LEG at a glance
LEGGETT & PLATT INC (LEG, SEC CIK 58492) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as August 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LEGGETT & PLATT INC (LEG) reported revenue of $4.1 billion (down 7.5% from FY2024) and net income of $235.4 million. Diluted EPS was $1.69.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding LEGGETT & PLATT INC (LEG) shares worth $919.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.1B
- −7.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 35 funds
- $919.5M · +2 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 1.02 · Item 2.01 · Item 3.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model centered on manufacturing and distributing products for Bedding, Specialized Products, and Furniture, Flooring & Textile segments
- 2024 Restructuring Plan consolidated 21 manufacturing and distribution facilities to reduce complexity and align capacity with demand
- Steel rod mill in Sterling, IL with 500,000 tons annual capacity critical to Bedding segment production, especially mattress innersprings
- Significant excess production capacity in 2025, most facilities operating below full utilization
- No material liens on manufacturing properties; strategic facility locations support efficient distribution nationwide
Risk Factors
- Cybersecurity risk with increased sophistication of attacks including ransomware targeting industrial control systems
- Board oversight with CIO and CFO reporting quarterly on material cybersecurity threats or incidents
- Potential operational disruption from system failures affecting third-party suppliers and providers
- Financial impact from remediation costs, ransom payments, litigation, increased insurance premiums, and lost revenues
- Key cybersecurity roles filled since October 2024 by CISO with 20+ years experience and certified credentials
Management Discussion & Analysis
- Revenue $4,055M in 2025, down 7% YoY from $4,384M in 2024; organic sales down 5% excluding 2% from divestitures
- EBIT $356M in 2025 vs loss of $430M in 2024, primarily due to restructuring benefits and metal margin expansion
- Bedding segment fair value premium over carrying value at 20%, highest goodwill value $324M; Specialized Products divested Aerospace Group for $280M
- Cash from operations $338M in 2025, up from $306M in 2024; used proceeds from Aerospace divestiture primarily to reduce debt
- Management expects 2026 demand flat or modestly lower; planning $15M pretax restructuring costs in 2026 to enhance profitability
AI summary of the LEG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Trade sales $1.0B, down 6% YoY, including a 5% decrease from divestitures
- EBIT $80M, down $10M YoY; EPS $0.33 vs $0.38 YoY
- Best performer: steel rod metal margins expanded in Q2 as scrap costs decreased slightly
- Operating cash flow $(10)M through six months, down $101M YoY
- 2026 demand expected muted; tariff, Middle East conflict, freight, and chemical-cost headwinds
Risk Factors
- New geopolitical risk triggered by February 2026 Middle East conflict, disrupting Strait of Hormuz shipping and increasing energy and input costs
- Merger regulatory risk: Somnigroup transaction requires shareholder and governmental approvals despite HSR 30-day waiting period expiring June 3, 2026
- Merger litigation risk: shareholder lawsuits seek to enjoin the vote, rescind the agreement, or obtain damages
- Liquidity risk: credit ratings placed on negative watch, potentially restricting commercial paper access and increasing borrowing costs
- Customer credit risk: first-half 2026 bad-debt expense rose to $3 million from $2 million in 2025
AI summary of the LEG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.02: Termination of a Material Definitive Agreement
- Credit Agreement terminated and approximately $277,000 of outstanding obligations repaid in full on August 26, 2026
- Debt payoff completed in connection with the Merger, removing obligations under the JPMorgan-led facility
Item 2.01: Completion of Acquisition or Disposition of Assets
- Acquisition completed; LEG common stock converted into Parent shares at a 0.1455 exchange ratio
- Parent shares registered under effective Form S-4 registration statement
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Merger consummated, ending LEG’s public-company trading status
- NYSE trading suspension and listing withdrawal requested
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Deferred Compensation Plans amended at merger closing
