LEGGETT & PLATT INC (LEG) FY2025 10-K Annual Report

Filed: Feb 26, 2026
Consumer Discretionary
Household FurnitureSEC EDGAR

LEGGETT & PLATT INC (LEG) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

LEGGETT & PLATT INC FY2025 10-K Analysis

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

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

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

LEGGETT & PLATT INC FY2025 Key Financial Metrics
XBRL

Revenue

$4.1B

-7.5% YoY

Net Income

$235M

+146.0% YoY

Gross Margin

18.3%

+126bp YoY

Net Margin

5.8%

+1747bp YoY

ROE

23.0%

+9723bp YoY

Total Assets

$3.5B

-3.4% YoY

EPS (Diluted)

$1.69

+145.3% YoY

Operating Cash Flow

$338M

+10.6% YoY

Source: XBRL data from LEGGETT & PLATT INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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