Leggett & Platt, Incorporated faces declining fundamentals, limited visibility, and is now rated a sell after a 26% rally. LEG's Q4 results showed further revenue and volume declines, with management executing on cost-cutting and deleveraging but unable to offset demand weakness. Forward guidance implies continued top-line and EPS contraction, with little evidence of a turnaround or sustainable growth through 2026.
Denver-based Towle & Co bought 953,080 shares of Leggett & Platt in the fourth quarter; the estimated trade size was $10.48 million. The move marked a new position for Towle.
Leggett & Platt, Incorporated (LEG) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Legget & Platt (LEG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Legget & Platt (LEG) came out with quarterly earnings of $0.22 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.21 per share a year ago.
CARTHAGE, Mo., Feb. 11, 2026 /PRNewswire/ -- 4Q sales of $939 million, an 11% decrease vs 4Q24 4Q EPS of $.18, 4Q adjusted1 EPS of $.22, a $.01 increase vs adjusted1 4Q24 EPS 2025 sales of $4.05 billion, a 7% decrease vs 2024 2025 EPS of $1.69, 2025 adjusted1 EPS of $1.05, flat vs adjusted1 2024 EPS 2025 operating cash flow of $338 million, a $33 million increase vs 2024 2026 guidance: sales of $3.8–$4.0 billion, EPS of $0.92–$1.38; adjusted1 EPS of $1.00–$1.20 President and CEO Karl Glassman commented, "Throughout 2025, our teams executed our strategic priorities, including strengthening our balance sheet, improving operational efficiency, and positioning the company for long-term growth.
Evaluate the expected performance of Legget & Platt (LEG) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, Netflix and BAE Systems. During the quarter, we initiated new positions in RTX (Raytheon), Capital One and Somnigroup. In addition to Insmed and BAE, we also added to L3Harris, a global aerospace and defense company.
Carthage, MO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Leggett & Platt (NYSE:LEG), a diversified manufacturer of engineered products serving several major markets, will release fourth quarter and full year earnings results on Wednesday, February 11, 2026 after the market closes, and hold its quarterly conference call to discuss fourth quarter and full year results, annual guidance, market conditions, company initiatives, and related matters on Thursday, February 12, 2026, at 8:30 a.m. Eastern Time (7:30 a.m. Central Time).
Leggett & Platt has opened the door to a possible takeover by Somnigroup International despite knocking back the bedding company's roughly $1.63 billion offer as too low.
