Analyst Consensus ?
ConsensusHold41 ratings
Bullish1536.6%
Neutral2151.2%
Bearish512.2%
1 unmapped firm rating excluded from the percentages.
Pentair plc · PNR · FY2024 Q4 · Calendar Q1 2025
Pentair: Margin gains and raised 2025 outlook face tariff and demand risks
The call analysis supports a margin-led case for resilience: management reported record FY2024 profitability and raised 2025 guidance while emphasizing transformation, 80/20 productivity and targeted demand drivers. The evidence is balanced by flat sales, tariff exposure and unresolved residential and industrial demand pressures.
Reported Before market openNYSEIndustrials
$8.53B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.02
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $971.0M
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-4.3%
Event window
SPY move
+0.7%
Same window
Abnormal move
-4.9%
Stock minus SPY
Volume
2.7×
Versus trailing sessions
Subsequent drift
-7.2%
Up to 20 sessions
PNRSPY benchmark
Ask FN2 about PNR FY2024 Q4
Transcript, numbers and history already loaded
What drove PNR's -4.3% move after FY2024 Q4 earnings?What changed in PNR's guidance and outlook in FY2024 Q4?Give me the bull and bear case for PNR after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the company moved from a raised FY2024 EPS outlook to reported FY2024 records and 2025 guidance. It also added the Gulfstream pool acquisition, a higher 2026 return-on-sales target and explicit tariff assumptions in its outlook.
Guidance delta
Management raised its outlook: 2025 adjusted EPS was guided to $4.65-$4.80, with sales flat to +2% and return on sales of about 24.5%-25%.
Key takeaways
- Pentair reported record FY2024 adjusted operating income, return on sales and EPS despite flat sales, according to the call analysis.
- Management attributed margin progress to its Transformation program and 80/20 initiative, with $80 million of expected 2025 productivity savings.
- Strong free cash flow supported a 9% dividend increase, share repurchases and potential bolt-on acquisitions.
- Commercial PFAS-certified filtration, pool aftermarket demand and productivity savings were identified as growth drivers.
- Tariffs, delayed industrial CapEx and a slower residential recovery remain the main offsets to the margin-focused outlook.
Management priorities
- Complete the portfolio-wide 80/20 rollout and pursue productivity savings.
- Launch new products, expand water solutions and pool initiatives, and integrate the Gulfstream acquisition.
- Maintain dividend growth, share repurchases and disciplined capital allocation while considering bolt-on acquisitions.
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Beat
Miss
Match
Analyst 52W Price Targets
$52.55Current
$41Low
$88.5Average
$135High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 19, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Mizuho | Outperform | Outperform | Maintain | Oct 15, 2026 |
| TD Cowen | Hold | Sell | Upgrade | Oct 14, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Oct 14, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 12, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Oct 9, 2026 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Sep 15, 2026 |
| Baird | Outperform | Outperform | Maintain | Jul 29, 2026 |
| Stifel | Hold | Buy | Downgrade | Jul 16, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 16, 2026 |
| BNP Paribas | Underperform | Underperform | Maintain | Jul 16, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Jul 15, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Apr 29, 2026 |
| B of A Securities | Underperform | Underperform | Maintain | Apr 20, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jan 16, 2026 |
| BNP Paribas Exane | Underperform | Neutral | Downgrade | Jan 7, 2026 |
| Jefferies | Buy | Hold | Upgrade | Dec 10, 2025 |
| UBS | Buy | Buy | Maintain | Oct 22, 2025 |
| Keybanc | Overweight | Downgrade | Jan 6, 2025 | |
| Deutsche Bank | Buy | Buy | Maintain | Jul 24, 2024 |
| Northcoast Research | Neutral | Buy | Downgrade | Jul 19, 2024 |
| Morgan Stanley | Underweight | Underweight | Maintain | Jul 12, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 24, 2023 |
