Pool Corporation Q4 2025 Earnings Call Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy POOL?
Source: seekingalpha
- Stable Revenue: Pool Corporation reported full-year revenue of $5.3 billion for 2025, flat year-over-year, while Q4 sales totaled $982 million, down 1% year-over-year, indicating the company's solid market position despite a slowdown in new pool construction.
- Margin Improvement: The gross margin for 2025 reached 29.7%, up 20 basis points from the previous year, with Q4 gross margin at 30.1%, reflecting a 70 basis point improvement, showcasing the company's ongoing efforts in cost control and operational efficiency.
- Shareholder Returns: The company distributed $530 million in cash to shareholders in 2025, including $341 million in share repurchases and a 4% dividend increase, demonstrating a commitment to shareholder value and financial stability.
- Future Outlook: Management projects low single-digit net sales growth for 2026, with new pool construction expected to remain around 60,000 units; however, resilient maintenance revenues and expanded digital capabilities are anticipated to support long-term growth.
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Analyst Views on POOL
Wall Street analysts forecast POOL stock price to rise
10 Analyst Rating
3 Buy
6 Hold
1 Sell
Hold
Current: 255.330
Low
240.00
Averages
304.29
High
360.00
Current: 255.330
Low
240.00
Averages
304.29
High
360.00
About POOL
Pool Corporation is a wholesale distributor of swimming pool supplies, equipment, and related leisure products. The Company also distributes irrigation and landscape products in the United States. The Company operates approximately 448 sales centers in North America, Europe, and Australia through its five distribution networks: SCP Distributors (SCP), Superior Pool Products (Superior), Horizon Distributors (Horizon), National Pool Tile (NPT), and Sun Wholesale Supply (Sun Wholesale). The Company distributes swimming pool supplies, equipment, and related leisure products domestically through its SCP and Superior sales center networks through SCP network. Its Horizon sales centers offer organic fertilizers, organic pesticides, and irrigation and drainage products that reduce water usage and soil erosion. Sun Wholesale distributes swimming pool supplies, equipment, and related leisure products, primarily servicing independently owned and operated Pinch A Penny, Inc. franchise locations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Pool Corporation Q4 2025 Earnings Call Insights
- Stable Revenue: Pool Corporation reported full-year revenue of $5.3 billion for 2025, flat year-over-year, while Q4 sales totaled $982 million, down 1% year-over-year, indicating the company's solid market position despite a slowdown in new pool construction.
- Margin Improvement: The gross margin for 2025 reached 29.7%, up 20 basis points from the previous year, with Q4 gross margin at 30.1%, reflecting a 70 basis point improvement, showcasing the company's ongoing efforts in cost control and operational efficiency.
- Shareholder Returns: The company distributed $530 million in cash to shareholders in 2025, including $341 million in share repurchases and a 4% dividend increase, demonstrating a commitment to shareholder value and financial stability.
- Future Outlook: Management projects low single-digit net sales growth for 2026, with new pool construction expected to remain around 60,000 units; however, resilient maintenance revenues and expanded digital capabilities are anticipated to support long-term growth.
See More
US Stock Market Under Pressure Amid AI Outlook Concerns
- Market Weakness: The S&P 500 index fell by 0.26%, the Dow Jones Industrial Average by 0.28%, and the Nasdaq 100 by 0.34%, reflecting market concerns over the outlook for artificial intelligence, particularly with poor performances from chipmakers and AI infrastructure stocks.
- Mixed Economic Data: Initial jobless claims in the US fell by 23,000 to 206,000, marking a 5-week low and indicating a strong labor market; however, the December trade deficit widened to $70.3 billion, exceeding expectations and suggesting challenges in economic recovery.
- Earnings Season Nearing End: Over 75% of S&P 500 companies have reported earnings, with 75% exceeding expectations, and Q4 earnings growth is projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, demonstrating resilience in corporate earnings.
- Geopolitical Risks Intensify: WTI crude oil prices rose over 2% to a three-week high due to military buildup in the Middle East, potentially increasing inflationary pressures, which could affect market sentiment and investor confidence.
See More
US Stocks Decline Amid AI Outlook Concerns
- Market Decline: The S&P 500 Index fell by 0.44%, the Dow Jones by 0.57%, and the Nasdaq 100 by 0.66%, reflecting market concerns over the outlook for artificial intelligence, particularly impacting chipmakers and AI infrastructure stocks.
