Analyst Consensus ?
ConsensusHold41 ratings
Bullish1434.2%
Neutral2151.2%
Bearish614.6%
1 unmapped firm rating excluded from the percentages.
Pentair plc · PNR · FY2026 Q1 · Calendar Q2 2026
Pentair Q1 FY2026: Record Revenue and Raised Guidance, but Shares Sold Off 10%
Pentair posted a record Q1 FY2026 with revenue exceeding $1 billion and adjusted EPS of $1.22 (up ~10% YoY), beating consensus on both lines. Management raised the low end of full-year EPS guidance to $5.30–$5.40 and returned $200 million via share repurchases while increasing the dividend 8%. Despite the beat-and-raise, shares declined approximately 10% on the report session with continued downward drift afterward, suggesting the market focused on flat pool industry volumes, potential channel destocking, and skepticism that pricing can sustainably offset tariff and commodity inflation even though management characterized tariffs as net-neutral for the full year. The stock now trades at $65.20 versus a consensus analyst target of $83.82, implying meaningful upside if execution holds — but the gap reflects real uncertainty about earnings quality and pool-segment demand.
Reported Before market openNYSEIndustrials
$10.69B market cap
100quality score
Company 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.…
Earnings scorecard
Reported versus consensus
Reported EPS
$1.22
Consensus $1
EPS surprise
+4.3%
Reported versus consensus
Reported revenue
$1.04B
Consensus $1.03B
Revenue surprise
+0.9%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$65.61Current
$41Low
$92.87Average
$135High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 31, 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 |
|---|---|---|---|---|
| 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 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jul 9, 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 $65.62. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Robert W. Baird | Analyst unavailable | $80 | $66.77 | +21.9% | Jul 29, 2026 |
| Deutsche Bank | Andrew Krill | $81 | $63.63 | +23.4% | Jul 27, 2026 |
| Mizuho Securities | Analyst unavailable | $85 | $62.12 | +29.5% | Jul 21, 2026 |
| BNP Paribas | Analyst unavailable | $64 | $65.92 | -2.5% | Jul 16, 2026 |
| Oppenheimer | Analyst unavailable | $94 | $64.57 | +43.3% | Jul 16, 2026 |
| Stifel Nicolaus | Nathan Jones | $65 | $64.33 | -0.9% | Jul 16, 2026 |
| Goldman Sachs | Analyst unavailable | $72 | $64.33 | +9.7% | Jul 15, 2026 |
| Jefferies | Analyst unavailable | $90 | $64.33 | +37.2% | Jul 15, 2026 |
| Robert W. Baird | Analyst unavailable | $83 | $75.68 | +26.5% | Jul 15, 2026 |
| RBC Capital | Analyst unavailable | $74 | $75.68 | +12.8% | Jul 15, 2026 |
| Oppenheimer | Analyst unavailable | $115 | $81.94 | +75.3% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $103 | $82.86 | +57.0% | Apr 29, 2026 |
| Robert W. Baird | Analyst unavailable | $110 | $82.86 | +67.6% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $92 | $82.86 | +40.2% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $110 | $91.2 | +67.6% | Apr 14, 2026 |
| Barclays | Julian Mitchell | $102 | $97.28 | +55.5% | Feb 5, 2026 |
| Seaport Global | Analyst unavailable | $125 | $96.31 | +90.5% | Feb 4, 2026 |
| Oppenheimer | Bryan Blair | $122 | $95.14 | +85.9% | Feb 4, 2026 |
| RBC Capital | Analyst unavailable | $117 | $96.78 | +78.3% | Feb 4, 2026 |
| Robert W. Baird | Analyst unavailable | $117 | $94.79 | +78.3% | Feb 4, 2026 |
| BNP Paribas | Analyst unavailable | $90 | $100.03 | +37.2% | Jan 7, 2026 |
| Jefferies | Saree Boroditsky | $135 | $101.86 | +105.7% | Dec 10, 2025 |
| Wolfe Research | Nigel Coe | $135 | $104.25 | +105.7% | Dec 9, 2025 |
