What is the 13F Pro Quality Score for LESL?

13F Pro ranks Leslie's, Inc. (LESL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LESL's current score at https://13fpro.ai/research/LESL (free sign-up required for the full ranking).

Which hedge funds own the most LESL stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of LESL include ARIEL INVESTMENTS,, Lind Value II ApS, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/LESL as soon as new 13F filings post.

Where does 13F Pro source LESL data?

All Leslie's, Inc. fundamentals and ownership data come directly from SEC EDGAR. Leslie's, Inc. files with the SEC under CIK 1821806. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LESL in?

Leslie's, Inc. (LESL) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is LESL research updated on 13F Pro?

LESL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Leslie's, Inc.(LESL)Stock Analysis

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13F Pro Quality Score

22.3/100

Rank #2,643 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

6.1/100

Profitability

16.2/100

Balance Sheet

10.8/100

Earnings Quality

30.0/100

Free Cash Flow

19.3/100

Institutional Flow

13.3/100

Revenue Scale

49.7/100

Dilution Risk

75.1/100

LESL Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Leslie's, Inc. (LESL), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores LESL at 22.3/100 on a 32-signal composite quality model, placing it at rank #2,643 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (6.1) and balance sheet strength (10.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Leslie's, Inc. reports quarterly revenue of $184.7M, net income of $-52.5M, an operating margin of -20.4%. Top institutional holders of LESL by reported 13-F value include ARIEL INVESTMENTS,, Lind Value II ApS, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LESL trades on the Nasdaq exchange and files with the SEC under CIK 1821806. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LESL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Leslie's, Inc. directly from SEC EDGAR. Leslie's, Inc.'s 13F Pro composite quality score has ranged between 22 and 76 since 2021, currently 22.3 — a declining long-term trajectory across 25 quarterly and live scoring snapshots.

✦

Fun facts about Leslie's, Inc.

Quirks, history, and lore behind LESL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. specialty retailer · small-cap · listed on Nasdaq · headquartered in Arizona.
2
The Numbers
Operates over 900 retail locations across the U.S. and pulls in roughly $1.4 billion in annual revenue — not bad for a business built around one very specific backyard hobby.
3
The History
Founded in the 1960s, it grew into the largest specialty retailer in its category in North America, eventually going public on Nasdaq in 2021.
4
The Secret
Its business is highly seasonal — summer is basically the Super Bowl — and it sells everything from chemicals and equipment to accessories and service for a single product category.
5
The Lore
The company stocks thousands of SKUs dedicated entirely to keeping water crystal clear, clean, and safe — think chlorine, pumps, and pool toys, not groceries.
6
The Giveaway
If your backyard swimming pool needs chemicals, a new filter, or a rubber duck, this is America's go-to chain — and its name sounds like it's inviting you over for a friendly dip.

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Revenue

Q2 2026

$184.7M

Net Income

Q2 2026

$-52.5M

Free Cash Flow

Q2 2026

$-60.6M

Operating Margin

Q2 2026

-20.4%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-8.3% YoY

$1.33BFY 2024

FY20 $1.11BFY21 $1.34BFY23 $1.45BFY24 $1.33B

Net Income

-185.8% YoY

$-23.4MFY 2024

FY20 $58.6MFY21 $126.6MFY23 $27.2MFY24 $-23.4M

Operating Income

-44.1% YoY

$57.1MFY 2024

FY20 $146.4MFY21 $209.1MFY23 $102.2MFY24 $57.1M

EPS (Diluted)

