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Latham Group, Inc. (SWIM) Fundamental Analysis & AI Grade 2026

SWIM Nasdaq Plastics Products, NEC NY CIK: 0001833197
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-28
Combined AI Grade
D
88% Confidence
N/A
D
88% Conf
Pending
Analysis scheduled

📊 SWIM Key Takeaways

Revenue: $117.3M
Net Margin: -7.3%
Free Cash Flow: $-58.2M
Current Ratio: 1.88x
Debt/Equity: 0.78x
EPS: $-0.07
AI Grade: D with 88% confidence
Latham Group, Inc. (SWIM) receives a D fundamental grade with 88% confidence from our AI analysis based on SEC 10-K filings. With revenue of $117.3M, net profit margin of -7.3%, and return on equity (ROE) of -2.2%, Latham Group, Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete SWIM stock analysis for 2026.

Is Latham Group, Inc. (SWIM) a Good Investment?

Claude

Latham Group demonstrates unsustainable financial fundamentals with 7.4% revenue growth masked by deteriorating profitability and severe negative free cash flow of -58.2M. The company cannot cover its operating expenses or interest payments from earnings while burning $47.7M in operating cash flow, creating imminent liquidity and solvency risks despite modest balance sheet leverage.

Latham Group, Inc. Key Strengths (SWIM)

Claude
  • + Revenue growth of 7.4% YoY demonstrates market demand in plastics products segment
  • + Gross margin of 31.7% indicates acceptable product-level unit economics and pricing power
  • + Current ratio of 1.88x and quick ratio of 1.16x provide near-term liquidity buffer

SWIM Stock Risks: Latham Group, Inc. Investment Risks

Claude
  • ! Severe negative free cash flow of -58.2M annually is unsustainable and accelerating cash depletion
  • ! Operating losses of -6.6M on -6.6M operating margin despite revenue growth signals fundamental operational dysfunction or uncontrollable fixed costs
  • ! Negative interest coverage of -1.3x with $311.2M debt outstanding creates acute solvency risk; company cannot service debt from operations
  • ! Operating cash flow of -47.7M indicates business model is not self-sustaining and cannot fund operations or capex
  • ! Low cash position of $27.5M relative to burn rate and debt obligations limits financial flexibility

Key Metrics to Watch

Claude
  • * Operating margin trend - critical to identify when operational losses stabilize and reverse
  • * Operating cash flow inflection - must return to positive territory within 2-3 quarters or solvency crisis emerges
  • * Debt refinancing activity and covenant compliance - monitor ability to extend or refinance $311.2M debt burden
  • * Working capital efficiency - assess if improved cash conversion can offset operational losses

Latham Group, Inc. (SWIM) Financial Metrics & Key Ratios

Revenue
$117.3M
Net Income
$-8.5M
EPS (Diluted)
$-0.07
Free Cash Flow
$-58.2M
Total Assets
$856.4M
Cash Position
$27.5M

💡 AI Analyst Insight

Latham Group, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SWIM Profit Margin, ROE & Profitability Analysis

Gross Margin 31.7%
Operating Margin -5.6%
Net Margin -7.3%
ROE -2.2%
ROA -1.0%
FCF Margin -49.6%

SWIM vs Materials Sector: How Latham Group, Inc. Compares

How Latham Group, Inc. compares to Materials sector averages

Net Margin
SWIM -7.3%
vs
Sector Avg 10.0%
SWIM Sector
ROE
SWIM -2.2%
vs
Sector Avg 14.0%
SWIM Sector
Current Ratio
SWIM 1.9x
vs
Sector Avg 1.6x
SWIM Sector
Debt/Equity
SWIM 0.8x
vs
Sector Avg 0.6x
SWIM Sector

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

Is Latham Group, Inc. Stock Overvalued? SWIM Valuation Analysis 2026

Based on fundamental analysis, Latham Group, Inc. shows some fundamental concerns relative to the Materials sector in 2026.