| Loop Capital | Buy | Buy | Maintain | Feb 1, 2023 |
| Rosenblatt | Buy | Buy | Maintain | Jul 28, 2021 |
| Vertical Research | Hold | Buy | Downgrade | Nov 17, 2020 |
| Stifel Nicolaus | Hold | Buy | Downgrade | Dec 17, 2019 |
| BMO Capital | Market Perform | Market Perform | Maintain | Apr 10, 2019 |
| Susquehanna | Neutral | Positive | Downgrade | Nov 7, 2016 |
| Bernstein | Outperform | Market Perform | Upgrade | Apr 27, 2016 |
| William Blair | Market Perform | Outperform | Downgrade | Jul 22, 2015 |
| Longbow Research | Neutral | Buy | Downgrade | Apr 22, 2015 |
| BB&T Capital | Hold | Buy | Downgrade | Apr 13, 2015 |
| Canaccord Genuity | Hold | Hold | Maintain | Apr 9, 2015 |
| Nomura | Neutral | Neutral | Maintain | Feb 4, 2015 |
| Northland Securities | Neutral | Buy | Downgrade | Dec 5, 2014 |
| Northland Capital Markets | Neutral | Buy | Downgrade | Dec 5, 2014 |
| Buckingham Research | Neutral | Neutral | Maintain | Oct 9, 2014 |
| Bank of America | Underperform | Neutral | Downgrade | Jul 31, 2014 |
| Wedbush | Neutral | Outperform | Downgrade | Apr 23, 2014 |
| Pentair | Buy | Buy | Maintain | Nov 28, 2012 |
| MKM Partners | Buy | Neutral | Upgrade | Nov 5, 2012 |
| Credit Suisse | Neutral | Neutral | Maintain | Oct 9, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $52.55. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Analyst unavailable | $65 | $52.11 | +23.7% | Oct 15, 2026 |
| William Blair | Analyst unavailable | $50 | $52.97 | -4.9% | Oct 14, 2026 |
| Goldman Sachs | Brian Lee | $60 | $52.3 | +14.2% | Oct 9, 2026 |
| Wolfe Research | Nigel Coe | $91 | $56.18 | +73.2% | Sep 15, 2026 |
| Robert W. Baird | Analyst unavailable | $80 | $66.77 | +52.2% | Jul 29, 2026 |
| Deutsche Bank | Andrew Krill | $81 | $63.63 | +54.1% | Jul 27, 2026 |
| Mizuho Securities | Analyst unavailable | $85 | $62.12 | +61.8% | Jul 21, 2026 |
| BNP Paribas | Analyst unavailable | $64 | $65.92 | +21.8% | Jul 16, 2026 |
| Oppenheimer | Analyst unavailable | $94 | $64.57 | +78.9% | Jul 16, 2026 |
| Stifel Nicolaus | Nathan Jones | $65 | $64.33 | +23.7% | Jul 16, 2026 |
| Goldman Sachs | Analyst unavailable | $72 | $64.33 | +37.0% | Jul 15, 2026 |
| Jefferies | Analyst unavailable | $90 | $64.33 | +71.3% | Jul 15, 2026 |
| Robert W. Baird | Analyst unavailable | $83 | $75.68 | +57.9% | Jul 15, 2026 |
| RBC Capital | Analyst unavailable | $74 | $75.68 | +40.8% | Jul 15, 2026 |
| Oppenheimer | Analyst unavailable | $115 | $81.94 | +118.8% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $103 | $82.86 | +96.0% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $110 | $82.86 | +109.3% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $92 | $82.86 | +75.1% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $110 | $91.2 | +109.3% | Apr 14, 2026 |
| Barclays | Julian Mitchell | $102 | $97.28 | +94.1% | Feb 5, 2026 |
| Seaport Global | Analyst unavailable | $125 | $96.31 | +137.9% | Feb 4, 2026 |
| Oppenheimer | Bryan Blair | $122 | $95.14 | +132.2% | Feb 4, 2026 |
| RBC Capital | Analyst unavailable | $117 | $96.78 | +122.6% | Feb 4, 2026 |
| Robert W. Baird | Analyst unavailable | $117 | $94.79 | +122.6% | Feb 4, 2026 |
| BNP Paribas | Analyst unavailable | $90 | $100.03 | +71.3% | Jan 7, 2026 |
| Jefferies | Saree Boroditsky | $135 | $101.86 | +156.9% | Dec 10, 2025 |
| Wolfe Research | Nigel Coe | $135 | $104.25 | +156.9% | Dec 9, 2025 |
| Barclays | Analyst unavailable | $115 | $106.47 | +118.8% | Dec 4, 2025 |
| Oppenheimer | Analyst unavailable | $128 | $103.45 | +143.6% | Nov 20, 2025 |
| UBS | Damian Karas | $124 | $108.99 | +136.0% | Oct 22, 2025 |
| RBC Capital | Deane Dray | $124 | $109.02 | +136.0% | Oct 22, 2025 |
| Robert W. Baird | Analyst unavailable | $130 | $109.02 | +147.4% | Oct 22, 2025 |
| Barclays | Julian Mitchell | $127 | $109.02 | +141.7% | Oct 22, 2025 |
| Barclays | Analyst unavailable | $125 | $110.61 | +137.9% | Oct 1, 2025 |
| UBS | Damian Karas | $110 | $87.73 | +109.3% | Apr 23, 2025 |
| Goldman Sachs | Analyst unavailable | $95 | $86.24 | +80.8% | Apr 22, 2025 |
| Mizuho Securities | Brett Linzey | $100 | $86.24 | +90.3% | Apr 22, 2025 |
| UBS | Damian Karas | $115 | $98 | +118.8% | Oct 23, 2024 |
| Seaport Global | Scott Graham | $120 | $97.36 | +128.4% | Oct 23, 2024 |
