The Broyhill Q1 2026 Portfolio Strategy And Positioning

Valvoline was Broyhill's largest contributor in the quarter, as the underlying unit economics are intact, while unit growth, service mix, and price continue moving in the same direction. Honeywell management accelerated the aerospace spin-off to the end of June, leaving behind a pure-play automation business that Broyhill believes is worth meaningfully more than the whole. Large pharma is structurally reliant on IQVIA's clinical trial architecture and proprietary data assets, and Broyhill thinks it is highly unlikely that AI can automate away the FDA approval process.

Seeking Alpha • May 15, 2026

Leggett & Platt Reports 1Q 2026 Results

CARTHAGE, Mo., May 7, 2026 /PRNewswire/ -- 1Q sales of $918 million, a 10% decrease vs 1Q25, including a 5% decrease from divestitures 1Q EPS of $.14, 1Q adjusted1 EPS of $.15, a $.09 decrease vs adjusted1 1Q25 EPS Withdrawing previously issued 2026 guidance due to the pending acquisition by Somnigroup International President and CEO Karl Glassman commented, "In aggregate, first quarter sales were in line with our expectations, and restructuring actions implemented over the past two years continued to deliver EBIT benefits, reflecting continued progress in structurally improving our earnings profile.

PRNewsWire • May 7, 2026

Legget & Platt (LEG) Q1 Earnings and Revenues Lag Estimates

Legget & Platt (LEG) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.24 per share a year ago.

Zacks Investment Research • May 7, 2026

Legget & Platt (LEG) Reports Q1 Earnings: What Key Metrics Have to Say

The headline numbers for Legget & Platt (LEG) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • May 7, 2026

Leggett & Platt Announces 1Q 2026 Earnings Release Date

Carthage, MO, April 23, 2026 (GLOBE NEWSWIRE) --  Leggett & Platt (NYSE:LEG), a diversified manufacturer of engineered products serving several major markets, will release first quarter earnings results on Thursday, May 7, 2026 before the market opens. The Company will not host a call in connection with the earnings release.

GlobeNewsWire • Apr 23, 2026

Riverwater Sustainable Value Strategy Q1 2026 Portfolio Activity

During the quarter, we initiated five positions: Leggett & Platt, Inc., Sprouts Farmers Market, Inc., Methanex, Dick's Sporting Goods, and Jack Henry & Associates. We exited several positions during the quarter, reflecting our ongoing discipline around valuation, portfolio fit, and risk management. We sold our position in Amdocs as we chose to redeploy capital toward names with more attractive upside.

Seeking Alpha • Apr 22, 2026

Are Investors Undervaluing Leggett & Platt (LEG) Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Apr 15, 2026

Legget & Platt (LEG) Soars 12.6%: Is Further Upside Left in the Stock?

Legget & Platt (LEG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Zacks Investment Research • Apr 14, 2026

This Former Dividend King Just Agreed to Be Bought Out.

Dividend investors have watched reliable income streams come under pressure lately as inflation, softer demand, and balance-sheet strain force tough choices even at established payout growers.

24/7 Wall Street • Apr 13, 2026

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Leggett & Platt, Incorporated (NYSE: LEG)

NEW YORK, April 13, 2026 (GLOBE NEWSWIRE) -- Class Action Attorney  Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Leggett & Platt, Incorporated (NYSE:  LEG ) related to its sale to Somnigroup International Inc. Under the terms of the proposed transaction, Leggett & Platt shareholders will receive 0.1455 shares of Somnigroup common stock for each share of Leggett & Platt common stock.

GlobeNewsWire • Apr 13, 2026