Pool Corporation · POOL · Next earnings

Pool Corporation reports Thursday, Oct 22, 2026

POOL reports before market open with consensus EPS at $3.36 and revenue at $1.48B. Last quarter: Pool Corp Q2: Maintenance Demand Holds, Freight Costs Weigh on Margins

Reports Before market open32 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $3.36 Calendar consensus
Consensus revenue $1.48B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session Before market open 32 days away

Where POOL left off: FY2026 Q2

Full report

Pool Corp Q2: Maintenance Demand Holds, Freight Costs Weigh on Margins

EPS surprise +0.9% Reported $5.38 vs $5.33
Revenue surprise +0.3% Reported $1.82B vs $1.82B
Stock move -6.6% Event window
Subsequent drift +1.3% Up to 20 sessions

Full-year adjusted diluted EPS guidance of $10.87 to $11.17 was maintained on an adjusted basis, consistent with the prior quarter's stance. The reported EPS range was narrowed by $0.21 to account for a CEO transition charge. Management did not raise or lower the adjusted range despite margin pressure, signaling confidence in second-half cost mitigation and seasonal demand recovery.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher inbound freight and transportation costs pressuring gross margins.
  • Soft new-construction permits and discretionary spending limiting volume growth.
  • Adverse large-customer mix reducing overall profitability.
  • Continued weakness in the Horizon irrigation segment under new leadership.
  • Potential inability to fully pass freight cost increases through to customers.

Questions analysts left open

  • M&A target criteria and timing for potential tuck-in acquisitions.
  • Details on operational execution changes including Salesforce and branch economics.
  • Extent and timing of freight-cost mitigation efforts.
  • Horizon irrigation segment performance outlook under new leadership.
  • Pricing strategy and its ability to protect margins without losing volume.

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Recent POOL quarters

All POOL earnings
-6.6%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.