Analyst Consensus ?
ConsensusHold41 ratings
Bullish1536.6%
Neutral2048.8%
Bearish614.6%
1 unmapped firm rating excluded from the percentages.
Pentair plc · PNR · FY2025 Q3 · Calendar Q4 2025
Pentair: Record Q3, Higher Guidance, and Transformation Momentum
The current analysis supports a constructive operating narrative: management reported continued execution, raised guidance, and highlighted transformation, pool and flow momentum. The thesis is not risk-free because tariff exposure, pricing pressure, softer water-solutions growth, and the durability of savings remain unresolved.
Reported Before market openNYSEIndustrials
$8.47B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.24
Consensus $1.18
EPS surprise
+5.1%
Reported versus consensus
Reported revenue
$1.02B
Consensus $1.01B
Revenue surprise
+1.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-0.3%
Event window
SPY move
-0.0%
Same window
Abnormal move
-0.3%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
-6.3%
Up to 20 sessions
PNRSPY benchmark
Ask FN2 about PNR FY2025 Q3
Transcript, numbers and history already loaded
Why did PNR fall 0.3% after beating EPS estimates in FY2025 Q3?What changed in PNR's guidance and outlook in FY2025 Q3?Give me the bull and bear case for PNR after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis adds the HydroStop acquisition, stronger reported free-cash-flow generation, continued transformation progress, and higher full-year guidance to the prior quarter’s focus on pricing, savings, and portfolio actions.
Guidance delta
Raised; management increased full-year sales and EPS guidance.
Key takeaways
- Management described record profitability and continued execution across the pool and flow businesses.
- The HydroStop acquisition broadens commercial flow capabilities and adds a high-margin business.
- The 8020 transformation program remains central to margin expansion and productivity savings.
- Balance-sheet strength and free cash flow support continued capital returns, according to management.
- Water-solutions softness and tariff uncertainty remain important counterweights.
Management priorities
- Advance the 8020 transformation initiative and productivity program.
- Invest in digital solutions and new product development.
- Pursue selective M&A with disciplined capital allocation.
- Use HydroStop to expand commercial flow market share and cross-sell.
- Continue supporting shareholder returns through dividends and repurchases.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$53.03Current
$41Low
$91.77Average
$135High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 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 |
|---|---|---|---|---|
| Wolfe Research | Outperform | Peer Perform | Upgrade | Sep 15, 2026 |
| TD Cowen | Sell | Sell | Maintain | Jul 29, 2026 |
| Baird | Outperform | Outperform | Maintain | Jul 29, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Jul 21, 2026 |
| Stifel | Hold | Buy | Downgrade | Jul 16, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 16, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Jul 16, 2026 |
| BNP Paribas | Underperform | Underperform | Maintain | Jul 16, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Jul 15, 2026 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Jul 15, 2026 |
| Citigroup | Buy | Buy | Maintain | Apr 29, 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 $53.03. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wolfe Research | Nigel Coe | $91 | $56.18 | +71.6% | Sep 15, 2026 |
| Robert W. Baird | Analyst unavailable | $80 | $66.77 | +50.9% | Jul 29, 2026 |
| Deutsche Bank | Andrew Krill | $81 | $63.63 | +52.7% | Jul 27, 2026 |
| Mizuho Securities | Analyst unavailable | $85 | $62.12 | +60.3% | Jul 21, 2026 |
| BNP Paribas | Analyst unavailable | $64 | $65.92 | +20.7% | Jul 16, 2026 |
| Oppenheimer | Analyst unavailable | $94 | $64.57 | +77.3% | Jul 16, 2026 |
| Stifel Nicolaus | Nathan Jones | $65 | $64.33 | +22.6% | Jul 16, 2026 |
| Goldman Sachs | Analyst unavailable | $72 | $64.33 | +35.8% | Jul 15, 2026 |
| Jefferies | Analyst unavailable | $90 | $64.33 | +69.7% | Jul 15, 2026 |
| Robert W. Baird | Analyst unavailable | $83 | $75.68 | +56.5% | Jul 15, 2026 |
| RBC Capital | Analyst unavailable | $74 | $75.68 | +39.5% | Jul 15, 2026 |
| Oppenheimer | Analyst unavailable | $115 | $81.94 | +116.9% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $103 | $82.86 | +94.2% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $110 | $82.86 | +107.4% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $92 | $82.86 | +73.5% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $110 | $91.2 | +107.4% | Apr 14, 2026 |
