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Leggett & Platt

LEG Q4 2025 Earnings

Reported Feb 11, 2026 at 4:34 PM ET · SEC Source

Q4 25 EPS

$0.22

MISS 3.30%

Est. $0.23

Q4 25 Revenue

$938.6M

MISS 0.01%

Est. $938.7M

vs S&P Since Q4 25

-13.8%

TRAILING MARKET

LEG -6.2% vs S&P +7.6%

Full Year 2025 Results

FY 25 EPS

$1.05

FY 25 Revenue

$4.06B

Market Reaction

Did LEG Beat Earnings? Q4 2025 Results

Leggett & Platt delivered a narrow miss on both top and bottom lines in Q4 2025, as persistent soft demand and the absence of its divested Aerospace business weighed on results. Adjusted EPS of $0.22 came in just below the $0.23 consensus estimate, a… Read more Leggett & Platt delivered a narrow miss on both top and bottom lines in Q4 2025, as persistent soft demand and the absence of its divested Aerospace business weighed on results. Adjusted EPS of $0.22 came in just below the $0.23 consensus estimate, a 3.30% shortfall, while revenue of $938.60 million fell essentially in line with the $938.74 estimate but marked an 11.2% decline from a year earlier, with divestitures accounting for five percentage points of that drop and organic sales sliding 6%. The most consequential drag was volume, which fell 9% amid weakness at a specific customer, retailer-driven changes in Adjustable Bed and Specialty Foam, and automotive supply chain disruptions. On a brighter note, metal margin expansion in trade rod helped Bedding Products nearly double its adjusted EBIT despite the segment's own sales decline. Looking to 2026, the company guided for sales of $3.80 billion to $4.00 billion and adjusted EPS of $1.00 to $1.20, with new global tariff uncertainty adding a fresh layer of risk to an already cautious demand outlook.

Key Takeaways

  • • Metal margin expansion in trade rod
  • • Restructuring benefit from substantially completed 2024 plan
  • • Working capital improvements driving higher operating cash flow
  • • Lower volume from weak residential demand and customer-specific issues
  • • Aerospace divestiture reduced Specialized Products sales by 17%
  • • Sales weakness at a certain customer and retailer merchandising changes in Adjustable Bed and Specialty Foam
  • • Supply chain disruptions affecting Automotive customers
  • • Start-up costs at new Home Furniture facility in Vietnam
24/7 Wall St

LEG YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

LEG Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Throughout 2025, our teams executed our strategic priorities, including strengthening our balance sheet, improving operational efficiency, and positioning the company for long-term growth. We made significant progress on our deleveraging efforts, reducing our debt and lowering our net debt leverage ratio to 2.4x. This was a tremendous step toward achieving our long-term target of 2.0x, making Leggett more agile and enabling us to shift our focus to pursuing opportunities for growth and returning capital to shareholders.”

— Karl Glassman, Q4 2025 Earnings Press Release

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