Pool Corporation Q4 Sales Flat at $982M as Shares Drop 37.5%
Pool Corporation reported Q4 2025 sales of $982 million, down 1% year-over-year, while its shares fell 15.95% month-over-month and 37.52% over 52 weeks to $217.26 per share. An investor letter noted stabilizing new pool construction and pricing tailwinds, suggesting margins have reached a trough ahead of market normalization.
1. Q4 Sales and Stock Performance
Pool Corporation reported total sales of $982 million in Q4 2025, a 1% year-over-year decline. Its share price dropped 15.95% over the prior month and 37.52% year-over-year, closing at $217.26.
2. Investor Letter Commentary
An investor letter for The London Company Mid Cap Strategy described the earnings update as uneventful with staple guidance and noted that cautious discretionary spending weighed on shares. It highlighted stabilizing new pool construction and pricing tailwinds, indicating margins may have bottomed ahead of end-market recovery.
3. Hedge Fund Positioning
At the end of Q4 2025, 45 hedge funds held positions in Pool Corporation, up from 41 in the previous quarter, reflecting growing institutional interest despite share underperformance. The company’s market capitalization stood at $8.108 billion.