Leggett & Platt (LEG) Return To Profitability Tests Bearish Earnings Narratives
Leggett & Platt (LEG) closed FY 2025 with Q4 revenue of US$938.6 million and basic EPS of US$0.18, returning to positive net income of US$235.4 million on a trailing twelve-month basis. Despite this return to profitability, analysts expect earnings to soften due to long-term declining trends and ongoing demand and pricing pressures in bedding and home-related products. The company's low P/E ratio and DCF fair value suggest it is undervalued, but high debt and an unstable dividend record present risks, creating a mixed picture for investors.
A Look At Leggett & Platt (LEG) Valuation After Profits Rise But 2026 Outlook Stays Cautious
Leggett & Platt (LEG) recently released its Q4 and full-year 2025 results and 2026 guidance, showing increased profitability despite softer sales and a cautious outlook. The stock is currently trading near US$11.78, with a narrative fair value of $12.50, suggesting it is modestly undervalued. The company's future prospects are tied to potential benefits from tariffs on imported mattresses and components boosting demand for U.S.-made products, which aligns with Simply Wall St's "modest upside" narrative.
5 Insightful Analyst Questions From Leggett & Platt's Q4 Earnings Call
Leggett & Platt's Q4 2025 earnings met revenue and adjusted EPS expectations but fell short on adjusted EBITDA, reflecting persistent softness in residential markets and ongoing sales declines. CEO Karl Glassman described the residential demand as a "multiyear depression." Analysts focused on the impact of restructuring benefits, drivers for Bedding market recovery without a housing rebound, and reasons for volume declines in U.S. Springs and automotive supply chain disruptions.
5 Insightful Analyst Questions From Leggett & Platt’s Q4 Earnings Call
Leggett & Platt's Q4 earnings met revenue expectations but market response was negative due to ongoing sales declines in residential markets. The company, led by CEO Karl Glassman, highlighted its completed multi-year restructuring plan as a significant achievement despite a "multiyear depression" in residential demand. Analysts focused their questions on restructuring benefits, Bedding market recovery, segment-specific guidance, volume declines in U.S. Springs, and automotive supply chain disruptions.
Leggett & Platt Earnings Call: Restructuring Over Growth
Leggett & Platt's Q4 earnings call highlighted a focus on restructuring and financial preservation over near-term growth, as the company grapples with shrinking revenue and a prolonged slump in residential markets. Management emphasized a stronger balance sheet and improved margins due to restructuring, which is expected to deliver significant EBIT benefits in 2025 and 2026. Despite flat earnings in 2025, the company aims to reduce debt further and strategically reshape its portfolio, with 2026 guidance prioritizing profitability and deleveraging amidst continued demand weakness.
Leggett & Platt, Incorporated (NYSE:LEG) Q4 2025 Earnings Call Transcript
Leggett & Platt (NYSE:LEG) reported its Q4 and full-year 2025 earnings, highlighting the substantial completion of its 2024 restructuring plan which yielded greater EBIT benefits than expected. The company successfully strengthened its balance sheet, reduced debt, and improved operational efficiency despite continued soft demand in residential end markets. For 2026, Leggett & Platt anticipates sales of $3.8 billion to $4.0 billion and adjusted EPS of $1.00 to $1.20, with a focus on balance sheet strength, operational efficiency, and selective strategic growth initiatives.
Leggett and Platt stock falls despite Piper Sandler’s maintained rating
Leggett & Platt (NYSE:LEG) stock dropped about 7% after its fourth-quarter earnings, despite Piper Sandler keeping a Neutral rating and a $12 price target, calling the sell-off "exaggerated." The company reported a slight miss on Q4 earnings but revenue exceeded expectations, with full-year 2026 guidance largely matching consensus. Analysts project profitability for LEG this year, and its current price below InvestingPro's Fair Value suggests a potential opportunity for value investors.
Leggett & Platt outlines $3.8B–$4.0B 2026 sales target amid portfolio streamlining and restructuring benefits
Leggett & Platt (NYSE:LEG) has set a 2026 sales target of $3.8 billion to $4.0 billion. This target comes as the company focuses on streamlining its portfolio and realizing benefits from ongoing restructuring efforts. The announcement reflects a strategic move to optimize its operations and financial performance in the coming years.