| Barclays | Analyst unavailable | $115 | $106.47 | +75.3% | Dec 4, 2025 |
| Oppenheimer | Analyst unavailable | $128 | $103.45 | +95.1% | Nov 20, 2025 |
| UBS | Damian Karas | $124 | $108.99 | +89.0% | Oct 22, 2025 |
| RBC Capital | Deane Dray | $124 | $109.02 | +89.0% | Oct 22, 2025 |
| Robert W. Baird | Analyst unavailable | $130 | $109.02 | +98.1% | Oct 22, 2025 |
| Barclays | Julian Mitchell | $127 | $109.02 | +93.6% | Oct 22, 2025 |
| Barclays | Analyst unavailable | $125 | $110.61 | +90.5% | Oct 1, 2025 |
| UBS | Damian Karas | $110 | $87.73 | +67.6% | Apr 23, 2025 |
| Goldman Sachs | Analyst unavailable | $95 | $86.24 | +44.8% | Apr 22, 2025 |
| Mizuho Securities | Brett Linzey | $100 | $86.24 | +52.4% | Apr 22, 2025 |
| UBS | Damian Karas | $115 | $98 | +75.3% | Oct 23, 2024 |
| Seaport Global | Scott Graham | $120 | $97.36 | +82.9% | Oct 23, 2024 |
| KeyBanc | Jeffrey Hammond | $115 | $98.32 | +75.3% | Oct 23, 2024 |
| RBC Capital | Deane Dray | $115 | $98.32 | +75.3% | Oct 23, 2024 |
| Barclays | Julian Mitchell | $108 | $98.32 | +64.6% | Oct 23, 2024 |
| Stifel Nicolaus | Nathan Jones | $115 | $98.49 | +75.3% | Oct 16, 2024 |
| KeyBanc | Jeffrey Hammond | $110 | $96.24 | +67.6% | Oct 11, 2024 |
| Barclays | Julian Mitchell | $105 | $96.81 | +60.0% | Oct 2, 2024 |
| UBS | Damian Karas | $100 | $87.05 | +52.4% | Jul 24, 2024 |
| KeyBanc | Jeffrey Hammond | $97 | $87.19 | +47.8% | Jul 24, 2024 |
| Barclays | Julian Mitchell | $96 | $87.19 | +46.3% | Jul 24, 2024 |
| Stifel Nicolaus | Nathan Jones | $100 | $81.76 | +52.4% | Jul 18, 2024 |
| Oppenheimer | Bryan Blair | $92 | $80.05 | +40.2% | Jul 16, 2024 |
| Robert W. Baird | Michael Halloran | $85 | $80 | +29.5% | Jun 25, 2024 |
| RBC Capital | Deane Dray | $99 | $80 | +50.9% | Jun 25, 2024 |
| Stifel Nicolaus | Nathan Jones | $94 | $79.2 | +43.3% | Apr 23, 2024 |
| Northcoast Research | Ryan Connors | $100 | $81.1 | +52.4% | Apr 15, 2024 |
| RBC Capital | Deane Dray | $101 | $82.8 | +53.9% | Apr 4, 2024 |
| RBC Capital | Deane Dray | $79 | $71.51 | +20.4% | Jan 11, 2024 |
| KeyBanc | Jeffrey Hammond | $82 | $67.58 | +25.0% | Dec 13, 2023 |
| Loop Capital Markets | Analyst unavailable | $75 | $56.6 | +14.3% | Feb 1, 2023 |
| Citigroup | Analyst unavailable | $65 | $56.44 | -0.9% | Feb 1, 2023 |
| Oppenheimer | Analyst unavailable | $67 | $55.95 | +2.1% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $65 | $55.38 | -0.9% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $56 | $46.22 | -14.7% | Jan 5, 2023 |
| Stifel Nicolaus | Stifel Stifel | $57 | $43.66 | -13.1% | Dec 21, 2022 |
| Citigroup | Analyst unavailable | $54 | $45.07 | -17.7% | Dec 9, 2022 |
| Barclays | Analyst unavailable | $48 | $41.25 | -26.8% | Oct 3, 2022 |
| Stifel Nicolaus | Nathan Jones | $47 | $48.89 | -28.4% | Jul 30, 2022 |
| Morgan Stanley | Analyst unavailable | $41 | $46.37 | -37.5% | Jul 15, 2022 |
| Morgan Stanley | Analyst unavailable | $49 | $49.58 | -25.3% | May 31, 2022 |
| Barclays | Analyst unavailable | $50 | $48.37 | -23.8% | May 24, 2022 |
| Cowen & Co. | Analyst unavailable | $75 | $53.38 | +14.3% | Apr 22, 2022 |
| Morgan Stanley | Analyst unavailable | $50 | $53.39 | -23.8% | Apr 22, 2022 |
| Barclays | Analyst unavailable | $55 | $52.83 | -16.2% | Apr 22, 2022 |
| RBC Capital | Analyst unavailable | $58 | $53.39 | -11.6% | Apr 22, 2022 |
| UBS | Damian Karas | $74 | $76.2 | +12.8% | Sep 23, 2021 |
| Citigroup | Andrew Kaplowitz | $86 | $70.87 | +31.1% | Jul 28, 2021 |
| Boenning & Scattergood | Ryan Connors | $100 | $69.26 | +52.4% | Jul 13, 2021 |
Track every rating change on PNR the moment it posts. Free to start.
Start freeMarket reaction
prior-close to event-session close
Stock move
-10.2%
Event window
SPY move
-0.5%
Same window
Abnormal move
-9.7%
Stock minus SPY
Volume
4.3×
Versus trailing sessions
Subsequent drift
-12.6%
Up to 20 sessions
PNRSPY benchmark
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Try FN2 freeTranscript intelligence
What changed
Q1 delivered record sales above $1 billion with 3% growth and adjusted EPS of $1.22 versus the prior quarter's full-year 2025 record results. Guidance was raised at the low end from $5.25–$5.40 to $5.30–$5.40. The company completed $200 million in share repurchases during the quarter and increased its dividend by 8%. The HydroStop acquisition drove 11% YoY growth in the Flow segment. An executive transition was announced with Jeff Thompson moving into the Investor Relations role replacing Shelly Hubbard.
Guidance delta
Full-year FY2026 adjusted EPS guidance raised at the low end from $5.25–$5.40 to $5.30–$5.40, lifting the midpoint to $5.35. Revenue growth outlook of 3–4% and $70M transformation savings target were reiterated. Prior quarter guidance was the initial FY2026 framework introduced on the Q4 2025 call.
Key takeaways
- Q1 delivered record sales exceeding $1 billion with 3% revenue growth and adjusted EPS of $1.22, up approximately 10% year-over-year, beating consensus on both revenue and EPS.
- Full-year adjusted EPS guidance midpoint raised to $5.35 as the low end increased $0.05 to $5.30–$5.40.
- Share repurchases totaled $200 million in Q1 with continued buybacks planned; dividend increased 8%, reinforcing Dividend King status.
- Management expects flat pool industry volume with pricing offsetting inflation and tariffs projected to be net-neutral for the full year.
- HydroStop acquisition contributed to 11% year-over-year growth in the Flow segment, extending the company's water-infrastructure portfolio.
Management priorities
- Invest in digital and AI-enabled water solutions across all three segments
- Expand pool automation platform with new product launches planned for 2027
- Develop purification and membrane technologies for the water quality management business
- Continue disciplined capital deployment through share repurchases and selective bolt-on acquisitions
- Execute the 80/20 portfolio shaping strategy focused on QuadOne top-customer growth
Related earnings events
IndustrialsALLE · FY2026 Q2 · Calendar Q3 2026Allegion Beats on Q2 Revenue and EPS, Raises Full-Year Outlook as Americas Demand AcceleratesROL · FY2026 Q2 · Calendar Q3 2026Rollins Q2 2026: Revenue Misses as Digital Lead Slowdown Hits OrkinLUV · FY2026 Q2 · Calendar Q3 2026Southwest Airlines Q2 2026: EPS Beats by 84%, Unit Revenue Up 20%, Guidance Cut on Fuel
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 · 2026-07-31T18:41:21.234926+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-31T18:41:21.232223+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 . For educational purposes only; not investment advice.