| KeyBanc | Jeffrey Hammond | $115 | $98.32 | +118.8% | Oct 23, 2024 |
| RBC Capital | Deane Dray | $115 | $98.32 | +118.8% | Oct 23, 2024 |
| Barclays | Julian Mitchell | $108 | $98.32 | +105.5% | Oct 23, 2024 |
| Stifel Nicolaus | Nathan Jones | $115 | $98.49 | +118.8% | Oct 16, 2024 |
| KeyBanc | Jeffrey Hammond | $110 | $96.24 | +109.3% | Oct 11, 2024 |
| Barclays | Julian Mitchell | $105 | $96.81 | +99.8% | Oct 2, 2024 |
| UBS | Damian Karas | $100 | $87.05 | +90.3% | Jul 24, 2024 |
| KeyBanc | Jeffrey Hammond | $97 | $87.19 | +84.6% | Jul 24, 2024 |
| Barclays | Julian Mitchell | $96 | $87.19 | +82.7% | Jul 24, 2024 |
| Stifel Nicolaus | Nathan Jones | $100 | $81.76 | +90.3% | Jul 18, 2024 |
| Oppenheimer | Bryan Blair | $92 | $80.05 | +75.1% | Jul 16, 2024 |
| Robert W. Baird | Michael Halloran | $85 | $80 | +61.8% | Jun 25, 2024 |
| RBC Capital | Deane Dray | $99 | $80 | +88.4% | Jun 25, 2024 |
| Stifel Nicolaus | Nathan Jones | $94 | $79.2 | +78.9% | Apr 23, 2024 |
| Northcoast Research | Ryan Connors | $100 | $81.1 | +90.3% | Apr 15, 2024 |
| RBC Capital | Deane Dray | $101 | $82.8 | +92.2% | Apr 4, 2024 |
| RBC Capital | Deane Dray | $79 | $71.51 | +50.3% | Jan 11, 2024 |
| KeyBanc | Jeffrey Hammond | $82 | $67.58 | +56.0% | Dec 13, 2023 |
| Loop Capital Markets | Analyst unavailable | $75 | $56.6 | +42.7% | Feb 1, 2023 |
| Citigroup | Analyst unavailable | $65 | $56.44 | +23.7% | Feb 1, 2023 |
| Oppenheimer | Analyst unavailable | $67 | $55.95 | +27.5% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $65 | $55.38 | +23.7% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $56 | $46.22 | +6.6% | Jan 5, 2023 |
| Stifel Nicolaus | Stifel Stifel | $57 | $43.66 | +8.5% | Dec 21, 2022 |
| Citigroup | Analyst unavailable | $54 | $45.07 | +2.8% | Dec 9, 2022 |
| Barclays | Analyst unavailable | $48 | $41.25 | -8.7% | Oct 3, 2022 |
| Stifel Nicolaus | Nathan Jones | $47 | $48.89 | -10.6% | Jul 30, 2022 |
| Morgan Stanley | Analyst unavailable | $41 | $46.37 | -22.0% | Jul 15, 2022 |
| Morgan Stanley | Analyst unavailable | $49 | $49.58 | -6.8% | May 31, 2022 |
| Barclays | Analyst unavailable | $50 | $48.37 | -4.9% | May 24, 2022 |
| Cowen & Co. | Analyst unavailable | $75 | $53.38 | +42.7% | Apr 22, 2022 |
| Morgan Stanley | Analyst unavailable | $50 | $53.39 | -4.9% | Apr 22, 2022 |
| Barclays | Analyst unavailable | $55 | $52.83 | +4.7% | Apr 22, 2022 |
| RBC Capital | Analyst unavailable | $58 | $53.39 | +10.4% | Apr 22, 2022 |
| UBS | Damian Karas | $74 | $76.2 | +40.8% | Sep 23, 2021 |
| Citigroup | Andrew Kaplowitz | $86 | $70.87 | +63.7% | Jul 28, 2021 |
| Boenning & Scattergood | Ryan Connors | $100 | $69.26 | +90.3% | Jul 13, 2021 |
Track every rating change on PNR the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationPentair plc engages in the provision of water solutions for residential, commercial, industrial, infrastructure, and agricultural applications. It operates through the following segments: Flow, Water Solutions, and Pool. The Flow segment designs, manufactures, and sells various fluid treatment and pump products and systems, including pressure vessels, gas recovery solutions, membrane bioreactors, wastewater reuse systems and advanced membrane filtration, separation systems, water disposal pumps, water supply pumps, fluid transfer pumps, turbine pumps, solid handling pumps, and agricultural spray nozzles, while serving the global residential, commercial, and industrial markets.…
Historical context
All PNR earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| JBHT J.B. Hunt Transport Services, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.6% | -2.0% | J.B. Hunt: Strong demand, but margin repair remains central |
| FAST Fastenal Company | FY2026 Q3 · Calendar Q4 2026 | +3.3% | +1.1% | Fastenal Q3: Share Gains and Digital Adoption Lift Growth |
Latest beats and misses
Who reports nextBeat on EPS
Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-21T00:01:13.267231+00:00
- Polygon adjusted daily market bars · 2026-10-19T15:10:45.579453+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-19T15:10:45.576540+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-19. For educational purposes only; not investment advice.