Leggett & Platt Release Fourth Quarter & Full Year Results
Leggett & Platt released their fourth-quarter and full-year 2025 results, reporting a decrease in sales but an increase in adjusted EPS for the fourth quarter. The company's CEO highlighted significant progress in strengthening the balance sheet and completing a restructuring plan that exceeded expectations in EBIT benefit. Leggett & Platt also provided 2026 guidance, expecting sales between $3.8-$4.0 billion and adjusted EPS of $1.00-$1.20, anticipating improved profitability and cash flow.
Leggett & Platt (LEG) Return To Profitability Tests Bearish Earnings Narratives
Leggett & Platt (LEG) reported Q4 2025 revenue of US$938.6 million and basic EPS of US$0.18, with trailing twelve-month positive net income of US$235.4 million and EPS of US$1.70. While the company has returned to profitability, analysts anticipate a future decline in earnings and revenue stabilization around US$4.1 billion, partly echoing bearish concerns about demand and pricing pressure in bedding and home-related products. Despite a low P/E ratio and DCF fair value above the current price, the company's relatively high debt and unstable dividend track record present challenges to bullish arguments.
Leggett & Platt Q4 2025 slides: Sales decline offset by margin gains, debt reduction
Leggett & Platt reported an 11% decline in Q4 2025 sales but managed to achieve a 5% increase in adjusted earnings per share and significant debt reduction. Despite missing analyst EPS expectations, the company made progress on strategic restructuring initiatives, leading to EBIT benefits and cash generation from real estate sales. Looking ahead to 2026, Leggett & Platt anticipates continued challenges in its core markets but maintains a focus on operational efficiency and financial discipline.
Leggett & Platt Q4 2025 Earnings: Revenue Meets Estimates, Sales Down 11.2% - News and Statistics
Leggett & Platt met Wall Street's revenue expectations in Q4 2025 despite an 11.2% decline in sales, reaching $938.6 million. The company's non-GAAP profit significantly exceeded analyst estimates at $1.05 per share, although adjusted EBITDA missed expectations. For fiscal year 2026, Leggett & Platt provided guidance close to analyst estimates, with a revenue outlook of $3.9 billion and an adjusted EPS of $1.10.
Leggett & Platt slashes debt, boosts cash flow in 2025 as sales decline 7%
Leggett & Platt reported flat adjusted earnings in 2025 despite a 7% sales decline, achieving $1.05 per share while completing a major restructuring that strengthened its balance sheet. The company reduced total debt by $376 million and improved operating cash flow, positioning itself for future growth and forecasting slightly lower sales but increased earnings per share in 2026 due to operational efficiencies.
Leggett & Platt (NYSE: LEG) swings to 2025 profit and lowers leverage
Leggett & Platt (NYSE: LEG) reported a swing to profit in 2025 with net earnings of $235.4 million, significantly improving from a $511.5 million loss in 2024. Despite a 7% sales decline to $4.05 billion, the company achieved stronger profitability and a healthier balance sheet, reducing total debt to $1.50 billion and improving its net debt to adjusted EBITDA ratio from 3.76x to 2.36x. The restructuring plan, substantially completed by the end of 2025, contributed to increased EBIT benefits and cash proceeds from real estate sales, positioning the company for sustainable profitability and future growth.
Leggett & Platt Reports 4Q and Full Year 2025 Results
Leggett & Platt reported their 4Q and full year 2025 financial results, with 4Q sales decreasing 11% and full year sales down 7% compared to 2024. The company highlighted significant progress on its deleveraging efforts and the substantial completion of a restructuring plan launched in early 2024. They also provided 2026 guidance, forecasting sales between $3.8-$4.0 billion and adjusted EPS of $1.00-$1.20, anticipating operational efficiency improvements and cost management to drive profitability despite lower expected volume.
