Pentair Q4 Earnings Exceed Expectations with Strong Growth
Pentair PLC's stock fell 5.03% as it hit a 5-day low amid broader market gains, with the Nasdaq-100 up 0.38% and the S&P 500 up 0.18%.
The company's Q4 earnings report revealed a non-GAAP EPS of $1.18, exceeding expectations by $0.02, and a revenue of $1.02 billion, surpassing market expectations by $10 million. Additionally, Pentair projected its 2026 GAAP EPS guidance between $4.94 and $5.09, reflecting confidence in future growth. The announcement of an 8% increase in its quarterly dividend and a $1 billion share buyback program further demonstrates its commitment to enhancing shareholder value.
Despite the strong earnings performance and optimistic outlook, the stock's decline may be attributed to sector rotation, as investors shift focus to other opportunities in the market.
Trade with 70% Backtested Accuracy
Analyst Views on PNR
About PNR
About the author

- Valmont Dividend Increase: Valmont Industries has approved a 13% increase in its quarterly cash dividend to $0.77 per share, payable on April 15, 2026, reflecting the company's confidence in future cash flows and enhancing shareholder returns.
- Pentair's Milestone: Pentair announced a quarterly cash dividend of $0.27 per share to be paid on May 1, 2026, marking the 50th consecutive year of dividend increases, showcasing the company's stable profitability and commitment to shareholders.
- Graham Holdings Dividend Declaration: Graham Holdings declared a quarterly dividend of $1.88 per share, payable on May 7, 2026, further solidifying its ongoing performance in shareholder returns and reflecting the company's robust financial health.
- United Bankshares Consistency: United Bankshares announced a first-quarter 2026 dividend of $0.38 per share, marking its 52nd consecutive year of dividend increases, demonstrating its solid position in the banking sector and long-term commitment to shareholders.
- Dividend Announcement: Pentair plc has declared a quarterly cash dividend of $0.27 per share payable on May 1, 2026, to shareholders of record as of April 17, 2026, reflecting the company's ongoing financial health and commitment to its shareholders.
- Milestone in Dividend Growth: This dividend payment marks the 50th consecutive year of increases, showcasing Pentair's exceptional performance in maintaining stable profits and cash flow management, which bolsters investor confidence.
- Financial Performance Overview: Pentair reported approximately $4.2 billion in revenue for 2025, indicating its strong position in the global water solutions market while also highlighting its contributions to sustainability.
- Global Business Presence: With around 9,000 employees serving customers in over 150 countries, Pentair demonstrates its global operational capabilities and commitment to improving lives and the environment.
- Sales Performance Decline: Pentair reported fourth-quarter sales of $1.021 billion, a 5% increase that slightly surpassed analysts' expectations of $1.007 billion; however, a 10% decline in the Water Solutions segment raised investor concerns, leading to an 11% drop in stock price.
- Profitability Fluctuations: While adjusted earnings per share reached $1.18, exceeding Wall Street's forecast of $1.16, net income fell to approximately $161 million, below the consensus estimate of $1.09, indicating pressure on profitability.
- Restructuring Plans Impact: Pentair announced changes to its executive structure aimed at better aligning its residential flow and water solutions businesses, signaling ongoing restructuring pressures in parts of its residential portfolio, which may affect future business performance.
- Cautious Future Outlook: Pentair provided 2026 GAAP earnings guidance of about $4.94 to $5.09 per share and adjusted earnings guidance of roughly $5.25 to $5.40 per share, with full-year sales growth expected at 3% to 4%, although some investors viewed this forecast as overly conservative, potentially impacting market confidence.
- Sales Growth Highlights: Pentair achieved a 5% sales growth in Q4 2025, with the Flow segment up 9% and Pool segment up 11%, demonstrating strong performance across multiple segments and enhancing its market competitiveness.
- Strong Financial Performance: Adjusted operating profit increased by 9% to $252 million, with a return on sales of 24.7%, indicating significant progress in cost control and efficiency improvements, further solidifying its profitability.
- Strategic Restructuring Plan: Pentair announced the merger of its Flow residential business with the Water Solutions business, effective Q1 2026, aimed at achieving regional sales and G&A synergies, creating organic and inorganic growth opportunities, and enhancing long-term competitiveness.
- Optimistic Future Outlook: The company expects adjusted EPS for 2026 to be between $5.25 and $5.40, with sales growth projected at approximately 3% to 4%, reflecting management's confidence in future market demand while considering potential impacts from inflation and tariffs.
- Strong Earnings Performance: Pentair reported a Q4 non-GAAP EPS of $1.18, beating expectations by $0.02, which demonstrates the company's ongoing enhancement in profitability and further solidifies investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $1.02 billion, reflecting a 4.8% year-over-year increase and exceeding market expectations by $10 million, indicating Pentair's strong performance amid recovering market demand, driving overall performance improvements.
- Optimistic Future Outlook: Pentair projects its 2026 GAAP EPS guidance to be between $4.94 and $5.09, with adjusted EPS guidance of approximately $5.25 to $5.40, aligning with the market consensus of $5.37, reflecting the company's confidence in future growth.
- Increased Shareholder Returns: Pentair announced an 8% increase in its quarterly dividend and authorized a $1 billion share buyback program, demonstrating the company's commitment to shareholders and proactive strategies in capital management aimed at enhancing shareholder value.
- Earnings Announcement: Pentair (PNR) is set to release its Q4 2023 earnings report on February 3rd before market open, with consensus EPS estimates at $1.16, reflecting a 7.4% year-over-year increase, indicating sustained profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $1.01 billion, representing a 3.8% year-over-year growth, which highlights Pentair's positive performance in market demand recovery and product sales growth, potentially solidifying its market position.
- Historical Performance: Over the past two years, Pentair has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, demonstrating financial stability and reliability, which enhances investor confidence.
- Estimate Revisions: In the last three months, EPS estimates have seen three upward revisions and one downward revision, while revenue estimates have also experienced three upward revisions and one downward revision, indicating some divergence in analysts' outlooks on Pentair's future performance, but with an overall positive trend.









