)
PoolCorp (POOL) investor relations material
PoolCorp Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 net sales rose 4% to $1,505.0M, supported by 3% pricing, maintenance demand and building-materials growth; operating income and net income each declined 3%.
Priorities include sales excellence, pricing and supply-chain discipline, operational execution and selective programmatic M&A.
Financial highlights
Gross profit increased 2% to $436.3M; gross margin fell 60 bps to 29.0%.
Operating income declined 3% to $172.2M from $178.0M; operating margin fell 90 bps to 11.4% from 12.3%.
Net income was $123.0M versus $127.0M; diluted EPS was $3.40 in both periods, while adjusted diluted EPS was $3.40 versus $3.39.
Nine-month sales rose 4% to $4.466B; net income declined 3% to $364.4M, and adjusted diluted EPS rose 4% to $10.21 from $9.86.
Q3 adjusted EBITDA was $190.5M versus $194.7M; nine-month adjusted EBITDA was $586.7M versus $582.2M.
Outlook and guidance
FY 2026 sales growth guidance is 3%–4%, including a 3% pricing contribution; maintenance is expected to show slight growth.
Diluted EPS guidance is $10.66–$10.96; adjusted diluted EPS guidance is $10.87–$11.17, including $0.02 per share of YTD ASU 2016-09 tax benefits.
FY gross margin is projected 30–50 bps below FY 2025; pricing, supply-chain management and private-label growth are expected to partly offset freight and mix headwinds.
Adjusted operating expenses are expected to grow slightly slower than sales; full-year interest expense is expected near $50M and the adjusted tax rate near 25%.
New construction is expected slightly down, with renovation and remodel flat to slightly up; capital expenditures are projected at 1.0%–1.5% of net sales.
- Q2 sales up 2%, adjusted EPS up 4%, gross margin down 30 bps, guidance reaffirmed.POOL
Q2 2026 - Resilient maintenance revenue and operational discipline drive growth and sustained leadership.POOL
Investor presentation - All agenda items, including director elections and auditor retention, were approved.POOL
AGM 2026 - Q1 net sales up 6%, operating income up 7%, EPS up 2%, and guidance reaffirmed.POOL
Q1 2026 - Director elections, auditor ratification, and say-on-pay headline a governance-focused proxy.POOL
Proxy filing - 2025 sales steady at $5.3B, margins up, EPS $10.85; 2026 EPS guidance $10.85–$11.15.POOL
Q4 2025 - Q2 2025 delivered 1% sales growth, 4% EPS increase, and stable margins, with flat full-year outlook.POOL
Q2 2025 - Q2 sales fell 5% to $1.8B, net income down 17%, but annual EPS guidance is maintained.POOL
Q2 2024 - Q1 2025 sales and earnings fell, but guidance and capital returns remain strong.POOL
Q1 2025
Next PoolCorp earnings date
Next PoolCorp earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
Frequently asked questions
Pool Equipment Wholesaler
Pool Corporation, oftentimes referred to as POOLCORP is an American company with g, and as suggested by the name, and as suggested by the name, it is focused on selling swimming pool supplies, equipment, and related outdoor living products. The company’s portfolio includes a comprehensive range of products for swimming pool construction, maintenance, and repair. This includes a diverse assortment of pool equipment, chemicals, replacement parts, and accessories, as well as irrigation and landscape products. The company is headquartered in Covington, Louisiana, and its shares are traded on the NYSE.
Early Days and Expansion
POOLCORP was founded by Frank J. St. Romain in 1981 as South Central Pool Supply and started as a regional swimming pool supply distributor. The initial form of the company slowly grew in the local area and in 1993, the company underwent a significant transformation when it was acquired by a group of investors. This period marked the beginning of a series of acquisitions that expanded POOLCORP's footprint beyond its regional beginnings. By acquiring smaller distributors and integrating them into its network, POOLCORP was able to quickly scale its operations. By the early 2000s, it had become the largest wholesale distributor of swimming pool supplies, equipment, and related leisure products in the world.
Pools, Pools, Pools
POOLCORP primarily operates as a wholesale distributor rather than a manufacturer, specializing in a wide array of products for swimming pools and related outdoor living areas. Its extensive product range includes swimming pool equipment like pumps, filters, and heaters, as well as maintenance supplies such as cleaning chemicals, tools, and replacement parts. It also offers a variety of pool construction and refurbishment materials, encompassing everything from tiles and lighting to decorative features. In addition to pool-specific products, POOLCORP’s inventory extends to outdoor living products, including patio furniture, grills, and outdoor kitchen components. While Pool Corp is one of the most recognizable companies in the space, other public companies with a similar focus are Leslie’s and Hayward.
The Clients
POOLCORP operates through a vast network of sales centers across North America, Europe, and Australia, serving a broad clientele that includes swimming pool builders, independent retailers, maintenance businesses, and private individuals who own a pool.
)