Legget & Platt: Q4 Earnings Snapshot
Leggett & Platt Inc. reported a fourth-quarter profit of $25.2 million, or 18 cents per share, matching Wall Street expectations with adjusted earnings of 22 cents per share. The company's revenue for the quarter was $938.6 million, surpassing analyst forecasts. For the full year, Leggett & Platt posted a profit of $235.4 million on revenue of $4.06 billion, and provided a full-year earnings forecast in the range of $1 to $1.20 per share, with revenue between $3.8 billion and $4 billion.
Is Weaker Revenue But Steady Earnings Guidance Altering The Investment Case For Leggett & Platt (LEG)?
Leggett & Platt (LEG) recently reported Q4 2025 results, with analysts expecting an 11.1% year-on-year revenue decline but stable EPS of around US$0.22 to US$0.23. The investment case hinges on whether cost savings and operational adjustments can offset weaker demand in the bedding and home-related markets. Investors are focused on the company's execution amid
Leggett & Platt (LEG) reports earnings tomorrow: What to expect
This article provides key financial insights and expectations for Leggett & Platt (LEG) as it prepares to report its quarterly earnings. Investors will be closely watching revenue, earnings per share (EPS), and color on specific business segments like Bedding and Specialized Products. The article compiles analyst estimates and historical data to forecast potential outcomes and market reactions, emphasizing the importance of management's commentary on future outlook and industry trends.
Leggett & Platt (LEG) Reports Earnings Tomorrow: What To Expect
Leggett & Platt (LEG) is scheduled to report its earnings tomorrow. Analysts expect revenue to decline by 11.1% year-on-year to $938.7 million and adjusted earnings per share to be $0.23. The company has missed Wall Street's revenue estimates four times in the last two years, but its stock is up 3.3% in the last month, outperforming the consumer discretionary segment.
Leggett & Platt (LEG) Set to Announce Earnings Tomorrow: Here’s What You Should Know
Leggett & Platt (NYSE:LEG) is scheduled to release its earnings report tomorrow, with analysts predicting an 11.1% year-over-year revenue drop to $938.7 million and adjusted earnings per share of $0.23. The company previously exceeded revenue projections but experienced a decline in sales, and has missed revenue estimates four times in the past two years. Despite mixed market sentiment in the consumer discretionary sector, Leggett & Platt's shares have gained 3.3% in the last month, with analysts setting an average price target of $12.50.
Leggett & Platt (LEG) Reports Earnings Tomorrow: What To Expect
Leggett & Platt (NYSE: LEG) is scheduled to report its Q4 earnings this Wednesday. Analysts anticipate a revenue decline of 11.1% year-on-year to $938.7 million and adjusted earnings of $0.23 per share. The company has missed Wall Street's revenue estimates in four of the last eight quarters, and analysts have largely reconfirmed their estimates, suggesting they expect the business to remain on its current trajectory.
Leggett & Platt (LEG) Set to Announce Earnings Tomorrow: Here’s What You Should Know
Leggett & Platt (NYSE:LEG) is scheduled to announce its latest earnings report after market close on Wednesday. Analysts anticipate an 11.1% year-over-year revenue drop to $938.7 million and adjusted earnings per share of $0.23, with the company having missed revenue estimates in four of the last two years. Despite the broader consumer discretionary sector lagging, Leggett & Platt's shares have gained 3.3% in the past month.
Leggett & Platt, Incorporated (NYSE:LEG) Receives Average Recommendation of "Hold" from Brokerages
Leggett & Platt, Incorporated (NYSE:LEG) has received a consensus "Hold" rating from five analysts, with an average 12-month target price of $11.67. Recent analyst activity shows some target price increases from Piper Sandler and Truist, while Wall Street Zen and Zacks downgraded their prior buy ratings to hold. The stock is currently trading around $12.88, with a market capitalization of $1.74 billion, and 64.23% institutional ownership.
Leggett & Platt stock hits 52-week high at 12.79 USD
Leggett & Platt (LEG) stock recently hit a 52-week high of $12.79, marking a 21.84% increase over the past year and reflecting strong investor confidence. This surge comes amid ongoing acquisition discussions with Somnigroup, which has proposed an all-stock offer of $12 per share, initially rejected by Leggett & Platt for undervaluation but still pursued by Somnigroup. The company has also approved retention agreements for key executives to maintain management stability during these strategic developments.
