + Profitability rebound (operating margin 7.1%, ROE 23%)

LEG Stock Risks: Leggett & Platt Inc. Investment Risks

Claude
  • ! Negative operating cash flow of -$56.1M with negative free cash flow of -$80.4M signals unsustainable cash burn
  • ! Revenue declining 7.5% YoY in commodity furniture sector facing structural headwinds
  • ! Dangerously thin operating margins (3.5%) and extremely low net margins (2.2%) with weak interest coverage (2.2x) indicate limited operational resilience
  • ! Elevated leverage (1.44x debt-to-equity) combined with poor capital returns (ROE 1.9%, ROA 0.6%) and negative cash generation threatens dividend and debt service sustainability
ChatGPT
  • ! Continued revenue contraction in cyclical bedding/furniture end markets
  • ! Leverage is elevated (D/E 1.46x) with modest 4.0x interest coverage
  • ! Input cost volatility could pressure margins and cash conversion

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory - critical indicator of business viability
  • * Revenue stabilization and margin expansion potential
  • * Debt service capacity and covenant compliance given negative FCF
ChatGPT
  • * Revenue growth (YoY) and order trends
  • * Interest coverage and net leverage

Leggett & Platt Inc. (LEG) Financial Metrics & Key Ratios

Revenue
$918.2M
Net Income
$20.0M
EPS (Diluted)
$0.14
Free Cash Flow
$-80.4M
Total Assets
$3.5B
Cash Position
$510.5M

💡 AI Analyst Insight

Strong liquidity with a 2.33x current ratio provides a solid financial cushion.

LEG Profit Margin, ROE & Profitability Analysis

Gross Margin 18.6%
Operating Margin 3.5%
Net Margin 2.2%
ROE 1.9%
ROA 0.6%
FCF Margin -8.8%

LEG vs Market Sector: How Leggett & Platt Inc. Compares

How Leggett & Platt Inc. compares to Market sector averages

Net Margin
LEG 2.2%
vs
Sector Avg 12.0%
LEG Sector
ROE
LEG 1.9%
vs
Sector Avg 15.0%
LEG Sector
Current Ratio
LEG 2.3x
vs
Sector Avg 1.8x
LEG Sector
Debt/Equity
LEG 1.4x
vs
Sector Avg 0.7x
LEG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Leggett & Platt Inc. Stock Overvalued? LEG Valuation Analysis 2026

Based on fundamental analysis, Leggett & Platt Inc. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
1.9%
Sector avg: 15%
Net Profit Margin
2.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.44x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Leggett & Platt Inc. Balance Sheet: LEG Debt, Cash & Liquidity

Current Ratio
2.33x
Quick Ratio
1.45x
Debt/Equity
1.44x
Debt/Assets
0.0%
Interest Coverage
2.20x
Long-term Debt
$1.5B

LEG Revenue & Earnings Growth: 5-Year Financial Trend

LEG 5-year financial data: Year 2021: Revenue $5.1B, Net Income $314.0M, EPS $2.32. Year 2022: Revenue $5.1B, Net Income $253.0M, EPS $1.86. Year 2023: Revenue $5.1B, Net Income $402.4M, EPS $2.94. Year 2024: Revenue $5.1B, Net Income $309.8M, EPS $2.27. Year 2025: Revenue $4.7B, Net Income -$136.8M, EPS $-1.00.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Leggett & Platt Inc.'s revenue has remained relatively flat over the 5-year period, with a 7% decline. The most recent EPS of $-1.00 indicates the company is currently unprofitable.

LEG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-8.8%
Free cash flow / Revenue

LEG Quarterly Earnings & Performance

Quarterly financial performance data for Leggett & Platt Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $918.2M $20.0M $0.14
Q3 2025 $1.0B $44.9M $0.33
Q2 2025 $1.1B $52.5M $0.38
Q1 2025 $1.0B $30.6M $0.22
Q3 2024 $1.1B $44.9M $0.33
Q2 2024 $1.1B $54.2M $0.40
Q1 2024 $1.1B $31.6M $0.23
Q3 2023 $1.2B $52.8M $0.39

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Leggett & Platt Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$56.1M
Cash generated from operations
Stock Buybacks
$3.4M
Shares repurchased (TTM)
Capital Expenditures
$24.3M
Investment in assets
Dividends Paid
$6.8M
Returned to shareholders

LEG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Leggett & Platt Inc. (CIK: 0000058492)

📋 Recent SEC Filings

Date Form Document Action
May 22, 2026 8-K d112240d8k.htm View →
May 21, 2026 4 xslF345X06/wk-form4_1779378422.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779129872.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779129549.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779129343.xml View →

Frequently Asked Questions about LEG

What is the AI rating for LEG?

Leggett & Platt Inc. (LEG) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are LEG's key strengths?

Claude: Strong liquidity position with current ratio of 2.33x and quick ratio of 1.45x. Substantial cash reserves of $510.5M providing operational cushion. ChatGPT: Strong liquidity (current 2.25x, quick 1.45x) and sizable cash balance. Healthy free cash flow with low capex; ~6.9% FCF margin.

What are the risks of investing in LEG?

Claude: Negative operating cash flow of -$56.1M with negative free cash flow of -$80.4M signals unsustainable cash burn. Revenue declining 7.5% YoY in commodity furniture sector facing structural headwinds. ChatGPT: Continued revenue contraction in cyclical bedding/furniture end markets. Leverage is elevated (D/E 1.46x) with modest 4.0x interest coverage.

What is LEG's revenue and growth?

Leggett & Platt Inc. reported revenue of $918.2M.

Does LEG pay dividends?

Leggett & Platt Inc. pays dividends, with $6.8M distributed to shareholders in the trailing twelve months.

Where can I find LEG SEC filings?

Official SEC filings for Leggett & Platt Inc. (CIK: 0000058492) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is LEG's EPS?

Leggett & Platt Inc. has a diluted EPS of $0.14.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is LEG's fundamental grade?

Based on our AI fundamental analysis in May 2026, Leggett & Platt Inc. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is LEG stock overvalued or undervalued?

Valuation metrics for LEG: ROE of 1.9% (sector avg: 15%), net margin of 2.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is LEG's AI grade for 2026?

Our dual AI analysis gives Leggett & Platt Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is LEG's free cash flow?

Leggett & Platt Inc.'s operating cash flow is $-56.1M, with capital expenditures of $24.3M. FCF margin is -8.8%.

How does LEG compare to other Market stocks?

Vs Default sector averages: Net margin 2.2% (avg: 12%), ROE 1.9% (avg: 15%), current ratio 2.33 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI