POOL
FY2026 Q2 · Calendar Q3 2026
Pool Corporation
Pool Corp delivered a modest Q2 beat with EPS of $5.38 versus $5.33 consensus and revenue of $1.82B versus $1.82B consensus, but the stock sold off sharply (-6.6% market-adjusted) as gross margin compressed 30 bps year-over-year due to inbound freight costs and unfavorable large-customer mix. Sales growth decelerated to 2% from Q1's 6% pace. Management maintained its full-year adjusted EPS guidance of $10.87 to $11.17, narrowing the reported range by a $0.21 CEO transition charge. The durable recurring-revenue base from 5.5 million installed pools remains the core thesis, with European sales growing double digits and POOL360 digital adoption reaching a record 18% of total sales. The key tension is between the resilient maintenance-driven demand floor and mounting cost pressures squeezing margins even as top-line growth slows. The expanded $600 million buyback authorization signals…
EPS surprise+0.9%
Market move-6.6%