Leggett & Platt stock hits 52-week high at 12.79 USD
Leggett & Platt (LEG) stock has reached a 52-week high of $12.79, reflecting a 21.84% increase over the past year and indicating strong investor confidence. This surge occurs amidst ongoing acquisition discussions with Somnigroup, which has made an all-stock offer of $12 per share, initially rejected but potentially subject to an increased bid. The company has also approved retention agreements for key executives, excluding the CEO, to stabilize management during these strategic negotiations.
Is Leggett & Platt (LEG) Price Gains Justified By Earnings And Cash Flow Estimates?
This article analyzes Leggett & Platt's (LEG) recent stock performance using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio models. The DCF analysis suggests the stock is currently overvalued by 16.8%, while the P/E ratio indicates it may be undervalued compared to its industry and fair ratio. The analysis aims to help investors determine if the current price reflects the company's prospects and risks, highlighting a mixed valuation picture.
Assessing Leggett & Platt (LEG) Valuation After A Sharp Rebound In Recent Shareholder Returns
Leggett & Platt (LEG) has seen a significant rebound in its share price over the past year, despite a 62% loss over three years. While a popular narrative suggests the company is slightly undervalued with a fair value of $12.50 due to restructuring efforts, a discounted cash flow model indicates it may be overvalued at its current price of $12.19, suggesting a fair value of $10.48. Investors are encouraged to consider both perspectives and associated risks.
Short Interest in Leggett & Platt, Incorporated (NYSE:LEG) Declines By 16.0%
Leggett & Platt, Inc. (NYSE:LEG) experienced a 16.0% decrease in short interest in January, totaling 5,497,448 shares, or 4.1% of its outstanding shares. Institutional investors collectively own 64.23% of the stock, with Vanguard Group Inc. and M&T Bank Corp significantly increasing their holdings. The company recently declared a quarterly dividend of $0.05 per share, and analysts currently rate the stock as "Hold" with a consensus price target of $11.67.
Precision Trading with Leggett & Platt Incorporated (LEG) Risk Zones
This article provides a precision trading analysis for Leggett & Platt Incorporated (LEG), highlighting a weak near-term sentiment despite long-term strength. It outlines three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis also details a significant 34.5:1 risk-reward short setup targeting 11.4% downside with minimal risk.
Leggett & Platt, Ashley and Englander Join as Platinum Sponsors for 2026 Ante4autism Event
Leggett & Platt, Ashley, and Englander have committed as Platinum sponsors for the 18th Annual Ante4autism charity poker tournament, scheduled for July 25, 2026, in Las Vegas. The event, presented by Bedding Industries of America, aims to raise funds for various autism-focused organizations. Sponsorships and player registrations are currently open, with several other companies already signed on at various sponsorship levels.
Leggett & Platt Announces 4Q and Full Year 2025 Earnings Call
Leggett & Platt (NYSE: LEG) will announce its fourth quarter and full-year 2025 earnings results on Wednesday, February 11, 2026, after market close. The company will then hold a conference call on Thursday, February 12, 2026, at 8:30 a.m. ET to discuss these results, annual guidance, and market conditions. The call will be webcast and accessible through the Investor Relations section of their website.
Leggett & Platt Announces 4Q and Full Year 2025 Earnings Call
Leggett & Platt (NYSE: LEG) will release its fourth quarter and full year 2025 earnings results on Wednesday, February 11, 2026, after market close. The company will host a conference call on Thursday, February 12, 2026, at 8:30 a.m. Eastern Time to discuss these results, provide annual guidance, and review market conditions and company initiatives. The call will be webcast and accessible via Leggett & Platt's investor relations website, where the earnings release and financial slides will also be posted.
Somnigroup All Stock Bid For Leggett And Platt Puts Valuation In Focus
Somnigroup International (NYSE:SGI) has proposed an all-stock acquisition of Leggett & Platt, which is currently in the preliminary due diligence phase. This potential tie-up is drawing significant investor attention, especially given Somnigroup's strong stock performance over the past year. Key considerations for investors include the deal's structure, integration plans, and potential impacts on Somnigroup's valuation and financial leverage.
