Leggett & Platt

LEG Q3 2025 Earnings

Reported Oct 27, 2025 at 4:44 PM ET · SEC Source

Q3 25 EPS

$0.29

BEAT +0.00%

Est. $0.29

Q3 25 Revenue

$1.04B

BEAT +1.08%

Est. $1.03B

vs S&P Since Q3 25

+29.7%

BEATING MARKET

LEG +35.8% vs S&P +6.1%

Market Reaction

Did LEG Beat Earnings? Q3 2025 Results

Leggett & Platt delivered a modest but clean third-quarter beat in Q3 2025, matching the $0.29 consensus EPS estimate while edging past revenue expectations with $1.04 billion in trade sales, a 1.08% beat against the $1.03 billion forecast, even as r… Read more Leggett & Platt delivered a modest but clean third-quarter beat in Q3 2025, matching the $0.29 consensus EPS estimate while edging past revenue expectations with $1.04 billion in trade sales, a 1.08% beat against the $1.03 billion forecast, even as revenue fell 5.9% year over year amid persistent softness across residential end markets. The quarter's most consequential event was the completed sale of the Aerospace Products Group, which contributed an $87.00 million EBIT gain and a $0.58 per-share benefit, helping inflate headline figures while the underlying business continued to face headwinds, including a 6% organic volume decline in residential bedding, Automotive, and Hydraulic Cylinders. Restructuring efforts remain a stabilizing force, delivering $10.00 million in incremental EBIT benefit during the quarter, and the company's ongoing dividend of $0.05 per share signals management's commitment to returning capital despite the topline pressure. For full-year 2025, Leggett reaffirmed the midpoint of its guidance, narrowing the range to $4.00 to $4.10 billion in sales and $1.00 to $1.10 in adjusted EPS, with operating cash flow targeted at $300.00 million.

Key Takeaways

  • Metal margin expansion in trade rod
  • Restructuring benefit of $10 million incremental EBIT in Q3
  • Working capital improvements driving operating cash flow increase of $30 million vs prior year
  • Aerospace divestiture generating $87 million EBIT gain
  • Volume declines in residential end markets, Automotive, and Hydraulic Cylinders
  • Growth in Textiles and Work Furniture partially offsetting volume declines
24/7 Wall St

LEG YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

LEG Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We are pleased to report solid results for the quarter, achieved amid ongoing macroeconomic challenges. Our performance reflects continued progress on strategic priorities and disciplined execution across the company. During the quarter, we successfully completed the sale of our Aerospace business, further sharpening our focus on core operations.”

— Karl Glassman, Q3 2025 Earnings Press Release