Overview

• Swimming pool distributor's Q4 revenue missed analyst expectations

• Adjusted EPS for Q4 missed analyst expectations

• Company maintained disciplined cost management amid consumer pressures

Outlook

• Pool expects 2026 diluted EPS of $10.85 - $11.15, excluding certain tax benefits

• Company focuses on sustainable growth through innovation and disciplined execution

Result Drivers

• STABLE SALES - Co reported stable sales in maintenance products and growth in building materials in the latter half of 2025

• GROSS MARGIN IMPROVEMENT - Co's gross margin improved due to price increases and disciplined supply chain management

• DISCRETIONARY PRODUCT TRENDS - Co noted improved sales trends for discretionary products in the second half of the year

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the recreational products peer group is "buy."

• Wall Street's median 12-month price target for Pool Corp is $300.00, about 17.5% above its February 18 closing price of $255.33

• The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nGNXc5wnn7

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)