- Company stock units converted to notional cash using five-day average closing price
Item 7.01: Regulation FD Disclosure
- Reg FD section contains transaction-related forward-looking statements, including expected timing and likelihood of completion
- Completion remains subject to termination rights, material adverse effects, delays, litigation, and regulatory or shareholder-related risks
Item EX-99.1: Item EX-99.1
- Shareholders approved Somnigroup merger, clearing the key equityholder hurdle
- Transaction remains subject to one required regulatory approval and other closing conditions
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders approved Somnigroup’s merger proposal: 102,234,833 votes for versus 7,364,123 against
- 80.35% of outstanding shares participated, providing quorum and strong voting support for the transaction
Item 7.01: Regulation FD Disclosure
- Shareholders approved the Merger Agreement and related transactions
- Approval removes a key closing condition for the merger
AI summaries of LEG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LEG
Don't miss the next LEG filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Shah Jai | D | Aug 26, 2026 | 13,021 | $8.29 |
| MCCLANATHAN JOSEPH W | D | Aug 26, 2026 | 120,307.38 | - |
| WOOD PHOEBE A | D | Aug 26, 2026 | 400 | - |
| Shah Jai | D | Aug 26, 2026 | 12,865 | $8.28 |
| BARBEE ANGELA | D | Aug 26, 2026 | 51,033.372 | - |
| Padmanabhan Srikanth | D | Aug 26, 2026 | 69,845.118 | - |
| WOOD PHOEBE A | D | Aug 26, 2026 | 94,343.015 | - |
| WOOD PHOEBE A | D | Aug 26, 2026 | 400 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.4B | $4.1B |
| Gross Profit | $853.8M | $749.1M | $744.1M |
| Net Income | - | -$511.5M | $235.4M |
| Gross Margin | - | 17.1% | 18.3% |
| Net Margin | - | -11.7% | 5.8% |
| Balance Sheet | |||
| Total Assets | $4.6B | $3.7B | $3.5B |
| Equity | - | $689.4M | $1.0B |
| ROE | - | -74.2% | 23.0% |
| Per Share | |||
| EPS | $-1.00 | $-3.73 | $1.69 |
| Cash Flow | |||
| Operating CF | - | $305.7M | $338.2M |
| CapEx | $113.8M | $81.6M | $57.2M |
Source: XBRL data in LEGGETT & PLATT INC (LEG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LEG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $919.5M |
| Q1 2026 | 33 | $645.3M |
| Q4 2025 | 31 | $729.6M |
| Q3 2025 | 32 | $612.4M |
| Q2 2025 | 31 | $591.6M |
| Q1 2025 | 27 | $341.6M |
| Q4 2024 | 21 | $319.1M |
| Q3 2024 | 18 | $249.6M |
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- M&T Bank−11.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 228 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LEG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 4 | Aug 25, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
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LEG SEC filings: frequently asked questions
Which institutions hold LEG stock?
As of June 30, 2026, the largest LEGGETT & PLATT INC (LEG) holders among the 13F filers tracked by SignalX were BlackRock ($265.2 million), FMR LLC (Fidelity) ($135.9 million), Vanguard Portfolio Management LLC ($99.3 million), Goldman Sachs Group ($95.3 million), Vanguard Capital Management LLC ($69.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LEG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LEGGETT & PLATT INC (LEG) reported revenue of $4.1 billion (down 7.5% from FY2024) and net income of $235.4 million. Diluted EPS was $1.69. The figures come from the XBRL data in the 10-K.
What are the main risks in LEG's latest 10-K?
In the 10-K filed February 26, 2026, LEGGETT & PLATT INC (LEG) flagged: Cybersecurity risk with increased sophistication of attacks including ransomware targeting industrial control systems. Board oversight with CIO and CFO reporting quarterly on material cybersecurity threats or incidents. (AI summary of the Risk Factors section.)
What did LEG report in its latest 8-K?
LEGGETT & PLATT INC (LEG) filed an 8-K on August 26, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Credit Agreement terminated and approximately $277,000 of outstanding obligations repaid in full on August 26, 2026.
What are the latest LEG SEC filings?
LEGGETT & PLATT INC (LEG) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on August 27, 2026.
What is LEG's SEC CIK number?
LEGGETT & PLATT INC (LEG)'s SEC Central Index Key (CIK) is 58492. EDGAR lists every LEG filing under that number.
Ask anything about LEG
The research agent reads LEG's filings, financials, insider trades and 13F holders, then answers with sources.