Leslie's, Inc.(LESL)Stock Analysis
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Rank #2,734 of 2,962 stocks
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in LESL
Events flagged as statistical outliers against LESL's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-14
LESL quality score jumped 11 points (22→32) on a new filing
View source filing →
LESL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI 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 23.2/100 on a 32-signal composite quality model, placing it at rank #2,734 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (6.6) and balance sheet strength (8.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Leslie's, Inc. reports quarterly revenue of $458.5M, net income of $47.8M, free cash flow of $97.9M. Top institutional holders of LESL by reported 13-F value include ARIEL INVESTMENTS, JANE STREET GROUP, Lind Value II ApS, 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 23 and 76 since 2021, currently 23.2 — a declining long-term trajectory across 65 quarterly and live scoring snapshots.
Revenue
Q2 2026
$458.5M
Net Income
Q2 2026
$47.8M
Free Cash Flow
Q2 2026
$97.9M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-6.6% YoYNet Income
-913.6% YoYOperating Income
-397.4% YoYEPS (Diluted)
-910.7% YoYTotal Assets
-29.4% YoYTotal Debt
-4.4% YoYOp. Cash Flow
-91.8% YoYFree Cash Flow
-127.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.24B -6.6% | $1.33B -8.3% | $1.45B -7.1% | $1.56B +16.3% | $1.34B +20.7% | $1.11B |
| Net Income | $-237.0M -913.6% | $-23.4M -185.8% | $27.2M -82.9% | $159.0M +25.6% | $126.6M +116.2% | $58.6M |
| Operating Income | $-169.9M -397.4% | $57.1M -44.1% | $102.2M -57.2% | $238.8M +14.2% | $209.1M +42.8% | $146.4M |
| EPS (Diluted) | $-25.57 -910.7% | $-2.53 -185.8% | $2.95 +247.1% | $0.85 +26.9% | $0.67 +81.1% | $0.37 |
| Total Assets | $741.5M -29.4% | $1.05B +1.5% | $1.03B -6.8% | $1.11B +6.5% | $1.04B +39.6% | $746.4M |
| Total Debt | $756.6M -4.4% | $791.8M -0.8% | $797.9M -1.0% | $806.0M -1.0% | $814.0M -32.7% | $1.21B |
| Operating Cash Flow | $8.8M -91.8% | $107.5M +1561.0% | $6.5M -90.3% | $66.6M -60.6% | $169.3M +65.7% | $102.1M |
| Free Cash Flow | $-16.7M -127.7% | $60.2M +287.6% | $-32.1M -191.9% | $34.9M -75.1% | $140.3M +72.2% | $81.5M |
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13F Pro tracks comprehensive data for Leslie's, Inc. including:
Top Institutional Holders of LESL
ARIEL INVESTMENTS, LLC
$24.5M2,416,405 shJANE STREET GROUP, LLC
$5.6M546,799 shLind Value II ApS
$4.6M454,620 shJOSH ARNOLD INVESTMENT CONSULTANT, LLC
$3.9M380,270 shVANGUARD CAPITAL MANAGEMENT LLC
$2.6M253,234 shBlackRock, Inc.
$2.0M199,560 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.4M134,600 shGOLDMAN SACHS GROUP INC
$932.5K91,876 shGEODE CAPITAL MANAGEMENT, LLC
$820.0K80,740 shGSA CAPITAL PARTNERS LLP
$752.0K74,053 sh
| Fund | Value | Shares |
|---|---|---|
| ARIEL INVESTMENTS, LLC | $24.5M | 2,416,405 |
| JANE STREET GROUP, LLC | $5.6M | 546,799 |
| Lind Value II ApS | $4.6M | 454,620 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $3.9M | 380,270 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.6M | 253,234 |
| BlackRock, Inc. | $2.0M | 199,560 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 134,600 |
| GOLDMAN SACHS GROUP INC | $932.5K | 91,876 |
| GEODE CAPITAL MANAGEMENT, LLC | $820.0K | 80,740 |
| GSA CAPITAL PARTNERS LLP | $752.0K | 74,053 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
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. LESL is classified as a small company.
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.