- Mixed Economic Data: Weekly initial jobless claims dropped to 206,000, a five-week low, indicating a strong labor market; however, the December trade deficit widened to $70.3 billion, exceeding expectations, suggesting economic pressures that could affect market confidence.
- Earnings Season Nearing End: Over 75% of S&P 500 companies have reported earnings, with 75% exceeding expectations, and Q4 earnings growth projected at 8.4%, providing some support for the market, although overall sentiment remains cautious.
- Geopolitical Risks Intensify: WTI crude oil prices rose over 1% to a three-week high due to U.S. military buildup in the Middle East, heightening inflation concerns and potentially increasing expectations for Fed rate hikes.
See More
POOLCORP Reports Stable 2025 Financial Highlights
- Sales Stability: Pool Corporation reported net sales of $5.3 billion for 2025, consistent with 2024, indicating stability in maintenance business and growth in building materials in the latter half of the year, showcasing the company's resilience amid market fluctuations.
- Gross Margin Improvement: The gross margin for 2025 was 29.7%, an increase of 20 basis points over the previous year, despite the 2024 tariff reversal, demonstrating effective pricing strategies and disciplined supply chain management.
- Operating Expense Growth: Selling and administrative expenses rose by 4% to $992.3 million in 2025, primarily driven by investments in technology initiatives and sales center expansion, reflecting strategic spending in response to inflationary pressures.
- Future Outlook: POOLCORP anticipates diluted EPS for 2026 to range between $10.85 and $11.15, reflecting optimistic expectations for modest sales growth and improved earnings, indicating a continued commitment to innovation and disciplined execution in its strategic direction.
See More
POOL Corporation Q4 Earnings Miss Expectations
- Disappointing Earnings: POOL Corporation reported a Q4 GAAP EPS of $0.85, missing expectations by $0.12, indicating pressure on profitability that could affect investor confidence.
- Slight Revenue Decline: The company's revenue of $982.2 million represents a 0.5% year-over-year decrease, falling short of expectations by $16.94 million, reflecting signs of weak market demand.
- Cautious Future Outlook: POOL expects earnings for 2026 to range between $10.85 and $11.15 per diluted share, and while there are growth expectations, concerns about short-term performance may impact stock price.
- Commitment to Innovation: The company emphasizes its focus on driving sustainable growth through innovation and disciplined execution, indicating that despite current challenges, management remains confident about the future.
See More
POOL Corporation Set to Announce Q4 Earnings on February 18
- Earnings Announcement: POOL Corporation is scheduled to release its Q4 earnings on February 18 before market opens, with a consensus EPS estimate of $0.98, reflecting a modest year-over-year growth of 1.0%, indicating the company's efforts to stabilize its profitability.
- Revenue Expectations: The revenue is projected to reach $999.14 million, also showing a year-over-year increase of 1.2%, which suggests that the company can maintain some revenue growth despite facing market challenges, although the growth rate is limited.
- Historical Performance: Over the past two years, POOL has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, demonstrating reliability in earnings forecasts and bolstering investor confidence.
- Estimate Revision Status: In the last three months, there have been no upward revisions to EPS or revenue estimates, with one downward revision each, which may reflect a cautious market outlook on POOL's future growth, prompting investors to monitor how the company addresses these challenges.
See More
Pool Corporation Q4 2025 Earnings Call Insights
- Stable Revenue: Pool Corporation reported full-year revenue of $5.3 billion for 2025, flat year-over-year, while Q4 sales totaled $982 million, down 1% year-over-year, indicating the company's solid market position despite a slowdown in new pool construction.
- Margin Improvement: The gross margin for 2025 reached 29.7%, up 20 basis points from the previous year, with Q4 gross margin at 30.1%, reflecting a 70 basis point improvement, showcasing the company's ongoing efforts in cost control and operational efficiency.
- Shareholder Returns: The company distributed $530 million in cash to shareholders in 2025, including $341 million in share repurchases and a 4% dividend increase, demonstrating a commitment to shareholder value and financial stability.
- Future Outlook: Management projects low single-digit net sales growth for 2026, with new pool construction expected to remain around 60,000 units; however, resilient maintenance revenues and expanded digital capabilities are anticipated to support long-term growth.
See More
US Stock Market Under Pressure Amid AI Outlook Concerns
- Market Weakness: The S&P 500 index fell by 0.26%, the Dow Jones Industrial Average by 0.28%, and the Nasdaq 100 by 0.34%, reflecting market concerns over the outlook for artificial intelligence, particularly with poor performances from chipmakers and AI infrastructure stocks.
