Pool confirms 2026 diluted EPS guidance of $10.66 to $10.96
Company maintains prior 2026 adjusted EPS guidance of $10.87 to $11.17
Pool says its distribution network and supplier relationships position it well for the rest of 2026
Overview
US pool supplies distributor's Q2 revenue rose 2%
Adjusted EPS for Q2 increased 4%, beating analyst expectations
Company cites steady maintenance demand and improved building materials sales amid muted discretionary market
Key details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Meet
$1.82 bln
$1.82 bln (14 Analysts)
Q2 Adjusted EPS
Beat
$5.38
$5.32 (13 Analysts)
Q2 EPS
$5.17
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 $250.00, about 27.4% above its July 22 closing price of $196.19
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 18 three months ago
Maintenance demand - Company said steady maintenance activity from its installed base supported Q2 sales
Building materials - Improved building materials sales contributed to sales growth, despite muted discretionary spending
Gross margin pressure - Gross margin declined due to elevated inbound freight costs and changes in customer mix, partially offset by supply chain initiatives
POOL•
