Leggett & Platt: This Cigar Butt Doesn't Offer Enough Puffs (Downgrade)

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.

Seeking Alpha • Feb 13, 2026

Leggett & Platt Sales Fell 7% to $4.05 Billion. One Fund Just Built a $10.5 Million Stake Anyway

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.

The Motley Fool • Feb 12, 2026

Leggett & Platt, Incorporated (LEG) Q4 2025 Earnings Call Transcript

Leggett & Platt, Incorporated (LEG) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Leggett & Platt Reports 4Q and Full Year 2025 Results

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.

PRNewsWire • Feb 11, 2026

Legget & Platt (LEG) Q4 Earnings Match Estimates

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.

Zacks Investment Research • Feb 11, 2026

Compared to Estimates, Legget & Platt (LEG) Q4 Earnings: A Look at Key Metrics

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.

Zacks Investment Research • Feb 12, 2026

Insights Into Legget & Platt (LEG) Q4: Wall Street Projections for Key Metrics

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.

Zacks Investment Research • Feb 10, 2026

Leggett & Platt Announces 4Q and Full Year 2025 Earnings Call

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).

GlobeNewsWire • Jan 29, 2026

Artisan Global Opportunities Fund Q4 2025 Portfolio Update

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.

Seeking Alpha • Jan 29, 2026

Leggett & Platt Enters into a Non-Disclosure Agreement with Somnigroup

CARTHAGE, Mo., Jan. 20, 2026 /PRNewswire/ -- Leggett & Platt today announced that its Board of Directors has entered into a customary non-disclosure agreement and 6-month standstill with Somnigroup to facilitate customary due diligence and to determine if a transaction can be reached that delivers appropriate value and certainty to Leggett & Platt and its shareholders.

PRNewsWire • Jan 20, 2026