SWIM at a glance
Latham Group, Inc. (SWIM, SEC CIK 1833197) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 21, 2026 and Form 4 insider filings as recently as September 10, 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), Latham Group, Inc. (SWIM) reported revenue of $545.9 million (up 7.4% from FY2024) and net income of $11.1 million. Diluted EPS was $0.09.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Latham Group, Inc. (SWIM) shares worth $118.4 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Gloe Oliver C. on May 20, 2026 of 15,050 shares at $4.90 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $545.9M
- +7.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $118.4M · −1 vs prior quarter
- Latest 8-K
- Aug 21, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Revenue $197.5M, up 14.4% YoY from $172.6M, led by in-ground pools up $17.7M
- Gross margin 35.5% vs 37.1%; net margin 6.5% vs 9.3% YoY
- Fiberglass pools best performer, driving 22.5% in-ground pool growth; covers up 10%
- Adjusted EBITDA $44.6M vs $39.9M; margin 22.6% vs 23.1% YoY
- $2.8M fiberglass ramp-up costs; most expected recovered in second half of 2026
Risk Factors
- No material changes from the Annual Report or March 28, 2026 Form 10-Q risk disclosures
- Geopolitical risk triggered by February 2026 U.S.-Israeli strikes against Iran and retaliatory missile attacks
- Regulatory risk from potential new trade restrictions, import-export controls, and tariffs
- Supply-chain risk from Strait of Hormuz disruptions affecting energy prices and transportation routes
- Financing risk from higher debt-financing costs or reduced availability amid market volatility
AI summary of the SWIM 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 1.01: Entry into a Material Definitive Agreement
- New senior secured financing: $300 million term loan plus $75 million revolving facility, replacing prior credit agreement
- Term loan matures August 20, 2033, carries Term SOFR plus 4.00%, with quarterly amortization of 0.25% of initial principal
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results ended June 27, 2026, released August 4, 2026
- Exhibit 99 contains the company’s financial results and investor-relevant performance details
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 14.4% to $197.5M, led by 22.5% in-ground pool growth and 10.3% organic growth
- Adjusted EBITDA increased 11.9% to $44.6M, while margin fell to 22.6% from 23.1%
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results cover the period ended March 28, 2026
- Press release issued May 5, 2026 with detailed financial results in Exhibit 99
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 3,400,000 additional shares for the 2021 Omnibus Equity Incentive Plan
- Expanded equity pool increases potential dilution for existing shareholders
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three Class II nominees elected through 2029; Sean Gadd received strongest support with 94,788,642 votes
- Director support varied materially, with William M. Pruellage receiving 82,179,598 votes for and 18,303,055 withheld
Item EX-99.1: Item EX-99.1
- Q1 net sales $117.3M, up 5.3%, with growth across pools, covers, and liners despite adverse North American weather
- Gross margin expanded 220 basis points to 31.7%; Adjusted EBITDA rose 9.2% to $12.2M
AI summaries of SWIM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SWIM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Antonelli Todd A | A | Sep 9, 2026 | 51,606 | - |
| Kunchala Suraj | M | Aug 7, 2026 | 13,483 | $3.24 |
| Kunchala Suraj | D | Aug 7, 2026 | 8,693 | $7.29 |
| Kunchala Suraj | M | Aug 7, 2026 | 13,483 | $3.24 |
| Gloe Oliver C. | Buy | May 20, 2026 | 15,050 | $4.90 |
| Maczko Nikki Vaughan | F | May 20, 2026 | 3,356 | $4.89 |
| Cline James E | Buy | May 19, 2026 | 50,000 | $4.84 |
| Morno-Wade Suzan | A | May 1, 2026 | 17,677 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $508.5M | $545.9M |
| Gross Profit | - | $153.7M | $182.1M |
| Operating Income | - | $18.3M | $30.6M |
| Net Income | - | -$17.9M | $11.1M |
| Gross Margin | - | 30.2% | 33.4% |
| Op. Margin | - | 3.6% | 5.6% |
| Net Margin | - | -3.5% | 2.0% |
| Balance Sheet | |||
| Total Assets | $835.0M | $794.2M | $823.2M |
| Equity | - | $387.2M | $405.9M |
| ROE | - | -4.6% | 2.7% |
| Per Share | |||
| EPS | - | $-0.15 | $0.09 |
| Cash Flow | |||
| Operating CF | - | $61.3M | $63.4M |
| CapEx | $33.2M | $20.1M | $25.4M |
Source: XBRL data in Latham Group, Inc. (SWIM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SWIM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $118.4M |
| Q1 2026 | 24 | $95.1M |
| Q4 2025 | 23 | $128.6M |
| Q3 2025 | 22 | $166.4M |
| Q2 2025 | 25 | $117.5M |
| Q1 2025 | 21 | $94.7M |
| Q4 2024 | 16 | $72.9M |
| Q3 2024 | 16 | $54.7M |
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- Vanguard Portfolio Management LLC+55.4K (+12%)
- FMR LLC (Fidelity)−329.5K (-9%)
- D.E. Shaw & Co−144.2K (-40%)
- Morgan Stanley−136.2K (-68%)
- JPMorgan Chase & Co−96.0K (-81%)
- Vanguard Capital Management LLC−58.8K (-3%)
- Millennium Management−45.1K
- U.S. Bancorp−204
Source: 13F-HR filings on SEC EDGAR (aggregated from 170 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SWIM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 28, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
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SWIM SEC filings: frequently asked questions
Which institutions hold SWIM stock?
As of June 30, 2026, the largest Latham Group, Inc. (SWIM) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($24.5 million), BlackRock ($23.5 million), FMR LLC (Fidelity) ($21.6 million), Vanguard Capital Management LLC ($14.5 million), Citadel Advisors LLC ($8.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SWIM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Latham Group, Inc. (SWIM) reported revenue of $545.9 million (up 7.4% from FY2024) and net income of $11.1 million. Diluted EPS was $0.09. The figures come from the XBRL data in the 10-K.
What did SWIM report in its latest 8-K?
Latham Group, Inc. (SWIM) filed an 8-K on August 21, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). New senior secured financing: $300 million term loan plus $75 million revolving facility, replacing prior credit agreement.
What are the latest SWIM SEC filings?
Latham Group, Inc. (SWIM) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 21, 2026 and a Form 4 insider filing on September 10, 2026.
What is SWIM's SEC CIK number?
Latham Group, Inc. (SWIM)'s SEC Central Index Key (CIK) is 1833197. EDGAR lists every SWIM filing under that number.
Ask anything about SWIM
The research agent reads SWIM's filings, financials, insider trades and 13F holders, then answers with sources.