The earnings call highlighted stable sales growth and strong performance in certain regions and segments like digital platforms and franchises. However, challenges in new pool construction, particularly in Texas and California, and pricing pressures in chemicals weighed on the results, alongside a lowered EPS guidance reflecting economic uncertainties. Overall, the sentiment is mixed with a balanced outlook.

Company Guidance

During the Pool Corporation's second-quarter 2025 conference call, the company reported $1.8 billion in net sales, marking a 1% increase over the previous year. Gross margins remained stable at 30%, and operating margins were also steady. Regionally, sales growth varied, with Florida and Arizona experiencing a 2% increase, while Texas and California saw declines of 2% and 3%, respectively. In Europe, sales increased by 2% in local currency and 7% in U.S. dollars. The company highlighted strong performance in maintenance products, particularly private label chemical products, and an improvement in building material sales, which declined by only 1%. The company also reported a 5% increase in commercial sales. Looking ahead, Pool Corporation updated its diluted earnings per share guidance to a range of $10.80 to $11.30 for the year, citing concerns over macroeconomic conditions and interest rates impacting new pool construction and renovation projects.

Positive Sales Growth and Stable Margins

The company reported $1.8 billion in net sales for the second quarter, up 1%, with stable gross margins at 30%. This reflects the team's efforts in strategic areas of the business.

Regional Performance in Florida and Arizona

Florida and Arizona outperformed national averages with 2% sales growth, fueled by population growth and favorable weather patterns.

European Market Growth

Net sales in Europe increased by 2% in local currency and 7% in U.S. dollars, with growth in most European economies.

Digital Platform Expansion

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

Pinch A Penny Franchise Growth

The Pinch A Penny network added 5 new stores, increasing locations to 302. Sales increased by 1% for the quarter.

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

Daily Earnings Calendar >

POOL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 16, 2025	2025 (Q3)	3.39 / -	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	$315.65	$325.11	+3.00%
Apr 24, 2025	$306.89	$286.44	-6.66%
Feb 20, 2025	$337.03	$340.44	+1.01%
Oct 24, 2024	$345.56	$371.82	+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.