Pool Q4 revenue and EPS miss analyst expectations

Pool

19/02/2026 12:07

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$982.20 mln
$999.13 mln (14 Analysts)
Q4 Adjusted EPS
Miss
$0.84
$0.98 (13 Analysts)
Q4 EPS
$0.85


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.)