Analyst Consensus ?
ConsensusBuy20 ratings
Bullish1155.0%
Neutral840.0%
Bearish15.0%
Pool Corporation · POOL · FY2025 Q4 · Calendar Q1 2026
POOL: Maintenance demand holds up, but earnings miss estimates
The quarter supports a mixed operating picture: resilient maintenance demand, improving gross margin and growing digital adoption provide support, while flat revenue, estimate misses and continued weakness in new-pool construction temper the outlook.
Reported Before market openNASDAQIndustrials
$5.92B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.84
Consensus $0.99
EPS surprise
-15.2%
Reported versus consensus
Reported revenue
$982.2M
Consensus $999.3M
Revenue surprise
-1.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-14.5%
Event window
SPY move
-0.3%
Same window
Abnormal move
-14.2%
Stock minus SPY
Volume
5.0×
Versus trailing sessions
Subsequent drift
-6.4%
Up to 20 sessions
POOLSPY benchmark
Ask FN2 about POOL FY2025 Q4
Transcript, numbers and history already loaded
Why did POOL fall 14.5% after missing EPS estimates in FY2025 Q4?What changed in POOL's guidance and outlook in FY2025 Q4?Give me the bull and bear case for POOL after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis shows flat revenue with maintenance demand offsetting weaker new-pool builds, while POOL360 digital sales reached a record 13.5% of Q4 revenue. Management maintained 2026 guidance and plans to continue selective expansion and acquisitions.
Guidance delta
Management maintained 2026 low-single-digit revenue growth guidance and EPS guidance of $10.85-$11.15.
Key takeaways
- Revenue was flat year over year as resilient maintenance spending offset weaker new-pool construction.
- Gross margin improved year over year and quarter over quarter.
- POOL360 digital sales reached 13.5% of Q4 revenue, up from 12.5% a year earlier.
- Management maintained its 2026 outlook and cited disciplined capital allocation.
- Reported EPS and revenue were below the supplied consensus estimates.
Management priorities
- Scale POOL360 and the Prozone showroom program
- Expand private-label and exclusive brands
- Open 5-8 new sales centers in 2026
- Pursue $25-$50 million of acquisitions
- Invest in employee rewards and technology upgrades
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$161.87Current
$185Low
$272.67Average
$460High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 30, 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 |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 11, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Aug 20, 2026 |
| Stifel | Hold | Hold | Maintain | Jul 24, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 24, 2026 |
| B of A Securities | Underperform | Underperform | Maintain | Jul 20, 2026 |
| Baird | Outperform | Outperform | Maintain | Feb 20, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Jan 13, 2026 |
| CFRA | Buy | Hold | Upgrade | Dec 23, 2025 |
| William Blair | Market Perform | Outperform | Downgrade | Oct 15, 2025 |
| Loop Capital | Hold | Hold | Maintain | Oct 25, 2024 |
| Deutsche Bank | Hold | Buy | Downgrade | Dec 8, 2023 |
| Jefferies | Hold | Hold | Maintain | Feb 13, 2023 |
| Keybanc | Overweight | Overweight | Maintain | Jan 25, 2023 |
| Longbow Research | Buy | Neutral | Upgrade | Apr 19, 2022 |
| Sidoti & Co. | Neutral | Neutral | Maintain | Oct 8, 2020 |
| Johnson Rice | Buy | Accumulate | Maintain | Jul 24, 2017 |
| Wunderlich Securities | Buy | Buy | Maintain | Feb 14, 2014 |
| Wunderlich | Buy | Buy | Maintain | Feb 14, 2014 |
| Wedbush | Neutral | Neutral | Maintain | Jul 17, 2012 |
| Morgan Keegan | Outperform | Outperform | Maintain | Feb 17, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $161.87. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Sam Reid | $185 | $175.76 | +14.3% | Sep 11, 2026 |
| D.A. Davidson | Garik Shmois | $210 | $188.24 | +29.7% | Aug 24, 2026 |
| Deutsche Bank | Analyst unavailable | $185 | $181.14 | +14.3% | Jul 24, 2026 |
| Oppenheimer | Analyst unavailable | $227 | $183.14 | +40.2% | Jul 24, 2026 |
| Stifel Nicolaus | Analyst unavailable | $189 | $183.33 | +16.8% | Jul 24, 2026 |
