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Earnings Data
Report Date
Jul 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
5.35Last Year’s EPS
5.17Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a constructive start to the 2026 season with solid top-line growth (6%), operating income expansion (7%), EPS growth and confirmation of full-year guidance. Key strategic initiatives—private label, POOL360, selective sales center expansion and share repurchases—are delivering and management emphasized disciplined capital allocation. Headwinds include a modest gross margin compression (~20 bps) driven by mix and early-buy activity, a sizable seasonal inventory build (+14%), and measured consumer discretionary demand with isolated regional softness (Horizon -2%, Florida -1%). On balance, the operational and strategic positives (broad-based product growth, digital penetration, geographic strength, EPS up excl. ASU) outweigh the manageable near-term financial and working capital pressures.Company Guidance
Top-Line and Operating Performance
Net sales increased 6% year-over-year in Q1; operating income grew 7% and operating margin expanded by 10 basis points, demonstrating profitable revenue growth early in the season.
Earnings Per Share Growth
Diluted EPS was $1.45, up $0.03 versus prior year. Excluding ASU impacts (current quarter $0.02 vs prior year $0.10), adjusted diluted EPS rose $0.11, an 8% increase year-over-year.
Product Category Strength
Broad-based product growth: Chemicals +8% (strong volume and private label traction), Equipment +7% (price and volume), Building Materials +5%; Commercial was flat.
Geographic and Channel Wins
Strong regional performance in high-value markets: California +10% and Texas +7%; Europe grew 5% in local currency. Independent retail sales to customers grew 3% and Pinch A Penny franchisee end-customer sales grew 4% with seven new franchise openings.
Digital and Strategic Investments Paying Off
POOL360 penetration rose to 13% of net sales (from 12.5% a year ago) and management highlighted continued progress on digital engagement, distribution leverage and private label expansion as structural differentiators.
Capital Allocation and Balance Sheet Discipline
Repurchased approximately $64 million of shares in the quarter with $271 million remaining under authorization; total debt ~ $1.2 billion with a leverage ratio of 1.7x (within stated range).
Guidance Confirmed
Full-year diluted EPS guidance reaffirmed at $10.87 to $11.17 (includes $0.02 ASU benefit recognized in Q1). Company expects low-single-digit top-line growth on a same selling day basis and gross margin roughly consistent with 2025.
POOL Earnings History
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 |
|---|---|---|---|
Apr 23, 2026 | $232.48 | $226.98 | -2.37% |
Feb 19, 2026 | $251.94 | $215.46 | -14.48% |
Oct 23, 2025 | $292.19 | $294.86 | +0.91% |
Jul 24, 2025 | $309.92 | $319.21 | +3.00% |
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.
FAQ
When does Pool Corporation (POOL) report earnings?
Pool Corporation (POOL) is schdueled to report earning on Jul 16, 2026, Before Open (Confirmed).
What is Pool Corporation (POOL) earnings time?
Pool Corporation (POOL) earnings time is at Jul 16, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is POOL EPS forecast?
POOL EPS forecast for the fiscal quarter 2026 (Q2) is 5.35.
