Latham (SWIM) Invested Capital (2020 - 2026)
Latham (SWIM) reported Invested Capital of $691.25 million for Q2 2026, up 1.7% from $679.92 million a year earlier but down 1.9% from the prior quarter.
Analysis
Latham (SWIM) Invested Capital (2020 - 2026) Analysis & Trends
For FY2025, Latham posted Invested Capital of $685.7 million, up 2.5% from FY2024.
- Invested Capital has a five-year compound annual growth rate of 6.4% (FY2020 to FY2025).
- By year, Invested Capital came in at $668.74 million in FY2024 (-4.5%), $700.4 million in FY2023 (+0.7%), $695.67 million in FY2022 (+9.7%) and $634.05 million in FY2021 (+26.0%).
- Five-year quarterly Invested Capital spans a low of $569.7 million in Q3 2021 and a high of $735.51 million in Q1 2023.
- Year over year, Invested Capital has now increased in each of the last three quarters, with growth averaging 0.2% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was Q1 2022 (growth of 35.1%); the low point was Q1 2024 (a decline of 8.3%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $704.69 million (Q1 2026), $685.7 million (Q4 2025) and $689.43 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 99.34 Bn | 94.05 Bn | 2.26 Bn | 13.26 Bn |
| 2 | Johnson Controls International | 88.03 Bn | 85.76 Bn | 2.47 Bn | 22.99 Bn |
| 3 | Carrier Global | 46.75 Bn | 41.05 Bn | 1.94 Bn | 25.42 Bn |
| 4 | Comfort Systems Usa | 41.05 Bn | 35.01 Bn | 934.48 Mn | 3.38 Bn |
| 5 | Otis Worldwide | 28.84 Bn | 25.26 Bn | 1.14 Bn | 2.69 Bn |
| 6 | Allegion | 15.43 Bn | 14.14 Bn | 517.50 Mn | 4.15 Bn |
| 7 | James Hardie Industries | 15.29 Bn | 14.36 Bn | 548.70 Mn | 10.82 Bn |
| 8 | Masco | 15.26 Bn | 13.12 Bn | 868.00 Mn | 2.88 Bn |
| 9 | Carlisle Companies | 13.87 Bn | 10.21 Bn | 568.40 Mn | 4.50 Bn |
| 10 | Latham | 776.52 Mn | 776.52 Mn | 70.08 Mn | 691.25 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | 691.25 Mn |
| Mar 28, 2026 | 707.94 Mn |
| Dec 31, 2025 | 685.70 Mn |
| Sep 27, 2025 | 689.43 Mn |
| Jun 28, 2025 | 679.92 Mn |
| Mar 29, 2025 | 688.06 Mn |
| Dec 31, 2024 | 668.74 Mn |
| Sep 28, 2024 | 699.40 Mn |
| Jun 29, 2024 | 690.49 Mn |
| Mar 30, 2024 | 674.55 Mn |
| Dec 31, 2023 | 700.40 Mn |
| Sep 30, 2023 | 694.32 Mn |
| Jul 1, 2023 | 698.24 Mn |
| Apr 1, 2023 | 735.51 Mn |
| Dec 31, 2022 | 695.67 Mn |
| Oct 1, 2022 | 711.34 Mn |
| Jul 2, 2022 | 695.63 Mn |
| Apr 2, 2022 | 704.24 Mn |
| Dec 31, 2021 | 634.05 Mn |
| Oct 2, 2021 | 569.70 Mn |
API Access
Latham Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=SWIM&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SWIM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=SWIM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();