| Barclays | Julian Mitchell | $102 | $97.28 | +92.3% | Feb 5, 2026 |
| Seaport Global | Analyst unavailable | $125 | $96.31 | +135.7% | Feb 4, 2026 |
| Oppenheimer | Bryan Blair | $122 | $95.14 | +130.1% | Feb 4, 2026 |
| RBC Capital | Analyst unavailable | $117 | $96.78 | +120.6% | Feb 4, 2026 |
| Robert W. Baird | Analyst unavailable | $117 | $94.79 | +120.6% | Feb 4, 2026 |
| BNP Paribas | Analyst unavailable | $90 | $100.03 | +69.7% | Jan 7, 2026 |
| Jefferies | Saree Boroditsky | $135 | $101.86 | +154.6% | Dec 10, 2025 |
| Wolfe Research | Nigel Coe | $135 | $104.25 | +154.6% | Dec 9, 2025 |
| Barclays | Analyst unavailable | $115 | $106.47 | +116.9% | Dec 4, 2025 |
| Oppenheimer | Analyst unavailable | $128 | $103.45 | +141.4% | Nov 20, 2025 |
| UBS | Damian Karas | $124 | $108.99 | +133.8% | Oct 22, 2025 |
| RBC Capital | Deane Dray | $124 | $109.02 | +133.8% | Oct 22, 2025 |
| Robert W. Baird | Analyst unavailable | $130 | $109.02 | +145.1% | Oct 22, 2025 |
| Barclays | Julian Mitchell | $127 | $109.02 | +139.5% | Oct 22, 2025 |
| Barclays | Analyst unavailable | $125 | $110.61 | +135.7% | Oct 1, 2025 |
| UBS | Damian Karas | $110 | $87.73 | +107.4% | Apr 23, 2025 |
| Goldman Sachs | Analyst unavailable | $95 | $86.24 | +79.1% | Apr 22, 2025 |
| Mizuho Securities | Brett Linzey | $100 | $86.24 | +88.6% | Apr 22, 2025 |
| Goldman Sachs | Brian Lee | $103 | $98 | +94.2% | Oct 23, 2024 |
| Seaport Global | Scott Graham | $120 | $97.36 | +126.3% | Oct 23, 2024 |
| KeyBanc | Jeffrey Hammond | $115 | $98.32 | +116.9% | Oct 23, 2024 |
| RBC Capital | Deane Dray | $115 | $98.32 | +116.9% | Oct 23, 2024 |
| Barclays | Julian Mitchell | $108 | $98.32 | +103.7% | Oct 23, 2024 |
| Stifel Nicolaus | Nathan Jones | $115 | $98.49 | +116.9% | Oct 16, 2024 |
| KeyBanc | Jeffrey Hammond | $110 | $96.24 | +107.4% | Oct 11, 2024 |
| Barclays | Julian Mitchell | $105 | $96.81 | +98.0% | Oct 2, 2024 |
| UBS | Damian Karas | $100 | $87.05 | +88.6% | Jul 24, 2024 |
| KeyBanc | Jeffrey Hammond | $97 | $87.19 | +82.9% | Jul 24, 2024 |
| Barclays | Julian Mitchell | $96 | $87.19 | +81.0% | Jul 24, 2024 |
| Stifel Nicolaus | Nathan Jones | $100 | $81.76 | +88.6% | Jul 18, 2024 |
| Oppenheimer | Bryan Blair | $92 | $80.05 | +73.5% | Jul 16, 2024 |
| Robert W. Baird | Michael Halloran | $85 | $80 | +60.3% | Jun 25, 2024 |
| RBC Capital | Deane Dray | $99 | $80 | +86.7% | Jun 25, 2024 |
| Stifel Nicolaus | Nathan Jones | $94 | $79.2 | +77.3% | Apr 23, 2024 |
| Northcoast Research | Ryan Connors | $100 | $81.1 | +88.6% | Apr 15, 2024 |
| RBC Capital | Deane Dray | $101 | $82.8 | +90.5% | Apr 4, 2024 |
| RBC Capital | Deane Dray | $79 | $71.51 | +49.0% | Jan 11, 2024 |
| KeyBanc | Jeffrey Hammond | $82 | $67.58 | +54.6% | Dec 13, 2023 |
| Loop Capital Markets | Analyst unavailable | $75 | $56.6 | +41.4% | Feb 1, 2023 |
| Citigroup | Analyst unavailable | $65 | $56.44 | +22.6% | Feb 1, 2023 |
| Oppenheimer | Analyst unavailable | $67 | $55.95 | +26.3% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $65 | $55.38 | +22.6% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $56 | $46.22 | +5.6% | Jan 5, 2023 |
| Stifel Nicolaus | Stifel Stifel | $57 | $43.66 | +7.5% | Dec 21, 2022 |
| Citigroup | Analyst unavailable | $54 | $45.07 | +1.8% | Dec 9, 2022 |
| Barclays | Analyst unavailable | $48 | $41.25 | -9.5% | Oct 3, 2022 |
| Stifel Nicolaus | Nathan Jones | $47 | $48.89 | -11.4% | Jul 30, 2022 |
| Morgan Stanley | Analyst unavailable | $41 | $46.37 | -22.7% | Jul 15, 2022 |
| Morgan Stanley | Analyst unavailable | $49 | $49.58 | -7.6% | May 31, 2022 |
| Barclays | Analyst unavailable | $50 | $48.37 | -5.7% | May 24, 2022 |
| Cowen & Co. | Analyst unavailable | $75 | $53.38 | +41.4% | Apr 22, 2022 |
| Morgan Stanley | Analyst unavailable | $50 | $53.39 | -5.7% | Apr 22, 2022 |
| Barclays | Analyst unavailable | $55 | $52.83 | +3.7% | Apr 22, 2022 |
| RBC Capital | Analyst unavailable | $58 | $53.39 | +9.4% | Apr 22, 2022 |
| UBS | Damian Karas | $74 | $76.2 | +39.5% | Sep 23, 2021 |
| Citigroup | Andrew Kaplowitz | $86 | $70.87 | +62.2% | Jul 28, 2021 |
| Boenning & Scattergood | Ryan Connors | $100 | $69.26 | +88.6% | 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
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Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the PNR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-04T01:30:40.108344+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T01:30:40.106476+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 2026-10-04. For educational purposes only; not investment advice.