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Investor Relations14 Oct 2025
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Pentair (PNR) investor relations material
Pentair Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary11 Sep, 2025
Business overview and segment performance
Operates in three segments: Flow (pumps), Water Solutions (filtration), and Pool (equipment), with a focus on both residential and commercial markets.
Pool business is market leader, with 75% of revenue from five Sun Belt states and a focus on luxury end markets; revenue split: 20% new builds, 20% remodels, 60% break/fix.
Flow segment is $1.6B, diversified across residential, commercial/infrastructure, and industrial, with growth opportunities in data centers and standardized offerings.
Water Solutions includes residential water softeners and commercial filtration/ice equipment.
All segments leverage core technologies in pumps, filtration/separation, and heating/cooling.
Transformation and margin expansion
Transformation program has delivered $190M in savings over two years, focusing on sourcing, pricing, operational efficiency, and OpEx reduction.
80/20 initiative targets complexity reduction by exiting low-value revenue (Quad 4) and over-serving top customers (Quad 1), with most Quad 4 exits completed.
Return on sales (ROS) improved from 17% in 2020 to a targeted 26% by next year, with further efficiency gains expected.
Transformation is still in early stages, with significant opportunity to further reduce costs and complexity.
Savings are being redeployed to sales, marketing, and R&D to drive top-line growth.
Market trends and demand outlook
Residential markets have seen 2-3 years of negative growth due to higher interest rates, but an inflection point is expected as rates stabilize or decline.
Break/fix business provides recurring revenue and resilience during downturns; higher-end customer base less sensitive to interest rates.
Channel partners report price increases are generally accepted, but future increases may be limited; business is returning to historical norms.
Demand elasticity has been low, with price increases not significantly impacting volume; volume guidance has been raised.
Anticipates growth momentum in all segments as macro conditions improve, especially into 2026.
What is the 80/20 program's next growth driver?
Flow business: What are new growth opportunities?
What M&A criteria drive ROIC focus?
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Next Pentair earnings date
Q3 202521 Oct, 2025
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Frequently asked questions
Water Treatment
Pentair is an American company with multinational operations that specializes in water treatment and sustainable solutions. It operates in various sectors, including residential, commercial, industrial, and infrastructure markets, offering a broad range of products and services. These include water filtration systems, pool and spa equipment, pumps, valves, and automation solutions to manage water quality and flow. The company is incorporated in Ireland, has its headquarters and tax residency in the UK, and is listed on the NYSE.
High Altitude Balloons
In 1966, Pentair was established in a suburb of St. Paul, Minnesota, by a group of five friends who set out to build high-altitude balloons, a venture that didn’t quite get the results the founders had envisioned. However, the company rapidly diversified beyond its original scope in search of something more profitable and eventually found itself in the tool industry and with time, water systems and pool equipment. Over time, Pentair narrowed down its operations, eventually concentrating on water treatment and sustainable solutions, partly through acquisitions and partly by conducting spin-offs of various departments.
The Products
Pentair is a global company specializing in water treatment and sustainable solutions. It designs, manufactures, and markets a wide range of products and services aimed at improving the quality, safety, and availability of water. Its portfolio includes water filtration and purification systems, pumps, valves, and controls for residential, commercial, and industrial applications. Pentair also offers solutions for pool and spa management, including equipment for heating, cleaning, and water circulation. Companies offering similar products and services include names such as Danaher, Xylem, and Ecolab.
Sustainability
Pentair's commitment to sustainability is deeply integrated into its business model, particularly in how it addresses water conservation and quality. The company's sustainable water solutions are designed to reduce environmental impact while enhancing water efficiency. A clear of this example is the company’s energy-efficient pool pumps, which are engineered to consume less electricity, thereby reducing carbon footprint. Pentair also invests in advanced water filtration, rainwater harvesting, and desalination technologies, used for purifying and reclaiming water in areas with limited resources.
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