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Pool ( (POOL) ) has provided an update.
On February 19, 2026, Pool Corporation reported that 2025 net sales were stable at $5.3 billion, with steady non‑discretionary demand and improving discretionary product trends in the second half of the year. Gross margin held at 29.7% but effectively improved by 20 basis points excluding a prior-year tariff reversal, while operating income fell 6% and net income declined to $406.4 million as higher technology, network expansion and wage costs weighed on profitability.
Earnings per diluted share slipped 4% to $10.85 for 2025, or $10.73 excluding tax benefits under ASU 2016‑09, reflecting modest margin gains offset by rising operating expenses. The company increased inventory 13% to $1.5 billion and total debt to $1.2 billion, largely to support price-driven purchasing, working capital and $341.1 million of share repurchases, and it issued 2026 EPS guidance of $10.85 to $11.15, signaling expectations for modest sales growth and improved earnings amid continued investment in its sales center network and digital platforms.
In the fourth quarter of 2025, net sales dipped 1% to $982.2 million, but gross margin improved 70 basis points to 30.1%, helped by pricing and supply chain discipline. However, operating expenses rose 6% due to higher employee and facility costs and technology spending, driving a 14% drop in operating income to $52.0 million and a 13% decline in diluted EPS to $0.85, underscoring near-term cost pressures even as Pool Corp seeks to reinforce its industry-leading position.
The most recent analyst rating on (POOL) stock is a Hold with a $275.00 price target. To see the full list of analyst forecasts on Pool stock, see the POOL Stock Forecast page.
Spark’s Take on POOL Stock
According to Spark, TipRanks’ AI Analyst, POOL is a Neutral.
The score is primarily driven by solid financial stability improvements and strong trailing revenue growth, tempered by margin compression and weakening free-cash-flow growth. Technically, the stock remains in a longer-term downtrend with negative MACD, while valuation is reasonable and the latest earnings call maintained guidance but noted meaningful regional and macro headwinds.
To see Spark’s full report on POOL stock, click here.
More about Pool
Pool Corporation is the world’s largest wholesale distributor of swimming pool and related backyard products, supplying more than 200,000 items ranging from maintenance supplies to building materials. As of December 31, 2025, the company operated 456 sales centers across North America, Europe and Australia, serving roughly 125,000 wholesale customers in the outdoor living market.
Average Trading Volume: 766,510
Technical Sentiment Signal: Sell
Current Market Cap: $9.52B
See more data about POOL stock on TipRanks’ Stock Analysis page.