Somnigroup All Stock Bid For Leggett And Platt Puts Valuation In Focus
Somnigroup International (NYSE: SGI) has proposed an all-stock acquisition of Leggett & Platt, which is currently in preliminary stages and subject to due diligence. The market is closely watching this potential tie-up, especially given Somnigroup's strong stock performance over the past year and five years. Key considerations for investors include the deal's structure, integration plans, and its impact on Somnigroup's capital allocation and financial profile, particularly its net margin and P/E ratio.
$12 Somnigroup offer gives Leggett & Platt holders 30% premium
Somnigroup announced it will engage in due diligence and discussions with Leggett & Platt after the latter authorized talks and signed an NDA. Somnigroup reiterated its unchanged all-stock proposal valuing Leggett & Platt at $12.00 per share, which represents a 30% premium to its unaffected 30-day average price as of December 1, 2025. The transaction requires a definitive agreement, Leggett & Platt shareholder approval, and regulatory approvals, but is not subject to financing contingencies or Somnigroup shareholder approval.
Leggett & Platt Inc (LEG) Shares Down 3.67% on Jan 23
Shares of Leggett & Platt Inc (LEG) dropped 3.67% on January 23, reaching an intraday low of $12.08. Wall Street analysts have an average target price of $12.50, implying a 3.48% upside, with a consensus "Hold" rating. GuruFocus estimates a GF Value of $11.40, suggesting a potential downside of 5.63%.
Somnigroup, Leggett ink non-disclosure pact to discuss possible acquisition
Somnigroup and Leggett & Platt have signed a non-disclosure agreement (NDA) to facilitate discussions regarding Somnigroup's proposed acquisition of Leggett & Platt. Somnigroup had initially offered to acquire outstanding shares at $12 per share, representing a 30% premium, an offer that Leggett & Platt's board previously rejected as undervalued. The NDA includes a six-month standstill period for customary due diligence as both companies aim to determine if a mutually beneficial deal can be reached.
Campbell & CO Investment Adviser LLC Decreases Stock Holdings in Leggett & Platt, Incorporated $LEG
Campbell & CO Investment Adviser LLC significantly reduced its stake in Leggett & Platt (NYSE:LEG) by 88.8% in Q3, selling 398,599 shares and retaining 50,079 shares valued at $445,000. This comes as Leggett & Platt slightly missed Q3 EPS estimates, with revenue declining year-over-year, and the company provided FY2025 guidance of $1.00-$1.10 EPS. Analysts currently have an average "Hold" rating and a target price of $11.67 for the stock.
Leggett And Platt Weighs Somnigroup Bid Against Mixed Share Performance
Leggett & Platt (NYSE:LEG) recently rejected an acquisition proposal from Somnigroup, deeming it undervalued, but has entered into a non-disclosure agreement for due diligence. Discussions are ongoing, amidst mixed share performance for Leggett & Platt, which has seen recent gains but significant long-term declines. Shareholders are keenly watching how these talks might balance immediate value against future prospects, especially given the company's high debt levels.
Leggett And Platt Weighs Somnigroup Bid Against Mixed Share Performance
Leggett & Platt (NYSE:LEG) is currently in discussions with Somnigroup regarding a potential acquisition, after rejecting an initial offer as undervalued. This comes against a backdrop of mixed stock performance, with recent gains but significant long-term declines. The ongoing talks and due diligence could materially impact Leggett & Platt's future valuation and strategic direction, as investors weigh potential immediate returns against the company's long-term prospects.
Leggett & Platt reject $1.6 billion buyout offer
Leggett & Platt's Board of Directors has rejected a $1.6 billion all-stock buyout offer from Somnigroup International, stating it undervalued the company. Despite the rejection, the Board has signed a non-disclosure agreement to explore the potential for a better offer through due diligence.
Somnigroup engages in discussions with Leggett & Platt regarding all-stock transaction proposal
Somnigroup International Inc. has announced that Leggett & Platt Inc. has agreed to engage in discussions and execute a non-disclosure agreement to facilitate due diligence for Somnigroup's proposed all-stock acquisition. The proposal, made on December 1, 2025, values Leggett & Platt at $12 per share, representing a 30% premium. Somnigroup stated it will not revise this proposal before the due diligence process is complete.