Return on Equity
-2.2%
Sector avg: 14%
Net Profit Margin
-7.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.78x
Sector avg: 0.6x

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.

Latham Group, Inc. Balance Sheet: SWIM Debt, Cash & Liquidity

Current Ratio
1.88x
Quick Ratio
1.16x
Debt/Equity
0.78x
Debt/Assets
53.7%
Interest Coverage
-1.32x
Long-term Debt
$311.2M

SWIM Revenue & Earnings Growth: 5-Year Financial Trend

SWIM 5-year financial data: Year 2021: Revenue $630.5M, Net Income $7.5M, EPS $0.08. Year 2022: Revenue $695.7M, Net Income $16.0M, EPS $0.16. Year 2023: Revenue $695.7M, Net Income -$62.3M, EPS $-0.56. Year 2024: Revenue $695.7M, Net Income -$5.7M, EPS $-0.05. Year 2025: Revenue $566.5M, Net Income -$2.4M, EPS $-0.02.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Latham Group, Inc.'s revenue has declined by 10% over the 5-year period, indicating business contraction. The most recent EPS of $-0.02 indicates the company is currently unprofitable.

SWIM 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
-49.6%
Free cash flow / Revenue

SWIM Quarterly Earnings & Performance

Quarterly financial performance data for Latham Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $111.4M -$6.0M $-0.05
Q3 2025 $150.5M $5.9M $0.05
Q2 2025 $160.1M $5.4M $0.05
Q1 2025 $110.6M -$6.0M $-0.05
Q3 2024 $150.5M -$2.5M $-0.02
Q2 2024 $160.1M $5.4M $0.05
Q1 2024 $110.6M -$7.9M $-0.07
Q3 2023 $160.8M -$2.5M $-0.02

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

Latham Group, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$47.7M
Cash generated from operations
Capital Expenditures
$10.5M
Investment in assets
Dividends Paid
$110.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Latham Group, Inc. (CIK: 0001833197)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/wk-form4_1779380643.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779367886.xml View →
May 20, 2026 4 xslF345X06/wk-form4_1779310458.xml View →
May 6, 2026 10-Q swim-20260328.htm View →
May 5, 2026 8-K swim-20260430.htm View →

Frequently Asked Questions about SWIM

What is the AI rating for SWIM?

Latham Group, Inc. (SWIM) has an AI grade of D with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SWIM's key strengths?

Claude: Revenue growth of 7.4% YoY demonstrates market demand in plastics products segment. Gross margin of 31.7% indicates acceptable product-level unit economics and pricing power.

What are the risks of investing in SWIM?

Claude: Severe negative free cash flow of -58.2M annually is unsustainable and accelerating cash depletion. Operating losses of -6.6M on -6.6M operating margin despite revenue growth signals fundamental operational dysfunction or uncontrollable fixed costs.

What is SWIM's revenue and growth?

Latham Group, Inc. reported revenue of $117.3M.

Does SWIM pay dividends?

Latham Group, Inc. pays dividends, with $110.0M distributed to shareholders in the trailing twelve months.

Where can I find SWIM SEC filings?

Official SEC filings for Latham Group, Inc. (CIK: 0001833197) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SWIM's EPS?

Latham Group, Inc. has a diluted EPS of $-0.07.

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 SWIM's fundamental grade?

Based on our AI fundamental analysis in June 2026, Latham Group, Inc. has a D grade with 88% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SWIM stock overvalued or undervalued?

Valuation metrics for SWIM: ROE of -2.2% (sector avg: 14%), net margin of -7.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is SWIM's AI grade for 2026?

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

What is SWIM's free cash flow?

Latham Group, Inc.'s operating cash flow is $-47.7M, with capital expenditures of $10.5M. FCF margin is -49.6%.

How does SWIM compare to other Materials stocks?

Vs Materials sector averages: Net margin -7.3% (avg: 10%), ROE -2.2% (avg: 14%), current ratio 1.88 (avg: 1.6).

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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 7, 2026 | Data as of: 2026-03-28 | Powered by Claude AI