Q2 25 EPS
$5.17
BEAT +0.33%
Est. $5.15
Q2 25 Revenue
$1.78B
BEAT +0.17%
Est. $1.78B
vs S&P Since Q2 25
-49.6%
TRAILING MARKET
POOL -32.6% vs S&P +17.1%
Market Reaction
Did POOL Beat Earnings? Q2 2025 Results
Pool Corporation posted a steady second quarter for 2025, with results that narrowly cleared Wall Street expectations as the world's largest wholesale pool distributor showed signs of stabilization after a sluggish start to the year. Diluted EPS came… Read more Pool Corporation posted a steady second quarter for 2025, with results that narrowly cleared Wall Street expectations as the world's largest wholesale pool distributor showed signs of stabilization after a sluggish start to the year. Diluted EPS came in at $5.17, edging past the $5.15 consensus estimate by 0.33%, while revenue of $1.78 billion topped forecasts by 0.17% and rose 0.8% year-over-year, driven primarily by resilient demand for maintenance products including the company's private-label chemical lines. Gross margin held steady at 30.0% and disciplined cost controls kept selling and administrative expense growth to just 1%, helping operating income tick up to $272.67 million. A lower share count of 37.4 million diluted shares, down from 38.3 million a year ago, provided additional lift to per-share results. The quarter's gains came against a broader backdrop of positive earnings momentum across markets. Management updated full-year 2025 EPS guidance to a range of $10.80 to $11.30, reflecting cautious confidence in the outdoor living sector despite ongoing headwinds from new pool construction and consumer discretionary spending.
Key Takeaways
- • Continued strength in maintenance products including private-label chemical products
- • Year-over-year improvement in discretionary product sales such as building materials
- • Disciplined cost management limiting operating expense growth to 1%
- • Strong value proposition and supply chain efforts sustaining 30.0% gross margin
- • Lower diluted share count from share repurchase activity
POOL YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“During the second quarter of 2025, we saw sales expansion, reflecting continued growth in maintenance products and improving trends on discretionary spending, and celebrated the opening of our 450th sales center. We remain focused on prioritizing our strategic initiatives through providing an outstanding customer experience and advancing our technology investments, positioning the business for sustained success.”
— Peter D. Arvan, Q2 2025 Earnings Press Release
POOL Earnings Trends
POOL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
POOL EPS Trend
Earnings per share: estimate vs actual
POOL Revenue Trend
Quarterly revenue: estimate vs actual
POOL Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.35 | $1.45 | +7.66% | $1.14B | +3.60% |
| Q4 25 MISS FY | $0.98 | $0.84 | -14.30% | $982.2M | -1.69% |
| FY Full Year | $10.85 | $10.73 | -1.13% | $5.29B | -0.32% |
| Q3 25 BEAT | $3.37 | $3.40 | +0.95% | $1.45B | -0.51% |
| Q2 25 BEAT | $5.15 | $5.17 | +0.33% | $1.78B | +0.17% |
| Q1 25 MISS | $1.46 | $1.42 | -2.86% | $1.07B | -2.53% |