The earnings call reflected a balanced view with both positive and negative aspects. While there was commendable growth in maintenance products and certain regional markets, challenges persist in new pool construction and larger renovation projects. The company showed resilience in maintaining stable gross margins and expanding digital platform adoption. However, the lowered EPS guidance and regional sales declines indicate ongoing market pressures.

Company Guidance -

Q3 2025

During the Pool Corporation Second Quarter 2025 Conference Call, the company reported net sales of $1.8 billion, marking a 1% increase from the previous year. The company maintained a stable gross margin of 30%, consistent with the same period last year. Regionally, sales growth of 2% was highlighted in Florida and Arizona, while Texas and California saw sales declines of 2% and 3%, respectively. In Europe, net sales increased by 2% in local currency and 7% in U.S. dollars. The company also updated its diluted earnings per share guidance for the year to a range of $10.80 to $11.30. Despite challenges, the company demonstrated strong performance in maintenance products and private label chemical sales, while construction-related sales saw improving trends. The POOL360 platform's transactions now account for 17% of net sales, up from 14.5% last year.

Positive Sales Growth

POOLCORP reported $1.8 billion in net sales for Q2 2025, up 1% from the previous year, indicating solid execution in strategic areas.

Strong Performance in Maintenance Products

Maintenance products, including private label chemical products, performed well, reflecting strong growth.

Regional Growth in Florida and Arizona

Florida and Arizona each delivered solid 2% sales growth for the quarter, driven by ongoing population growth and favorable weather patterns.

European Market Performance

Net sales in Europe increased 2% in local currency and 7% in U.S. dollars, showing positive trends in most European economies.

Gross Margin Stability

The business maintained a solid 30% gross margin for the quarter, consistent with the same period last year.

Digital Innovation and Platform Adoption

POOL360 platform transactions now represent 17% of net sales, up from 14.5% last year, reflecting strong customer adoption.

Pool (POOL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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POOL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 16, 2025	2025 (Q3)	3.41 / -	3.26	―	―	―
Jul 24, 2025	2025 (Q2)	5.08 / 5.17	4.98	3.82% (+0.19)
Apr 24, 2025	2025 (Q1)	1.46 / 1.32	1.85	-28.65% (-0.53)
Feb 20, 2025	2024 (Q4)	0.91 / 0.97	1.3	-25.38% (-0.33)
Oct 24, 2024	2024 (Q3)	3.16 / 3.26	3.5	-6.86% (-0.24)
Jul 25, 2024	2024 (Q2)	4.91 / 4.98	5.89	-15.45% (-0.91)
Apr 25, 2024	2024 (Q1)	1.87 / 1.85	2.46	-24.80% (-0.61)
Feb 22, 2024	2023 (Q4)	1.27 / 1.30	1.79	-27.37% (-0.49)	―
Oct 19, 2023	2023 (Q3)	3.50 / 3.50	4.76	-26.47% (-1.26)
Jul 20, 2023	2023 (Q2)	6.11 / 5.89	7.59	-22.40% (-1.70)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

POOL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$316.85	$326.34	+3.00%
Apr 24, 2025	$308.06	$287.53	-6.66%
Feb 20, 2025	$338.30	$341.73	+1.01%
Oct 24, 2024	$346.87	$373.23	+7.60%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.