-185.8% YoY

$-2.53FY 2024

FY20 $0.37FY21 $0.67FY23 $2.95FY24 $-2.53

Total Assets

+1.5% YoY

$1.05BFY 2024

FY20 $746.4MFY21 $1.04BFY23 $1.03BFY24 $1.05B

Total Debt

-0.8% YoY

$791.8MFY 2024

FY20 $1.21BFY21 $814.0MFY23 $797.9MFY24 $791.8M

Op. Cash Flow

+1561.0% YoY

$107.5MFY 2024

FY20 $102.1MFY21 $169.3MFY23 $6.5MFY24 $107.5M

Metric	FY 2024	FY 2023	FY 2021	FY 2020	FY 2019	FY 2018
Revenue	$1.33B -8.3%	$1.45B +8.1%	$1.34B +20.7%	$1.11B +19.8%	$928.2M	—
Net Income	$-23.4M -185.8%	$27.2M -78.5%	$126.6M +116.2%	$58.6M +8242.0%	$702.0K	—
Operating Income	$57.1M -44.1%	$102.2M -51.1%	$209.1M +42.8%	$146.4M +20.4%	$121.6M	—
EPS (Diluted)	$-2.53 -185.8%	$2.95 +340.3%	$0.67 +81.1%	$0.37	$0.00	—
Total Assets	$1.05B +1.5%	$1.03B -0.7%	$1.04B +39.6%	$746.4M	—	—
Total Debt	$791.8M -0.8%	$797.9M -2.0%	$814.0M -32.7%	$1.21B	—	—
Operating Cash Flow	$107.5M +1561.0%	$6.5M -96.2%	$169.3M +65.7%	$102.1M +76.6%	$57.8M	—

AI Insight: LESL Financial Trends

Leslie's collapsed into sustained losses across 2025–2026, with negative equity deepening and operating cash flow turning negative in recent quarters.

• Revenue halved from $570M (Q2 2024) to $185M (Q2 2026); net income swung from $61M profit to $52M loss in latest quarter.

• Operating margin turned sharply negative: $98M op income (Q2 2024) collapsed to $-38M (Q2 2026), signaling structural profitability breakdown.

• Total debt remained elevated at $856M (Q2 2026) while equity deteriorated to negative $541M, indicating balance sheet stress.

⚠ Operating cash flow swung negative in Q1 2026 (–$81M) and Q2 2026 (–$55M) after brief positive Q4 2025; liquidity pressure mounting.

⚠ Negative equity widened from –$168M (Q2 2024) to –$541M (Q2 2026); technical insolvency risk if trend persists.

AI Insight: LESL Ratio Trends

Leslie's has collapsed into sustained unprofitability, with operating margin at -20.4% in Q2 2026 and ROIC deeply negative across the last five quarters.

• Operating margin deteriorated from 13.7% in Q2 2025 to -20.4% in Q2 2026, a 34.1pp swing into loss territory.

• Net profit margin fell from 4.3% in Q2 2025 to -28.4% in Q2 2026, signaling structural operational stress beyond seasonal softness.

• ROIC remains severely depressed at -48.0% in Q2 2026 after -94.2% in Q4 2025, indicating sustained capital destruction.

⚠ TTM metrics show -15.4% operating margin and -59.9% ROIC; four consecutive quarters of negative returns suggest systemic, not cyclical, deterioration.

⚠ Brief positive Q2 2025 quarter (13.7% OpM, 51.5% ROIC) was not sustained; followed by six consecutive quarters of losses.

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Available Research

13F Pro tracks comprehensive data for Leslie's, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LESL

ARIEL INVESTMENTS, LLC
$3.2M2,882,994 sh
Lind Value II ApS
$509.2K454,620 sh
VANGUARD CAPITAL MANAGEMENT LLC
$314.7K280,946 sh
BlackRock, Inc.
$219.7K196,166 sh
CLEARFIELD CAPITAL MANAGEMENT LP
$214.4K191,426 sh
Performa Ltd (US), LLC
$165.8K148,000 sh
PRIVATE MANAGEMENT GROUP INC
$160.8K143,568 sh
Focus Partners Wealth
$145.6K130,000 sh
GEODE CAPITAL MANAGEMENT, LLC
$117.2K104,579 sh
MILLENNIUM MANAGEMENT LLC
$103.9K92,743 sh

Fund	Value	Shares
ARIEL INVESTMENTS, LLC	$3.2M	2,882,994
Lind Value II ApS	$509.2K	454,620
VANGUARD CAPITAL MANAGEMENT LLC	$314.7K	280,946
BlackRock, Inc.	$219.7K	196,166
CLEARFIELD CAPITAL MANAGEMENT LP	$214.4K	191,426
Performa Ltd (US), LLC	$165.8K	148,000
PRIVATE MANAGEMENT GROUP INC	$160.8K	143,568
Focus Partners Wealth	$145.6K	130,000
GEODE CAPITAL MANAGEMENT, LLC	$117.2K	104,579
MILLENNIUM MANAGEMENT LLC	$103.9K	92,743

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Is LESL a good stock to buy?

13F Pro's AI-powered analysis of Leslie's, Inc. (LESL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LESL are available on the LESL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LESL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LESL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Leslie's, Inc.'s investment landscape.