Somnigroup International and Leggett & Platt in Discussions
Somnigroup International Inc. has released a statement acknowledging Leggett & Platt Inc.'s readiness to engage in discussions and enter a non-disclosure agreement for a proposed all-stock transaction. Somnigroup reiterates its commitment to the $12 per share offer, which represents a 30% premium to Leggett & Platt's unaffected 30-day average share price as of December 1, 2025. The company emphasizes that while it seeks to deliver substantial value to shareholders of both companies, there is no guarantee that a transaction will be agreed upon.
Leggett & Platt confirms unsolicited proposal from Somnigroup
Leggett & Platt (NYSE: LEG) has confirmed receiving an unsolicited acquisition proposal from Hong Kong-based Somnigroup. The proposal, made in late 2025, involved an all-cash offer of $12.00 per share, which the company's board has determined to be a non-binding expression of interest and not reasonably expected to lead to a superior proposal. The board maintains its commitment to enhancing shareholder value.
Leggett & Platt (NYSE:LEG) Downgraded by Wall Street Zen to Hold
Wall Street Zen has downgraded Leggett & Platt (NYSE:LEG) from a "buy" to a "hold" rating, contributing to the stock's consensus "Hold" rating and an average price target of $11.67. This comes after the company reported Q3 EPS of $0.29, missing estimates, and revenue of $1.04 billion, beating estimates, with a 5.9% year-over-year decline. The company's stock trades near its 52-week high, and institutional investors collectively own approximately 64% of its shares.
Leggett & Platt stock reaches 52-week high at $12.03 By Investing.com
Leggett & Platt stock hit a 52-week high of $12.03, reflecting a 22.2% one-year change and strong investor confidence. This comes despite recent news of the company missing Q3 2025 earnings and revenue forecasts, an all-stock acquisition proposal from Somnigroup International, and the board approving retention agreements for executives. The company also declared a quarterly dividend of $0.05 per share.
Leggett & Platt, Incorporated (NYSE:LEG) Given Average Rating of "Hold" by Brokerages
Leggett & Platt, Incorporated (NYSE:LEG) has received a consensus "Hold" rating from five brokerages, with an average one-year price target of $11.67. The company recently reported Q3 earnings of $0.29 EPS, missing estimates by $0.01, and revenue of $1.04 billion, down 5.9% year-over-year. Despite a quarterly dividend of $0.05 per share, institutional investors have shown mixed activity, with several major firms adjusting their stakes.
The Truth About Leggett & Platt Inc: Is This Sleep Stock Secretly a Giant Price Drop Opportunity?
This article scrutinizes Leggett & Platt Inc. (LEG), a seemingly "sleepy" stock that has recently experienced a significant price drop. It explores whether this downturn presents a unique rebound opportunity for investors or if it's a warning sign of deeper issues, analyzing its dividend history, business model, and competitive landscape. The piece concludes with a verdict on whether LEG is a "cop" or a "drop" for different types of investors, emphasizing the risks involved.
A Look At Leggett & Platt (LEG) Valuation After Recent Share Price Rebound
Shares of Leggett & Platt (LEG) have recently rebounded, with a 5.3% increase in the past day and 6.4% over the past week, although long-term returns remain negative. While the company is considered undervalued by some at $12.50 per share due to improved long-term assumptions and margin resilience, a Discounted Cash Flow (DCF) model suggests a fair value of $10.33, indicating potential overvaluation given forecasts of flat revenue and declining earnings. Investors should consider ongoing pressure points like weak bedding demand and high leverage.
Leggett & Platt approves retention agreements for key executives
Leggett & Platt (NYSE:LEG) announced that its board of directors approved retention agreements for several key management personnel, excluding the CEO. These agreements, approved on December 27, 2025, involve retention payments for four executives, contingent on their continued employment through December 23, 2026, and include clawback and confidentiality provisions. This comes as the company recently reported Q3 2025 earnings, declared a quarterly dividend, and received an acquisition proposal from Somnigroup International.
