Pool Corporation

Pool Corporation Earnings Recaps

POOL Consumer Discretionary 3 recaps
Q1 2026 Apr 23, 2026

Pool Corp. delivered a strong start to 2026 with 6% sales growth, 7% operating income increase, and margin expansion, reaffirming its full-year EPS guidance amid resilient maintenance demand.

Key takeaways
  • Q1 sales grew 6%, driven equally by pricing and volume, with geographic strength in California (+10%) and Texas (+7%) supporting stable maintenance activities.
  • The company’s strategic focus on proprietary brands, technology, and supplier relationships continues to strengthen its competitive position, driving margins and share gains across categories.
  • European sales increased 5% in local currency, while North American building materials and equipment segments showed steady growth, supported by ongoing demand.
  • Customer engagement through digital channels (POOL360) reached 13% of net sales, enhancing omnichannel distribution and service levels.
  • Operating expenses are expected to moderate as capacity expansion is limited to optimizing existing network assets, with 5 new sales centers planned for the year.
Full recap
Q3 2025 Oct 25, 2025

POOLCORP delivered solid third-quarter performance with net sales rising 1% to $1.5 billion, driven by robust maintenance product sales and a stabilization in new pool construction.

Key takeaways
  • Gross margin expanded by 50 basis points, indicating effective cost management amid challenging macroeconomic conditions.
  • Building materials sales increased 4%, supported by private label growth and enhanced customer experience initiatives.
  • Residential pool construction sales outperformed industry permit data, showcasing gains in market share despite overall permit declines.
  • Continued innovation and investment in the POOL360 application contribute to strategic growth initiatives for 2026 and beyond.
  • Chemical sales faced a 4% decline due to deflationary pressures, yet demand for private label products remained stable.
Full recap
Q2 2025 Jul 25, 2025

Pool Corporation reported a modest 1% increase in net sales to $1.8 billion in Q2 2025, driven by resilient maintenance product demand despite a challenging construction environment.

Key takeaways
  • Stable gross and operating margins reflect effective cost management amidst a backdrop of economic headwinds.
  • Strong sales growth in Florida and Arizona (2% each) contrasts with declines in Texas and California, indicating regional variability.
  • Maintenance products, especially private label chemical products, showed robust performance, offsetting declines in larger construction projects.
  • Commercial sales increased by 5%, emphasizing successful investments in team and project capabilities.
  • Outlook remains cautiously optimistic, with expectations for continued demand in remodel activities due to an aging pool installed base.
Full recap