| Robert W. Baird | Analyst unavailable | $260 | $183.33 | +60.6% | Jul 24, 2026 |
| Stephens | Trey Grooms | $225 | $183.33 | +39.0% | Jul 24, 2026 |
| Stifel Nicolaus | Andrew Carter | $235 | $219.47 | +45.2% | Jul 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $210 | $187.77 | +29.7% | May 11, 2026 |
| Stifel Nicolaus | Analyst unavailable | $240 | $229.14 | +48.3% | Apr 24, 2026 |
| Oppenheimer | Scott Schneeberger | $280 | $219.04 | +73.0% | Feb 24, 2026 |
| Stifel Nicolaus | Andrew Carter | $232 | $221.62 | +43.3% | Feb 23, 2026 |
| Deutsche Bank | Analyst unavailable | $246 | $218.36 | +52.0% | Feb 20, 2026 |
| Robert W. Baird | David Manthey | $300 | $218.36 | +85.3% | Feb 20, 2026 |
| Wells Fargo | Sam Reid | $275 | $267.33 | +69.9% | Feb 11, 2026 |
| Goldman Sachs | Analyst unavailable | $310 | $258.46 | +91.5% | Jan 13, 2026 |
| Robert W. Baird | Analyst unavailable | $320 | $252.28 | +97.7% | Jan 12, 2026 |
| CFRA | Analyst unavailable | $304 | $232.3 | +87.8% | Dec 22, 2025 |
| Wells Fargo | Sam Reid | $250 | $240.24 | +54.4% | Dec 15, 2025 |
| Robert W. Baird | David Manthey | $345 | $300.01 | +113.1% | Oct 24, 2025 |
| Goldman Sachs | Analyst unavailable | $360 | $300.31 | +122.4% | Oct 23, 2025 |
| Stifel Nicolaus | Andrew Carter | $300 | $291.59 | +85.3% | Apr 25, 2025 |
| Wells Fargo | Sam Reid | $300 | $291.59 | +85.3% | Apr 25, 2025 |
| Oppenheimer | Scott Schneeberger | $386 | $370.86 | +138.5% | Oct 28, 2024 |
| Stifel Nicolaus | Andrew Carter | $335 | $377.33 | +107.0% | Oct 24, 2024 |
| Goldman Sachs | Susan Maklari | $415 | $377.33 | +156.4% | Oct 24, 2024 |
| Stephens | Trey Grooms | $400 | $377.33 | +147.1% | Oct 24, 2024 |
| Robert W. Baird | David Manthey | $408 | $364.68 | +152.1% | Oct 16, 2024 |
| Stifel Nicolaus | Andrew Carter | $310 | $336.43 | +91.5% | Jul 18, 2024 |
| Oppenheimer | Scott Schneeberger | $356 | $310.74 | +119.9% | Jun 25, 2024 |
| Loop Capital Markets | Garik Shmois | $305 | $337.91 | +88.4% | Jun 25, 2024 |
| Robert W. Baird | David Manthey | $305 | $337.91 | +88.4% | Jun 25, 2024 |
| Stephens | Trey Grooms | $350 | $337.91 | +116.2% | Jun 25, 2024 |
| Robert W. Baird | David Manthey | $380 | $357.65 | +134.8% | May 29, 2024 |
| Oppenheimer | Scott Schneeberger | $436 | $414.62 | +169.4% | Mar 28, 2024 |
| Stephens | Trey Grooms | $340 | $299.2 | +110.0% | Oct 19, 2022 |
| Stephens | Analyst unavailable | $460 | $426.54 | +184.2% | Apr 27, 2022 |
| Loop Capital Markets | Garik Shmois | $465 | $427.19 | +187.3% | Apr 22, 2022 |
Track every rating change on POOL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationPool Corporation, established in 1993 and based in Covington, Louisiana, serves as a leading wholesale distributor of swimming pool essentials, outdoor living accessories, and related recreational merchandise. Operating extensively across the United States and globally, the company supported its diverse clientele through 410 sales centers spanning North America, Europe, and Australia as of March 2022. Its comprehensive product portfolio encompasses a broad array of upkeep items like chemicals, general provisions, and pool accouterments; components for servicing and replacing critical pool machinery such as purification systems, heating units, circulation pumps, and lighting fixtures; and structural elements including complete fiberglass pools, luxury spas, and comprehensive pre-packaged pool kits designed for both subterranean and elevated installations, encompassing structural walls, liners, support braces, and coping. Furthermore, Pool Corp.…
Historical context
All POOL earningsIndustrials peers this season
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Latest beats and misses
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Get the POOL 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 · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-09-30T19:26:06.676906+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-30T19:26:06.672793+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 2026-09-30. For educational purposes only; not investment advice.