Pool Corp's Q3 revenue rises 4%, beats estimates on higher prices, maintenance activity

Pool

22/10/2026 12:08

Overview
US pool supplies distributor's Q3 net sales rose 4%, beating analyst expectations
Adjusted diluted EPS for Q3 was flat yr/yr at $3.40
Company confirmed full-year adjusted EPS guidance

Outlook
Pool confirms 2026 full-year adjusted diluted EPS guidance of $10.87 to $11.17
Company maintains 2026 full-year diluted EPS guidance of $10.66 to $10.96

Result Drivers
PRICE AND MAINTENANCE - Co said Q3 sales growth was driven by higher prices, solid maintenance activity and improved building materials sales
FREIGHT COSTS AND MIX - Co attributed lower gross margin to higher inbound freight costs and changes in customer mix
OPERATING EXPENSES - Higher operating expenses were due to increased performance-based compensation, employee insurance and outside fees

Company press release: ID:nGNX7gkLQ1

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.5 bln
$1.47 bln (15 Analysts)
Q3 EPS
 
$3.40
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 11 "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 Corporation is $196.81, about 14.1% above its October 21 closing price of $172.44
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 19 three months ago

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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.)