- Mixed Economic Data: Initial jobless claims in the US fell by 23,000 to 206,000, marking a 5-week low and indicating a strong labor market; however, the December trade deficit widened to $70.3 billion, exceeding expectations and suggesting challenges in economic recovery.
- Earnings Season Nearing End: Over 75% of S&P 500 companies have reported earnings, with 75% exceeding expectations, and Q4 earnings growth is projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, demonstrating resilience in corporate earnings.
- Geopolitical Risks Intensify: WTI crude oil prices rose over 2% to a three-week high due to military buildup in the Middle East, potentially increasing inflationary pressures, which could affect market sentiment and investor confidence.
See More
US Stocks Decline Amid AI Outlook Concerns
- Market Decline: The S&P 500 Index fell by 0.44%, the Dow Jones by 0.57%, and the Nasdaq 100 by 0.66%, reflecting market concerns over the outlook for artificial intelligence, particularly impacting chipmakers and AI infrastructure stocks.
- Mixed Economic Data: Weekly initial jobless claims dropped to 206,000, a five-week low, indicating a strong labor market; however, the December trade deficit widened to $70.3 billion, exceeding expectations, suggesting economic pressures that could affect market confidence.
- Earnings Season Nearing End: Over 75% of S&P 500 companies have reported earnings, with 75% exceeding expectations, and Q4 earnings growth projected at 8.4%, providing some support for the market, although overall sentiment remains cautious.
- Geopolitical Risks Intensify: WTI crude oil prices rose over 1% to a three-week high due to U.S. military buildup in the Middle East, heightening inflation concerns and potentially increasing expectations for Fed rate hikes.
See More
POOLCORP Reports Stable 2025 Financial Highlights
- Sales Stability: Pool Corporation reported net sales of $5.3 billion for 2025, consistent with 2024, indicating stability in maintenance business and growth in building materials in the latter half of the year, showcasing the company's resilience amid market fluctuations.
- Gross Margin Improvement: The gross margin for 2025 was 29.7%, an increase of 20 basis points over the previous year, despite the 2024 tariff reversal, demonstrating effective pricing strategies and disciplined supply chain management.
- Operating Expense Growth: Selling and administrative expenses rose by 4% to $992.3 million in 2025, primarily driven by investments in technology initiatives and sales center expansion, reflecting strategic spending in response to inflationary pressures.
- Future Outlook: POOLCORP anticipates diluted EPS for 2026 to range between $10.85 and $11.15, reflecting optimistic expectations for modest sales growth and improved earnings, indicating a continued commitment to innovation and disciplined execution in its strategic direction.
See More
POOL Corporation Q4 Earnings Miss Expectations
- Disappointing Earnings: POOL Corporation reported a Q4 GAAP EPS of $0.85, missing expectations by $0.12, indicating pressure on profitability that could affect investor confidence.
- Slight Revenue Decline: The company's revenue of $982.2 million represents a 0.5% year-over-year decrease, falling short of expectations by $16.94 million, reflecting signs of weak market demand.
- Cautious Future Outlook: POOL expects earnings for 2026 to range between $10.85 and $11.15 per diluted share, and while there are growth expectations, concerns about short-term performance may impact stock price.
- Commitment to Innovation: The company emphasizes its focus on driving sustainable growth through innovation and disciplined execution, indicating that despite current challenges, management remains confident about the future.
See More
POOL Corporation Set to Announce Q4 Earnings on February 18
- Earnings Announcement: POOL Corporation is scheduled to release its Q4 earnings on February 18 before market opens, with a consensus EPS estimate of $0.98, reflecting a modest year-over-year growth of 1.0%, indicating the company's efforts to stabilize its profitability.
- Revenue Expectations: The revenue is projected to reach $999.14 million, also showing a year-over-year increase of 1.2%, which suggests that the company can maintain some revenue growth despite facing market challenges, although the growth rate is limited.
- Historical Performance: Over the past two years, POOL has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, demonstrating reliability in earnings forecasts and bolstering investor confidence.
- Estimate Revision Status: In the last three months, there have been no upward revisions to EPS or revenue estimates, with one downward revision each, which may reflect a cautious market outlook on POOL's future growth, prompting investors to monitor how the company addresses these challenges.
See More
